Automatically Processing Shipping Labels
ShipWorks gives you the ability to create an action to automatically process a shipping label for your orders. Shipments are automatically created and shipping labels processed based upon the shipping rules and shipping profiles you have configured in ShipWorks.
This may be useful when:
You wish for labels to be automatically processed as orders are downloaded or imported into ShipWorks.
You wish for labels to be automatically processed when an order status changes.
You wish for labels to be automatically processed for orders in a specific filter.
You wish to process a batch of orders by clicking a custom button..
This article will guide you through the process of configuring an action to automatically process shipments using an action.
Caution
The 'Create Label' task creates and processes shipments automatically which could result in charges to your carrier postage accounts. Please carefully ensure that your shipping settings are properly configured before enabling or editing this action to avoid any mistakes.
In the event that ShipWorks encounters an error when processing shipping labels, the labels will not be processed or printed and a message will be displayed at the top of the ShipWorks software notifying you of the issue.
This section will guide you through creating an action that will automatically generate shipping labels for orders that are downloaded into ShipWorks. Labels will be automatically created for orders that are downloaded for the first time so that, if a change to the order is downloaded in the future, additional shipping labels will not automatically be generated.
2. Click the New Action button.
3. Give the action a name. For this article we will name the action Automatically Print Labels.
4. Verify that When the following occurs: is set to An order is downloaded. Then, check the box for Only if the order was downloaded for the first time.
5. Click on the Add Task button and select Output > Create Label.
6. Verify that the task is configured to match the below screenshot.
Note
The Create multiple labels for orders with multiple unprocessed shipments option, when checked, will cause ShipWorks to process a shipping label for every shipment associated to an order. For example, if an order has 2 unprocessed shipments associated to it, two labels will be processed.
Since, in this scenario, the labels are being generated as soon as an order is downloaded, this setting does not apply.
7. Click the OK button. Then, read the pop-up warning and click OK.
8. Click the Close button.
The action is now created. As new orders are downloaded into ShipWorks for the first time, shipping labels will be automatically generated and printed based upon your configured shipping profiles and shipping rules.
You may also consider automatically processing labels for a group of orders in a specific filter after a download finishes. This may be useful if you wish to automatically batch process newly downloaded orders that have been filtered by a specific order status.
Want to know more about filtering orders? Click here.
2. Click the New Action button.
3. Give the action a name. For this article we will name the action Automatically Print Labels.
4. Verify that When the following occurs: is set to A download finishes. Then, check the box for Only if the result is success and the box for Only if new orders were downloaded as in the below screenshot. This will set the action to only process labels when a successful download completes and only for newly downloaded orders.
5. Click on the Add Task button and select Output > Create Label.
6. Select the filter in which the orders must reside in order to have the labels automatically created from the Create a label for: drop-down menu.
Note
The Create multiple labels for orders with multiple unprocessed shipments option, when checked, will cause ShipWorks to process a shipping label for every shipment associated to an order. For example, if an order has 2 unprocessed shipments associated to it, two labels will be processed.
7. Click the OK button. Then, read the pop-up warning and click OK.
8. Click the Close button.
The action is now created. As new orders are downloaded into ShipWorks for the first time and are sorted into the selected filter, shipping labels will be automatically generated and printed based upon your configured shipping profiles and shipping rules.
Another option would be to have ShipWorks automatically generate shipping labels for orders that enter a specific filter. This may be useful if you manually change the status of an order or group of orders, causing them to enter a filter that you have configured for that status. For example, you could manually set orders to a status of Ready to Ship causing the orders to enter a Ready to Ship filter. When the orders enter the filter, ShipWorks automatically processes and prints the shipping labels.
2. Click the New Action button.
3. Give the action a name. For this article we will name the action Automatically Print Labels.
4. Verify that When the following occurs: is set to A filter's content changes. Then, select the filter to which the order must enter to trigger the action from the When an Order enters drop-down menu.
5. Click on the Add Task button and select Output > Create Label.
6. Verify that the task is configured to match the below screenshot.
Note
The Create multiple labels for orders with multiple unprocessed shipments option, when checked, will cause ShipWorks to process a shipping label for every shipment associated to an order. For example, if an order has 2 unprocessed shipments associated to it, two labels will be processed.
7. Click the OK button. Then, read the pop-up warning and click OK.
8. Click the Close button.
Still Need Help?
Please feel free to reach out to one of our awesome Technical Support Representatives in St. Louis. We are happy to help.
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Comments
1 comment
Is there a way to control the sort order it prints the labels from the filter? it seems to be printing them in a random order when i try to set this up