We want to keep you up to date as we release new features and update ShipStation's functionality. This release information focuses on what's new and what's changed from our ShipStation Legacy interface in our most recent version of ShipStation (previously known as ShipStation V3).
We've enhanced several features you may already be using in ShipStation. These enhancements range from simple interface design (as with the Rate Calculator) to new processes to accomplish old tasks (as with splitting and combining orders).
Read through the updates to get an idea of what this updated functionality includes. Each section will include a link to the full documentation about that feature, in case you want to learn all the details.
We have improved the filters so you can set custom date ranges to filter your orders.
Now when you are in the Shipments grid, you can set a custom range to any date filter (Ship Date, Created Date, Order Date) within each of the Shipped statuses (In Transit, Delivered, etc.) or Returns Status (Outstanding, Received, Voided) with a custom range.
Within the drop-down for every date field, two date fields will display when you select Custom Range. You have two options:
Manually type in the date.
Use the calendar to select a date.
This GIF shows both options to select a Custom Range of dates to filter orders.
We have added a new field to use when you create Custom Exports from the Orders grid!
This update adds Ship By Date as an available field to the Custom Exports list. Now ShipStation merchants have the ability to create a report that displays Ship By Date along with Buyer Notes to improve your shipping workflows. Before, Ship By Date was not an available option in Custom Exports but the grid column was available for current view exports.
You can now view a summary of a customer's order history by clicking on the Recipient name on the Orders tab. The Recipient name will also include a text color to indicate that there is information available to view.
The pop-up display will show the following information from the past 12 months:
Status stating "New customer" or "Customer since"
Date customer Record was created
Count of orders in each status
Total number of orders
Sum of the Amount Paid for all orders
Click the X in the customer history pop-up to close the display.
You can now adjust how to group order items in the Order sidebar when you select multiple orders. You can select to group them by Orders or by Items:
To adjust how the items are grouped, click the action icon , and select the option you wish to use.
ShipStaton has improved the Quicksearch feature on the Orders tab! Now, after running a Quicksearch you can cancel shipments in your search results that are in Awaiting Payment, On Hold, or Awaiting Shipment statuses.
If the order has already been cancelled or shipped the option will be disabled. Hover over the Cancel button to see a tooltip explaining why you cannot cancel orders in those statuses.
We have improved the Advanced Search feature for Orders to save you time with fewer clicks!
To make an advanced search both in ShipStation and ShipStation Legacy, you click Advanced Search to see a sidebar menu of basic search criteria. In ShipStation’s new Advanced Search, you can now refine your advanced search results using the filters already present in the Order tab’s filter bar. The difference is improved visibility and easier access because your filters no longer require setting in a separate pop-up screen.
ShipStation Legacy uses the More Criteria button to bring up the Search Additional Fields pop-up, where all filters must be set individually and after scrolling through multiple drop-down menus. To add, edit, or remove filters in a search, you must click Reset and then repeat the process via the More Criteria button.
This first GIF shows how the improved Advanced Search uses the sidebar and filters to search with fewer clicks to save you time.
This second GIF shows how the Legacy process for Advanced Search required setting filters in the pop-up.
ShipStation has updated how some actions appear in the Shipments section of the order details page.
Labels: Prints the shipping label for the selected shipment(s).
Packing Slips: Prints a packing slip for the selected shipment(s).
Void: Cancels the selected shipment(s) and voids the shipping label for a refund.
Docs: Prints additional documents for the selected shipment(s). Additional Docs include Order Summary, Pick List, Shipment Manifest, and Other Forms.
New features and updated functionality released in June 2020.
Scan to Verify allows you to scan item barcodes (UPC or SKU) when packing an item so you can verify that the shipment is both accurate and complete before closing it up and printing the label. As you scan your items, you'll receive both audio and visual feedback to confirm the items are correct and the order is complete.
Depending on your use case and preferred workflow, you may have a few steps to complete so your account is configured correctly. Review our Scan to Verify & Print article for the full list of requirements and set up instructions.
Requires ShipStation Connect
To use Scan to Verify successfully, you must print using ShipStation Connect.
Once configured, your basic steps to use Scan to Verify are:
Open the Scan tab and select your label printer.
Scan the packing slip barcode or type in the order number to open the order.
Scan your item barcode.
Mark the order as verified.
Print your label.
Here's a quick demo of Scan to Verify in action:
Combine With Automation!
You can use automation to set the order weight, service, and package type, as well as other barcode actions or hotkeys, to make this process even more efficient!
ShipStation now has the ability to let you know when a shipment has had its packing slip printed, its label created and printed, and notifications sent.
We include this information in the Shipment Details screen:
We also include it in the Shipments Grid:
Additionally, ShipStation will warn you when you are about to print a packing slip that has already been printed, to let you know this action has already been taken (just like we already do with labels).
For further details, review the Smart Document Tracking section of our Shipment Records and Details article.
You can now revert the Ship To address back to what was provided by your customer, in the case where the address validation updated the address incorrectly.
Review our Address Validation article for more details.
ShipStation's new Workflow Settings allow you more control over how ShipStation behaves in certain situations.
Currently, you can use the Workflow Settings to determine:
The Label Button: Set it to create and print the label with one click (this is the default behavior) or set it to only create the label if you want to print the labels at a different time.
The Scan to Verify Items By: Tell ShipStation what type of barcode you wish to scan when using the Scan to Verify feature. You can set to UPC, Item SKU, or Fulfillment SKU.
The Item SKU is the SKU value for that product record in ShipStation. To use UPC or Fulfillment SKU, you must add these values to the product record first.
The Mark as Verified Step: Set ShipStation to require users to click Mark as Verified when they have completed scanning all orders for an item, or to automatically take users to the Print step once all order items have been scanned successfully.
For more details, review our Workflow Settings article.
We've improved the process for splitting orders into multiple shipments!
Previously, you split one order into multiple orders, which involved several manual steps, made it difficult to know which orders belonged together, and sometimes caused complications when notifying selling channels.
Now, instead of splitting the order into multiple orders, you create shipments within the order and assign the specific items that belong in each shipment. You can do all your shipment work in the Order Details or you can continue to work in the grid with each individual shipment. No more manually assigning costs across shipments or editing order numbers!
Review our Split Items Into Shipments article for more details.
To split an order into multiple shipments:
Select the order in your Orders grid.
Click Other Actions, then Split Orders Into Shipments.
This will automatically open the Order Details screen and enable Split Ship mode.
Select the item(s) you wish to split into a separate shipment.
Set the quantity of the item(s) you want to include in the new shipment (for single quantity items, you can skip this step).
Click Move to New Shipment.
ShipStation will make another Shipment panel that contains the items you moved to this shipment.
Repeat steps 3 - 5 if you wish to create additional shipments or select other items and click Move to Existing to move more items into the shipment you just created.
Click the Show Split Ship Actions toggle to 'Off' when you are done creating shipments.
You can then configure your shipping options and create labels as you would for any other shipment.
This GIF provides a brief demonstration of the process:
We recommend you verify that your marketplace supports the partial fulfillment status before splitting orders in ShipStation.
This confirmation is especially important with regard to customer notifications because some marketplaces may notify customers that the entire order is fulfilled when only the first shipment has been created. We suggest using ShipStation’s customer email notifications in this case so ShipStation can send notifications per shipment.
We've improved the process for combining multiple orders into a single shipment!
Previously, combining multiple orders meant you had to choose a surviving order and lose the order data from the non-surviving order. Only the surviving order would appear in your Orders grid and only that order would be updated on your selling channel once it was shipped.
Now, when you combine orders you'll see the combined shipment in both order records and will not lose any order data. When you ship the order, ShipStation sends a notification of the shipment for both orders. You can now also use both the split and combine options in the same order to ensure you are shipping exactly the items you need to ship at the time.
Review our Combine Shipments article for further details and to learn how to combine with the split shipment option.
To combine orders into a single shipment:
To help with visibility of split, combined, and multi-item orders, we've also made improvements to the grid view. For orders that have been combined or orders with multiple items, you can now expand the order and see each item in the order in its own row.
We've added two highly requested features to batch shipping:
You can now have more than 5 open batches at a time. You can have as many as you need!
Custom Batch Names
You can now give your batches any name you like. You don't have to use the default batch names any longer!
Create and access batches using the same methods you did before:
You can view all of your open batches and batch details as well as process batches from the Batches section of your Shipments tab.
Review our Batch Shipping article for further details on creating and working in batches.
You can now save unlimited custom views and we've moved them to appear above the grid. These saved views are also available in both the Orders and Shipments tabs. Previously, you were limited to 5 views in the Orders tab and they were hidden under each status in your Orders sidebar.
These saved views include everything from sort order, columns displayed, and pinned columns that will always display even as you scroll to view more shipment details.
Review the Create Custom Views section of the Filter Orders article for details on how to create and edit these views.
We've updated the design of the rate calculator to make it easier to view the services and rates for your connected carriers. You can now also see all connected postage provider accounts as well. For example, if you have two UPS accounts connected to ShipStation, you will see both within the rate calculator so you can compare the rates between the accounts.
Review our Rate Calculator article for more details on using the Rate Calculator in ShipStation.
Finally, we've moved the customs declarations into the Shipping Sidebar to keep it with the other shipping configuration options. You can also now access it when viewing the Shipping Sidebar in the Orders grid, so you don't have to open the Order Details to view or make changes to it.
Review our Customs Declarations article for more details on creating customs declarations for your international orders.