Explains the different types of automation available, when and how automation applies to orders, and how to reprocess automation in ShipStation.
Automation in ShipStation allows you to automate certain tasks so you do not have to do them manually. The automation options available in ShipStation can work independently or together, depending on your specific workflow needs.
This Automation Basics article explains what automation is, lists many (but not all) of the tasks it can automate, what types of automation there are, and when and in what sequence the automation applies to orders.
Sign Up for ShipStation Webinars
ShipStation Support offers several webinars per month, including Getting Started With ShipStation, Automation in ShipStation, and Workflows in ShipStation.
Just go to our Support Webinars page, select the webinar you would like to attend, and register.
Can't attend? No problem! We record them all, so go ahead and register. We will email you a link to view the recording once the webinar is complete.
Automation can be defined as an automatically controlled operation of a process or system by a device that replaces human labor.
ShipStation can automate many of your tasks so you can skip simple, time-consuming tasks and create labels more efficiently.
Tasks you can automate include (but are not limited to):
Configure shipping service, package type, and insurance
Set shipment weight and dimensions
Set customs content type and non-delivery options
Add tags to orders
Add notes to orders
Assign orders to a specific user
Move an order to the On Hold status
Send the order to a connected fulfillment provider (FBA or Shipwire)
Set a custom packing slip or email notification template
Set the order to include a return label
Send an email to a specific email address.
In other words, ShipStation’s automation does the tedious work and lets you focus on getting your packages out the door!
ShipStation offers three types of automation:
Automation Type |
Description |
|---|---|
|
Applies to orders based on the products present in orders when they import into ShipStation. Product Automation includes two subtypes: Product Defaults and Product Preset Groups. |
|
Applies to orders based on the shipping option your customer chose at the time of checkout. ShipStation maps the requested service to the actual service you want to use to ship that order. |
|
Applies selected actions to orders based on a set of criteria set within the rule. |
Learn about the four different ways you can automate common tasks in ShipStation: Product Preset Groups, Product Defaults, Service Mapping, and Automations Rules.
ShipStation Legacy Layout
This content features ShipStation's legacy layout and may not exactly reflect your current ShipStation layout experience.
Automation applies to orders when one of the following occurs:
An order imports or is created in ShipStation in the Awaiting Shipment status.
An order that imported or was created in the Awaiting Payment or On Hold status updates to the Awaiting Shipment status.
The Reprocess Automation Rules button is clicked.
If an order imports to, or is created in, either the Shipped or Cancelled status, then automation will not run on that order unless you manually Restore it to Awaiting Shipment and click the Reprocess Automation Rules button.
If you need to re-apply automation to orders in the Awaiting Shipment status, click the Reprocess Automation Rules button located in Settings > Automation > Automation Rules.
This will cause ShipStation to apply Product Automation, Service Mapping, and Automation Rules to the orders in the Awaiting Shipment status.
However, the following automation is ignored when reprocessing automation rules:
Product Preset Group settings
Product default shipping services (if these have been manually configured)
E-mail notifications
Fulfillment provider requests
Order weight adjustments (adding or subtracting weight)
Warning
Depending on the number of orders in Awaiting Shipment and how many automated process you have, this process could take several minutes to complete. To prevent shipping errors, we recommend you cease creating labels until your receive the in-app notification that the process has completed.