Orders
Shipping

Order Shipping

This page covers how shipping works specifically for orders. For comprehensive shipping documentation including packaging algorithms, carrier configuration, and tracking setup, see the Shipping & Logistics section.


Shipping Methods

When creating or editing an order, you'll select a Shipping Method (also called Delivery Option) that determines how the order will be delivered.

Available Delivery Types

Delivery options are configured by your company in Settings → Orders → Delivery Options. Common types include:

Delivery TypeDescriptionWhen to Use
Carrier ServicesLive rates from UPS, FedEx, freight carriersYou want accurate, real-time shipping costs
Flat RateFixed shipping price you defineStandard shipping charge regardless of order size
Dynamic (Per-Weight)Price calculated based on order weightWeight-based shipping
Local PickupCustomer picks up from your locationNo shipping needed
Free ShippingNo shipping chargePromotional or included in product price

Note: The exact delivery options available depend on what your company has configured. Carrier Services enables real-time rate shopping from parcel and freight carriers.


Using Carrier Services

When you select a Carrier Services delivery option as the shipping method, you must request a carrier rate before the order can be saved. This ensures accurate shipping costs based on the actual products and destination.

How Carrier Services Work

  1. Package Calculation — TimberCloud's algorithm calculates optimal packaging based on product dimensions
  2. Rate Shopping — Live rates are fetched from parcel carriers (FedEx, UPS) and freight carriers (LTL)
  3. Rate Selection — You choose the carrier and service level
  4. Booking — When ready to ship, book the shipment and print labels

Requesting Rates from the Admin Panel

  1. Select Shipping Method — Choose a Carrier Services delivery option in the Shipping tab
  2. Click "Get Rates" — Button appears in the sidebar when a carrier service is selected
  3. Review Packages — See auto-calculated packages based on order items
  4. Select Shipping Mode:
    • Auto (Recommended) — Algorithm decides based on package type and weight
    • Small Parcel — Use FedEx, UPS, USPS carriers
    • LTL Freight — Use freight carriers for heavy shipments
  5. Configure Delivery Options — Select delivery requirements:
    • Liftgate Delivery (no loading dock at destination)
    • Residential Delivery (non-commercial address)
    • Limited Access Delivery (restricted access location)
    • Construction Site Delivery
    • Appointment Delivery (scheduled delivery window)
  6. Configure Coverage Options (optional):
    • Protective Service Coverage
    • Additional Insurance
  7. Click "Get Rates" — Fetch live rates from carriers
  8. Select a Rate — Choose your preferred carrier and service
  9. Save — The rate is attached to the order

Important: You cannot save an order with a Carrier Services delivery option selected without first choosing a specific rate.

What Gets Saved with the Rate

When you select a rate, the following is stored with the order:

  • Carrier name and service level
  • Shipping cost (with any markup applied)
  • Package configuration
  • Delivery estimate
  • All data needed for booking when ready to ship

Carrier Services at Checkout (Embed)

When customers use your Embedded Storefront, they can also select carrier rates at checkout:

  1. Customer selects a Carrier Services option as their delivery method
  2. A "Look up carriers" button appears
  3. Customer opens the Carrier Services modal
  4. Packages are auto-calculated from their cart items
  5. Live rates are fetched from carriers
  6. Customer selects their preferred carrier and service
  7. Shipping cost updates in their order total
  8. They complete checkout with the selected rate

Note: Customers cannot complete checkout with a Carrier Services option selected until they've chosen a specific carrier rate. The checkout button will be disabled and show "Please Select a Carrier Rate".


Rate Staleness

Carrier rates expire after 24 hours. This ensures accurate pricing at the time of booking.

When Rates Become Stale

  • 24 hours have passed since rate selection
  • Order items have been modified
  • Shipping address has changed
  • Estimated ship date has changed

Visual Indicators

When rates are stale, you'll see:

  • Yellow warning banner — Rates are outdated
  • "Regenerate Rates" button — With pulse animation
  • "Outdated" badge — On the selected rate card

Refreshing Rates

  1. Open the Carrier Services modal
  2. Click "Get Rates" to fetch fresh rates
  3. Select a new rate
  4. Save the order

Shipping Cost on Orders

How Shipping Cost is Calculated

Shipping MethodCost Calculation
Carrier ServicesFrom selected carrier rate + your markup
Flat RateFixed amount from delivery option settings
Dynamic (Per-Weight)Price per pound × order weight
Free Shipping$0
Local Pickup$0 (or custom fee if configured)

Shipping Markup

Add markup to carrier rates to cover handling and packaging:

  • Percentage Markup — e.g., 10% added to carrier rate
  • Fixed Markup — e.g., $10 added to all shipments

Configure in Settings → Orders → Shipping.


After the Order: Booking & Shipping

Once the order is ready to ship:

1. Book the Shipment

  1. Navigate to the order
  2. Click "Book Shipment"
  3. Confirm package details
  4. Shipment is booked with carrier
  5. Labels are generated automatically

2. Print Labels

  • Download as PDF
  • Print directly to thermal printer
  • Email to shipping station

3. Ship & Track

  • Attach labels to packages
  • Arrange carrier pickup or drop-off
  • Mark order as Shipped
  • Tracking updates automatically

For detailed booking and tracking information, see:


Shipping on Different Order Types

Quote Orders

  • Carrier rates can be selected during quote creation
  • Rates may become stale before quote acceptance
  • Refresh rates when converting quote to order if needed

Ordered Status

  • Rate should be current before booking
  • Check for stale rate warnings
  • Book when ready to ship

Storefront Orders

  • Carrier rate data is saved with the order
  • All booking data ready for fulfillment
  • Package configuration preserved

Troubleshooting

"Get Rates" Button Not Appearing

  • Ensure shipping method is set to a Carrier Services delivery option
  • Check that you're in edit mode
  • Verify the order has items with products

No Rates Returned

  • Verify products have dimensions and weights configured
  • Check that shipping address is complete
  • Ensure freight class is set for LTL-eligible items
  • Verify carrier accounts are configured in settings

Can't Save Order with Carrier Services

  • You must select a specific rate first
  • Open the Carrier Services modal and select a rate
  • If no rates available, check product configuration

Rates Seem Too High

  • Check product dimensions and weights
  • Review freight class settings
  • Verify package consolidation settings
  • Try editing packages manually in the modal

Related Documentation