ShipStation Getting Started

The Orderwerks ShipStation integration is meant to be a means of which you can create Orders and Labels without leaving Orderwerks, directly into ShipStation, accessing all of the carriers setup in ShipStation.

Setup the Integration

ShipStation SideLocate your ShipStation API Keys in your ShipStation account. This is located here in ShipStation: Shipstation API Settings Image

Select API Version: V1 APIThen Click the Generate API Key button. Copy the token values you get back.Orderwerks Side

Click Menu then Integrations.
Toggle on the ShipStation Integration.
Paste the token values from your account.
Done.

Using the Integration

There are a few different ways to utilize the ShipStation Integration:

From the Shipments screen
From the Order Entry screen
From the Managed Packing List Screen

Each section where you can access ShipStation has its own use case that you should be aware of to leverage Shipping the way that makes the most sense for your business.

From the Shipments Screen

Every shipment belongs to what we call a ‘Shipment Group’. A Shipment Group contains the Ship To and Bill To as well as any of the orders that are part of the ‘Group’ of Shipments. A Shipment Group can also contain 1 or more Shipments.With the Shipments screen open, click CreateThis will open the Create Shipment Group Sidebar. Fill in all of the applicable details and click Review and then Save.With the Shipment Group created, click the on the left hand side to toggle open the Shipment Groups Shipments Detail View.From here, you can view existing shipments and add new ones – just click Add ShipmentThe tracking numbers auto-populate and are clickable to the tracking site for the shipments carrier. If you use the Pick-Pack Management feature, then each package (if created through that workflow – See 3) will show exactly the packed contents of that package.You can also View and Void the labels directly in Orderwerks.

From the Order Entry Screen

From the Details Section, a user can click ‘Edit’ to then manage a requested Carrier and Service for an order:When you go to create Shipments for this Order, then you’ll be able to see the requested Carrier, Service and Package Type.

Pro Tip: If you do ‘Bulk Order’ Submits and Process Shipments in Bulk, this will be selected as the carrier and service for the order when a label is created, regardless of the defaults set in the ShipStation integration.

From the Managed Packing List Screen

If you use the Orderwerks Pick-Pack Management, then your workflow is going to go through a managed process of picking to packing to shipment creation.This assumes you’re familiar with the Pick-Pack Management feature already.From the Finalized Packing List for a given Shipment to be created, click Create ShipmentThe selections in here are identical to Scenario 1 above, except it will automatically create a Shipment Group for the Order if one doesn’t exist.This will also link the Packing List to the Shipment so that you have visibility down to the Package level of knowing exactly what was packed in that shipment.