Shopify Integration

Integrate your shopping cart with Cerasis Rater for seamless shipping logistics.

Cerasis (cerasis.com) is a third party logistics company that gives its customers access to dozens of LTL freight carriers through a single account relationship. This application retrieves your negotiated Cerasis rates, takes action on them according to the extension settings, and displays the result as shipping charges in the Shopify checkout process. To establish a Cerasis account click here to access the new account request form.

Displays negotiated LTL shipping rates in the shopping cart.

Choose to display a list of carriers, the cheapest option, or an average rate.

Provides quotes for shipments within the United States and to Canada.

Define a custom label to identify the LTL freight rate in the cart.

Elect to display carrier transit times with rate estimates.

Define multiple warehouses.

Identify products that drop ship from vendors.

Product specific shipment parameters: weight, dimensions, freight class.

Option to set a product’s freight class automatically through the built in density calculator.

Support for variable products. Shipment parameters can be set differently for each product variation.

Option to always include the residential delivery charge.

Option to include lift gate delivery charge.

Option to mark up shipping rates by a set dollar amount or by a percentage.

Works seamlessly with other quoting apps published by Eniture Technology.

Current version: 1.0

Requirements

A Shopify account with the Real-Time Carrier Shipping feature enabled. The feature is standard on the Advanced Shopify subscription package. It can be added to other packages by contacting Shopify customer service.

Your Cerasis Shipper ID.

Your username and password to the Cerasis online shipping system.

Your Cerasis API access key.

How do I get this application?

This application can only be installed from the Shopify App Store. Click here to locate the app in the Shopify App Store and then click the GETbutton to install the app. You must have the Shopify store owner credentials to perform the installation.

How do I get a Cerasis account number?

Call Cerasis at 1-800-734-5351 or click here to complete a form that will immediately provide you with credentials to use with the extension and also initiate the new account process.

Where do I find my Cerasis username and password?

Cerasis issues usernames and passwords to its online shipping system Cerasis Rater. Contact Cerasis at 1-800-734-5351 to request credentials if you don’t already have them.

Where do I get my Cerasis authentication key?

If you are an existing Cerasis customer, call Cerasis at 1-800-734-5351. If you need to obtain a Cerasis account number click here to complete a form that will immediately provide you with credentials (including the authentication key) to use with the extension. Completing the form will also initiate the new account process.

Why were the shipment charges I received on the invoice from Cerasis different than what was quoted by the application?

The rates will be the same if the shipment parameters used to obtain the quote are exactly the same as those that were used for the invoice. Compare the shipment parameters in the application with those on the invoice. Pay close attention to freight class, product weight, dimensions and various accessorial fees like residential delivery. Consider making changes as needed. Remember that the weight of packaging materials is included in the weight of the shipment and that your use of pallet or box size may have an impact on the shipment’s billable weight. If you are unable to reconcile the differences call Cerasis (1-800-734-5351) for assistance.

What happens when my shopping cart contains products that ship LTL and products that would normally ship FedEx or UPS?

If the shopping cart contains one or more products tagged to ship LTL freight, all of the products in the shopping cart are assumed to ship LTL freight. To ensure the most accurate quote possible, make sure that every product has a freight class, weight and dimensions recorded.

What happens if I forget to identify a freight classification for a product?

In the absence of a freight class, the plugin will attempt to calculate the freight classification using the density calculation method. To do so the products weight and dimensions must be recorded. This is not a reliable alternative and identifying the proper freight class will always return the most reliably accurate result.

How do I find out what freight classification to use for my products?

Old LTL freight invoices are a good resource. Otherwise contact Cerasis (1-800-734-5351) for assistance. You might also consider getting a subscription to ClassIT offered by the National Motor Freight Traffic Association (NMFTA). Visit them online at nmfta.org.

Why do I sometimes get a message that a shipping rate estimate couldn’t be provided?

There are several possibilities:

  • There wasn’t enough information about the weight or dimensions for the products in the shopping cart to retrieve a shipping rate estimate.
  • The Cerasis web service isn’t operational.
  • Your Cerasis account has been suspended or cancelled.
  • There is an issue with the Eniture Technology servers.
  • There is an issue with the Shopify servers.

How does the density calculator work?

The density calculator will calculate a freight class by performing a calculation using the product weight and dimensions as inputs. In most cases the returned freight class will match the product’s (commodity’s) freight class as recorded in the National Motor Freight Classification (NMFC) directory. However, this is not always true and in the event there are differences, the freight class recorded in the National Motor Freight Classification (NMFC) directory takes precedence. An incorrectly identified freight class can result in unexpected shipping charges and even fees. You are solely responsible for accurately identifying the correct freight class for your products. If you need help doing this, contact your Cerasis (1-800-734-5351) for assistance.

To install this app you must be signed into Shopify with the store owner’s credentials.

Setting up the application to display LTL freight quotes consists of the following steps:

Other information contained in this guide:

1. Prepare Shopify to use the application

 

You must have the Real-Time Carrier Shipping feature on your Shopify plan to have live carrier quotes displayed in the checkout process. It is standard on the Shopify Advanced plan and can be added to other Shopify plans by calling Shopify Customer Service.

Navigate to the Settings>Shipping page. Scroll down to the Zones and rates section. If you don’t have a domestic shipping zone defined, click on the Add shipping zone link and then enter a zone name (i.e. “Domestic”).

add-shipping-zone

If you already have a domestic zone defined, click the Edit link to the right of the zone name.

Scroll down to the Carrier-calculated rates section. Click the Add rate button. Choose the carrier from the Select a carrier drop down. Click the Donebutton.

add-carrier-rate

You may see a message underneath the app name in the Carrier-calculated rates section afterwards, informing you that there are no available services for the countries you’ve selected. Don’t be concerned. You’ll set this up in the app preferences.

The app supports shipments to Canada. If you plan to ship orders to Canada, define a separate shipping zone for Canada and add the app to it using the same steps described above.

2. Obtain Credentials to Cerasis Rater

 

To successfully connect the app to Cerasis you need your Cerasis Shipper ID, your username and password to Cerasis Rater, and an API Access Key .

If you are an existing Cerasis customer, obtain your API Access Key by calling Cerasis at 1-800-734-5351.

If you aren’t an existing Cerasis customer, call Cerasis at 1-800-734-5351 or click here to complete a form that will immediately provide you with credentials to use with the app and also initiate the new account process.

3. Connect to the Cerasis Rater API.

 

Begin by selecting Apps from the Shopify menu. Locate the entry for the Cerasis LTL Freight Quotes app and click on the app name to access the app preferences.

You will be delivered to the Connection Settings page. Enter the information prompted for, then click Save Settings. After the settings have been saved, click Test Connections. You will see a success message if your credentials validated. If not, correct them and try again.

Shipper IDEnter your Cerasis account number.
UsernameEnter your username to the Cerasis Rater.
PasswordEnter your Cerasis Rater password.
Access KeyEnter the Cerasis Rater API access key.

4. Select Carriers

 

Click on the Carriers tab. On this page you’ll identify which carriers you want to retrieve quotes for. Usually it’s best to retrieve quotes from all carriers. You’ll limit what your shopper sees in the next step. However, if there are particular carriers you have strong feelings against, this is where you will omit them. Make your selections and click the Save Settings button at the bottom of the page.

5. Identify Warehouse and Drop Ship Locations

 

Click the Add button in the appropriate sections to add warehouse and drop ship locations. Warehouses should have a complete inventory of all products not otherwise identified as drop shipped items. If you have more than one warehouse defined, the warehouse closest to the shopper will be used to retrieve shipping rate estimates.

Drop ship locations usually represent vendors that supply items that you don’t inventory. These items are shipped directly to your customer on your behalf. When an order includes drop shipped items, the shopping cart will display a single figure for the shipping rate estimate that is equal to the sum of the cheapest option for each shipment required to fulfill the order.

6. Choose Quote Settings

 

On this page you will choose the settings that will affect every LTL freight quote your shopper sees. Enter the information prompted for, and then click on the Save Settings button at the bottom of the page.

Rating MethodThere are three options to choose from:
  1. Cheapest – Displays the cheapest returned quote on the checkout page.
  2. Cheapest Options – Displays a specified number of the cheapest options on the checkout page.
  3. Average – Displays the average of a specified number of cheapest options on the checkout page.
Label AsCheapest and Average rating methods only.
Identify how you want the quote labeled in the checkout process. The Cheapest method will display the carrier name if left blank. The Average method will display “Freight” if left blank. A common choice for this field is “LTL Freight”.
Number Of OptionsCheapest Options and Average rating methods only.
Identify how many quotes to include. The selected quotes will include the cheapest and as many of the next least expensive options needed to reach the specified number. The Cheapest Options method will display each quote individually in a list of options from which the shopper can choose from. The Average method will display a single rate which will be the average of the number of chosen quotes.
Residential DeliveryWhen checked, the quotes returned will include the carrier’s residential delivery fee.
Residential Delivery UpgradeTake advantage of the in-app upgrade to have the application programmatically determine if the shopper’s address is a residential address. The upgrade adds $5/month to the app’s monthly subscription fee. It confirms residential addresses in the United States only.
Automatically Detect and Quote Residential DeliveryOption visible only after performing the Residential Delivery Upgrade.
Each order’s shipping address is referenced against a USPS database to determine if it is a residential address. If it is, the returned freight quote will automatically include the carrier’s residential delivery fee.
Always quote lift gate deliveryWhen checked, every quote will include the carrier’s lift gate delivery fee.
Offer lift gate delivery as an optionWhen checked, an additional option will be presented to the shopper that will include the lift gate delivery fee. The shopper will be able to choose between options that exclude or include lift gate delivery.
Include lift gate delivery when residential delivery is detectedOption visible only after performing the Residential Delivery Upgrade.
When checked, if a residential delivery address is detected the lift gate delivery fee will be included in the shipping rate estimate. In such cases, the option to Offer lift gate delivery as an option will be suppressed, even if enabled. Enabling both the Offer lift gate delivery as an option setting and the Include lift gate delivery when residential delivery is detected setting allows commercial customers to choose whether or not lift gate service is needed while always requiring it for residential customers.
Handling Fee / Mark UpIncreases the amount of each returned quote by a specified amount prior to displaying it/them in the shopping cart. The number entered will be interpreted as dollars and cents unless it is followed by a % sign. For example, entering 5.00 will cause $5.00 to be added to the quotes. Entering 5.00% will cause each quote to be multiplied by 1.05 (= 1 + 5%).
Appearance of the Residential Delivery setting after the purchase of the in-app upgrade.

ups-resi-id-upgrade

7. Enter Product Settings

 

Now that the application settings have been established, it’s time enter the product settings. Repeat these instructions for every product that you want to ship LTL freight. Select Products from the Shopify menu. Locate the product on the list and choose it by clicking on it. You will be delivered to the product’s details page. Click the More actions button at the top of the page to reveal the installed apps and select the app from the list.

You’ll be delivered to a page on which you will enter the product’s freight class, weight and dimensions. Enter the information prompted for, and then click the Save & Return button at the bottom of the page to return to the product’s Shopify product details page.

Quote as an LTL shipmentCheck this checkbox if you want this product to be quoted as shipping LTL freight.
Freight ClassSelect the product’s freight class from the drop down list. You may also select Density Based from the list, which will calculate freight class on the fly using the product’s weight and dimensions. The density based calculation will return the correct freight class in most, but not all cases. You are solely responsible to identify the correct freight class of your product(s). If you need assistance, contact your Cerasis representative or refer to the National Motor Freight Classification (NMFC) directory published by the National Motor Freight Transportation Agency (NMFTA.org).
WeightEnter the weight of the product in pounds. Fractions should be rounded up to the next whole number. It should include the weight of any packaging materials that may be required to ship the product, such as cardboard, pallets and shrink wrap.
LengthEnter the length of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
WidthEnter the width of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
HeightEnter the height of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Hazardous MaterialCheck this box if this item ships as hazardous material. When checked, carrier fees associated with shipping hazardous materials will be included in the freight quote when this item is present in the cart.
Drop ship this productCheck this box if this item is drop shipped from a location other than your warehouse.
Drop ship locationSelect the drop ship location from the drop down. These locations are defined on the Warehouses tab in the app settings that was described in step 3.

What your customer sees

 

Once you’ve completed the preceding steps, your Shopify store is ready to begin quoting LTL freight. Any time one or more products in the shopping cart are flagged as shipping LTL freight, all of the products are assumed to ship LTL freight as this will be more economical than splitting the shipment between two or more shipping methods. In the absence of a freight class, as may be the case for products not set up to ship LTL freight, the application will take advantage of any available information to ensure the return of an LTL freight quote if at all possible. To ensure the best possible outcome, it is highly recommended that the freight class, weight and dimensions be entered for every product you sell, even if they are not defaulted to ship LTL freight. When LTL rates are displayed, the exact presentation will depend on the options selected in the Quote Settings.

Updating products with the Import CSV Utility.

 

You can use the app’s Import CSV utility to enter or update the product shipping parameters. This method can be more time efficient than navigating in and out of the app’s user interface, particularly if you have a lot of products.

(View the 5 minute instructional video)

Navigate to the Import CSV tab in the app preferences.

Click the template link to download the CSV template file and open it in Excel or a similar application. Each row of the spreadsheet represents one of your products or product variants. The first two columns of the spreadsheet contain the Product ID and Variant ID. Do not remove these columns, they are crucial to the import process.

Eniture Technology publishes apps that provide quotes for Small Package (parcel) and LTL Freight. The file contains a column with the heading “Quote Method”. For each row in the file, input an “S” to quote the product as Small Package (parcel) or “L” to quote the product as LTL Freight.

If you have the LTL Freight Quote app installed, populate the Freight Class and Weight fields.

If you have the Small Package Quote app installed, populate the weight. Although populating the dimensions is not required, it’s highly recommended if the billable weight of your parcel shipments is frequently determined by dimensional weight. You should also populate the Freight Class field if you also have the LTL Freight Quote app installed. Doing so will improve quote accuracy when an LTL rate estimate is returned for an order that contains a mix of products.

Delete the rows representing products or product variants you don’t want updated.

Delete the columns you don’t want updated. For example, if you only want to update weights and your downloaded CSV file contains both weight and dimensions, remove the dimension columns to protect them from being affected by the import process.

Importing a blank cell in a column has the same effect as erasing the data that exists there.

Save the file as a CSV or Comma Separated Value file. Navigate back to the Import CSV tab in the app preferences. Click the box to indicate that your file has a header row, and then click the Choose File button. Select the file and click the Next button.

Use the drop down lists on the right to map the column headers in your file to the shipping parameters listed on the left. When the mapping is done, click next to begin the import.

When the import is done you’ll see a list of IDs representing the products that were updated. Beneath it you will see the list of products that didn’t. You can use your CSV file to locate these products and their product names. The removal of a product from Shopify after the CSV file is downloaded is the most common reason for an update failure.

 

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