How can I dropship with ShipStation?

The following article is outlined to give you ideas and potential ways in which you could use ShipStation with a dropshipper. You may need to look at your current processes and tweak the below situation to fit your and your dropshipper's specific needs.

Perhaps the best way to facilitate dropshipping in ShipStation is by using a combination of automation rules and setting up a user account for your dropshipper. This process is outlined below. Though another way is to export your dropship orders, then manually send these orders to your dropshipper.

The dropship user account can be set up so that your dropshipper can only see orders that you (or your rules) assign to them. This way, your dropshipper can log in from any location to ship those orders.

Once you've created the user for your dropshipper, just go to the Restrictions tab to make sure that they can only see their assigned orders.



Once you've created the user and restricted them accordingly, you must create the automation rules and filters for which the orders will get assigned to your dropshipper.

Potential ways that you could use automation rules would be to:
-Send an e-mail when an order comes through for your dropshipper. For more information on creating a customized e-mail template, see this article.
-Or, you could automatically assign that order to your dropshipper for them to process & print the label, and ship the order.
*Reminder, automation rules only trigger during the order import process, not after any manual tagging or assignments.

Using either of the above options, to filter your orders correctly, you must create a dropship/vendor tag. Then tag your dropship products and/or set up order filters. Please note, you can tag many orders at once either using a Product Preset Group or click the Product Import/Export available on the Products page to update product tags in bulk.

Here's an example of a product with a dropship tag added:

DropItLikeItsShip.png

Here's an example of creating an order filter based on the dropship tag:



Once you have the product defaults and order filter set up, you can now create an automation rule to apply only to orders with the dropship tag. Then choose to apply your chosen action(s), such as e-mailing the dropshipper with a custom email template and/or assigning the order to your dropship user. Please note that at this time, you will be unable to automatically combine orders, so you'll need to accommodate for that accordingly.

Here is an example of a potential dropship rule that both sends the dropshipper an email and assigns the order to a dropship user in ShipStation:



If your dropshipper chooses to generate labels outside of ShipStation instead, and sends you a CSV or Excel file with the order numbers and the tracking numbers, you can easily import those into ShipStation. 

You can also export your dropship orders by filtering your Awaiting Shipment orders by the dropship tag, then selecting the Export Orders option within the "Other Actions" dropdown.

 

Once the dropshipper fulfills the orders, they can provide you with a spreadsheet that you can use to bulk update you orders with tracking information in ShipStation.

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