Create and Use Shipping Presets | How To

A Shipping Preset is a saved configuration of package and service types. Once created, presets can be applied to orders automatically via rules, or manually using instant rate. If you regularly ship a high volume of similar packages, Shipping Presets can help save time by eliminating multiple steps in your shipment configuration process.

You can add as many Shipping Presets as you need. When you configure a preset you assign a carrier, carrier service, packaging, and weight.

ShippingEasy accounts also include 13 pre-configured Shipping Presets for USPS domestic and international shipments:

USPS Domestic Presets

USPS International Presets

  • First-Class Package (weight required)

  • Priority Mail Package (weight required)

  • Padded Flat Rate Envelope

  • Small Flat Rate Box

  • Medium Flat Rate Box

  • Regional Rate A Box

  • International First Class Package (weight required)

  • International Flat Rate Envelope

  • International Large Envelope/Flat - Merchandise

  • International Medium Flat Rate Box

  • International Padded Flat Rate Envelope

  • International Priority Mail Package (weight required)

  • International Small Flat Rate Box

When you register a UPS from ShippingEasy One Balance account, ShippingEasy will also create the following shipping presets:

UPS Domestic Presets

UPS International Presets

  • UPS Ground

  • UPS SurePost

  • UPS Expedited

  • UPS Priority

  • UPS Standard Intl.

  • UPS Standard Worldwide

Shipping Presets Video Demo

For a quick video overview on Shipping Presets, watch this video demo.

Create Shipping Presets

There are two ways to create shipping presets in Shipping Easy:

  • On the READY TO SHIP page

    We recommend this method if you'd like to create your presets while you are shipping and see service pricing while saving your presets.

  • On the SHIPPING PRESETS Settings page

    We recommend this method if you already know what presets you'd like to create or if you plan to do most of your shipping from the Orders page.

On the READY TO SHIP Page

On the READY TO SHIP page, you can save shipping presets as while you ship and also see the service pricing before you save the preset.

  1. Set the Carrier, Carrier Service, and Packaging for the preset you'd like to create.

    RTS_CarrierInfo_PresetOptions_MRK.png

    Custom Packaging with Weights and Dimensions

    You can create a custom package that includes the specific weights and dimensions to use in the shipping presets. Learn how to save a custom package.

    If package dimensions and saved packages are entered on READY TO SHIP, both will be saved.

  2. Check the box by Save the selected carrier, service, and packaging for future use.

    RTS_CarrierInfo_SavePreset_MRK.png

    The Save Shipping Preset dialog box will appear.

  3. Assign a name to your carrier selections.

    RTS_CarrierInfo_SavePresetPU_MRK.png
    • If you would like this to be your default option when orders are loaded on the READY TO SHIP page, check the box Make Default?

    • If you would like to assign a keyboard shortcut, select from the available list. You can then use the shortcut to choose these carrier selections on the READY TO SHIP page.

  4. Click Save.

That's it - your Carrier Services and Packaging will now be saved for future use as a Shipping Preset!

On the SHIPPING PRESETS Settings Page

On the SHIPPING PRESETS Settings page you can add presets anytime. You can also mark presets as favorites and sort them so they appear in your preferred sequence when you select a preset for your orders.

  1. Click SHIPPING PRESETS under the SHIPMENT SETTINGS section.

    shipment settings then shipping presets

    Alternately, you can also get to the SHIPPING PRESETS Settings page by going to the ORDERS page and choosing Edit Shipping Presets from an order's Shipping Selection dropdown menu.

    ORD_EditShippingPresets_dropdown_MRK.png
  2. Click the New Preset button.

    SET_ShippingPresets_NewPresetBTN_MRK.png
  3. Choose the Domestic or International tab depending on which destination you want to create a new preset option for. Then, click on the carrier you want to ship with.

    SET_ShippingPresets_DomesticCarrier_MRK.png

    If you do not see any carriers listed here, that means you haven't connected a carrier to your ShippingEasy account. You must first connect a carrier account to ShippingEasy before you can create a Shipping Preset.

  4. Select the service for your preset.

    SET_ShippingPresets_USPSService_MRK.png
  5. Select a package from the list, or create a new custom package by clicking Add a New Package.

    SET_ShippingPresets_SelectPackage_MRK.png

    If you add a new package, name the package and enter in the dimensions, override weight, or add-to weight if necessary. Then click Save & Continue.

    SET_ShippingSettings_AddNewPackagePU_MRK.png
  6. Assign a Keyboard Shortcut for even faster shipping! (optional)

    SET_ShippingPresets_KeyboardShortcut_MRK.png
  7. Check the option to Make default domestic preset if this is the preset you will use most often. (optional)

    SET_ShippingPresets_MakeDefault_MRK.png

    This action is for domestic presets only and will override the Instant Rate package selection on the ORDERS page.

  8. Click Create Preset.

    SET_ShippingPreset_CreatePresetBTN.png

Once you have created a new preset, you can assign it to your favorites by clicking the Star icon ICON_Star_ShippingPresets.png next to the name. Any presets you mark as a favorite will appear when using the Buy Label with Instant Rate entries for each order and the Shipping Selection column. Star up to 10 domestic and 10 international Shipping Presets to appear in the menu. Unstarring any entry will remove it from the menus.

You can also arrange the order of your favorites. The order of your favorites on the SHIPPING PRESETS page will be reflected the order they appear on the ORDERS page and elsewhere in-app.

Apply a Shipping Preset to an Order

Once you have created your Shipping Presets, they will be available on both the READY TO SHIP page and the ORDERS page. This allows you to quickly assign the Carrier, Carrier Service, and Packaging to your shipments with a single click.

On READY TO SHIP Page

To select a preset for a shipment from the READY TO SHIP page:

  1. Select a shipment on the READY TO SHIP page.

  2. Expand the Shipping Selection Preset menu.

    RTS_ShippingSelectionPresetMenu_MRK.png
  3. Select the Shipping Preset you would like to apply to the shipment.

    RTS_SavedPresetSelection.png

    The CarrierCarrier Service, and Packaging fields will automatically populate based on the saved preset combination.

    RTS_carrier-service-pkg_MRK.png
  4. Verify that the weight and Additional Shipment Options are correct. Then, purchase your label.

On ORDERS Page

To select a preset for an order on the ORDERS page:

  1. Click the Select a shipping preset drop-down menu for an order.

    ORD_PresetsMenu_selector_MRK.png
  2. Select the desired preset from the list.

ShippingEasy will apply the preset to the order and you can then buy the label.

Delete a Shipping Preset

You can delete a Shipping Preset on the SHIPPING PRESETS page.

  1. Click SHIPPING PRESETS under the SHIPMENT SETTINGS section.

    shipment settings then shipping presets
  2. Click on the X button located to the right of the preset you wish to delete.

    SET_ShippingPresets_Delete_MRK.png

    Note

    You cannot delete a Shipping Preset that is being used in a shipping rule.

  3. Click OK in the confirmation pop-up screen if you are sure you wish to delete this preset.

    SET_ShippingPreset_DeleteOK-PU_MRK.png

Comments

Add a Comment

Article is closed for comments.

    Tags: