Orders
Order Tags
Add or Remove Order Tags on an Order | How To
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 ORDE...
Add Order Tags to Multiple Orders | How To
Order Tags are a great way to organize and filter your orders.
Keep in mind, only 10 tags may be added to an order. For example, if an order already has eigh...
Filter with Order Tags | How To
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. Thi...
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 c...
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 als...
Edit Order Details
Update missing order weights based on shipment history | How To
ShippingEasy remembers the carrier, service, and packaging for each of your shipments. ShippingEasy will automatically use those previous selections on shipm...
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 ...
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 s...
Edit an Unshipped Order | How To
If an item within an order changes after syncing into ShippingEasy, you can quickly update the order details from the Order Details display before processing...
Edit Order Weights | How To
For an order that came in with no weight or to change the weight and dimension of an order, ShippingEasy offers options to edit weights for individual orders...
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 dow...
Find When Orders Last Synced from Store | How To
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.
...
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 t...
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 instea...
Syncing Orders and Shipments | FAQs
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 n...
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 addres...
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-b...
Add a Manual Order | How To
When you sign up for a ShippingEasy account, a Manual Orders store is automatically created. This allows merchants to enter orders into the app, without a st...
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 selec...
Import Orders via CSV File | How To
This feature is available for Basic, Plus, Select, Premium, and Enterprise plans. Discover what's included in each plan.
Run a store on a platform we do ...
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 de...
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 ...
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...
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 ...
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 ...
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 cr...
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 ...
CSV: Uploads
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 acco...
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 produc...
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...
Can I upload my orders to ShippingEasy via CSV file?
Yes! If you are on a paid plan and receive orders through a sales channel that does not integrate with ShippingEasy, we have you covered. CSV order uploads a...
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.
...
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 we...
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 origi...
Filter Orders with Product Tags | How To
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 ORDER...
Find orders and shipments using Global Search | How To
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...
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...
Filter Shipped Orders by Store | How To
ShippingEasy offers many different ways to filter your shipped orders on the SHIPMENT HISTORY page. For sellers with multiple stores on their accounts, filte...
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 ...
Splitting Orders | Guide [Video]
Merchants often find that they need to split orders - and more than likely, you have too. Among the many reasons, orders often need to be split because:
O...
Order status | Dropshipped Orders
View Details of Shipped Orders | How To
View a summary of an order including your customer's destination details, package contents, and applied rules from the SHIPMENT HISTORY page.
Go to the SHIP...
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 be...
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...
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 it...
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...
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 Or...
Remove an Order from a Category | How To
On the ORDERS page, next to the shipment or shipments you want to be removed from a category, click the small box to the left of your store’s name.
With th...
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 ...
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 t...
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 Pi...
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 minimiz...
Manage Orders With Multiple Recipients | How To
Multiple Recipient orders are only supported on BigCommerce.
If you have received an order destined for multiple recipients, you can split the order. The or...
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 specific crite...
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...
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 configurin...
Add Notes to Orders and Shipments | 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 th...
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...
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: SET...
Add Line Item to Unshipped Order | How To
ShippingEasy gives you the option to manually add line items to orders before they have shipped.
Complete additions when creating a manual order or adding a ...
Does ShippingEasy support gift orders?
Yes, for some platforms. Gift order support is only available on orders from:
Amazon
Bigcommerce
Etsy
Volusion
Magento
Americommerce
PayPal
For more inform...
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 sh...
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 st...
Invalid Addresses on Orders Page | Overview
Orders marked with the red triangle icon have an invalid addresses and will need to be updated before they can be shipped. The red alert triangle will appear...