How do you quote shipping under Opportunity/Quotes?

  • 29 December 2023
  • 3 replies

It appears the quote screen within opportunities is not the same as it lives within the CRM. When we quote a customer we also quote freight.  How do we do this within opportunities/quotes?


Best answer by Kandy Beatty 29 December 2023, 18:25

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3 replies

Userlevel 7
Badge +16

HI @joemejia 

How are charging the freight? Or quoting it? Could you create a stock item FREIGHT and use that?


There is an idea that you could vote for on the Community to add Shop for Rates on Quotes in CRM:

Thanks for the quick reply @Kandy Beatty

That actually could work for now, but the one missing piece we need in order to quote the amount of freight is the item weights or the weight of the entire order. We then use this information to quote via motor freight service like Fedex. Is there a way to add the weight field to the line item grid within sales quotes?



Userlevel 7
Badge +16

HI @joemejia 

There is nothing out of the box right now. You would need a customization for that. 


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