{"id":42724,"date":"2023-03-13T10:00:00","date_gmt":"2023-03-13T15:00:00","guid":{"rendered":"https:\/\/shippingeasy.com\/?p=42724"},"modified":"2023-03-13T10:08:43","modified_gmt":"2023-03-13T15:08:43","slug":"small-business-owners-guide-to-shipping","status":"publish","type":"post","link":"https:\/\/shippingeasy.com\/blog\/small-business-owners-guide-to-shipping\/","title":{"rendered":"Shipping 301: Optimizing Your ShippingEasy Account and Expanding Your Selling Channels"},"content":{"rendered":"\n

This blog is part of a series! Be sure to check out <\/strong>Shipping 101<\/strong><\/a> and <\/strong>Shipping 201<\/strong><\/a>.<\/p>\n\n\n\n

Congratulations! You\u2019ve successfully laid the groundwork for an ecommerce business. It\u2019s time to look ahead and find more advanced ways to optimize your ShippingEasy account, streamline your shipping process, and expand your customer base in the final part of our Shipping 101 series. <\/p>\n\n\n\n

If you\u2019re new around here, start your 30-day free trial to ShippingEasy today<\/a>!<\/h6>\n\n\n\n

Table of Contents <\/p>\n\n\n\n

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  1. Account optimization<\/a><\/li>\n\n\n\n
  2. International shipping<\/a><\/li>\n\n\n\n
  3. GlobalPost<\/a><\/li>\n\n\n\n
  4. Omnichannel selling<\/a> <\/li>\n\n\n\n
  5. ConnectEasy<\/a> <\/li>\n\n\n\n
  6. Other ShippingEasy plans<\/a> <\/li>\n\n\n\n
  7. Conclusion<\/a><\/li>\n<\/ol>\n\n\n

    Account optimization<\/h2>\n\n\n

    After you begin shipping orders, you\u2019ll start to find shortcuts and want to save preferences. Welcome to shipping automation<\/a>! Shipping automation automatically adds carrier and packaging preferences to orders. This decreases the amount of time spent adding information to shipments. Optimizing your ShippingEasy account<\/a> with features like shipping presets<\/a>, order tags<\/a>, and shipping rules<\/a> makes shipping more efficient as your business grows. <\/p>\n\n\n

    Shipping Presets<\/h3>\n\n\n

    Shipping presets<\/a> are shortcuts to your most-used carrier services. These shortcuts appear on the ready to ship page, making shipping presets easy to select when creating labels. Shipping presets can be used within shipping rules to apply carrier services to orders. <\/p>\n\n\n\n

    To create shipping presets, go to Settings<\/strong> > Shipment Settings <\/strong>> Shipping Presets<\/strong> > New Preset.<\/strong> <\/p>\n\n\n\n

    Once your shipping preset has been created, it\u2019ll appear on your list of shipping presets. Merchants can choose up to 10 shipping presets by selecting the star icon next to each preset. You can see how shipping presets appear in your ShippingEasy account below. <\/p>\n\n\n

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    Order Tags<\/h3>\n\n\n

    Order tags are short pieces of text that help organize orders. For example, if you\u2019d like to filter orders from new customers, you can create a new order tag named first-time. <\/strong>Along with shipping presets, order tags can be used in shipping rules. <\/p>\n\n\n\n

    To add an Order Tag to an individual order, go to the Orders page<\/strong> > Click your order<\/strong> > Scroll down to Tags<\/strong> > Enter and save your tag. <\/strong><\/p>\n\n\n

    Shipping Rules<\/h3>\n\n\n

    Shipping rules<\/a> are made up of If\/Then statements. Think of shipping rules in terms of cause and effect. The If statement will act as the cause, and the Then statement is the effect. For example, a shipping rule might state: <\/p>\n\n\n\n

    IF: Store is equal to Shopify <\/p>\n\n\n\n

    THEN: Set shipping preset to First Class Package <\/p>\n\n\n\n

    You can create shipping rules with the following steps: Settings<\/strong> > Shipment Settings<\/strong> > Shipping Rules<\/strong> > + Add New. <\/strong>Your shipping rule will then be applied to all incoming orders. If you\u2019d like to apply a new shipping rule to pre-existing orders on the orders page, you can select the Rerun Shipping Rules butto<\/strong>n from the More dropdown menu<\/strong> on your Orders page.\u00a0<\/strong><\/p>\n\n\n

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    \"\"\/<\/figure><\/div>\n\n

    Combining Orders<\/h3>\n\n\n

    If a customer places separate orders, you can combine<\/a> their orders into a single shipment to help save on shipping costs<\/a>. The only big thing to note is orders can only be combined if they come from the same store. For example, a Shopify<\/a> order can\u2019t be combined with an Amazon<\/a> order. Orders can be combined by going to the Orders page<\/strong> > Select the orders you want to combine<\/strong> > More<\/strong> > Combine Orders<\/strong> > Selected\u00a0<\/strong><\/p>\n\n\n

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    \"\"\/<\/figure><\/div>\n\n

    Splitting Orders<\/h3>\n\n\n

    The splitting orders<\/a> function is used to separate orders with two or more items into multiple orders. Say your business has an item listed on your website for pre-order. The pre-order product won\u2019t ship until the release date, but your customer buys this item along with available products. You can split the order and divide it into multiple shipments, so your customer doesn\u2019t have to wait until the pre-sale item is available to receive their entire order. You can split orders on the orders page with the help of these steps: Orders page<\/strong> > Select the order you would like to split<\/strong> > More<\/strong> > Split Order. <\/strong><\/p>\n\n\n

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    Read our blog How Splitting Orders Can Save On Shipping for more info<\/a>.<\/h6>\n\n\n

    Filtering Orders<\/h3>\n\n\n

    Orders can be filtered<\/a> through categories such as the store the order came from, the order\u2019s destination, and the order tags we discussed earlier. To filter your orders, go to your orders page<\/strong> and select more filters<\/strong>. From here, you\u2019ll select the filters you need, and voila! You can remove the filters and return to your full unshipped order list by simply clicking the \u201cx\u201d <\/strong>next to the filter. <\/p>\n\n\n\n

    The shipment history<\/a> page also has several filters to help you find orders that have shipped within the last 90 days. To filter orders on the Shipment History page, select Shipping<\/strong> > Shipment History<\/strong> > More Filters. <\/strong><\/p>\n\n\n

    Notes<\/h3>\n\n\n

    ShippingEasy currently supports three types of notes for your orders: customer, gift, <\/strong>and internal.<\/strong> <\/p>\n\n\n\n