ShippingEasy is proud to offer complete automation with InstantLabel. Once configured, InstantLabel enables you to buy and print labels automatically - without lifting a finger! Best of all, InstantLabel only does what you want it to do.
NOTE: Instant label is only supported with the printer configurations of the main ShippingEasy account holder.
Building this intelligence requires some setup. This article walks you through the steps to reach 100% shipping automation.
Overview of setup:
- Set up product and packaging weights. Never enter package weights again.
- Create shipping presets of carrier, carrier service, and packaging. Tell us your preferred shipping methods.
- Assign those shipping presets via shipping rules. Dictate which shipping method is used for each type of order. Then turn on InstantLabels.
- Install and configure ConnectEasy. Integrate your hardware for direct printing.
- Double check your postage is automatically refilled. Avoid interruptions when purchasing postage.
Make sure ShippingEasy knows the weight of each package. And do so without the trouble of taking measurements and entering weights order by order.
TIP: if you only ship your packages using Flat Rate or Regional Rate boxes and envelopes from the USPS, you can skip this step and go to the next one.
Automating package weights requires two steps:
- Set up accurate product weights
- Save package dimensions
Set up product weights
Set up your product weights either in your online store or inside the ShippingEasy Products catalog. To ensure accurate shipping rates, it’s important that product weights are accurate.
Refer to your store platform user guide for in-store configuration steps. Better yet, use ShippingEasy’s native Products tools. This is a great option if your store doesn’t support order weights or you sell on multiple platforms.
Save package dimensions
Shipping presets allow you to save your preferred shipping services. This will help ShippingEasy apply the correct carrier, carrier service and packaging to each order.
Create a Shipping preset for each combination that you use. Learn how to create a shipping preset
Shipping Rules enable you to tell ShippingEasy when to apply which Shipping preset, and to what order. This is also where we turn on instant labels.
If you’re new to Shipping Rules, get started with our comprehensive overview of rules.
To get started quickly, learn how to create a Shipping Rule.
The most important part of InstantLabel rules is the “Then” section. The “Then” statement tells ShippingEasy what to do with your orders, which is: apply your Shipping presets, purchase the labels, and send it to your printer.
These actions are broken into two parts:
- Assigning the carrier selection
- Purchasing and printing the label
Configure the rule to assign the carrier selection
The “Then” action needs to include the option “Set Shipping preset” as the first action. Once this option is selected, your customized Shipping preset will appear in the drop down list. Select the Shipping preset that you would apply to orders that met the conditions you set in the “If” section.
For example, in this rule we’re applying the “Priority Mail Package” shipping presets.
Our example rule knows to look for orders that meet condition of the "If" statement. Then to assign the First Class saved carrier, carrier service, and packaging configuration. If we do not tell the application how to ship the package, we can not automate the purchase of those labels.
NOTE: instead of assigning shipping presets, you can use your Instant Rate selections.
With Instant Rate, ShippingEasy can automatically apply carrier and services to your order. Learn more about how ShippingEasy selects a carrier and service for your order via Instant Rate. This way, you can forgo adding shipping presets to a rule as long as you include an action that doesn't require use of a shipping preset, ie. Add Order Tags.
Tell ShippingEasy to automatically purchase and print labels
Before finalizing this rule, specify that the labels which meet the conditions of this rule need to be printed via InstantLabel. Do so by selecting the option to “Purchase and print label (InstantLabel)”.
TIP: test your new rules before turning on InstantLabels.
We recommend letting your rules run for a bit before turning on InstantLabels. This ensures that they work correctly before giving ShippingEasy permission to buy labels automatically. In turn, this will prevent purchasing errors.
If you’d like to test your rules before turning on InstantLabels:
- Select the option to “Send to Orders page” or “Send to Ready to Ship page” now.
- Then come back later and update the rule once you’re sure that your saved selections and package weights are being set correctly.
Remember to save the rule
Once the rule assigns both a shipping preset and has the above radio button selected, hit save. InstantLabel is now active on your account!
Just one more step. Soon labels will be printing without any intervention on your behalf!
ShippingEasy is primed to buy the label automatically. Now, it’s time integrate a printer to ensure that they can also print automatically. Do so by installing and configuring ConnectEasy, our unique printing software.
One last thing to ensure that your InstantLabels never stop. Tell your One Balance account to automatically refill fund levels so it never drops to zero. Learn more about setting up automatic refills.