Setting shipment preferences helps standardize how shipments are created and manifested across your group. These defaults streamline the process for all users and ensure consistent handling of shipments.
Step-by-Step Instructions
Navigate to Settings > Shipment Preference.
Select your Group from the dropdown menu.
Under Default Information, configure:
Default Service (e.g., Lowest Cost, Quote All, or a Specific Carrier Service)
Default Sender’s Address
Default Special Instructions
Use the radio buttons to configure optional shipment preferences:
Auto-save Address Book & Items
Internal, Shipment, or Quote Reference Required
Signature Required
Enable Consolidation of Shipments
Enable Shipping Notifications
Click Save to apply your group shipment settings.
💡 Tip
Group shipment preferences apply to all users, but individuals can still make adjustments when creating a shipment if required.