Using Order Shipping Presets

Use an Order Shipping Preset to quickly configure a shipment with commonly used settings. Presets are a great time saver when you frequently ship orders with the same carrier, service, package type, weight, and other attributes. Presets will apply all settings to a shipment, or multiple shipments, with a single click.

A preset can include any of the following:

  • Ship from address

  • Weight

  • Domestic Carrier and Service

  • International Carrier and Service

  • Insurance provider

  • Insure Amount

  • Tracking confirmation

  • Dimensions

Presets are very similar to Favorites, which perform the same function in the MAIL tab.

Subscription Plan Requirement

This feature is not available for all subscription plans. If you would like to use this feature but cannot access it as described here, you will need to upgrade your plan.

Visit our plan pricing page to see what features are available with our current plans. To upgrade your plan, go to the profile menu in your account and choose Manage Account > Subscription Plan.

Create a Preset

To create a preset:

  1. Go to the ORDERS tab and select or create an order.

    whitelabelonlineorders_presetsselectorders101217.png

    The Order Details panel will open on the right side of your screen.

  2. Click Apply Preset, then select Add/Edit Presets.

    whitelabelonlineorders_presetsaddpresetmenu101217.png

    The Manage Presets window will open.

  3. Click Add.

    whitelabelonlineorders_presetsmanagepresetswindowadd101217.png

  4. Give your preset a name and add the shipping details you want this preset to have.

    whitelabelonlineorders_presetsaddpresetwindowdetails101217.png

  5. Click Save when you are done.

    Your preset will now be available to add from the Apply Preset menu when you are configuring your order for shipping.

Apply a Preset

To apply a preset:

  1. Go to the ORDERS tab and select the orders to apply the preset to.

    whitelabelonlineorders_presetsselectorders101217.png

    The Order Details panel will open on the right side of your screen.

  2. Click Apply Preset and select the preset you wish to apply.

    whitelabelonlineorders_presetsselectpreset101217.png

  3. Click Update Orders and the selected preset will be applied to all selected orders.

    whitelabelonlineorders_presetsapplypresetupdateorders101217.png

Edit a Preset

To edit a preset:

  1. Go to the ORDERS tab and select an order (any order).

  2. Click Apply Preset and then Add/Edit Presets.

    whitelabelonlineorders_presetseditpresetmenuedit101217.png

    The Manage Presets window will open.

  3. Select the preset and click Edit.

    whitelabelonlineorders_presetsmanagepresetsedit101217.png

  4. Make your changes and click Save when done.

    onlineorders_presetseditpresetwindowdetails101217.png
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