Shipping

Configure shipping types, thresholds, delivery addresses, and automatic shipping calculation.

Written By Victor Raessen

Last updated 4 days ago

Shipping costs can be added to quotes as a separate line item. Configure shipping types, set free shipping thresholds, and assign default shipping methods per company or product category.

Shipping types

Shipping types define the available shipping methods with associated costs. Each type has:

Name — Display name (e.g., "Standard Shipping", "Express Delivery")
Price — Sell price to the customer
Cost — Your cost for shipping
Active — Toggle to enable or disable the shipping type

Manage shipping types at Admin > Quotes > Shipping.

Shipping types table showing Express Delivery and Shipping costs with active status

Admin Quote configuration page showing the Shipping tab with shipping cost options and toggles

Adding shipping to a quote

When sending a quote from the quote editor, select a shipping type from the dropdown in the send dialog. The price and cost auto-fill from the shipping type but can be overridden per quote.

Send quote for approval dialog with shipping type dropdown, recipient fields, and expiration date

Automatic shipping calculation

When products belong to category that have a default shipping type configured, Salesbuildr auto-selects shipping on the quote. If products span multiple categories with different shipping types, the highest-priced shipping type is selected automatically. You can always override the auto-selected shipping type manually.

Configuration levels

Shipping can be configured at multiple levels. More specific settings override general ones.

Level	Setting	Description
Global	Free shipping threshold	Free shipping for orders above this value
Global	Allow recipient to update shipping address	Let customers change the delivery address on the proposal landing page
Per company	Default shipping type	Pre-select a shipping type for this customer
Per company	Free shipping threshold	Override the global threshold for this customer
Per category	Default shipping type	Auto-apply a shipping type for products in this category

Admin settings showing free shipping threshold (€5,000), expiry reminder, and quote approval configuration — Admin settings showing free shipping threshold, expiry reminder, and quote approval configuration

Navigating shipping configuration and applying shipping types in the admin panel

Category settings dialog with default shipping type dropdown for automatic shipping on category products

Delivery addresses

Companies can have multiple delivery addresses, managed on the company's Addresses tab. When sending a quote, the company's default delivery address is used. If Allow recipient to update shipping address is enabled globally, the customer can change the delivery address when reviewing the proposal.

Shipping and procurement

When a purchase order is created through Procurement, shipping applies to the order. If dropshipping is enabled on the PO, items ship directly to the customer's delivery address via the distributor.