ShipStation V3 provides more granular control over your workflow, but not everyone needs that level of granularity.
Workflow Settings is a new Account settings page that lets you determine when shipments are moved to the Shipped status and whether ShipStation auto-generates a shipment when you print a packing slip.
To access Workflow Settings:
You'll then see your Workflow Settings options.
ShipStation's default behavior is to immediately move a shipment into the Shipped status when you create the shipment's label.
However, your workflow may be to create labels first then print them later. If so, you may want ShipStation to wait to move the shipment to the Shipped status until after you print the labels. This way you always know which shipments still need attention.
To make this change, set the Shipments are "Shipped" when... option to Label is Printed:
This option uses ShipStation's Smart Document Tracking to know when the label has been printed. Going forward, ShipStation will place shipments into a new status, In Progress: Label Created, when you create the label, letting you know at a glance which shipments still need attention.
Here is an outline of the workflow with this setting enabled:
Create the label for a shipment.
Smart Document Tracking marks the shipment as Label Created.
Shipment moves into the In Progress: Label Created status.
Use the status view in the Shipping tab to view just your In Progress: Label Created shipments and see at a glance which shipments still need attention.
Print the labels for these shipments (either individually or in bulk).
Shipment(s) move into the Shipped status.
Once all shipments for an order are in the Shipped status, ShipStation will move the order to the Complete status.
With this level of detail, you always know which orders and shipments still need to be worked on.
The default behavior for ShipStation when you print a packing slip is to do nothing additional to an order or a shipment.
However, if you have a workflow where you need to track when a packing slip is printed or you assign shipments to specific users in your account that are restricted to only working on shipments, you may want to enable this feature.
To make this change, simply set the When I print the Packing Slip from an Order... section to Auto-generate a shipment:
This option uses ShipStation's Smart Document Tracking to know when the packing slip has been printed. Going forward, ShipStation automatically creates a shipment record when you print the packing slip. The shipment record will contain all items in the order by default will be in the In Progress: Packing Slip Printed status.
Here's an outline of the workflow with this setting enabled:
Print the packing slip for an order.
ShipStation auto-generates a shipment record.
The shipment will be visible in the Shipping tab in the Packing Slip Printed status.
Smart Document Tracking marks the shipment as Packing Slip Printed.
Go to the Shipping tab and choose In Progress: Packing Slip Printed from the status sidebar.
Select shipments to continue working on them.
Next steps could be to configure shipping, create and print the labels, or to add to a batch.
By having ShipStation auto-generate these shipments, you have more insight into exactly what actions have been taken on a shipment, which can help eliminate errors and duplicate shipments in your workflow.