Orders
Order Tags
Add Tags to multiple orders | How To
Navigate to the ORDERS page from the blue navigation bar.
Check the box next to each order you want to tag.
Expand the More button and then select Add Tags:
Type the name of the tag(s) to add to each order. If an order tag already exists on anoth...
How to: Add or remove Tags on an order
Order Tags are a great tool for organizing your orders and automating your shipping processes. Adding tags to Orders can help to filter shipments on the ORDERS page and identify orders to be included in Shipping Rules. You can add up to 10 tags to...
How to: Filter with order Tags
Order Tags are a great way to organize your orders. Learn more about Order Tags.
Order Tags can be used to filter the list of orders on your ORDERS page. This can help you find a specific subset of orders for faster reviewing, picking, packing, an...
How to: Use Order Tags in Shipping Rules
Order Tags can be used to help automate your shipping process. Learn more about order Tags.
When used with Shipping Rules, Order Tags can be included as a condition or as an action.
Using Order Tags as conditions (IF):
"Order tags" is a conditio...
What is an Order Tag?
Order Tags are custom-named values that shippers can use for many purposes. One of the more popular uses is to filter orders on the Orders page. They can also be used within Shipping Rules as both conditions and actions.
Unlike Order Categories, y...
Edit Order Details
How to: Update missing order weights based on shipment history
ShippingEasy remembers the carrier, service, and packaging for each of your shipments. ShippingEasy will automatically use those previous selections on shipments that contain the same products. ShippingEasy only applies previous shipping selection...
Can I list fractional quantities of order line items?
No, ShippingEasy requires that integers (ex: 1, 2, 3...) are used for all Quantity values.
If I edit an order line item, will my store order statuses still update to Shipped?
Maybe, but maybe not - it depends on the specific platform that you've integrated with ShippingEasy and which data you've edited.
When ShippingEasy sends a notification to your store to mark an order as Shipped, we will match the shipment order d...
Delete Order Line Items | How To
If an item within an order changes after syncing into ShippingEasy, you can quickly delete the line item details from the ORDERS page before processing the shipment.
On the ORDERS page, locate the order.
Along the order line, click the notepad i...
Edit Line Item on Unshipped Order | How To
If an item within an order changes after syncing into ShippingEasy, you can quickly update the line item details from the ORDERS page before processing the shipment.
There are a few important things to know about editing line items:
Editing an or...
Edit Notes for Unshipped Orders | How To
If you would like to edit the notes on an order after syncing into ShippingEasy, you can quickly update the notes from the ORDERS page before processing the shipment. ShippingEasy allows for 3 types of notes to be added to orders: internal, gift a...
Order downloads
Why did my automatic order download get turned off?
If your account has been idle for 21 days on our Starter plan or 14 days on one of our paid plans (Basic and above), we will turn off the automatic order download option on all of your active stores that regularly complete automatic downloads of y...
When did my orders last sync with ShippingEasy?
Whether your orders are set to download automatically or manually, there are a couple ways you can see a record of the last successful sync with your store.
On the ORDERS page:
Click the arrow next to the Sync button at the top left above the lis...
Disable Automatic Order Downloads | How To
We get that all shippers have a unique process that works best for their team. Since not all changes made to an order on the store are sent through the API to ShippingEasy, we provide an option to disable the automatic order sync for greater flexi...
Why doesn't the "Sync" button work?
Certain store platforms are not affected by clicking the manual Sync option in ShippingEasy. This is because orders are pushed through to ShippingEasy instead of the app pulling them in. The following platforms push orders through to ShippingEasy,...
FAQs: Syncing orders and shipments
What orders are synced?
ShippingEasy only syncs orders in a syncable status. The order must be in a syncable status at the time of a sync. If an order is not in a syncable status, but is changed to a syncable status later, ShippingEasy will syn...
How long does it take for my orders to download after I have added my store?
For most store platforms, order download starts immediately after you have added a store. As orders are downloaded, ShippingEasy validates each orders address which could take up to 1-2 seconds per order.
On initial sync, ShippingEasy will retriev...
Manual Orders
Video: Manually Created Shipments
Welcome to ShippingEasy's video tutorial series!
Find more videos on our YouTube channel or type "video" in the search bar above.
View the illustrated step-by-step guide.
This video shows you how to quickly get a label from ShippingEasy without i...
How to: Add a Manual Order
Any orders that have been generated outside of your e-commerce store are called "manual orders". You can add these orders one at a time or upload many via a CSV file.
This guide will show you how to add manual orders one at a time.
If you have a C...
Send an order to the shipping queue | How To
When selecting a "Carrier Service" within the READY TO SHIP page, you are able to add additional orders at any time, without losing any carrier service selections you have made. Simply follow these easy steps:
Simply select the ORDERS on the top ...
Import Orders via CSV File | How To
This feature is available for Basic, Plus, Select, Premium, and Enterprise plans. Learn more.
Run a store on a platform we don't currently support? No problem!
ShippingEasy gives you the option to import your orders with a simple CSV upload to...
When I create a manual order, can I customize the Order Number?
Yes. You can use a maximum of 40 characters for the Order Number.
Some customers may choose to enter their Item Name or Product Options so they have more detailed notes of what items to include in the shipment on the label (ShippingEasy includes ...
CSV: Edit, Mapping, Export
Export Pick List to CSV File - Unshipped Order Data | Overview
Exporting a pick list to a CSV file from ShippingEasy allows you to review and manipulate your data. Learn how to do this from the ORDERS page.
Exporting a pick list allows you to:
Edit and sort order data: with full control over the order data ...
Fill Blank Cells in Excel Column | How To
Before you upload contact information from an Excel spreadsheet, you will need to make sure that any blank cells contain the data that is required for upload into ShippingEasy. Learn what CSV fields are required. You can use Excel's built-in Go To...
Custom Fields | FAQs
Custom Fields allow you to include additional internal data with your orders, beyond the default data fields. This could be any data that is helpful in your shipping, picking and packing process such as ASINs, product serial numbers or the interna...
Can I export tracking numbers back to my original CSV file?
Yes! If you have processed a group of orders that were originally uploaded via a CSV file, we make it easy to add the tracking numbers back to this file for you to upload the data back to your store.For more information, take a look at our how to/...
How to: Merge multiple columns of data in Excel without losing any data
Many shippers sell products on a platform that does not integrate directly with ShippingEasy. For these orders, uploading a CSV file is the fastest way to create orders in ShippingEasy. You can quicken this process without losing any of the data b...
How to: Export tracking numbers back to my original CSV file
ShippingEasy has the option to upload new orders via a CSV file. Once you've processed these orders, we make it easy to add the tracking numbers back to the original file. This makes it easy for you to upload the data back to your store.
To expor...
CSV: Uploads
How to: Avoid multiple SKUs for the same product
Using a CSV spreadsheet to upload your products into ShippingEasy is a quick way to update your catalog. Once you have imported products into ShippingEasy, subsequent spreadsheet uploads can be used to update stock levels and add new products, how...
Video: Uploading Orders via CSV file
Run a store on a platform we don't currently support? No problem! In this video we walk you through uploading orders via a CSV file to your ShippingEasy account.
ShippingEasy gives you the option to import your orders with a simple CSV upload tool...
What is a CSV upload?
A CSV upload is when you upload an excel file, or a Comma Separated Value file, to our app.
CSV files can be used to add orders, customer contacts, or products to ShippingEasy. You might consider working with CSV files if you keep lots of informat...
CSV Order Uploads: Sample CSV file
Download our sample CSV file to see how to manage multiple line items and correctly format your files ready to upload. CSV files uploaded to ShippingEasy can have a maximum size of 3MB and up to four can be uploading at one time.
NOTE: for orders ...
Can I upload my orders to ShippingEasy via CSV file?
Yes! If you receive orders through a sales channel that doesn't integrate with ShippingEasy, we have you covered. CSV order uploads is an easy way to import just a few or as many as thousands of orders at a time. Get started with these CSV guides:...
Can I delete duplicates in a CSV upload?
Yes. When you have a lot of data, Excel can be cumbersome to work with. A common issue users face is identifying duplicate data in a time-efficient manner.
For information on how to check for duplicates and delete them, click here.
Order filtering / sorting
Use Hotkeys Keyboard Shortcuts with ShippingEasy | How To
There are a number of hotkeys keyboard shortcuts you can use on your desktop with ShippingEasy.
Shortcuts are a great way to make shipping "mouse-free" as well as increase efficiency by helping you search for and ship your orders faster.
Check out...
Filter orders by sales channel | How To
ShippingEasy gives you the option to filter your orders by sales channel. This allows you to easily filter orders from order aggregator stores by the original sales channel.
NOTE: This filter is only be available/visible if you have one or more o...
How to: Filter Orders with Product Tags
Product Tags are a great way to organize your products and orders. Learn more about Product Tags.
Product Tags can be used to filter your orders on the ORDERS page. This can help you find a specific subset of orders containing certain products, ma...
How to: Find orders and shipments using Global Search
We've made searching for an order or shipment easy with a variety of search and filtering tools on each page. But if what you are searching for is the status of the order and you aren't sure where to look first, just use our Global Search!
To quic...
Filter Shipments in SHIPMENT HISTORY | How To
Filtering the SHIPMENT HISTORY page allows you to quickly view and group shipments by a specific criteria.
Here are a few ways you may wish to filter, to see:
International shipments
All the shipments in a Batch
Shipments created within a specifi...
How to: Filter shipped orders by store
ShippingEasy offers many different ways to filter your shipped orders on the SHIPMENT HISTORY page. For sellers with multiple stores on their account, filtering by Store allows you to focus on shipments for a specific website.
TIP: saving your fi...
Order splitting/combining
Combine and Split Orders | FAQs
If you have multiple orders that are all shipping to the same address, you can combine them - saving time and money!
Combining Orders:
ShippingEasy makes it easy to combine multiple orders from a customer if they are going to the same address. Thi...
Order status | Dropshipped Orders
How to: View Order Details on the SHIPMENT HISTORY page
View a summary of an order including your customer's destination details, package contents and applied rules from the SHIPMENT HISTORY page.
Navigate to the SHIPMENT HISTORY page by clicking from the drop-down under SHIPMENTS.
Click the order num...
Do you have a way to flag orders containing out-of-stock items?
Yes, there are a couple of ways that you can use Shipping Rules to flag your orders that contain out-of-stock items.
With both solutions, you will want to begin by updating your Products catalog. Learn more.
Once your Product SKUs have been saved,...
How to: Search shipped orders on the SHIPMENT HISTORY page
Once you've shipped an order, there are a number of reasons you may need to locate it again: exchanges, returns, tracking, reprinting labels or packing slips.
ShippingEasy lets you define your search by typing keywords into the search tool on the ...
Multiple Item Orders
Split Order Items and Quantities | How To
When preparing orders to ship, sometimes you need to split out order items and their quantities. Perhaps everything cannot fit in the same box or maybe an item needs special handling. Whatever the reason, ShippingEasy's Split Order Items tool will...
Split Orders - Totals Calculations | Overview
Splitting an order means dividing the original order items into two or more new orders. At the same time, there are other order totals, such as shipping paid and sales tax, that also need to be divided. This guide describes how ShippingEasy handle...
Color Categories for Orders Page
What is an Order Category?
Order Categories are color-coded, custom-named categories that shippers can use for many purposes. One of the more popular uses is to filter orders on the Orders page. For example, you may create a red Category called "Express" for all of your Pri...
Remove an Order from a Category | How To
On the ORDERS Page, next to the shipment or shipments you want removed from a category, click the small box to the left of your store’s name.
With the box checked, click the More tab at the top right of the page, under the toolbar. With the Mor...
Delete an Order Category | How To
1. Navigate to the SETTINGS page from the icon at the top of every page in the ShippingEasy app.
2. From there, you can click on the words ORDER CATEGORIES SETUP that are located in the SHIPMENT SETTINGS area.
3. Here, you’ll find a field with a...
Order Actions
How to: Use warehouse bins to pick orders
Smart and quick product fulfillment in ShippingEasy's Inventory Management solution means the ability to assign warehouse bins to your Product SKUs, making this specific location information available to you when you pick orders, helping to stream...
Printing from the ORDERS page | Guide
The ORDERS page shows you at a glance all of the orders your store is pulling in, with options to sort, filter and ship. You also have the option to print Pick Lists or Packing Slips, and even individually print your labels!
If you are already set...
Viewing multiple items in an order | How To
For orders with multiple items, simply select the order to view each item listed individually. By default, orders which have more than one item, are minimized within the ORDERS page. To expand the view, simply select the Multiple items link:
You...
How to: Manage orders with multiple recipients
Yes! If you've received an order destined for multiple recipients, you can split the order. The order will show up on ShippingEasy as an order with multiple recipients, which you will be required to split. You'll notice the order will have a red...
What options do I have to filter orders on the ORDERS page?
There are a number of filtering options available on the left side of the ORDERS page, to help you easily and quickly view and group orders by a specific criteria. There are many attributes available to filter your orders.
Learn more about filteri...
Split Orders | How To
An order containing multiple line items can be split to accommodate changes in stock, different shipping locations, or multiple packaging needs. ShippingEasy's Split Order tool allows you divide a single-order or multiple-orders, in bulk, with a s...
Order Notes
Syncing Notes and Comments with Orders | Overview
Across all integrations, ShippingEasy supports syncing customer comments and adding internal notes to orders. The following stores require special configuring or include additional notes for syncing into ShippingEasy.
Amazon
ShippingEasy current...
Add Internal Notes to Orders and Shipments | How To
Whether you want to leave a note for your shipping staff or a customer has changed an address and you want to flag a reminder to yourself, adding internal notes to an order can help you stay organized!
Suggested Ways to Use Order Notes
Change of ...
Process Gift Orders in ShippingEasy | How To
When your customer indicates that an order is a gift, ShippingEasy makes it easy to process that order.
Quickly find gift orders and view messages
Customize gift order emails and packing slips
Currently, gift order support is available for the f...
Orders Page
Add a New Order Category | How To
Navigate to the SETTINGS page from the icon at the top of every page in the ShippingEasy app.
From there, you can click on the words, ORDER CATEGORIES: SETUP that are located in the SHIPMENT SETTINGS area.
Click the blue +Add New icon on the f...
Add Line Item to Unshipped Order | How To
ShippingEasy gives you the option to manually add line items to orders before they have shipped.
When creating a manual order or adding a line item to an existing order, typing in the item name or SKU field will display a list of matching entries ...
Does ShippingEasy support gift orders?
Yes, for some platforms. Gift order support is only available on orders from:
Amazon
Bigcommerce
Volusion
Magento
Americommerce
PayPal
Shopify (learn more)
For more information, take a look at our tips & tricks guide.
Related articles:
How to...
Does ShippingEasy sync my customers' order comments?
Yes, for most store platforms, ShippingEasy will sync your customers' order comments. The bullhorn icon on the ORDERS page indicates that the order has a comment that the buyer entered in the shopping cart on your store platform.
To view you custo...
Edit Address for Unshipped Order | How To
If the shipping address on an order changes after syncing into ShippingEasy, you can quickly update the address from the ORDERS page before processing the shipment.
On the ORDERS page, locate the order.
Along the order line, click the notepad ic...
How often do orders refresh and download from my store?
By default, ShippingEasy automatically connects with your store around the clock. The frequency of order download depends on the specific store type.
Most store platforms sync once every hour. For more frequent updates, you can manually request to...