How to: Access my Shipping Presets

If you're tired of continually entering a package and service type, you quickly can save your preferred service and package types to use for future shipments. Shipping Presets will allow you to select pre-saved package and service types wherever you ship.

To access Shipping Presets:

On the ORDERS page

From the ORDERS page, you have two options.

The "Shipping Selection" column shows which carrier and service is currently assigned to the order. Clicking the V menu will display a list of your favorite Shipping Presets. Learn more about selecting favorite Shipping Presets.


On the other side of the ORDERS page, you can also find your favorite Shipping Presets within the V menu.

On the QUICK SHIP page

The QUICK SHIP pages provide the option to add individual orders or return shipments. It's also possible to ship directly from this page. The Create & Quick Ship button provides access to your favorite Shipping Presets. Learn more about selecting favorite Shipping Presets.

On the READY TO SHIP page

The READY TO SHIP page gives you the most control over the carrier selections for each shipment. Shipping Presets can be used to quickly assign the carrier, service, and packaging to the shipment. Find all of your Shipping Presets in the Populate from Shipping Presets menu.



Related articles:

How to: Save my Shipping Preset for future shipments
How to: Edit Shipping Presets
Best of Rules: Assign carrier selection to a batch of orders per requested service
What is a rate Recommendation?
Video: ShippingEasy Instant Rate

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