OrderPilot Help
Help β€Ί Orders

Shipping settings

Set up printers and the scale, bulk printing, pick lists, boxes, ship-from addresses, packing slips, hotkeys and the end-of-day SCAN form.

What it's for

Shipping settings holds everything that controls how the Shipping page works at your packing station: which printer each document goes to, the boxes you pack with, your ship-from address, what the packing slip looks like, and the end-of-day USPS SCAN form.

Rate rules and the ship PIN are also in this window. They have their own article: Shipping β€” rate rules and the ship PIN.

Where to find it

In the left sidebar, open Orders β†’ Shipping, then click βš™ in the top-right corner. The settings window has a list of sections on the left:

Printers & scales, Bulk printing, Pick lists, Rates, Packages, Ship-from, Packing slips, Hotkeys, End of day and PIN.

Most switches save as soon as you change them. Forms with their own button (a ship-from location, a box, the packing slip template, a rate rule) save only when you press that button.

The screen at a glance

Printers & scales

Pick a printer and paper size for each kind of document.

Bulk printing

What happens when several labels print at once. Saved on this computer.

Pick lists

How the warehouse gets a pick list when you select warehouse orders and press Picklist. Dropship orders never get one.

Packages

Your saved boxes, whether they can be used for split shipments, and their Ctrl hotkey.

Ship-from

Packing slips

The packing slip prints under every 4Γ—6 label. A live 4Γ—6 preview on the right follows your changes.

Hotkeys

A reference list of keyboard shortcuts. They work only when you are not typing in a box (except Ctrl + digit, which also works in the search box).

Key Action
P Buy and print the label for the active row (the last row you clicked).
W Read the USB scale into the active row's weight.
Ctrl + 0–9 Apply the box assigned to that digit β€” to the selected rows, or the active row.

End of day

Today's and earlier SCAN forms, and the driver manifest.

Buttons and actions

Button What it does
βš– Connect scale Connects a USB scale (Chrome only).
πŸ”Œ Find printers Lists this computer's printers through QZ Tray.
πŸ–¨ Test print Prints a sample 4Γ—6 label.
πŸ‘ Preview (Bulk printing) Opens a sample separator page.
πŸ–¨ Barcode sheet… / Generate 4Γ—6 sheet Makes a printable sheet of box barcodes.
οΌ‹ Add / update (Packages) Saves a box. Using the name of an existing box updates its sizes.
βœ• (Packages) Deletes a box, after you confirm.
οΌ‹ Add location Opens the form for a new ship-from address.
✎ / πŸ—‘ (Ship-from) Edits or deletes a location. Deleting asks first. If you delete the default, the first remaining location becomes the default.
Save location / Cancel Saves or discards the ship-from form.
πŸ‘ Preview (last label) Opens your most recent label with its packing slip.
Save template Saves the packing slip layout.
Create SCAN forms (Veeqo + Amazon) Creates today's USPS SCAN forms (see below). Asks first.
πŸ–¨ Amazon / πŸ–¨ Veeqo / πŸ–¨ Print both Prints one day's SCAN form(s) on the SCAN form printer.
πŸ–¨ Print (Driver manifest) Prints the manifest for the chosen date on the Driver manifest printer.
βœ• (top right) Closes the settings window.

How to set your ship-from address

  1. Open βš™ β†’ Ship-from and click οΌ‹ Add location.
  2. Fill in name or company, address, city, state (2 letters), ZIP and phone.
  3. Fill in Email. Amazon requires it on the label.
  4. Click Save location. Your first location becomes the default.

How to set up label printing on a new computer

  1. Install and start QZ Tray (use Download the one-click setup in Printers & scales).
  2. Click πŸ”Œ Find printers.
  3. In Shipping labels, pick your label printer and 4Γ—6 label.
  4. Pick printers for pick lists, the SCAN form and the driver manifest.
  5. Click πŸ–¨ Test print to check.

How to add a box and give it a hotkey

  1. Open βš™ β†’ Packages.
  2. Type the box name and its width, height and length in inches, then click οΌ‹ Add / update.
  3. In the box's CTRL + field, type a digit, for example 1.
  4. On the Shipping page, click an order (or select several) and press Ctrl + 1 to apply the box.

How to close out the day

  1. After the last label of the day, open βš™ β†’ End of day.
  2. Click Create SCAN forms (Veeqo + Amazon) and confirm. OrderPilot creates two forms: one for USPS labels bought through Veeqo and one for USPS labels bought through Amazon Buy Shipping, covering every label not already on a form. A new line for today appears, and its buttons spin while each form is built. A large Veeqo form can take a couple of minutes.
  3. When the buttons are ready, click πŸ–¨ Print both.
  4. Choose today's date next to Driver manifest and click πŸ–¨ Print for the driver to sign.

Labels bought after you create the forms need a new set.

Tips and troubleshooting

Still stuck? Email support@softavant.com and tell us what you were trying to do.