THE TARGET OPERATING PATH
Live rates are the beginning—not the handoff.
This is the connected workflow the source supports. The merchant's configured connectors determine which external actions are enabled, and each action is proven in Shadow or Test mode before live use.
Prepare the decision
- Check catalog readiness and missing inputs
- Connect parcel, LTL, custom, or approved rate sources
- Use reviewed packout patterns instead of predefining every possible box
- Set product economics, protected margin floors, and offer eligibility
Rate the cart and win the order
- Read the live cart, destination, and service requirements
- Evaluate parcel, LTL, palletized, or mixed shipment plans
- Compare current rates, services, accessorial exposure, and carrier ETA
- Present a clear shipping-inclusive price and tiered savings
- Follow an abandoned cart with offers that stop at the merchant-set maximum
Finish the shipping job
- Book the approved carrier quote
- Compile labels, BOLs, order receipts, packing slips, and checklists
- Send the job to the Packer app with a ship-by countdown
- Capture actual dimensions, weight, timing, products fit, and photos
- Collect delivery readiness and arrange eligible appointment windows
- Preserve White Glove scope, completion proof, and exceptions
- Track pickup, delivery, ETA, and customer follow-up
- Match the final bill, flag variance, and preserve claim evidence
MARGIN SAFE DISCOUNTS
Know what the cart can afford before you promise the offer.
Calculate the strongest eligible customer offer after shipping, fees, protected costs, and margin. Margin Safe Discounts is the differentiated offer-and-margin capability inside the Ship Safe Offers platform.
WHITE GLOVE DELIVERY OFFERS
Rate the service the customer is actually being promised.
Separate curbside, threshold, room-of-choice, White Glove, assembly, installation, and removal scopes. Screen the destination, preserve the provider basis, arrange a supported appointment, and keep completion proof with the order.
ONE CONNECTED OPERATING RECORD
The checkout promise stays attached to what actually shipped.
Every team sees the part it needs without losing the decision that came before it. That makes the order easier to fulfill, explain, audit, and defend.
CART
Products, destination, customer context, and offer eligibility
DECISION
Practical packout, parcel-versus-LTL mode, live rate, service, and ETA
OFFER
Shipping presentation, tiered savings, protected margin floor, and approval reason
FULFILLMENT
Booking, label, BOL, receipt, order, packing slip, checklist, and deadline
ACTUALS
Final dimensions, scale weight, photos, products fit, pack time, and pickup events
CLOSEOUT
Tracking, delivery receipt, final invoice, variance review, and claim packet
MERCHANT CONTROL
The system recommends. You set the boundaries.
Nothing becomes customer-facing until the eligible products, rates, packing evidence, margin rules, and fallback behavior are reviewed.
Your minimum margin
No eligible offer is released below the configured floor.
Your approved packouts
Your team approves, edits, or rejects the patterns used to estimate future shipments.
Your live approval
Shadow mode and controlled review come before activation.