Shipping Options: Overview
Shipping options
Quick Summary: Map a Shipping Option name and destination countries to the courier and warehouse that should handle matching orders.
Overview
A Shipping Option connects three pieces of order routing:
- A Shipping Option name carried by the order
- One or more destination countries
- A courier service and the warehouse that ships the parcel
When an order still needs routing, a matching name and destination country can apply an active option. The name match ignores letter case.
Your account shows either Shipping Options or Automation Rules in the menu. Both pages control how orders receive shipping instructions. If Automation Rules is shown instead, use Automation Rules.
Add a shipping option
- Open Shipping Options in the menu.
- Click + and choose Add Shipping Option.
- Enter a name in Your Shipping Name.
- Select the Warehouse that will ship the parcel.
- Select an account courier service for that warehouse.
- Select destination countries served by the courier.
- Click Save.
The shipping option and country fields are required. The warehouse and courier fields are also required. A single warehouse is selected automatically when it is the only choice.
Changing Courier limits Countries to destinations that courier serves. Any previously selected country outside that list is removed. Review the warning above the form, then click Save to apply the remaining countries.
Note: An order uses the option only when its Shipping Option name and destination country match an active entry. Check the order if its courier is still missing.
Find and edit options
The page title is Shipping Options List. The table has these columns:
| Column | Description |
|---|---|
| Name | Shipping Option name. Select it to edit the option |
| Courier | Assigned courier service. Select it to edit the option |
| Warehouse | Warehouse assigned to the option. Hidden for a single-warehouse account |
| Country | Destination countries. More than 10 countries appear as a count with a tooltip |
| Active | YES or NO |
Use the filter button to narrow the list by Courier, Warehouse, Destination Country, or Active. The Active choices are Yes and No.
Use the search box to find an option by its name, country value, or courier name. Select the Name, Courier, or Warehouse heading to sort the list. The Warehouse heading is available when the column is shown.
Click an option name or courier to open Edit Shipping Option. Read-only users can inspect the option, but cannot change or save it.
Deactivate, activate, or delete
| Action | When it appears | Effect |
|---|---|---|
| Deactivate | The option is active | Prevents the option from applying to new orders |
| Activate | The option is inactive | Makes the option available for order matching again |
| Delete | The option is inactive | Permanently removes the option after confirmation |
Deactivate an option before deleting it. The delete confirmation says the action is not reversible.
Download selected options
- Select one or more rows in the table.
- Click the download icon shown with the Download tooltip.
The CSV contains one row per country, with courier service, Shipping Option name, country, and active status. The Portal warns Nothing selected when no rows are selected. A large export may appear as a task, with its link sent by email.
Bulk upload options
- Click + and choose Bulk Upload.
- In Shipping Options Bulk Upload, click Download Template.
- Enter one country code per row in Countries.
- Repeat the Shipping Option name for each additional country.
- Save the file as CSV or XLSX, then upload it.
- Review the validation result before clicking Save.
The template columns are Courier Service, Shipping Option, and Countries. Use the registered courier display name and a valid country code from the template. Courier matching ignores letter case.
The result labels rows Valid or Invalid and provides Valid, Invalid, and All views. Invalid rows block the file from saving. Correct the source file, upload it again, and then save the valid result.
Each saved row creates an option or adds its country to an existing option with the same name, courier, and warehouse. A Shipping Option name and country cannot be reused on another existing option.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Shipping Options is missing from the menu | The account uses Automation Rules or Shipping Options is not enabled | Open Automation Rules or contact your Account Manager |
| + or Save is missing | Your user lacks write access to Shipping Options | Ask your company administrator to update your access |
| No courier is available | No courier service is enabled for the selected warehouse | Select another warehouse or ask your company administrator to enable a courier |
| A destination country cannot be saved | The courier does not serve that country | Choose a country the selected courier serves, or choose another courier |
| Saving reports a duplicate | The Shipping Option name overlaps a country on an existing option | Change the name or edit the existing option |
| Delete is missing | The option is active or you lack write access | Deactivate the option and confirm your access |
| Bulk upload rejects rows | A courier name, country code, country, or duplicate is invalid | Correct the source file and upload it again |
| Download reports Nothing selected | No rows are selected in the table | Select at least one row, then click the download icon |
Related Documentation
- Automation Rules: alternative courier-routing setup
- Orders Overview: order fields, statuses, and approval
- Integrations: connect courier services used by Shipping Options