Create and print shipping labels directly from Workstand.
Label Integration Setup
- Shipping labels will be created and provided by our Shippo integration, so you must first connect your Shippo account or create one.
- To begin, navigate in Admin to Settings > Fulfillment > Shipping labels, and click either "Sign Up" or "Connect account".
- If you click "Sign Up", you'll be directed to Shippo's website to sign up for an account.
- When creating a new Shippo account please choose the account type that works best for your business, as all account types are compatible with our integration.
- When creating a new Shippo account please choose the account type that works best for your business, as all account types are compatible with our integration.
- If you click "Connect account", please enter your API token and then click "Connect account".
- If you click "Sign Up", you'll be directed to Shippo's website to sign up for an account.
Click here for instructions on how to generate an API token with Shippo.
- Once successfully connected the API status will display as "Connected".
Create a Shipping Label in New Sales
- To create a shipping label for an online sale, navigate in Admin to Sales > Sales and select the desired sale.
In the upper right corner of the sale, click the "More Actions" drop-down, and click "Fulfill".
- Shipping labels can only be created in the fulfillment screen.
- Change the quantity to be fulfilled to same amount that was ordered and select "ship from retail store" as the fulfillment option.
- In the Summary section, check the box "Purchase shipping label for retail store fulfilled products".
-
- Click the now blue, "Fulfill products" button to open the Shippo modal.
- Confirm the shipping information is correct, enter the package details, and click "Next".
- Once package details have been entered shipping label prices will populate based on what shipping partners you have activated in your Shippo account.
- Once package details have been entered shipping label prices will populate based on what shipping partners you have activated in your Shippo account.
- Confirm and complete the label purchase by clicking "Buy Label".
- If you haven't yet set up a payment method for your Shippo account click "Add payment method" to do so.
- Once the payment method has been saved in Shippo you will not need to manually enter for every label purchase.
- After the label has been purchased print your shipping label by clicking "Print Shipping label" in the modal, and then close the modal.
- The sale will now indicate the item has been shipped by displaying the tracking number under the item.
- At the bottom of the sale, there will also be a comment that confirms the label purchase.
Create a Shipping Label in Legacy Orders
- To create a shipping label for an online order, navigate in Admin to Sales > Website Orders and click the green edit pencil next to the desired order.
- Scroll to below the order contents and click "Record Store Fulfillment".
- In the fulfillment modal, check the "Purchase label for fulfilled item(s)" box, and click "Fulfill Items".
- The Shippo modal will appear; enter the package dimensions and weight, select the carrier, and click "Next".
- Review the label charge amount and click "Buy label".
- You'll then be able to print the shipping label, print a packing slip, or request a label refund.
- The shipped items will now reflect that status in the Fulfillment status column in the order contents section.