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FAQs: Previous Selection

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ShippingEasy remembers the carrier, service and packaging type used for every order that you ship. As new orders - with the same list of products - pull into your account, ShippingEasy will automatically default to the previous shipment selections that you made. 

By automatically assigning your previous selections to new orders ShippingEasy is also able to provide rate quotes on the ORDERS page, so that in an instant, you can buy and print those labels. No set up required! 

How do previous selections work?

 For each order that you ship, ShippingEasy will remember the carrier, service and packaging type so that when another order with the same list of products arrives, ShippingEasy will automatically default to the previous shipment selections that you made. 

Do I need to configure any settings to use previous selections?

No! As soon as you start shipping, ShippingEasy will remember your carrier, service and packaging type selections and then apply any previous selections that you've made to new orders with the same list of products.  

Can I see if a previous selection has been applied to an order?

Yes. There is an optional column on the ORDERS page, "Saved Selection", which will display the previous selection. Learn how to customize which columns are displayed.

  • If a previous selection has been applied to an order: then it is shown in "Saved Selection". Any rate quote shown will be for the specified previous selection.
  • If no previous selection was applied: then "Saved Selection" will be blank.
  • If a shipping rule has been applied to an order: then it is shown in "Saved Selection". Any rate quote shown will be for the specified shipping service set via the shipping rule. 

Can I see if a rate quote was obtained for a previous selection?

Yes. There is an optional column on the ORDERS page, "$Rate", which will display the rate quote. Learn how to customize which columns are displayed.

  • If a rate quote was obtained: it is shown in "$Rate". These orders will also be marked with a thumbs up icon displayed to the left of the order.
  • If no rate quote was available: then "$Rate" indicates N/A.
  • If some sort of error prevented a rate quote from being obtained: an error indicator is shown; click it to get the details.

Can I filter my orders for just those with a successful rate quote?

Yes. There is a filter on the left-hand side of the ORDERS page, "$Rate Quote", that makes it easy to filter to just the orders that have a valid rate quote. 

Just expand the "$Rate Quote" filter and select With a rate quote. Your orders will filter to display only those that returned a successful rate quote.

TIP: if you regularly use the "$Rate Quote" filter with other filters, consider setting up a Saved View. Learn more.

Can I see the specific previous selection that has been assigned to an order?

Yes. There is an optional column on the ORDERS page, "Saved Selection", which will indicate which carrier, service and packaging type have has been applied to each order. Learn how to customize which columns are displayed.

  • If a previous selection has been applied to an order: then the specific carrier, service and packaging type applied can viewed in the "i" information hover message. 

Can I ship from the Orders page?

Yes. ShippingEasy will try to get a rate quote for any orders with previous selections applied. If the rate quote is successful, a label can be purchased from the ORDERS page by selecting the order and then clicking the Buy & Print button. Learn how to Buy & Print a labels from the ORDERS page

Do previous selections override saved selections applied via shipping rules ?

No. Saved selections set via a shipping rule will override a previous selections on an order. Learn how to assign saved selections via a shipping rule

 

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and our Customer Success team will be happy to assist.

ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.


Trial accounts may email or call ShippingEasy's Sales Team.
1-855 | Email

Fully registered accounts may email, call, or chat with our Customer Success team.
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Comments

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  • Avatar
    Sharon Sexton

    Hi, can we disable this? It is not really relevant to our process and honestly, now ALL the orders have the little 'thumbs up' icon. That icon used to alert us to check the rate and look at options if available. With it on all of the orders we cannot easily see the larger unit orders to check for rate options.

    Thanks

  • Avatar
    Jacen P. [ShippingEasy]

    Hello Sharon, and thank you for posting to our community!

    I'm sorry to hear the Previous Selections feature is not working out for you and doesn't seem to be a good fit for your shipping process. This was a new feature we implemented based on an overwhelming amount of requests from our merchants.

    While the thumbs-up icon means that ShippingEasy was able to retrieve a rate quote for the order, it hasn't changed in terms of what it indicates.

    If you need need to be able to make your larger unit orders stand out, have you considered our Order Categories feature in conjunction with a shipping rule to color code those orders for easy identification. If not, we have guides linked below that can help you with that.

    How to: Add a new Order Category

    I have linked several of our Shipping Rule guides below that may help you setup a specific rule in your account that works for your needs.

    Best of Rules: Categorize orders containing specific products for faster batching

    Best of Rules: Assign USPS Priority Mail to packages greater than 1 lb

    FAQs: Shipping Rules / Mapping

    I hope that helps to resolve any problems associated with our Previous Selection feature.

    Thank you.

  • Avatar
    Connie

    I really need this feature turned off.  We use a combination of what the customer requests and the final weight/size to determine how we want ht package shipped.  We always default our USPS packages for first class mail except where we have it set up otherwise in saved selections and know we only need to change it under certain circumstances.  Now we have packages defaulting for Priority mail because the last customer choose and paid for priority mail.

    Please provide a way to turn off this feature if possible, it's a real headache for our company.

    Edited by Connie
  • Avatar
    Jacen P. [ShippingEasy]

    Hi Connie, and thank you for posting to our support center.

    I will be emailing you more information regarding your request. Please keep an eye out for that.

    Thank you.

  • Avatar
    Stephen Dutka

    Can I edit a previous selection? I mistakenly picked the wrong saved selection and need to change it to a different saved selection.

  • Avatar
    Joe Riggins

    We would also like to have the ability to disable this feature.  The final shipping decision is determined on what zone the customer is in.  If the zone is close to us, we ship with USPS supplied boxes, other wise, we ship with our boxes.  This decision tree allows us to save on supplies.  

    In the long run, the previous rate shipping easy remembers, does not dictate the next.

  • Avatar
    Stephen Dutka

    True. For example we can ship an item using USPS Regional Rate Box A, but sometimes is cheaper it ship it by simple USPS Priority by Weight. It would be great if saved selections actually remember what zone the item was going to.



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