Dan Coleman
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Select Your Label Template
Published July 15th, 2025 by Dan Coleman
Whether you're printing labels to a 4" x 6" thermal printer, letter postage to 2" x 1.5" roll labels, or sending your labels to a laser printer so that a label and packing slip together on a single 8.5" x 11" sheet, selecting the correct label template lets Postsale know how to format your shipping labels. You can also let Postsale know if you would
Organize Your Templates
Published December 19th, 2025 by Dan Coleman
Organize your templates with folders to keep things streamlined. For example, if you manage multiple brands or sales channels you may have several templates, one set for each brand. Organizing your templates into folders for each brand saves time when locating or editing a particular brand's templates. In this article, we will walk through creating
UPS: Schedule a Pickup
Published September 17th, 2024 by Dan Coleman
Schedule and manage pickups for your UPS packages directly in Postsale. Quick Tip Video We also have a Quick Tip video that covers the information in this help article! Before We Begin This article assumes that: You have a UPS account added to Postsale You have at least one UPS package ready to be picked up Snippet: Schedule Pickup Callout Che
Set Default Shipment Settings
Published July 9th, 2025 by Dan Coleman
Learn how default shipment settings help you save time and stay consistent by automatically filling in shipment details like packaging, weight, dimensions, origin address, and more. We also have a help article that guides you through configuring your shipment defaults.
The Default Postsale Templates
Published December 19th, 2025 by Dan Coleman
Postsale comes with ready-to-use default templates for invoices, packing slips, shipment notification emails, and label printing. They’re designed to work out of the box, so you can start printing and emailing right away. If you're on the Expand, Thrive, or Soar plan, you can also customize these templates to match your brand. This article gives you
Format Your File for Success
Published May 10th, 2024 by Dan Coleman
We want to help you ensure that your CSV files are formatted for a successful import the first time, every time. While Postsale gives you the ability to import orders in a CSV file from just about any sales channel, custom order source, or from files provided to you from a third party, the CSV file does need to meet a few requirements to import succ
Organize and Manage Your Filters
Published May 13th, 2025 by Dan Coleman
Keep your orders organized and make your workspace more efficient by organizing your filters in the Orders Menu. We also have a help article that covers the steps in this video.
Track Shipments: Monitor for Unshipped Orders
Published January 21st, 2026 by Dan Coleman
It happens. An order falls through the cracks and doesn’t ship out on time. Whether it’s due to a missed notification, a manual error, or just a busy week, delayed shipments can impact customer satisfaction. In this article we'll create a filter and add a Dashboard widget to surface any orders that haven’t shipped after a set number of days so that
Import Weights from a Scale
Published August 15th, 2025 by Dan Coleman
By importing weights from a scale, you increase accuracy, prevent costly shipping errors, and speed up label generation so you can get orders out the door faster. Learn how to connect your USB scale and import weights. We also have a help article that covers the information in this video.
USPS: Cubic Rates in Postsale
Published June 14th, 2024 by Dan Coleman
USPS Cubic Rates are a great way to save on postage costs when shipping small, heavy packages since the rate is based upon the volume of the package instead of the weight. Cubic rates are available for rectangular/nonrectangular packages and Soft Pack/padded envelopes when shipping with: Priority Mail® USPS Ground Advantage® The good news is that Po
Shipment & Label Audit Logs
Published November 6th, 2025 by Dan Coleman
In fast-moving shipping environments, clarity and accountability are key. Postsale’s Audit records give your team visibility into changes made to your shipments and labels. Whether it’s a switch in carrier or service, a weight adjustment, updated dimensions, or when a label is created or voided, Postsale's audit logs give a clear record of the chang
Protect Your Shipments with Shipsurance
Published December 3rd, 2025 by Dan Coleman
Shipping mishaps are uncommon, but when they happen they can be costly. Adding parcel insurance with Shipsurance through Postsale gives you an easy, cost-effective way to protect your shipments and recover losses if a package is lost or damaged in transit. Shipsurance offers parcel insurance for both domestic and international shipments sent with ma
File a Shipsurance Claim
Published January 7th, 2026 by Dan Coleman
Need to file a Shipsurance claim? You can file your claim, view the status of your claim, and add supporting documentation when needed, all from within Postsale. We also have a help article that covers the steps shown in this video. Your browser does not support HTML5 video.
Miva
Published September 4th, 2025 by Dan Coleman
Handle your Miva post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct Miva integration. Real-World Example We have a Miva storefront and would like to connect Postsale so that we can import orders and manage our shipping and post-purchase tasks. We would like to import orders that have already been
Add Miva to Postsale
Published September 4th, 2025 by Dan Coleman
Handle your Miva post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct Miva integration. This Quick Tip video will walk you through: Locating your Miva Store Code Creating an API Token in Miva Enabling Miva permissions so that order information can be sent to Postsale Creating a workflow and webhook
UPS: Available Features
Published August 1st, 2024 by Dan Coleman
For your reference, this article lists the available UPS services, package types, and confirmation types, along with other important details and available features when shipping with UPS in Postsale. Visit UPS.com to learn specific details about each of the listed services, package types, and options. UPS Domestic Services UPS Next Day Air® UPS 2nd
Personalize Your Templates
Published July 10th, 2024 by Dan Coleman
Want your invoices, packing slips, and emails to reflect your brand and speak to your customers in your voice? With Postsale’s template editor, you can add your logos, customize colors, add personalized messages, and more to make each invoice, packing slip or email feel like your own. Learn more about the default Postsale templates here. In this gui
Add a WooCommerce Store
Published October 23rd, 2025 by Dan Coleman
Handle your WooCommerce post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct WooCommerce integration. This video will walk you through connecting your WooCommerce store to Postsale. We also have a help article that walks you through the steps in this video.
FedEx: Edit Your Account Details
Published June 21st, 2024 by Dan Coleman
There may be times when you need to update the details associated with your FedEx account in Postsale. In this article, we will look at how to: Update your FedEx account details Edit your FedEx account's Origin/Ship From address Upload a Signature and Letterhead image to your FedEx account. Before We Begin This article assumes that you have at least
Introduction to the Dock
Published June 20th, 2025 by Dan Coleman
Postsale’s Dock is your main work area when shipping your orders. The Dock gives you the ability to view and edit shipment details and to create, print, and void shipping labels. In this article we will: Explore the options available when configuring shipments Enable Auto Print Change the Layout of the Dock Resize the Dock Manage Columns in the Ship
Update a Shipment's Delivery Address
Published July 31st, 2025 by Dan Coleman
Need to update a shipment's delivery address? Maybe there was a typo in the original address, or your customer asked you to ship their order somewhere else. Either way, you can quickly update the ship to address before creating the label. We also have help articles that cover the information in this video: Ship Your Orders Address Suggestions &
USPS: Soft Packs
Published November 5th, 2025 by Dan Coleman
Soft Pack packaging is flexible and conforms to the contents so that it takes up less space and qualifies for cubic‑rate pricing. This offers a great advantage when shipping small but dense packages by lowering postage costs compared to weight‑based pricing. In this article, we will cover: What is considered a ‘Soft Pack’ The requirements for shippi
Import Orders From a File
Published May 1st, 2025 by Dan Coleman
Orders from any order source can be imported into Postsale from a comma-separated file or spreadsheet. You can include shipment details so that labels can be created as soon as your orders are imported. Learn how to setup up Postsale to import orders in our Import Orders: Create a New Map help article.
FedEx: Hold at Location
Published June 7th, 2024 by Dan Coleman
When your customer requests that you ship their package to an authorized FedEx location instead of their Ship To address, you have the option of adding FedEx Hold at Location to your shipment. This can be useful: For packages that need to be signed for When your customer needs a bit of added security Your customer is travelling and needs to pick up
Automation: Notification of Return In Transit
Published August 29th, 2024 by Dan Coleman
Postsale gives you the ability to easily include pay on use return labels with your shipments or to email a return label to a customer who wishes to return an order. This is a great way to offer convenient returns to your customers. You may wish to be notified any time a customer uses the included return label to send an order back to you. You can c
WooCommerce
Published February 12th, 2025 by Dan Coleman
Handle your WooCommerce post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct WooCommerce integration. Real-World Example We have a WooCommerce storefront and would like to connect Postsale so that we can import and manage our shipping and post-purchase tasks. We would like to import orders that have
Add BigCommerce to Postsale
Published October 15th, 2025 by Dan Coleman
Handle your BigCommerce post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct BigCommerce integration. To connect your BigCommerce store, you'll need to complete a few steps in BigCommerce. This help article will walk you through: Locating the BigCommerce API Path Creating a BigCommerce Access Token
BigCommerce
Published October 15th, 2025 by Dan Coleman
Handle your BigCommerce post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct BigCommerce integration. Real-World Example We have a BigCommerce storefront and would like to connect Postsale so that we can import orders and manage our shipping and post-purchase tasks. We would like to import orders th
Import Shipping Weights from a USB Scale
Published July 7th, 2025 by Dan Coleman
Save time and reduce manual entry by connecting a USB postage scale and importing package weights directly into Postsale. By importing weights from a scale, you increase accuracy, prevent costly shipping errors, and speed up label generation so you can get orders out the door faster. This article will guide you through connecting your scale to Posts
Ship An Order
Published June 10th, 2025 by Dan Coleman
This video gives you a quick walkthrough of selecting and creating a shipping label for a single order. Learn more about shipping an order in our help article.
Understanding HS Codes for International Shipping
Published March 19th, 2025 by Dan Coleman
HS Codes, sometimes referred to as Harmonized System Codes or Harmonized Tariff Codes, are internationally recognized numerical codes used to classify goods for tax purposes. These codes help standardize product classification across borders, ensuring consistency in customs documentation and tariff assessments. Snippet: HS Code Required Callout HS C
Multiple Package Shipments
Published December 19th, 2024 by Dan Coleman
Sometimes, an order may be too large to ship in a single package or it may be more economical to ship an order in multiple, smaller packages rather than a single, larger one. This Quick Tip video covers how to ship an order in more than one package. Learn more in our Ship Orders with Multiple Packages help article.
USPS: End of Day & SCAN Forms
Published August 27th, 2025 by Dan Coleman
Postsale’s End of Day feature reconciles your USPS shipments and generates a SCAN Form for your USPS driver so they can scan one barcode to accept multiple packages all at once. This video guides you through running an End of Day and printing a SCAN Form. We also have a help article that guides you through the steps in this video.
FedEx: Available Features
Published June 6th, 2024 by Dan Coleman
For your reference, this article lists the available FedEx services, package types, and confirmation types, along with other important details and available features when shipping with FedEx in Postsale. Visit FedEx.com to learn specific details about each of the listed services, package types, and options. FedEx Domestic Services FedEx Ground® Fed
USPS: Add to Postsale
Published June 12th, 2024 by Dan Coleman
As an official partner of the USPS, Postsale gives you the ability to directly leverage the domestic and international services offered by the USPS. Connect to USPS via a USPS Business account to: Receive discounted USPS postage rates Automatically apply cubic pricing when it is identified as the cheapest rate Ship Hazardous Materials (HAZMAT) Print
Track Shipments
Published June 4th, 2024 by Dan Coleman
Tracking the progress of your shipments can go a long way toward ensuring high levels of customer satisfaction. By monitoring your shipments' progress you can quickly handle any shipping exceptions or notify your customers when their package has shipped or has been delivered. In this article we explore how to monitor the progress of your shipments u
FedEx: Home Delivery Premium®
Published June 7th, 2024 by Dan Coleman
Use FedEx Home Delivery® Premium to customize when your residential shipment will be delivered to your customer. Postsale allows you to use: FedEx Date Certain Home Delivery®: Get delivery on the date you choose. FedEx Evening Home Delivery®: Get delivery between 5 p.m. and 8 p.m. FedEx Appointment Home Delivery®: Get delivery on a specific date, d
Restore Templates
Published December 18th, 2025 by Dan Coleman
There may come a time when you need to recover the original, unedited version of one or more of the default Postsale templates. Maybe you accidentally deleted one. Or maybe you don't like the edits you made and you'd like to just start over. This help article will walk you through using Postsale's Restore Template feature to recover your default tem
FedEx: Ship with Ground® Economy
Published June 11th, 2024 by Dan Coleman
FedEx Ground® Economy (formerly known as SmartPost) is a cost-efficient shipping option for small and medium sized businesses. In this article, we will cover how to configure and ship with FedEx Ground Economy in Postsale. Before We Begin FedEx Ground® Economy FedEx Ground Economy is a contracted service. Please reach out to your FedEx account execu
Add a Manual Order
Published May 10th, 2024 by Dan Coleman
Add manual orders when you need to enter an order that wasn’t imported from a file or a connected sales channel. For example: You need to ship an order that was placed over the phone You want to create specific order records for business-related shipments This article will walk through how to create a manual order and how to associate the order to t
UPS: Add Your Account
Published July 30th, 2024 by Dan Coleman
Connect your UPS account to Postsale to to calculate UPS shipping rates, view transit times, and print shipping labels for domestic and international UPS services. Quick Tip Video We also have a Quick Tip video that covers the details in this help article. Before We Begin To connect your UPS account to Postsale you will need: Your UPS account
Add Carrier Coverage
Published January 7th, 2026 by Dan Coleman
Most shipments arrive safely, but the occasional loss or damage can happen. Adding coverage from your shipping provider gives you and your customers a little extra peace of mind. We also have a help article that covers the steps outlined in this video. Your browser does not support HTML5 video.
Webhooks: Manage Your Webhooks
Published July 17th, 2024 by Dan Coleman
Follow the steps in this article when you need to edit the webhooks you have added to Postsale. Access the Webhook Store Settings Procedure: Settings > Store Settings Go to Settings. Select Store Settings. Go to Settings. Select Store Settings. Select the webhook store to edit from the Store Settings menu. Edit the Store Logo an
Print & Save Your Templates
Published August 16th, 2024 by Dan Coleman
Let's look at how to print and save templates. This is useful when you need to reprint a packing slip, invoice, label, or other template or when you wish to save a template to your computer or mobile device. Templates are used to print or save Packing Slips Invoices Created shipping labels Custom templates (available on the Expand, Thrive, and Soar
I Forgot My Postsale Password
Published July 9th, 2024 by Dan Coleman
It happens to the best of us. With so many logins to keep track of these days, it is almost inevitable that we will forget at least one password. This article will guide you through how to reset your Postsale password in the event that you are unable to get logged in. Reset Your Postsale Login Password Click the Forgot password? link on the login pa
FedEx: Add Your Account
Published June 5th, 2024 by Dan Coleman
Postsale is a certified FedEx Compatible solution provider. Add your FedEx account to Postsale to: Create domestic and international shipping labels using your FedEx account Take advantage of Electronic Trade Documents (ETD) when shipping internationally Ship using FedEx Ground Economy (formerly SmartPost) Schedule pickups directly from Postsale Per
View & Select Rates with the Universal Rate Selector
Published May 20th, 2024 by Dan Coleman
Postale's Universal Rate Selector enables you to quickly select the best shipping carrier/service/rate option for your shipments from a list of available services. Use the Universal Rate Selector to: View the rate for the currently selected shipping carrier and service Select from a list of available carriers/services/rates based on the order's ship
Update Order Statuses
Published March 10th, 2025 by Dan Coleman
Assign order statuses to your orders (Ready to Ship, Shipped, Voided, etc.) to keep track of where your orders are in your Postsale workflow. This video shows you how to update an order's status or multiple order statuses using the Postsale shortcut menu. Learn more about updating order statuses in our help article.
Ship Orders with Multiple Packages
Published July 22nd, 2024 by Dan Coleman
Postsale gives you the tools to create multiple shipping labels for a single order. This can be useful when: The items on the order require being shipped in more than one package In some cases, it may be cheaper to split the order into multiple smaller packages The process for creating multiple shipping labels for a single order depends on which ca
International Shipments
Published August 11th, 2025 by Dan Coleman
We put together this Quick Tip overview to help you correctly configure customs information for international shipments in Postsale. We also have a help article that details the information presented in this video.
Automation Reference Guide
Published September 5th, 2024 by Dan Coleman
This reference guide lists the available triggers, conditions, and actions when creating automations. We have also included a list of example automations to demonstrate how triggers, conditions, and actions can be used in combination to automate your post-sale tasks. Creating custom automations is a premium feature requiring an Expand, Thrive, or So
Create a Return Label on Request
Published June 13th, 2025 by Dan Coleman
Did your customer request a return label so that they can return a product to you? Learn how to copy the original shipment, mark it as a return, and create the return label. We also have a help article to guide you through the process.
FedEx: Close FedEx Ground® | End of Day
Published June 12th, 2024 by Dan Coleman
The FedEx Ground® End of Day reconciles shipment information for your FedEx Ground shipments and allows you to print a FedEx Ground Pickup Manifest for your driver. Typically, the manifest is generated after all shipments are completed for the day and must be printed before Ground shipments are given to FedEx. However, if you need to continue shippi
Take Action on Orders
Published February 3rd, 2025 by Dan Coleman
Selecting orders is the first step to getting things done, like preparing shipments, printing packing slips, and updating orders. Learn more about selecting your orders in our help article.
Origin Addresses
Published April 29th, 2025 by Dan Coleman
Add multiple origin addresses to Postsale so that you can quickly assign the correct Ship From address to your shipments. This can be useful when: You fulfill orders from different warehouses or store locations. You need individual sender or company names, addresses, phone numbers, etc., for individual brands to ensure your shipments reflect the cor
Add UPS to Postsale
Published May 28th, 2025 by Dan Coleman
Need to ship your packages with UPS? With Postsale, you can add one or more UPS accounts to create domestic and international shipping labels and manage your UPS shipments. This video will help you get started. We also have UPS related help articles to help get you up and running.
Order Audit Logs
Published November 7th, 2025 by Dan Coleman
In fast-moving shipping environments, clarity and accountability are key. Postsale’s Audit records give your team visibility into changes made to your orders. Whether it’s a change to the order's status, and address update, a note added to an order, or other changes, Postsale's audit logs give a clear record of the changes so that you can easily res
Filter Your International Orders
Published March 19th, 2025 by Dan Coleman
Since packages being shipped to international destinations require a bit more handling and specific information to be entered when creating a shipping label, you may wish to separate your international orders from orders being shipped domestically. The good news is that you can create a filter for your international orders. Then, select the filter a
Search for Orders & Create Filters
Published May 14th, 2024 by Dan Coleman
Use Postsale’s search functionality to find orders with a Quick Search or to create an Advanced Search when you need to drill down on groups of orders that match specific search criteria. Then, save your search as a Filter in the Orders Menu. In this article, we will search for a specific order using the Quick Search option and create an Advanced Se
Carrier Declared Value Coverage
Published December 3rd, 2025 by Dan Coleman
Most shipments arrive safely, but the occasional loss or damage can happen. By adding the carrier's shipment protection to your shipments, you can protect your packages and give yourself and your customers a little extra peace of mind. Many shipping carriers offer their own shipment protection. Typically, this protection covers up to a certain value
Webhooks: Use Webhooks to Import & Update Orders
Published July 15th, 2024 by Dan Coleman
Webhooks allow you to send order information to Postsale when an event occurs in your sales channel, such as when a new order is placed or when an order is updated. This article will guide you through how to add webhooks in Postsale. See our Webhooks: Manage Your Webhooks help article for information on how to edit your existing webhooks. Before We
Void & Copy Shipments
Published July 18th, 2025 by Dan Coleman
Managing your shipments is an important part of the shipping process. Sometimes, you may need to void labels because of an error or perhaps when a shipping label is simply no longer needed. You may also need to correct a mistake on one or more of the voided shipping labels. This video shows you how. We also have a help article covering the steps out
Edit Order Details
Published May 14th, 2024 by Dan Coleman
In this article, we look at how to open the Order Details screen and how to edit the information associated with an order. Open the Order Details Screen Use one of the following methods to access the Order Details screen: Double-Click Double-click the order you wish to edit in the Orders Grid. The Order Details screen will open. Use the Shortcut M
Add Label References
Published June 18th, 2024 by Dan Coleman
Add additional information to your shipping labels using the reference fields in Postsale. Reference fields can be used to add information such as: The order number Product SKUs A personalized message This article will show you how to add information to the reference fields and which reference fields can be used for each shipping carrier. Add Label
Edit Your Store Settings
Published October 23rd, 2025 by Dan Coleman
Snippet: Edit Store Settings There may be times when you need to modify or update your store's settings. Here' There may be times when you need to modify or update your store's settings such as the store name, the logo the store's address, or the store's connection settings. This article will show you how. Procedure: Settings > Store Settings Go
FedEx: Priority Alert®
Published June 7th, 2024 by Dan Coleman
Postsale gives you the ability to add FedEx Priority Alert® to your high-value, time-critical, or temperature-sensitive shipments. With FedEx Priority Alert, FedEx assigns your account to a global service analyst who provides around-the-clock support, advanced shipment monitoring, personalized notification in the event of a delay, and customized pac
Square
Published April 7th, 2025 by Dan Coleman
With Postsale’s Square integration, managing your post-purchase tasks becomes much easier. Connect Postsale to your Square account to import your Square orders and take care of everything from shipping to customer communication, all in one place. Real-World Example We have a Square account we would like to connect to Postsale so that we can import o
Archive Orders
Published May 15th, 2024 by Dan Coleman
Postsale allows you to archive orders when you would like to remove them from the main workflow but still be able to access your order history when needed. When you archive orders, they are moved to the Postsale archive so that they are no longer a part of your normal shipping workflow. You then have the option to view and search for your archived o
Select & Take Action on Orders
Published February 3rd, 2025 by Dan Coleman
Selecting orders is the first step to taking action, such as preparing shipments, printing packing slips, or updating order statuses. In this article, we will look at how to select and deselect orders and how to view and work with the orders you select. Quick Tip Video We also have a Quick Tip video that covers the information in this article!
Void, Copy, & Delete Shipments
Published May 24th, 2024 by Dan Coleman
Managing your shipments is an important part of the shipping process. You may need to void a shipping label that was printed in error, copy a shipment so that it can be corrected and processed again, copy a shipment when products need to be shipped in more than one package, or delete a shipment that was created in error. In this article, we will wal
Schedule Carrier Pickups
Published December 12th, 2024 by Dan Coleman
Did you know that you can schedule carrier pickups directly in Postsale? Watch this short video to learn how. Learn more about scheduling pickups in our help articles.
Add or Replace Store Logos
Published December 19th, 2025 by Dan Coleman
Did you know that Postsale's default templates already display your logos? In fact, the templates automatically display the correct logo for the sales channel or store the order is associated with. This is a great feature when you sell through more than one sales channel or for more than one company and each is individually branded. This article cov
USPS: Hazardous Materials (HAZMAT)
Published August 12th, 2024 by Dan Coleman
The USPS requires that you specify when a shipment contains any material or substance, such as chemicals or flammable items, that may injure people or cause damage when not handled properly. This article will guide you through how to specify that your USPS shipment contains hazardous materials. Before We Begin Postsale supports shipping hazardous ma
USPS: Letters & Flats
Published November 4th, 2025 by Dan Coleman
Quickly purchase and print postage for your domestic First Class letters and flats with Postsale’s built-in USPS integration. Depending on what fits your workflow best, you can choose to print on standard 4" x 6" or compact 2" x 1.5" labels. In this article, we will look at: The differences between letters and flats Printing to 4" x 6" vs. 2" x 1.5"
Address Suggestions & Validation Settings
Published May 23rd, 2024 by Dan Coleman
Dealing with a delayed or lost shipment due to an invalid Ship To address costs you time, money, and trust with your customers. Invalid addresses may also incorrectly cause upcharges when the address is incorrectly identified as residential vs. commercial. Fortunately, Postsale offers address suggestions to assist you with ensuring that the addresse
Return Labels
Published August 7th, 2024 by Dan Coleman
Returns are a normal part of doing business. Whether an item is damaged in transit, wasn't what your customer expected, or the incorrect item was sent it is important to be able to make the return process as easy for your customers as possible. Postsale provides you with several options for creating return labels: Create a return label upon request
Personalize Your Orders Grid
Published December 30th, 2024 by Dan Coleman
In this video, explore how to add, remove, rearrange, and sort columns on the Orders Grid. Learn more about customizing your Orders Grid in our help article.
Manage & Update Order Statuses
Published May 14th, 2024 by Dan Coleman
Assign order statuses to your orders (Ready to Ship, Shipped, Voided, etc.) to keep track of where your orders are in your Postsale workflow. Order statuses can also be used to trigger automated tasks like sending shipment notifications to your customers. In this article, we look at managing and manually updating order statuses. We also walk through
Configure Your International Shipments for Success
Published March 20th, 2025 by Dan Coleman
Customs forms, unique carrier settings, item-specific details - it can seem a bit overwhelming, especially if you’re new to international shipping. So, we put together this guide to help you navigate what’s needed when configuring an international shipment in Postsale. In this article, we'll answer common questions about the customs options in Posts
Connect & Manage Email via SMTP
Published February 10th, 2025 by Dan Coleman
Keep your customers in the loop with customized emails that build trust and loyalty. With Postsale, you can send emails using Postsale's built-in email functionality and templates. You can also connect your email account via SMTP and/or your SendGrid account to use your own email addresses and personalized, branded templates. In this article, we'll
Enable Two-Factor Authentication (2FA)
Published August 19th, 2025 by Dan Coleman
Two-Factor Authentication (2FA) Enabling Two-Factor Authentication (2FA) is a smart move for any Postsale user. With 2FA enabled, even if someone gets your password, they won’t be able to access your account without a second layer of verification. It's a simple step that can help protect your sensitive customer and order data. Before We Begin Two-fa
USPS: Schedule a Pickup
Published July 31st, 2024 by Dan Coleman
Schedule and manage pickups for your USPS packages directly in Postsale. Quick Tip Video We also have a Quick Tip video that covers the information in this help article! Before We Begin This article assumes that: You have a USPS account added to Postsale You have at least one USPS package ready to be picked up Snippet: Schedule Pickup Callout
Introduction to the Dock
Published May 15th, 2024 by Dan Coleman
Postsale’s Dock is your main work area when shipping your orders. The Dock gives you the ability to view and edit shipment details and to create, print, and void shipping labels. In this article we will: Explore the options available to you in the Dock Enable Auto Print Change the Layout of the Dock Resize the Dock Sort shipments in the Shipments Gr
FedEx: ShipAlert®
Published June 7th, 2024 by Dan Coleman
Enable FedEx ShipAlert® to have FedEx send shipment, delivery and/or exception notifications to you, your recipient, and/or an additional email address. Before We Begin FedEx ShipAlert® FedEx ShipAlert® may need to be enabled for your account. Please reach out to your FedEx account executive to learn more about the service and to discuss whether it
USPS: Available Features
Published June 13th, 2024 by Dan Coleman
For your reference, this article lists the available USPS services, package types, and confirmation types, along with other important details and available features when shipping with USPS in Postsale. USPS Available Services USPS Ground Advantage® USPS Priority Mail® USPS Priority Mail Express® First Class International® Priority Mail International
FedEx: Schedule a Pickup
Published June 7th, 2024 by Dan Coleman
Schedule and manage pickups for your FedEx Ground® and FedEx Express® packages directly in Postsale. Quick Tip Video We also have a Quick Tip video that covers the information in this help article! Before We Begin This article assumes that: You have a FedEx account added to Postsale You have at least one FedEx Ground® or FedEx Express® package
USPS: End of Day
Published August 1st, 2024 by Dan Coleman
What is a SCAN Form? A USPS SCAN Form, or Shipment Confirmation Acceptance Notice, allows USPS to scan a single barcode to process multiple packages at once. This saves time for postal workers and shippers, especially those who send many orders each day. Postsale's USPS End of Day reconciles shipment information for your USPS shipments and allows yo
BigCommerce: Manage & Ship Multiple Address Orders
Published October 16th, 2025 by Dan Coleman
Postsale supports importing orders with multiple shipping addresses from BigCommerce. In BigCommerce, multiple address orders allow your customers to ship items from a single purchase to different delivery addresses. At checkout, your customer can specify which items go to which address. In this article, we will show you: How to identify BigCommerce
Update Your General Settings
Published January 10th, 2025 by Dan Coleman
This short video guides you through updating the name associated with your Postsale account and changing the timezone and date/time format used in your Postsale software. Learn more about updating the General Settings in your Postsale profile.
Update Your Postsale Profile
Published June 21st, 2024 by Dan Coleman
Follow the steps in this article to update your general profile settings or to update your Postsale password. Update Your General Profile Settings Quick Tip Video We also have a Quick Tip video that covers the information in this section! Update Your Profile Email Address Need to update your profile email address? Please contact Postsale support
Add a Square Store
Published October 23rd, 2025 by Dan Coleman
With Postsale’s Square integration, managing your post-purchase tasks becomes much easier. Connect Postsale to your Square account to import your Square orders and take care of everything from shipping to customer communication, all in one place. This video will guide you through adding your Square store to Postsale. We also have a help article that
Manage Orders & Shipments with Notes
Published October 17th, 2024 by Dan Coleman
Order Notes are a great way to communicate important order and shipment information to all Postsale users. In this article, we will look at how to add a Note to an order, how to add the Notes column to the orders grid, and how to view Notes that have been added to orders. Quick Tip Video For your convenience, we also have a Quick Tip video covering
Connect & Manage Your SendGrid Email
Published February 10th, 2025 by Dan Coleman
Keep your customers in the loop with customized emails that build trust and loyalty. With Postsale, you can send emails using Postsale's built-in email functionality and templates. You can also connect your SendGrid account and/or email account via SMTP to use your own email addresses and personalized, branded templates. In this article, we'll focus
USPS: Edit Your Account Details
Published August 5th, 2024 by Dan Coleman
There may be times when you need to update the information associated with your USPS account in Postsale. In this article, we will look at how to: Update your USPS account details in Postsale Edit your USPS account's Ship From address Before We Begin This article assumes that you have at least one USPS account added to Postsale. Edit Your USPS Accou
View Shipment Events
Published December 12th, 2024 by Dan Coleman
Did you know that you can view shipment events for your shipments in Postsale? Watch this video to learn how. Learn more about monitoring the status of your shipments in our help article.
Personalize the Dock
Published January 7th, 2025 by Dan Coleman
Check out this video to learn how to add, remove, rearrange, and sort columns on the Shipments Grid. You'll also discover how to use the Auto Print feature in the Dock and how to change its layout. Learn more about the Dock in our Introduction to the Dock help article.
Introduction to Automation with Examples
Published July 23rd, 2024 by Dan Coleman
What is Automation? Fulfilling orders isn't just about creating shipping labels and getting orders out the door. It's also about monitoring the status of your orders throughout the shipping workflow, keeping track of shipments to make sure the packages arrive at their destination, communicating with your customers to let them know their package is o
Add Shipsurance Insurance
Published January 7th, 2026 by Dan Coleman
Shipsurance offers parcel insurance for both domestic and international shipments. With just a few clicks, you can insure your packages while saving up to 78% compared to carrier shipment protection rates. This video guides you through how to add Shipsurance insurance to your shipments. We also have a help article that covers the information in thi
Add a Manual Store
Published November 12th, 2024 by Dan Coleman
In this article, we’ll cover how to add a manual store to Postsale. Manual stores do not import orders from files or sales channels. Instead, they’re used to organize orders you enter manually into Postsale. When you signed up for Postsale, a manual store named ‘Manual Orders’ was automatically set up for you and is ready to use. You can also add a
Select Your Label Template
Published July 25th, 2025 by Dan Coleman
Whether you're printing labels to a 4" x 6" thermal printer, letter postage to 2" x 1.5" roll labels, or sending your labels to a laser printer so that a label and packing slip together on a single 8.5" x 11" sheet, selecting the correct label template lets Postsale know how to format your shipping labels. This video shows you how. We also have a he
Copy Order Information
Published February 5th, 2025 by Dan Coleman
Use the shortcut menu to copy order details (like order numbers, tracking numbers, and customer names). In this article, we'll use real-world examples to show how to copy order information from one or more orders. Copy Order Information Shortcut Menu on Tablets & Smartphones This article assumes that you're working on a desktop PC or Mac. Howeve
Manage Default Carrier Accounts
Published June 25th, 2024 by Dan Coleman
When you have more than one account with a single carrier added to Postsale, you need to set the default account. The default carrier account is the account that Postsale uses to calculate and display rates and to create shipping labels. This article will show you how to set a carrier account as the default account. Real World Example We ship from t
The Postsale Dashboard: From Insight to Action, All in One View
Published June 23rd, 2025 by Dan Coleman
The Postsale Dashboard helps you visualize what matters most by giving clear, actionable insights into your shipping and sales activity at a glance. With flexible, customizable widgets, the Dashboard lets you monitor key metrics and trends, so you can focus on what drives your business forward. In this article, we’ll explore the available Dashboard
Automatically Add Shipment Protection
Published December 5th, 2025 by Dan Coleman
Did you know that Postsale can automatically add shipment protection to every shipment for you? It can. It's a great option if you regularly ship high-value packages or when you want the peace of mind that every shipment is covered without having to spend the time to manually add coverage to every shipment. Learn more about the types of shipment pro
Automate Return Labels
Published December 12th, 2024 by Dan Coleman
Simplify the return process by including a return label in every shipment. This video guides you through configuring Postsale so that a pay-on-use return label is automatically created at the same time as the shipping label. Learn more about creating return labels and configuring Automation in our help articles.
Automation: Send Return Labels via Email
Published August 7th, 2024 by Dan Coleman
In this article, we will create an automation that: Is triggered when a return label is created Sends an email to the email address associated with your customer's order REAL WORLD EXAMPLE Our return policy is to send a return label to our customers once a return authorization has been approved. We would like for the return label to be emailed autom
Military Mail: A Guide to Proper Addressing
Published March 18th, 2025 by Dan Coleman
Sending mail to United States military personnel requires specific addressing protocols to ensure accurate and efficient delivery. Military postal addresses differ from standard civilian addresses and require proper formatting to ensure packages are successfully delivered to armed forces personnel stationed domestically and internationally. Componen
About Filters: Examples & Use Cases
Published May 16th, 2024 by Dan Coleman
What Are Filters? Filters allow you to organize your orders so that you can quickly access the orders you need at any given time with a single mouse click. Filters find and display orders that meet the criteria that you specify for the Filter. You can create as many Filters as you need. Think of a Filter as a saved Advanced Search that allows you to
USPS: Reconnect Your Account
Published July 31st, 2024 by Dan Coleman
Are you experiencing errors shipping with the USPS when… You try to view USPS rates You attempt to create or void USPS shipping labels You try to create an End of Day report or schedule a pickup It may be necessary to reconnect your USPS account to Postsale. The good news is that Postsale detects when you need to reconnect your USPS business account
Add FedEx to Postsale
Published May 29th, 2025 by Dan Coleman
Need to ship your packages with FedEx? With Postsale, you can add one or more FedEx accounts to create domestic and international shipping labels and manage your FedEx shipments. This video will help you get started. We also have FedEx related help articles to help get you up and running.
FedEx End of Day & Manifests
Published August 29th, 2025 by Dan Coleman
The FedEx End of Day reconciles shipment information for your FedEx Ground® shipments and allows you to print a FedEx Ground Pickup Manifest for your driver. This video guides you through running the FedEx End of Day and printing manifests. We also have a help article that guides you through the steps in this video.
Archive & Recover Orders
Published January 30th, 2025 by Dan Coleman
This video will show you how to archive orders to help keep your main workflow uncluttered and organized. Learn more about archiving and recovering orders in our help article.
Import a File: Update Existing Orders
Published May 22nd, 2024 by Dan Coleman
In the Import a CSV File: Create a New Map help article, we look at how to import new orders into Postsale. However, you can also import a CSV file to bulk update orders in Postsale. Real World Example We are fulfilling 500 shipments for St. Louis Dog Saver. They initially specified that they would like all 500 shipments shipped using USPS Priority
Import Orders with Webhooks
Published May 16th, 2025 by Dan Coleman
Learn how webhooks allow you to send order information to Postsale when an event occurs in your sales channel, such as when a new order is placed or when an order is updated. We also have help articles to help get you started.
UPS: Reconnect Your Account
Published August 1st, 2024 by Dan Coleman
Are you experiencing errors shipping with UPS when… You try to view UPS rates You attempt to create or void UPS shipping labels You attempt to schedule a UPS pickup It may be necessary to reconnect your UPS account to Postsale. Adding a New UPS Account to Postsale? Please see our UPS: Add to Postsale help article for information on how to connect yo
Search for Orders & Create Filters
Published March 14th, 2025 by Dan Coleman
Use Postsale’s search functionality to find orders with a Quick Search or to create an Advanced Search when you need to drill down on groups of orders that match specific search criteria. Then, save your search as a Filter in the Orders Menu. You can also check out our help article which covers this information in more detail.
Add a Manual Order
Published January 16th, 2025 by Dan Coleman
You may need to manually add orders to Postsale, such as when entering phone orders or for business-related shipments. This video will show you how. Learn more about adding a manual order in our help article.
Ship Your Orders
Published May 28th, 2024 by Dan Coleman
Creating a shipping label is one of the most essential steps in fulfilling an order. In this article, we’ll walk through how to view and update shipment details in the Dock and how to create a label for a single shipment. Whether you're just getting started or need a quick refresher, this guide will help you build confidence with Postsale’s shipping
Webhooks: Format Data for Success
Published July 17th, 2024 by Dan Coleman
Format Specific Content We want to help you ensure that the information sent to Postsale is formatted for success. While Postsale gives you the ability to add and update order information from your sales channel or custom order source using webhooks, some of the information contained in the JSON file sent to Postsale must be formatted in a certain w
Set the Default Shipment Settings
Published October 24th, 2024 by Dan Coleman
Set the default shipment settings so that Postsale knows how new shipments should be automatically configured. Setting the default shipment settings offers a couple of great advantages: When new orders are imported or a new shipment is created for existing orders, a shipment is created using the packaging, weight, dimensions, and additional settings
Manage Enabled Services & Package Types
Published June 21st, 2024 by Dan Coleman
Postsale allows you to manage the services and package types that are available to select from when configuring your shipments or selecting rates from the Rate Calculator. This is useful when you wish to configure Postsale so that only the services and package types you use are visible. For example, you may wish to hide all of the international ser
Track Shipments: Carrier Awaiting Package
Published January 20th, 2026 by Dan Coleman
It’s not uncommon for a shipping label to be created, only for the package to accidentally be overlooked during pickup. Stay ahead of these potential slip-ups by creating a filter that flags packages where a label has been created but no carrier scan has occurred after a set number of days, you can proactively identify stalled shipments before they
The Postsale Dashboard
Published July 11th, 2025 by Dan Coleman
The Postsale Dashboard helps you visualize what matters most by giving clear, actionable insights into your shipping and sales activity at a glance. With flexible, customizable widgets, the Dashboard lets you monitor key metrics and trends, so you can focus on what drives your business forward. We also have a Help Article that covers the informatio
Personalize Your Orders Grid
Published February 3rd, 2025 by Dan Coleman
Want to make it easier to find and manage your orders? Customizing the Orders Grid lets you display only the information that matters most to you. By rearranging columns and sorting your orders just the way you like, you can quickly access the details you need—without any extra clutter. In this article, we will explore personalizing the grid by addi
FAQs: Account Management
Published October 8th, 2024 by Dan Coleman
This article answers many frequently asked questions about managing your Postsale account. As always, if we can help in any way, please feel free to contact us. Where can I view my billing information in Postsale? You can view your billing information by going to Settings > Account Settings > Billing. What information is available on the Billi
Add USPS to Postsale
Published May 23rd, 2025 by Dan Coleman
Need to ship your packages with USPS? As a USPS Connect eCommerce platform provider, Postsale supports adding one or more USPS accounts. This video will help get you started. We also have several USPS related help articles to help get you up and running.
Import a File: Edit an Existing Map
Published November 11th, 2024 by Dan Coleman
This short article will guide you through updating the field mapping for a previously imported file. Follow this process when: You need to update the file to map fields that were not previously mapped You need to unmap fields so that they are no longer imported The original source file has been updated to include new columns that need to be mapped T
Search for Protected Shipments
Published December 5th, 2025 by Dan Coleman
Postsale’s advanced search feature makes it easy to locate orders with shipment protection applied. Whether you’re preparing to file a claim, reviewing orders with existing claims, or just need to find orders with shipment protection applied, using the Advanced Search allows you to quickly find the orders you need. In this article, we will walk thro
Change Your Postsale Password
Published January 10th, 2025 by Dan Coleman
Watch this video to learn how to change the password used to log into Postsale. Learn more about changing your password in our help article.
Manage Filters & Folders
Published May 14th, 2024 by Dan Coleman
Help keep your shipping workflow organized by categorizing your Filters into Folders and rearranging your Filters into a more logical order. In this article, we will use the Edit Orders Menu screen to rearrange Filters and categorize them into Folders. Quick Tip Video Your browser does not support HTML5 video. Real World Example We have create
Track Shipments: Monitor for Tracking Exceptions
Published January 16th, 2026 by Dan Coleman
In a perfect world, every shipment would move smoothly from pickup to delivery. In reality, some packages get picked up by the carrier but are never scanned again, with no updates for days. Stalled shipments create uncertainty for both you and your customers. That’s why it’s important to proactively monitor for shipments that are in transit but no l
Item Attributes
Published September 30th, 2025 by Dan Coleman
Using item attributes is a great way to describe the specific details of the products you sell. They assist your customers by describing specific details about the products they are purchasing, like the brand, size, and color of a product. In Postsale, item attributes can be used to improve fulfillment accuracy by helping to ensure that you pick, pa
Import a File: Use a Saved Map
Published May 10th, 2024 by Dan Coleman
In this article, we look at how to use a saved map when importing orders from a CSV file. We’ll also look at how to make minor edits to an existing mapping file. Importing orders using a saved mapping file is a big time saver since you won’t need to create a map from scratch when importing orders from a CSV file that is formatted the same as a previ
UPS: Edit Your Account Details
Published August 1st, 2024 by Dan Coleman
There may be times when you need to update the information associated with your UPS account in Postsale. In this article, we will look at how to: Update your UPS account details in Postsale Edit your UPS account's Ship From address Before We Begin This article assumes that you have at least one UPS account added to Postsale. Edit Your UPS Account Wh
Edit & Manage Your Automations
Published July 25th, 2024 by Dan Coleman
Snippet: Automation Callout Review Your Automation Workflow Modifying or adding Automations in Postsale might Review Your Automation Workflow Modifying or adding automations in Postsale might lead to unexpected changes in your shipping workflow. We recommend reviewing your current automations before making any updates. Before We Begin Managing c
Advanced Editing Postsale Templates
Published September 4th, 2024 by Dan Coleman
From what you print to what you email, Postsale’s templating system helps you customize the entire workflow experience. Whether it’s pick lists, packing slips, invoices, or email notifications, you can tailor each template to fit your brand and workflow. In this guide, we’ll show you how to safely and confidently edit your templates using Liquid, th
Enable Two-Factor Authentication (2FA)
Published August 8th, 2025 by Dan Coleman
Enable Two-Factor Authentication to add an extra layer of security to Postsale. Two-factor authentication, or 2FA, protects your login by requiring both your password and a one-time code from an authenticator app. This video will walk you through enabling two-factor authentication in Postsale. We also have a help article that covers the steps in thi
Upload and Manage Template Images
Published July 10th, 2024 by Dan Coleman
Company branding is an important part of doing business. Postsale gives you the ability to save your branded images, such as a company logo, so that they can be added to invoices and packing slips, to emails, and to other templates you use in Postsale. This article will show you how to upload images to Postsale. We will also look at how you can edit
Import a File: Create a New Store & Map
Published May 2nd, 2025 by Dan Coleman
The ability to import your orders from a spreadsheet that has been saved as a Comma Separated Value (CSV) file gives you the flexibility to import and fulfill orders from your own data source or database, sales channels not directly connected to Postsale, or lists of orders provided to you by a third party. In this article, we will: Explore how im
Bulk Edit Multiple Shipments
Published January 22nd, 2026 by Dan Coleman
When you're shipping the same product to multiple customers, like a promotional bundle or a restock of your best seller, updating each shipment one by one can quickly become a time drain. Postsale allows you to edit multiple shipments at the same time right in the Dock. Whether you're adjusting weights, adding insurance, or selecting the same packag
On Demand Return Labels
Published June 13th, 2025 by Dan Coleman
Need to include return labels in some of your outbound shipments? This video shows you how to create a pay-on-use return label at the same time that the outbound shipping label is created. We also have a help article available that guides you through the process.
Import a File: Update Orders to Add Shipment Protection
Published September 19th, 2024 by Dan Coleman
When you need to add shipment protection to a group of previously imported orders, Postsale gives you the ability to update multiple orders at the same time by importing a CSV file. This method works best when: The orders needing shipment protection were originally imported from a CSV file. You wish to cover the shipments with the shipping carrier's