This article defines shipping presets, how to create and manage them, and how to apply them to orders.
Shipping presets allow you to set various shipping configurations in advance and apply them quickly through the Presets menu or using Hotkeys.
A preset can contain the following settings:
Ship From Location
Shipping Service
Package Type
Confirmation
Insurance
Weight
Size (package dimensions)
Set as few or as many as you need in each preset, and assign a Hotkey combination to each preset if desired.
To create a new preset:
Go to the Orders grid and select an order.
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Click Apply Preset in the Shipping section of the sidebar and choose Manage Presets.
Alternatively, you can select Manage Presets from the Other Actions menu, without first selecting an order. The remaining steps will be the same.
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Click New Preset in the Presets pop-up.
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Click Add Shipping Options and choose which settings you want to add to this preset.
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Give the preset a name (required) and assign a hotkey shortcut (optional).
Save the preset when finished.
View a short demo of this process in the GIF below:
You can manually apply a shipping preset to single orders or multiple orders.
ShipStation will apply the preset settings to the order(s) and automatically return rates when possible.
Select the orders you wish to apply the preset to in the Orders grid.
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Click the Preset drop-down from the Shipping Sidebar:
Or, preset the Hotkey combination on your keyboard.
Alternately, click Bulk Update and then choose Apply Shipping Preset:
Select the preset you wish to apply.
Click either Update Selection or Apply Preset.
Scan Barcodes in Place of Using Hotkeys
If you use a barcode scanner in your shipping workflow, try printing your preset Hotkeys as barcodes. This allows you to scan the barcode instead of using your keyboard to apply presets more quickly.
You can print a sheet of your presets as barcodes by clicking Print Hotkeys & Barcodes in the Manage Presets window.
Hotkeys: If you have assigned a hotkey to a preset, you can use the hotkey to apply presets either individually or in bulk.
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You cannot currently use automation to apply presets.
For more information on using automation to configure shipping options, review our Automation articles.
If you are using the ShipStation Legacy Layout, follow the instructions below to create and apply shipping presets.
To create a new preset:
Go to the Orders grid and select an order.
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Click Apply Preset in the Shipping section of the sidebar and choose Manage Presets.
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Click + Add a Preset in the Presets pop-up.
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Tick the checkbox next to each preset option you wish to set and assign the preset values.
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Give the preset a name (required) and assign a hotkey shortcut (optional).
Save the preset when finished.
Edit or Delete a Preset
You can manually apply a shipping preset to single orders or multiple orders.
ShipStation will apply the preset settings to the orders and automatically return rates when possible.
Apply Preset to a Single Order
Apply Preset To Multiple Orders
Scan Barcodes in Place of Using Hotkeys
If you use a barcode scanner in your shipping workflow, try printing your preset Hotkeys as barcodes. This allows you to scan the barcode instead of using your keyboard to apply presets more quickly.
You can print a sheet of your presets as barcodes by clicking Print Hotkeys & Barcodes to PDF in the Manage Presets window.
Hotkeys: If you have assigned a hotkey to a preset, you can use the hotkey to apply presets either individually or in bulk.
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You cannot currently use automation to apply presets.
For more information on using automation to configure shipping options, review our Automation articles.