How to manage shipping label presets

Ordoro’s shipping presets allow you to quickly process your orders by applying shipping parameters in one click.

Presets can be configured with a variety of criteria such as shipping carrier, method, ship date, delivery confirmation, product dimensions, weight, and more.

When it’s time for orders to get out the door, simply select them in bulk and apply your unique presets, whether it’s one tailored to heavy orders that need FedEx’s power or for small parcels making use of USPS First Class.

Topics:

  1. How to create presets
  2. How to search for a preset
  3. How to edit presets
  4. How to assign presets
  5. How to delete presets
  6. Preset FAQ

How to create presets

1. Select an unshipped order to see the Label Panel on the right.

2. Select all shipping options you’d like in the preset. For example, carrier, package type, weight, shipping method, etc.

3. Click on Presets on the top right corner of the Label Panel.

4. Click on Save current options as a preset.

5. Assign a Preset Name.

6. Choose which preset options you’d like to enable.

NOTE: The preset values cannot be edited as they are a copy of what was selected in the Label Panel.

  • Carrier-Specific Options: Only visible once the Carrier is chosen.
    • For example, you must enable Carrier: USPS before turning on Box Shape: Parcel.
  • Other Options: Can be applied independently of the carrier.

7. Click Save to finalize the preset.

If you’ve created multiple presets, it may be difficult to find them in the list. To help, you can search your presets.

  1. Select an unshipped order to load the Label Panel on the right.
  2. Click on Presets in the top right corner of the Label Panel.
  3. In Search Presets, enter the preset name. As you start typing, presets that match the terms will appear.

How to edit presets

When editing presets, you can only enable or disable pre-existing values. If you’d like to change a value, you’ll need to delete and create an entirely new preset.

For example, you cannot change a USPS preset to a FedEx one. The carrier value is not editable, therefore, you’d need to create a new preset.

Here’s how to edit:

  1. Select an unshipped order to see the Label Panel on the right.
  2. Click on Presets on the top right corner of the Label Panel.
  3. Select the Pencil icon next to the preset you’d like to edit.

4. Toggle the options on the right. If the option is blue, it is enabled. If the option is grey, it is disabled. Again, the values themselves cannot be edited.

5. Click Save to finalize the preset.

How to delete presets

You can delete a preset as long as it’s not linked with a rule.

  1. Select an unshipped order to see the Label Panel on the right.
  2. Click on Presets on the top right corner of the Label Panel.
  3. Select the Trash can icon next to the preset you’d like to delete.
  4. A modal will pop-up asking you to confirm the deletion.

5. If the preset is linked to a rule, then you’ll see the following error message.

  • To fix this, go to your Rules and find where the preset is used.
  • Then you’ll either want to: 1) disable the rule or 2) use a different preset on the rule.

How to apply presets

Apply preset to a single order:

  1. Select an unshipped order to see the Label Panel on the right.
  2. Click on Presets on the top right corner of the Label Panel.
  3. Select the preset you want to apply to the order.
  4. Once the preset is selected, its values are immediately applied to the order.

Apply preset to multiple orders:

  1. Select multiple unshipped orders to see the Label Panel on the right.
  2. In the Bulk Update Options Label Panel, select Presets.
  3. Choose the desired preset from the dropdown.
  4. Click on Update Orders.
  5. Once the preset is selected, its values are immediately applied to the order.

To assign presets via rules:

Ordoro’s rules allow you to apply presets to orders upon import. If an order meets the rule criteria, the preset will automatically be applied.

  1. Create your preset first.
  2. Create an automation rule with the preset following the steps provided here.

Presets FAQ

  1. Is there a limit on the number of presets you can have?
    1. No, you can create as many presets as needed.
  2. Can I apply multiple presets to the same orders?
    1. Yes. However, if multiple presets have the same value, then the one applied last will save.
    2. For example, you may have a FedEx and a UPS preset. If you apply the UPS preset last, then UPS will be used, not FedEx.