V3: Use Shipping Presets – ShipStation

This article contains:

What are shipping presets?
Create and Manage Presets
Apply Presets 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.

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Just go to our Support Webinars page, select the webinar you'd like to attend, and register.

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Create & Manage Presets

To create a new preset, follow the steps below:

Go to the Orders grid and select an order.
Click Apply Preset in the Shipping section of the sidebar and choose Manage Presets.

If you do not see the sidebar, ensure that the Show Sidebar option is ticked on the Order Grid.

Alternatively, you can select Manage Presets from the Other Actions menu, without first selecting an order. The remaining steps will be the same.
Click New Preset in the Presets pop-up.
Click Add Shipping Options and choose which settings you want to add to this preset.
Give the preset a name (required) and assign a hotkey shortcut (optional).
Save your preset when finished.

View a short demo of this process in the GIF below:

GIF demonstrates how to Add a Preset from the Other Actions menu.

Edit or Delete a Preset

Open the Manage Presets pop-up.
Select the Edit or Delete option.
If editing, make your preset changes and save.

Apply a Preset

You can manually apply a shipping preset to orders either individually or in bulk.

Apply Individually

Select the order you wish to apply the preset to.
Click Apply Preset in the Shipping Sidebar, or press the Hotkey combination on your keyboard.
Select the preset you'd like to apply.

ShipStation will apply all the settings from the preset to the shipment. When possible, ShipStation will also automatically return the rate for the shipment.

Apply To Multiple Orders

Select the orders you wish to apply the preset to in the Orders grid.

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.

ShipStation will apply the preset settings to the orders and automatically return rates when possible.

Notes About Presets

Hotkeys: If you have assigned a hotkey to a preset, you can use the hotkey to apply presets either individually or in bulk.
You cannot currently use automation to apply presets.

For more information on using automation to configure shipping options, review our Automation articles.