To configure shipping for an order, you'll use the Configure Shipment Widget, which allows you to set the shipping service, package type, weight, dimensions, insurance, confirmation, and other options.
Access the Configure Shipment Widget in either the Orders grid shipping sidebar, or in the Order Details screen (to open the Order Details, either click an order number or double-click the order in the grid).
The below sections detail how to configure shipping for individual orders, for multiple orders at once (called bulk updating), and using Shipping Presets.
You can also configure shipping with various automated methods. Automation methods are covered in depth in the Automation section articles. For details on using different types of automation, please review the product defaults, service mapping, and automation rules articles.
To configure shipping for an individual order:
Go to the Configure Shipment Widget (either in the Orders grid Shipping Sidebar or the Order Details screen).
Select your Ship From location, if different from the default location.
Enter the shipment weight.
If you are using a scale via ShipStation Connect, click the weight button once the shipment is placed on the scale.
Select the desired service from the Service drop-down menu.
Services will be grouped by postage provider account.
Select the desired package type from the Package drop-down menu.
Packages will be grouped by carrier. Any custom package types you have created will appear first in the list.
Set your package dimensions, if necessary.
Not all services require package dimensions, however, any service that uses dimensional weight must have dimensions to return an accurate rate.
Add Insurance and Delivery Confirmation options, if needed.
Add other options (like Saturday Delivery or Third-party Billing), if needed.
The below gif provides a quick demonstration:
The rate for the shipment will appear in the Create + Print Label button. The rate automatically updates as you configure your shipment.
Once you have configured all necessary options, you are ready to create and print your label.
Bulk updating can be done in either the Orders grid Shipping Sidebar or by using the Bulk Update drop-down menu.
To configure shipping for multiple orders in bulk, do the following:
Select the orders you wish to update in the Orders Grid.
Select the options you wish to update in the Shipping Sidebar.
If the sidebar is not visible, check the box for Show Sidebar.
Make your updates to each option.
The Bulk Update menu offers more options than the bulk update in the sidebar, including adding notes, setting a Ship By Date, and changing email and packing slip templates.
Shipping presets allow you to set various shipping configurations in advance and apply them quickly through the Presets menu or by using Hotkeys.
A preset can contain the following settings:
Ship From Location
Size (package dimensions)
Set as few or as many as you need in each preset, and assign a Hotkey combination to each preset if desired.
To add shipping presets, you'll use the Other Actions menu in the Orders tab.
Click Other Actions and choose Manage Presets.
Click New Preset in the Manage Presets pop-up screen.
Type in a preset name.
Set a Hotkey combination from the Hotkey drop-down (optional).
If you assign Hotkeys to your presets, you can print the Hotkeys as barcodes to use in a barcode scanning workflow. Just click Print Hotkeys and Barcodes in the Manage Presets screen to print the barcode sheet.
Click Add Shipping Options and choose which settings you want to add to this preset.
Click Save Preset once you have added all the options you need for this preset.
To edit or delete your existing presets, simply click either the Edit or Delete options in the Manage Presets pop-up screen.
You can manually apply a shipping preset individually or in bulk.
Individual Orders and Shipments
ShipStation will apply all the settings from the preset, which you can then see in the Configure Shipment Widget. When possible, ShipStation will also automatically return the rate for the shipment.
Apply to Multiple Orders
Select the orders you wish to apply the preset to in the Orders grid.
You then have two options:
Either, click Bulk Update and then choose Apply Shipping Preset:
Or, click the Preset drop-down from the Shipping Sidebar:
Select the preset you wish to apply.
Click either Update Selection or Apply Preset.
ShipStation will apply the preset settings to the orders and automatically return rates when possible.
Scan Barcodes in Place of Using Hotkeys
If you use a barcode scanner in your shipping workflow, try printing your preset Hotkeys as barcodes. This allows you to scan the barcode instead of using your keyboard to apply presets more quickly.
Hotkeys: If you have assigned a hotkey to a preset, you can use the hotkey to apply presets either individually or in bulk.
You cannot currently use automation to apply presets.
For more information on using automation to configure shipping options, review the articles on Automation in the Advanced Features section of this guide.
By setting a future ship date when configuring shipping for an order, you can create a label that you plan to ship at a later time. This ensures the shipment is reported correctly and end up on the correct end of day form or manifest.
To set a future ship date on a single order:
Open the order details screen by clicking on the order number in the Orders grid.
Click Ship Date in the Configure Shipment section to open the calendar.
Select a future date on the Calendar and it will automatically set it on the order.
To set a future ship date for multiple orders:
Select the orders in the Orders grid.
Configure their shipping options like you normally would.
Click Create Label or Create + Print Label.
When creating multiple labels at once, ShipStation will open the Label Batch Cost Review screen.
Click the calendar in the Scheduled Ship Date field.
ShipStation will then continue to create the labels for the selected orders, but with the new future ship date.