Contact for Shipping Quote

Installation ↑ Back to top

  1. Download the .zip file from your WooCommerce account.
  2. Go toWordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the extension.

More information at: Install and Activate Plugins/Extensions.

Creating a Custom Shipping Quote Option ↑ Back to top

The first step in setting up the Contact for Shipping Quote plugin is creating a Custom Shipping Quote rate. Head over to the WooCommerce > Settings > Shipping > Shipping Zones section.

Head into one of your existing shipping zones, or create a new one. Use the “Add shipping method” button and select the “Contact for shipping quote” option to add a new shipping rate to the zone.

Adding a 'Contact for Shipping Quote' shipping rate

When that option is created, click the ‘Edit’ button to customize the settings further.

Contact for Shipping Quote Rate Settings

Contact for Shipping Quote shipping - instance settings

There are various settings available within each instance of a ‘Contact for shipping quote’ shipping option instance. Each one will be described below with a elaboration on what they do and how they work.

Method title

Just like any other shipping option, this is the main shipping label used at the checkout that the customer will see and choose from when there are multiple option.

Description

Unlike other shipping options, this allows for adding a additional description to the shipping option. There are two special shortcodes that can be used within this description field that will allow the customer to request the shipping quote and/or to instantly refresh the order totals after a request has been done.

[request_link] Shortcode
Attributes:
text – A custom text for the link (optional)
hide_when_available={1/0} – Hide this text when a shipping quote is available
hide_when_requested={1/0} – Show this text when a shipping quote is requested

This shortcode adds a link that will send the request to the WooCommerce backend to create a shipping quote request. Shipping quote requests are not created until such link is clicked.

[refresh_link] Shortcode
Attributes:

text="Refresh" – A custom text for the link (optional)
hide_when_available={1/0} – Hide this text when a shipping quote is available
show_when_requested={1/0} – Show this text when a shipping quote is requested

This will add a new link that will refresh the order totals without having to reload the page.

Tax status

Just like other shipping options you can configure tax status of this shipping option.

Contact popup page

The request_link shortcode/link will open a new modal/popup when this setting is set to a page. You can select any page from your site, and that page contents will be displayed in the popup. For instance you can add instructions on this page on how to proceed for the customer (how to get in touch) or if you will reach out to them.

Leave empty to suppress the popup completely.

Enable when cart contains

The Contact for Shipping Quote plugin serves a specific need; one thats not always necessary. If you sell products that can be both send through regular shipping and that requires custom quotes this option helps to ensure the Contact for quote option only appears when certain product categories or shipping classes are present in the cart.

Leave empty to always have this shipping instance appear.

Exclude other methods

If a shipping quote is required for certain products, you want to ensure there’s not a simple flat rate available for a few bucks of course. Exclude other shipping options within the shipping zone using this option.

The other options will only be excluded when the Contact for shipping quote option is available (with respect to the previous setting).

Contact for Shipping Quote Plugin Settings

The Contact for Shipping Quote plugin has a settings page for generic plugin settings. This settings page can be found over at WooCommerce > Settings > Shipping > Quote options.

Contact for Shipping Quote plugin settings

Quote expiration time

The quote expiration time setting determines when a shipping quote should automatically expire.

Emails ↑ Back to top

As of version 1.1.0 customer and store manager notification emails are available in the WooCommerce > Settings > Emails tab.

Customer emails will only be able be send out if the customer email is entered at the checkout or known from a previous order/account creation.

Usage ↑ Back to top

When a shipping quote request is being made by a customer it will be available in the WooCommerce admin area. The page listing all shipping quotes can be found as a submenu called ‘Shipping quotes’ under the main WooCommerce menu.

On the page itself you’ll see all shipping quote requests listed. Each quote can be managed easily and quickly from within the overview.

Contact for Shipping Quote admin overview

Shipping Quotes

Each row on the page represents a single shipping quote request made by a customer. The page displays all information needed to provide a shipping quote to the customer.

Customer
This columns lists all the personal customer information; The customer name, address and if available user ID.

Status column
The status column displays the current quote status and when it was requested. Hovering over a request time will give you the exact request date/time.

The following statuses are available by default in the plugin:
– New – The customer has requested a shipping quote and action is required from the store manager.
– Pending – The store manager has responded to the shipping quote by providing shipping cost.
– Completed – The customer has accepted and completed the order.
– Expired – The customer has not completed the order with the cart/address details with which the quote was requested within the expiration time frame.
– Revoked – The store manager has revoked a earlier given shipping quote.
– Closed – Used when a shipping quote is no longer needed.

Cart
The next column displays which products are in the customer’s cart when the shipping quote was requested. Clicking on the information expands a more detailed table with product information and links to products.

Quotation
The Quotation column is where the quoted shipping cost can be viewed / entered. Clicking the ‘Edit’ link you’ll be presented with a field to enter the shipping cost for the given quote.

After saving this field (pressing return or clicking ‘save’) the shipping quote will be updated to the ‘pending’ status (pending customer order completion) and the customer will be able see the quoted price at the checkout after refreshing the order totals.

Actions
Within the actions column the quote status can be updated or the quote can be deleted completely.

FAQs ↑ Back to top

Does this plugin automatically request quotes from shipping carrier companies?
No, the Contact for Shipping Quote plugin is meant to allow the store manager to assign their own custom prices to the customer cart/address. It does not automatically integrate with any shipping carrier companies (look for specific shipping carrier plugins for such requirement).

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