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Tutorial 6 of 7

Set Up Shipping, Tax & Documents

Set shipping assumptions, normalize DTF freight, configure tax treatment and supplier PO behavior, and add customer payment destinations.

Follow along

Written instructions

  1. 1

    Open Settings and expand Tax & Shipping.

  2. 2

    Enter the Minimum Base Shipping used as the floor for estimated supplier freight.

  3. 3

    When DTF is enabled, set the DTF Shipping Multiplier. Decimals are OK—1 leaves the estimate unchanged, a value above 1 increases estimated DTF shipping, and a value below 1 reduces it.

  4. 4

    Set the Customer Shipping Markup and choose whether shipping appears on customer Quotes and supplier Purchase Orders.

  5. 5

    Enter the Tax Rate and choose whether apparel, decoration, and shipping enter the taxable subtotal.

  6. 6

    Expand Documents & Payments.

  7. 7

    Choose whether supplier POs bill blank apparel and whether additional items should also appear on the PO.

  8. 8

    Add any public payment links or provider QR codes that should appear on unpaid customer documents.

  9. 9

    Return to the calculator and select the job’s tax and shipping choices.

  10. 10

    Choose Quote, Invoice, or Paid, then create the customer document. Apparel jobs can create a separate supplier PO.

Read the video transcript

Set Up Shipping, Tax & Documents transcript

Now let’s configure shipping, tax, and the documents you’ll create from each job.

In Settings, open Tax and Shipping.

Begin with Minimum Base Shipping.

This establishes the lowest production shipping cost the tool will use, even when the calculated amount is lower.

Next is the DTF Shipping Multiplier.

This setting helps keep the production comparison fair when your Screen Print and DTF vendors have different shipping advantages.

For example, imagine that you and your customer are on the West Coast. Your Screen Print vendor is also on the West Coast—but your DTF vendor ships from the East Coast.

A multiplier above one allows the comparison to recognize the additional freight involved in choosing DTF.

If the geography works in reverse—and DTF shipping should cost less—use a multiplier below one.

A value of one leaves the base shipping estimate unchanged.

If DTF is turned off, this setting stays out of the way, while its saved value remains available for later.

Customer Shipping Markup controls how the selected production shipping cost carries onto the customer’s document.

One hundred percent passes through the estimated cost. A higher percentage adds shipping margin.

Then choose whether shipping should appear on customer Quotes and whether it should be billed on supplier Purchase Orders.

When PO shipping is turned off, the shipping details remain visible—but the billed amount becomes zero.

Next, enter your Tax Rate.

Choose whether apparel, decoration, and shipping should enter the taxable subtotal.

These settings establish your normal tax treatment.

For each individual job, the Apply Tax switch remains the master control. Turn it off when the order should not include tax.

Additional items—such as design fees, banners, or rush charges—can be marked taxable individually.

Now open Documents and Payments.

Under Purchase Orders, choose whether the supplier should bill you for the blank apparel.

If you provide the blanks yourself, turn this off. The apparel will remain listed on the PO at zero dollars and will be identified as broker supplied.

You can also include additional items on the PO when you want it to function as a more complete internal work order.

Under Accepted Payments, add any payment destinations you want shown on customer Quotes and unpaid Invoices.

A public payment link creates a clickable option and a QR code. You can also upload a payment provider’s own QR code.

The Production Quote Tool displays these payment options, but it does not process or track the payment.

Back on the calculator, choose the customer document’s current stage: Quote, Invoice, or Paid.

The document button updates automatically, while apparel jobs can also create a separate Purchase Order for the selected production method.

Configure these defaults once—then adjust tax, shipping, and document status only when a particular job requires it.