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This document will expand on each of the preceding steps, providing you with instructions on how to create, generate, and use package presets in ShipHawk.
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Terminology
Package Preset | A pre-configured packing material that, when applied, allows users to set a shipment’s package type, length, width, height, value, carriers, carrier services, and more. |
Packing Type | Indicates the type of container that the package preset is. |
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Login to Shiphawk.
From the menu bar, click the Settings ⚙️ icon > Settings.
Select Packages under the Presets heading in the left-hand sidebar.
The Preset Package Settings page is displayed.Locate the Add new preset section at the top of the screen.
Add the preset details of your new package preset. This usually corresponds to information you want to add for a specific shipment.
Select the Packing Type of the preset. When configuring a preset, there are several different types of packages available:
Parcel is a package used only for shipping small parcels. You can not use the parcel packing type as a handling unit on a pallet.
Box is a package that can ship as a parcel. A box can also be a valid handling unit to create a pallet, depending on the quantity of boxes in the order.
Pallet means there are one or more pieces in this package strapped securely to a pallet. Do not set the height of this package preset because that will not be accurate after it is packed.
Crate indicates the package must be packed into a crate for shipment. Can be shipped using an LTL or parcel carrier depending on dimensions added.
Additional fields may populate depending on the Packing Type you select for your preset.
If you select a packing type that may have multiple pieces contained in one larger package (such as a Pallet, Box, or Crate) you can specify the types of pieces that can be packed into the container in the Piece Type field.
Use the Carrier and Carrier Service fields to select a carrier and service to associate with your preset. This means when the package preset is used for order fulfillment, the carrier and service selected here will be used as the default.
Select the Default Preset checkbox if you want to make this preset the default when creating proposed shipments. If this option is selected, shipments will always begin with this preset’s package details and commodities.
This option works if your shipping contents tend to stay the same.
After you have finished entering your package preset details, click the Create New Package Preset button.
Here is a simple example:
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From the menu bar, click the Settings ⚙️ icon > Settings.
Select Packages under the Presets heading in the left-hand sidebar.
The Preset Package Settings page is displayed.
Locate the grid that displays all the currently created package presets under the Add new preset section.
Click on the Edit (Pencil ✏️ ) icon next to the preset you wish to edit.
The Add new preset area will populate with the preset information.Edit the information you wish to change from the Add new preset fields.
When you are finished editing, click Update Package Preset.
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Navigate to the Preset Package Settings page.
Locate the grid that displays all the currently created package presets under the Add new preset section.
Click on the Delete (trash can 🚮 )icon next to the preset you wish to remove.
The preset details are removed from the table.
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From the menu bar, click the Settings ⚙️ icon > Settings.
Select Packages under the Presets heading in the left-hand sidebar.
The Preset Package Settings page is displayed.
Locate the grid that displays all the currently created package presets under the Add new preset section.
The Generate Preset Barcodes button is located above the table of package presets.
Click on the Generate Command Barcodes button.
A PDF file will download to your computer with all of the package presets.Open and print the PDF. You can now scan the preset barcodes to apply them to proposed shipments.
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Login to Shiphawk. From the menu bar, click Orders.
From the Orders page, select an order that has not yet shipped. This will take you to the Order Details page for that order.
Scan a barcode for a preset to apply it to your order.
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From the Orders page, select an order that has not yet shipped.
This takes you to the Order Details page for that order.Click on the Materials and Presets button in the Handling Unit section.
A drop-down menu displays under the button.Click on Presets.
A list of all presets available for this account is displayed.Select the preset you wish to apply.
Package information related to the preset you selected automatically populates in the Handling Unit section.
Here is an example:
To apply presets using rules
Log in to Shiphawk.
From the menu bar, click the Settings ⚙️ icon and select the Rules option from the drop-down. The Rules screen is displayed.
Click on the Actions button in the top left hand corner.
From the drop-down, choose Create New Rule. The Create New Rule screen displays.
In the Rule Type field, set your rule type to Shipping Policy.
Under Rule Application, select whether you want the rule to apply to all proposed shipments, or only under certain conditions.
If you want the rule to only apply in certain conditions, click ‘Only apply this rule under certain conditions’ and input your specific conditions under Rule Criteria.
For example: Specify you only want this package preset to apply to shipments that contain a specific item type.
In the Rule Actions area, select Use Package Preset
The Select package preset field will populate. Using this field, choosethe preset you wish to automatically apply.
Click Create.
For more information, see
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