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Edit Shipping Presets | How To

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ShippingEasy Content Team

Updated

Shipping Presets allow you to create frequently used shipping selections ready for quick application across all your packages. Once set, you can edit, add, or remove these presets on the SHIPPING PRESETS page.

There are two ways to access this page: from the ORDERS page or the SETTINGS page.

From the ORDERS Page

Go to the ORDERS page and choose Edit Shipping Presets from an order's Shipping Selection dropdown menu.

ORD_EditShippingPresets_dropdown_MRK.png

From the SETTINGS Page

  1. Click SETTINGS from the navigation sidebar.

    Settings

  2. Click SHIPPING PRESETS under the SHIPMENT SETTINGS section.

    shipment settings then shipping presets

Edit a Shipping Preset Name

  1. Click on the name of the Shipping Preset you would like to edit.

    SET_ShippingPreset_ClickName_MRK.png

  2. Update the name of the preset and click Update Preset once you have finished.

    SET_ShippingPreset_Update_MRK.png

Edit Default Preset for Domestic & International Shipments

A default Shipping Preset can be selected for each shipment destination - domestic and international. The default will be applied to all shipments on the READY TO SHIP page and it will override the other Shipping Selections when using Instant Rate.

Keep in mind that using defaults means that you will only favorite one domestic and one international Shipping Preset. If you favorite two or more presets for either destination, a default will not apply for that destination.

To designate a default Shipping Preset, per destination:

  1. Click on the name of the Shipping Preset you would like to make the default shipping preset.

    SET_ShippingPreset_ClickName_MRK.png

  2. Check the box under the name next to Make default domestic preset.

    SET_ShippingPresets_MakeDefault_MRK.png

  3. Click Update Preset.

Default Preset will now appear under the name of the preset on the SHIPPING PRESET page.

SET_ShippingPreset_DefaultPresetText.png

Then repeat these steps for each destination: domestic and international.

Assign Keyboard Shortcut to a Shipping Preset

When you assign a keyboard shortcut to a preset, pressing that shortcut on the READY TO SHIP page will apply that preset to your selected orders.

To assign a keyboard shortcut to a shipping preset:

  1. Click on the name of the Shipping Preset you would like to make the default shipping preset.

    SET_ShippingPreset_ClickName_MRK.png

  2. Click the drop-down menu under Keyboard Shortcut and select the shortcut you want to assign to the Shipping Preset.

    SET_ShippingPresets_Hotkeys_MRK.png

  3. Click Update Preset.

    SET_ShippingPreset_UpdatePresetBTN.png

Select Favorite Shipping Presets and Re-arrange Them

"Favorite" presets will appear when using the Create Label - New Label button in the navigation bar or the Shipping Selection column on the ORDERS page. Shipping Presets available in the Shipping Selection column can also be used to ship orders using Instant Rate.

You can designate up to 10 domestic and 10 international shipping presets as favorites.

To designate your favorite Shipping Presets:

Click the gray star icon ICON_Star_ShippingPresets.png next to the name of the preset to assign it to your favorites.

SET_ShippingPreset_SetAsFavorite_MRK.png

The star will turn yellow, indicating it is a favorite.

SET_ShippingPreset_Favorite.png

Arrange your favorites into your preferred sequence!

Reordering your favorites on the SHIPPING PRESETS page will affect the order they appear wherever you access your favorite on the ORDERS page and elsewhere in-app.

To arrange your favorite Shipping Presets:

  1. Click on the link Arrange Presets option.

    SET_ShippingPreset_ArrangeFavorite.png

  2. Hover over the preset you want to reorder and drag it into the position you would like to be.

    SET_ShippingPreset_MoveFavoriteInList.png

    You can do this as many times as you need to get the list in your preferred sequence.

  3. Click Done when you are satisfied.

    SET_ShippingPreset_DoneBTN.png

The preset list will now appear in the updated order you arranged.

SET_ShippingPreset_FavoritesList.png

To learn how to create a new Shipping Preset or delete presets you no longer use, review our Create and Use Shipping Presets help article.

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