How to Get Shipping Rates and Create Labels

In this article

Choose the shipping route

Choose your route after preparing the shipment:

If the order does not have a shipment yet, create one first in Plan a shipment. Then connect Shippo and set up your shipping methods in Configuring Shippo Integration. Check the destination, packed items, parcel dimensions, and weight so the rate describes what you will send.

Prepare the shipment

  1. Open the sales order, then open the shipment you want to prepare.

    This walkthrough starts with an existing shipment. Creating a shipment from an order is outside this article.

  2. Review the shipping method, receiver contact, destination address, and items.

  3. Select the outlined Edit button beside the sales-order header to open Edit shipment. The small pencil beside the shipment number edits the shipment number.

    Shipment before label creation, with an arrow pointing to the shipment-level Edit button

  4. Add the items that belong in this shipment.

    Use Auto Pack to add the remaining available quantities.

  5. Select Save and Close to save your changes.

Then continue with Save a shipping estimate, Get a rate and buy a label, or Add tracking for an external label.

You enter parcel dimensions and weight inside the estimate or label dialog.

Save a shipping estimate

  1. On the shipment, select Edit to open Edit shipment.

  2. Select Shipping Estimate to open Create Shipping Estimate.

    An existing shipment in Edit shipment, with an arrow pointing to Shipping Estimate

  3. Review Sender, Recipient, and the shipment date. In Packages, choose a saved box or Custom, then enter the parcel dimensions, units, quantity, and the parcel's actual weight. A live form can start with a blank or 0.0 lbs weight; enter the parcel's actual weight. The 1 lb shown in the screenshot is an example value.

    Create Shipping Estimate with parcel details entered and an arrow pointing to Get Rates

  4. Select Get Rates.

  5. Select the service and price that fit your shipment.

  6. Decide whether to keep Create Shipping Cost Line Item checked.

    This adds an internal shipping-cost line to the shipment. This article does not explain customer billing or Automatic Invoice Management.

  7. Select Save Estimate to return to Edit shipment.

  8. Select Save and Close to save the shipment and its estimate.

  9. Reopen the shipment later to review the saved estimate.

  10. Review the saved service and amount. The current estimate list does not expose an edit action in this flow, so this article does not promise an edit path for an existing estimate.

Request a fresh rate if you change details that affect the price, such as the address, package dimensions, weight, or shipment date.

Get a rate and buy a label

  1. Open the shipment on a published sales order, then select Create Label.

    Shipment with an arrow pointing to Create Label

    The sales order must be published before you can purchase a shipping label.

    If Shipping Package already lists a package, open its tracking number to review the existing label and tracking first. Select Create Label only when you intend to create another label; do not use it just to inspect an existing package.

  2. Check Sender and Recipient.

    Update an address

    Select the edit icon beside the heading, update the contact or address details, then select Save.

    Sender address editor with an arrow pointing to Save

    Upper recipient address fields and the Save button

  3. Review the shipment date and time, reference, signature requirements, third-party billing choice, and insurance as applicable.

  4. In Packages, choose a saved box or Custom, then enter dimensions, units, quantity, the parcel's actual weight, and any insurance amount. A live form can start with a blank or 0.0 lbs weight; enter the parcel's actual weight. The 1 lb shown in the screenshot is an example value.

    Scroll horizontally in the package table to see the quantity column. Add another package only when the shipment has another parcel.

    Create Shipping Label with one Demo Box measuring 1 by 1 by 1 inch and weighing 1 pound

  5. Select Get Rates.

    Address or parcel changes

    Review any address message and correct the details if needed. If you change an address, parcel, date, signature, or insurance setting, get rates again before choosing a service.

  6. Compare the carrier, service, delivery estimate, and price. Select the rate that fits the shipment.

  7. Decide whether to keep Create Shipping Cost Line Item checked.

    This adds an internal shipping-cost record to the shipment. This article does not explain customer billing or Automatic Invoice Management.

  8. Review the selected service, parcel details, and total amount on Purchase Labels.

    UPS Ground Saver selected at 6.27 dollars, with the cost-line checkbox and Purchase Labels amount marked

    The same selected rate with the package table scrolled right to show quantity one

  9. Select Purchase Labels when the details are correct. YoPrint creates the label and opens Package Details.

  10. Select Close to return to the shipment.

    Shipment with the new package tracking link and a 6.27 dollar shipping-cost line item

The tracking number appears under Shipping Package. If you kept Create Shipping Cost Line Item checked, the shipping cost also appears with the shipment items.

  1. On the shipment, select the tracking number under Shipping Package to open View Packages (the package-details view).

  2. Select the printer icon beside the carrier and service to open the label PDF in a new browser tab.

    Use the PDF viewer's controls to print or download the label.

  3. In View Packages, review Tracking history. Select the refresh icon beside the heading to request the latest tracking information. The displayed times and status can change after a refresh, so use the current history shown in the view.

    View Packages with a visible trash icon for void review, plus arrows pointing to the printer and tracking refresh icons

  4. Select Close to return to the shipment. You can reopen the package-details view later by selecting its tracking number.

This article demonstrates the admin View Packages screen. Customer-portal visibility is outside this walkthrough; do not promise that a customer can see this tracking record from these steps.

Add tracking for an external label

  1. On the shipment, select Add External Package under Shipping Package to open Add Existing Label.

    Add Existing Label with Delivery Service and Tracking Number fields

  2. Choose the carrier from Delivery Service.

    Delivery Service choices: UPS, FedEx, and Other

    Carrier not listed

    Select Other, then enter the carrier name in Carrier Name.

    Other selected with the Carrier Name field marked

  3. Enter the carrier tracking number in Tracking Number.

  4. Select Create to save the package record.

  5. Reopen the shipment and select the external tracking number to confirm that the saved carrier and tracking record are listed.

    View Packages showing a locally recorded external carrier and tracking number

This records tracking information for a label created elsewhere. It does not purchase or generate a carrier label. The reopened record proves local storage; it does not prove carrier-side delivery history or customer-portal visibility.

Edit or void a label

Request a fresh rate after changing details that affect the shipment price. To review cancellation or removal for a purchased Shippo package, open its tracking number, then inspect the trash icon in View Packages. The current control is for the selected tracking number only. Selecting it opens a Delete shipping package? confirmation with Keep Shipping Cost and Delete Shipping Cost choices when a cost line is linked. Read the prompt and package status before continuing. If the status, cost-line choice, or prompt does not clearly match the action you intend, select Cancel; in the verified local flow, Cancel closed the confirmation without a request or package change. Ask an administrator before selecting Delete package.

The local confirmation is separate from any provider void or refund. This article does not promise a carrier refund, provider void, local deletion result, replacement path, or customer-portal change.

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