Configure Auto-Routing

Auto-Routing Currently in Beta

Shipping orders from multiple locations? If yes, we invite you to join our Auto-Routing Beta Program. Auto-Routing splits orders based on product location and assigns the closest shipping locations automatically!

Complete this form to request access to the Auto-Routing Beta Program and one of our team members will reach out to you.

Auto-Routing assigns a Ship From Location to a shipment based on which locations stock the order items and are located closest to the recipient. When an order contains multiple items that need to be shipped from multiple locations, Auto-Routing will split the order into multiple shipments and assign the best Ship From location to each shipment.

Additionally, you can specify whether you wish Auto-Routing to prioritize shipping from the closest Ship From Location to the recipient or to prioritize the fewest number of Ship From Locations, even when it means an order will not be shipped from the closest location to the recipient. Learn more about how ShipStation auto-routes orders in the Introduction to Auto-Routing help article.

If Auto-Routing cannot determine the correct course of action, either because the recipient address could not be verified or the products in the order are not assigned a location, Auto-Routing will not apply to the order and the shipment will use the default Ship From Location.

This article will guide you through how to configure and enable the Auto-Routing feature. If you already have Auto-Routing enabled and just need to update the Ship From Locations for your products, check out our Auto-Routing: Update Ship From Locations help article.

Auto-Routing Requirements

  • The Auto-Routing feature is available to ShipStation accounts on the Enterprise plan.

  • All of the products you wish to have auto-routing applied to must be added to the ShipStation Product catalog and each of these products must be assigned a Ship From Location.

Configure Auto-Routing

Configuring Auto-Routing requires several steps. Our onboarding process will take you through all of them.

  • Launch the Auto-Routing setup

  • Create a product file

  • Assign Ship From Locations and upload the product CSV file

  • Review the product settings, set the routing priority, and enable the feature

The sections below will take you step-by-step through the entire process.

Launch Auto-Routing Setup

  1. Select Automation, then Auto-Routing.

    The left-side menu is shown with the automation menu expanded and auto-routing selected.
  2. Select Start Setup.

    Select the start setup button on the auto-routing screen.

    The Set Up Auto-Routing screen will open.

  3. Select Continue.

    Click the continue button in the Set Up Auto-Routing wizard.

Next, you will create a file containing all of your products and their associated Ship From Locations.

Create a Product File

Products that you wish to auto-route must be included in the ShipStation product catalog and have a Ship From Location assigned. Follow the steps in this section to download a CSV (Comma-Separate Value) file containing your current products in ShipStation. You will add any missing products to the CSV and assign active Ship From Locations.

  1. Click the Export Product CSV button to download a CSV file containing the products currently in ShipStation.

    The export product CSV button is highlighted on the Create a Product File screen.

    The file will download to your computer as a .zip file to your browser's download folder.

    SKU, Name, and ActiveShipFrom Fields

    The downloaded CSV file contains multiple columns for the products already in ShipStation. In the following steps, you will review and update information in the SKU, Name, and ActiveShipFroms fields. All other information can be left as-is.

  2. Locate and open the downloaded CSV file.

    We recommend opening the file using a spreadsheet application like Excel or Google Sheets.

  3. Review the products contained in the file and add the SKU and Name for any products that you wish to add.

    A sample product CSV file is shown with the SKU and Name columns highlighted.
  4. Select Continue.

    Click the continue button.

You are now ready to assign Ship From Locations to your products.

Assign Ship From Locations & Upload the File

Next, add the Ship From Locations for each product in the file. Once all Ship From Locations have been added, the file will be ready to import to ShipStation.

  1. Add the Ship From Locations for each product into the ActiveShipFroms column.

    For products with more than one Ship From, separate each Ship From Location with the pipe symbol (|). Add a pipe symbol by pressing SHIFT + \ on your keyboard.

    Sample CSV file is shown with the active ship froms column selected.

    Ship From Locations in ShipStation

    The Ship From Locations you add to the ActiveShipFroms column in the CSV file must match the Ship From Location names in ShipStation for the file to be imported successfully. Review the current, active Ship From Locations in ShipStation at Settings > Shipping > Ship From Locations.

  2. Save your work!

    Save the file to a location on your computer that you can easily access. Then, exit the file.

  3. Click the Select File button in ShipStation.

    The select file button is highlighted in the auto-routing setup wizard.
  4. Locate and select the product CSV file you saved in the previous steps. Click Open.

  5. Verify that the correct CSV file is selected. Then, click the Upload File button.

    The file will be uploaded to ShipStation. Once complete, click Continue.

    The selected CSV file and the upload file button is highlighted in the auto-routing setup wizard.
    Click the continue button.
  6. Select Save Setup.

Next, you will review your products to ensure all Ship From Location assignments are correct and enable Auto-Routing.

Review Your Products, Set the Fulfillment Priority, and Enable Auto-Routing

Prior to enabling Auto-Routing, review the products in ShipStation to ensure they were assigned to the correct Ship From Locations. Then, you will specify the fulfillment priority and enable Auto-Routing.

  1. Click Products in the informational banner on the Auto-Routing screen to open the Products page in a separate browser tab.

    You can also click the Products tab at the top of ShipStation.

    AUTRT_LNK_Products_MRK.png
  2. Review the Active Ship Froms column for each product to ensure the correct Ship From Locations are assigned.

    Products are listed on the Products page and the active ship froms column is highlighted.
  3. (Optional) Correct any incorrect Ship From Location assignments.

    • Check the box to the left of the products you wish to update.

      Multiple products are selected by checking the box for each product.
    • Select the correct locations for the selected products from the Active Ship Froms drop-down menu.

      Ship from locations are selected in the active ship froms drop-down menu.
  4. Switch back to the Auto-Routing browser tab or go to Settings > Automation > Auto-Routing.

  5. Select whether to prioritize shipping from the closest location or shipping from the fewest number of Ship From Locations.

    AutoRoutingPriority_Placeholder.png
    • Products Closest to Customer: Select this option if you wish to prioritize shipping from the Ship From Location(s) closest, geographically, to the recipient address. Auto-Routing will split the order into as many shipments as needed.

    • Fewest Ship From Location(s): Select this option if you wish to prioritize shipping from the location that can fulfill the most order items and is closest to the customer. This will avoid splitting the order unless necessary, even if the Ship From is further away.

  6. Toggle the Auto-Routing switch to on.

    AUTRT_Toggle_Enable_MRK.png

Auto-Routing is now configured and enabled. Auto-Routing will apply to newly imported orders.

Learn more about how automation applies to orders in ShipStation.

Additional Details About Auto-Routing

  • Auto-Routing will not apply to orders manually created in ShipStation.

  • Marketplace updates will not apply to orders that have been split into multiple shipments by Auto-Routing.

  • Auto-routing will not apply to Shopify orders containing items with a zero quantity. This is so that quantity updates sent from Shopify can be applied to the order in ShipStation.

Troubleshooting Auto-Routing Setup

The Error

When uploading the product CSV file during the setup process, you encounter the error:

! ERROR - Row XX [Location Name] Active Ship From does not exist

What it Means

The Ship From Location listed in the error message was not found and needs to be added to the Ship From Locations in ShipStation.

What to Do

  1. Cancel out of the Auto-Routing setup.

  2. Go to Settings > Shipping > Ship From Locations in ShipStation.

  3. Click the Add New Location button and add the missing Ship From Location.

    The Ship From Location name is indicated in the error message. For example, in the below image St. Louis needs to be added as a Ship From Location.

    An error is displayed indicating that St. Louis does not exist in the list of Ship Froms in ShipStation.
  4. Follow the steps to configure Auto-Routing and upload the file again.