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Applying Profiles to Shipments

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ShipWorks Content Team

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Shipping Profiles allow you to create and save sets of your most commonly used shipping defaults. Shipping Profiles can then be easily applied to a single shipment or to a batch of shipments. For example, you could have a Shipping Profile that applies an expedited shipping service, weight, insurance, dimensions, signature required, and more, all with just a couple of mouse clicks, a keyboard shortcut or even by scanning a custom barcode.

Admin Only

In order to add or edit Shipping Profiles, you will need to be logged into ShipWorks as a user that has administrator rights.

This article covers how to apply Shipping Profiles to your shipments manually, by using a keyboard shortcut and by scanning a barcode. To learn how to automatically apply Shipping Profiles to shipments take a look at our Shipping Rules article.

Manually Apply A Shipping Profile

Upgrade To The Latest Version

We recommend that you run the latest version of the ShipWorks software. This allows you to access the latest tools and features and ensures the steps in this article will work for you. For assistance with checking your version of ShipWorks or with upgrading to the latest version please see our How Do I Upgrade ShipWorks help article.

How To Apply a Profile in the Ship Orders Screen

  1. Select the shipment or batch of shipments from the Ship Orders window.

  2. Click on the Apply Profile button from the right-hand menu.

  3. Select the Shipping Profile you wish to apply.

    apply shipping profile on ship orders screen

How To Apply a Profile From the Shipping Panel

  1. Select the desired order and click on the Shipping tab.

    Order Must Be Selected

    The Shipping tab will not appear in the ribbon at the top of ShipWorks unless an order is selected.

  2. Click on the Apply button to see list of available Shipping Profiles.

  3. Select the Shipping Profile you wish to apply to your shipment(s).

    Shipping tab > Apply button > USPS First class. Apply profile

Applying A Profile From Scan-to-Ship

  1. Click on the Scan-to-Ship tab.

  2. Click on the Apply button to see list of available Shipping Profiles.

  3. Select the Shipping Profile you wish to apply to your shipment.

    SW_S2S_Apply-Profile.png

Using A Keyboard Shortcut

For each Shipping Profile, you have the ability to associate a Windows keyboard shortcut so that profiles can be applied to shipments by using the computer keyboard.

Applying A Profile Using A Keyboard Shortcut

  1. Open the Manage Profiles dialog by clicking on the Manage tab and then on the Shipping Profiles button.

  2. Select the profile that you would like to add a keyboard shortcut to and click Edit.

  3. Select the shortcut from the list of available Keyboard Shortcuts and click OK to save.

  4. From the Ship Orders View, Scan-to-Ship, or Shipping Panel press the Keyboard Shortcut to apply the Shipping Profile.

Using a Barcode Scanner

In addition to searching for orders, weighing packages, and printing shipping labels using a barcode scanner with Scan-to-Ship, ShipWorks also gives you the ability to apply Shipping Profiles by scanning a barcode making it super fast to process your shipments.

This section will guide you through adding a barcode to your Shipping Profiles, how to print a list of your assigned barcodes, and how to apply profiles to shipments by scanning the barcodes.

In order to use a barcode scanner to apply your shipping profiles, you will need to have a barcode scanner connected to your shipping computer and registered with the ShipWorks software.

Barcode Best Practices

When assigning barcodes, there are a couple of things to keep in mind:

  • We suggest using numbers only since alpha characters can generate very long barcodes.

  • We suggest that you avoid using special characters such as ~ ! @ # $ % & ; and so on. These can cause issues when scanning.

Assigning A Barcode To A Shipping Profile

  1. Open the Manage Profiles dialog by clicking on the Manage tab and then on the Shipping Profiles button.

  2. Select the Shipping Profile for which you wish to assign a barcode. Then click the Edit button.

  3. Enter the characters in the Barcode: field that you wish to display as the barcode for the Shipping Profile.

    enter a barcode into the barcode field for shipping profile

  4. Once you have entered a value into the Barcode: field, click the OK button to Save.

Once you have assigned barcodes to your shipping profiles, you can print a sheet of your barcodes to use when applying your profiles with a barcode scan. A list of Shipping Profiles along with the associated barcodes will be displayed.

Printing Barcodes To Apply To Shipments

  1. Open the Manage Profiles dialog by clicking on the Manage tab and then on the Shipping Profiles button.

  2. Click the Print Barcodes button.

    the print barcodes button on manage profiles screen

  3. Click the Print button and select the printer you prefer.

    shipping profile barcodes and shortcuts

  4. Click Print.

Related Articles

Use Keyboard Shortcuts and Hotkeys

Managing Shipping Profiles in ShipWorks

Adding Profiles in ShipWorks

Editing Profiles in ShipWorks

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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