Shipping Options: Overview

Shipping Options

Quick Summary: Define rules that map orders to specific courier services based on destination country and warehouse.

Overview

Shipping Options let you create mappings between destination countries and courier services. When an order is created, the system matches the destination country to find the right courier service automatically.

Navigate to Shipping Options in the menu.

Note: Shipping Options and Automation Rules are mutually exclusive. Your account uses one or the other. If you see Automation Rules in your sidebar instead of Shipping Options, refer to the Automation Rules documentation.

Quick Start

  1. Navigate to Shipping Options from the menu
  2. Click the + menu and select Add Shipping Option
  3. Enter a name in Your Shipping Name
  4. Select a Courier service
  5. Select the destination Countries
  6. Click Save

Shipping Options List

The main page shows all your shipping option mappings in a table.

Column Description
Name Shipping option name
Courier Assigned courier service
Warehouse Warehouse for this mapping (hidden if you use a single warehouse)
Country Destination countries this option applies to (shows count with tooltip if more than 10)
Active YES or NO

Filtering

Use the filter panel to narrow results by:

  • Courier — Filter by specific courier service
  • Warehouse — Filter by warehouse
  • Destination Country — Filter by destination country
  • Active — Filter by active or inactive status

Use the search bar to find options by name, country, or courier service name.

Sorting

Click column headers to sort by Name, Courier, or Warehouse.

Creating a Shipping Option

  1. Click the + menu and select Add Shipping Option (requires write permission)
  2. Fill in the required fields:
  3. Your Shipping Name — A descriptive label for this mapping
  4. Courier — Select the courier service to use. The dropdown lists only courier services currently active for your account
  5. Warehouse — Select the warehouse (visible if you have multiple warehouses)
  6. Countries — Select destination countries this option applies to
  7. Click Save

Note: If you change the courier, any previously selected countries not supported by the new courier are automatically removed. A warning message lists the removed countries.

Editing a Shipping Option

Click a shipping option row to open the edit modal. You can modify any field and save changes.

Available actions in the edit modal:

Action When Available Description
Save Always (with write permission) Save changes to the shipping option
Deactivate Option is active Set the option to inactive — it will not be used for new orders
Activate Option is inactive Re-enable the option for order matching
Delete Option is inactive Permanently remove the shipping option

Note: You can only delete a shipping option after deactivating it first.

Bulk Upload

Upload multiple shipping options at once from a file:

  1. Click the + menu and select Bulk Upload
  2. Download the template file for reference
  3. Prepare your file with the required columns:
Column Required Description
Courier Yes Exact courier service name
Shipping Option Yes Name for the shipping option
Countries Yes Destination country names
  1. Upload your .csv or .xlsx file
  2. Review the results — successful rows are created, errors are shown per row

Common Upload Errors

Error Cause
No such courier service with this name Courier name doesn't match an available service exactly
No such warehouse service with this name Warehouse name doesn't match exactly
Shipping option with given name, country and warehouse combination already exists Duplicate of existing option
This shipping option is duplicated in the file Same option appears multiple times in the upload

Export

Click Export to download your current shipping options as a CSV file. The export includes courier service, shipping option name, country, and active status.

Workflows

Workflow: Set Up Shipping for a New Country

When: You start shipping to a new destination country.

Steps:

  1. Navigate to Shipping Options
  2. Click + → Add Shipping Option
  3. Enter a descriptive name (e.g., "FedEx to Germany")
  4. Select the courier service
  5. Select the new destination country in Countries
  6. Click Save

Result: Orders to the new country are automatically assigned to the selected courier service.

Workflow: Switch Courier for a Country

When: You want to use a different courier for orders to specific countries.

Steps:

  1. Navigate to Shipping Options
  2. Click the existing shipping option for those countries
  3. Click Deactivate
  4. Click + → Add Shipping Option
  5. Select the new courier and the same countries
  6. Click Save

Result: New orders to those countries use the updated courier service.

Workflow: Bulk Set Up Shipping Options

When: You need to create many shipping options at once (e.g., initial account setup).

Steps:

  1. Navigate to Shipping Options
  2. Click + → Bulk Upload
  3. Download the template file
  4. Fill in your shipping options with courier names and countries
  5. Upload the completed file
  6. Review the results and fix any errors

Result: All valid shipping options are created. Errors are listed per row for correction.

Workflow: Deactivate Shipping Options You No Longer Need

When: You want to stop using a shipping option without deleting it.

Steps:

  1. Navigate to Shipping Options
  2. Click the shipping option to open the edit modal
  3. Click Deactivate

Result: The option shows NO in the Active column and is no longer used for new orders. You can reactivate it later.

Troubleshooting

Issue Cause Solution
Add Shipping Option not visible You don't have write permission Ask your company administrator to update your access
Cannot select a country for a courier Courier doesn't ship to that country Choose a courier that supports the destination country, or contact your Account Manager
Duplicate error when saving A shipping option with the same name and country already exists Use a different name or edit the existing option instead
Delete button not visible Shipping option is still active Deactivate the option first, then delete
Bulk upload rows fail Courier or warehouse names don't match exactly Use the exact service names as they appear in the portal
Courier service missing from the Courier dropdown Only active courier services are listed Enable the courier service on the integration first, or contact your Account Manager
Shipping Options not in sidebar Your account uses Automation Rules instead Refer to the Automation Rules documentation

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