When cases, 6 packs, or items that are more than your budget come up on a Q shipment, it will increase the budget. The Q tries to put a case in a shipment and will increase the shipment's budget to do so and will notify you. If the Q only has cases to choose from, the Q budget can go way over.
The Optimize option makes it so that the tax and shipping charges can be factored into shipment budgets. The Optimize option re-shuffles the shipments and changes what you had set the shipments up as. So after starting a Q, you will need to customize the shipments yourself or else un-check this option. The Optimize option will change shipments that you have customized.
