Creating Labels with EasyPost

IN THIS GUIDE

Overview
EasyPost Label Creator
Testing
Printing a Label
Voiding a Label
Sending Labels to Dropshippers
Sending Return Labels to Customers
FedEx Setup
Customize Shipping Defaults

Overview

EasyPost lets you connect your shipping accounts (USPS, UPS, FedEx, etc.) and create shipping and return labels at discounted rates. This guide provides information on how to work with your EasyPost account from within Order Desk to create labels.

For information on how to enable and set up the EasyPost integration, please see the EasyPost Overview & Setup guide.

EasyPost Label Creator

When the EasyPost integration is enabled, an EasyPost label creator will display beneath the product details for each order.

The default fields in the label creator can be set within your EasyPost integration settings, but they can also be edited while working on each order detail page. This section will cover the different features of the label creator and what each does.

1. Package Weight
2. Signature Settings
3. EasyPost Insurance
4. Return Label
5. Package Type
6. Package Dimensions
7. Fetch Rates

1. Package Weight

If the weight of the items are added to the item details in the order, they will be added as the Package Weight. Otherwise, add or adjust the package weight before fetching rates for the label to ensure the price options that are returned are for the accurate weight.

When creating labels for international orders, if you get an error that says "Missing but required: product weight", make sure the weight in the item is filled out and accurate as well as the Package Weight setting in the label creator. This error can be caused when the customs form is being created, which pulls the weight from the item itself rather than the label creator.

2. Signature Settings

The default signature setting can be chosen in the EasyPost integration settings, but if necessary it can be adjusted for each individual order here.

3. EasyPost Insurance

To use EasyPost's shipment insurance, check the EasyPost Insurance box when submitting your shipment information. The existing item values from the order will be used to determine the insurance price.

Learn more about the benefits of using the EasyPost Insurance Program.

4. Return Label

If creating a return label for the order, check the Return Label box before fetching rates and creating the label. For more information about Return Labels, scroll down to the Sending Return Labels to Customers section of this guide.

5. Package Type

In the My Packaging dropdown, choose the package type being used. If using your own custom packaging leave it set to My Packaging, otherwise choose the specific carrier and package or envelope type so the right rates will be given for the package:

If your packaging type belongs to a certain carrier, only rates from that carrier will be returned when rates are fetched.

6. Package Dimensions

The default dimensions for packages are set on the EasyPost settings page but can be edited on an case by case basis on each order page in these fields.

7. Fetch Rates

After selecting the package type and ensuring the weight and dimensions are accurate, click on Fetch Rates to return all available pricing options for your package. Select the rate you want and press Create Label to create your label and store the tracking number with the order, or you can edit the settings and click on Fetch Rates Again:


Testing

When EasyPost is in Test Mode, it's best not to test on real orders to avoid accidentally sending shipment updates to real customers. You can manually create a test order with your own email address for testing purposes.

Otherwise, make sure that you aren't sending out any shipment notification emails from Order Desk and that any shopping cart integrations you have are not syncing tracking numbers from Order Desk back to the cart or are set up to email the customer. For instance, these two settings in the Shopify integration should be disabled while testing EasyPost:

Printing a Label

When printing a label, a 5.5″ x 8.5″ peel-off label is recommended. Otherwise, print directly to a piece of paper which can be slipped inside of a plastic address pouch on your package. Print in landscape mode and turn off the headers and footers.

If you have a label printer, you can use PrintNode, our simple label printing option, for reliable delivery to your printer.

Voiding a Label

Deleting a shipment from Order Desk will not automatically void a label that has already been created.

If you need to void a label, click on the Tracking Number:

And then click on the void button at the bottom of the Shipment Detail pop-up:

When voiding a label, EasyPost has to request a refund from the shipping provider before the refund is applied to your account. Please give this a few days, and reach out to EasyPost support for help with any refund concerns.

Sending Labels to Dropshippers

If the label has already been created for an order, an email template and a rule can be set up to send it to dropship vendors.

Follow the instructions in our Creating Email Templates and Rules for Dropship Orders guide for how to set up a general email template and rule that can be use to do this. In the email template, you will need to include this code to add the download link to the label:

{% if order_shipments.0.label_image is defined and ".pdf" in order_shipments.0.label_image %} <a href="{{ order_shipments.0.label_image }}">Shipping Label</a><br>

{% elseif order_shipments.0.label_image is defined %} <a href="http://app.orderdesk.me/labelprint.php?label={{ order_shipments.0.label_image|e("url") }}">Shipping Label</a><br>

{% endif %}

Sending Return Labels to Customers

When creating return labels, make sure the label type is one your customer will be able to print out from a personal printer.

If you print your labels in EPL format, you'll first want to override the label format by adding EASYPOST_LABEL_FORMAT in the Checkout Data Field of an order that needs a return label. Set the value to PNG:

With this setting in the Checkout Data, when creating any label for this order, it will be created as a PNG. Click on Return Label then fetch rates and create the label as usual.

If you would like to add the return label to an email template that can be sent out for any orders requiring a return, you can add this code to a template and customize the email from there:

<p><strong>LABEL</strong><br>
Please print the following label for use with this order:<br>
{% for label in order_shipments if 'Return' in label.shipment_method and label.label_image is defined %}
<a href="{{ label.label_image }}">Shipping Label</a><br>
{% endfor %}</p>

When an email template with this code is sent to a customer, a link of the return label will be included. To send an email template for one order, click on the email icon on the order and select the template from the dropdown:

FedEx Setup

If you are getting an “ Authentication Failed” message when trying to purchase a label in production, you likely need to be certified by FedEx. Here’s the process after a meter number has been assigned:

  1. Contact FedEx and request that a member of the Web Integration Solutions Consultation (WISC) team get in touch with you. That person will be responsible for moving you through the certification process and should be able to provide a “WIS Label Cover Sheet” which you will need to provide with the labels you generate.
  2. Then you will need to generate, print, and scan your own labels for FedEx according to the instructions provided from them.
  3. Once the labels have been approved by FedEx the meter will be enabled in production.

From: https://www.easypost.com/carriers#fedex

Customize Shipping Defaults

If you would like to customize the shipping defaults for a certain type of order, you can set the following checkout data fields on the order:

EASYPOST_WIDTH the default width of the box
EASYPOST_HEIGHT the default height of the box
EASYPOST_LENGTH the default length of the box
EASYPOST_PACKAGING_TYPE the name of the box packaging
EASYPOST_WEIGHT the actual weight of the package
EASYPOST_WEIGHT_ADD add some weight to the package (like box weight)
EASYPOST_SERVICE_LIMIT limit the returned service options
EASYPOST_LABEL_FORMAT can be either PNG or PDF or EPL2 (overrides default settings)
EASYPOST_THIRD_PARTY_ACCOUNT enter a third-party account to charge
EASYPOST_THIRD_PARTY_ZIP required if you enter a third party account
EASYPOST_THIRD_PARTY_COUNTRY store's country used by default; set this if it should be something else
EASYPOST_INSURANCE set value to 1 for insurance to be turned on by default

To set the Checkout Data on an order manually, click on the Add Checkout Data Fields button in the top right corner of the order details page:

Or, for adding shipping defaults automatically to orders, the Order Desk Rule Builder also has an action to Set Checkout Data Value:

When adding the specific value to the action in a rule, use the Field|Value format, for example:

EASYPOST_LABEL_FORMAT|PDF

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