Guide to Settings: Shipping

How to set up shipping options in Lister to control insurance, signature requirements, shipping rates, pack mode features, and more

Rain Gilbert avatar
Written by Rain Gilbert
Updated over a week ago

Overview

The shipping settings page in Lister controls the default behavior of your packing and shipping workflow. From the settings page, you’ll see your connected shipping carrier accounts, preventing shipping rate selection, set requirements for signature confirmation and insurance, and more.

This guide outlines each option in the Admin>Shipping settings page.


Table of Contents


How to Access Shipping Settings in Lister

Shipping settings are in the admin section of Lister. Only admins and custom roles with access to manage shipping settings can view and edit these settings.

  1. Click the gear icon in the top right corner of Lister to navigate to the admin settings page

  2. Click “Inventory Locations” in the left navigation menu under the “Inventory, Shipping and Printing” header

Click the gear icon in the top right corner of Lister to go to the settings pages, then click "shipping" in the left column

Overview of Shipping Settings

The Shipping settings page controls the following features and options in Lister. Below is an outline of each function, followed by detailed information on each setting.

  1. EasyPost Connection: Verifies EasyPost is connected to Lister and which carrier accounts are set up within EasyPost

  2. Disabled Shipping Rates: Disables specific shipping option from being available

  3. Require Packing Before Shipping: Requires shippers to verify the correct item is packed via Pack Mode. Click here for more details on Pack Mode

  4. Auto-Select Best Rate: Setting will automatically choose the cheapest shipping option during shipping label creation

  5. Auto-Select Packer: This will automatically select the current user as the shipment packer when Pack Mode is not used

  6. Auto-Require Signature: Automatically add signature confirmation to orders when they exceed the specified order total

  7. Shipsurance Insurance Threshold: Automatically adds insurance to orders when they exceed the specified order total

  8. Insurance Coverage: Choose whether insurance via Shipsurance should include the shipping label cost

  9. Default Duties and Taxes: Option to control if international duties are paid by seller or buyer

  10. Shipping Box Padding Choices: Create box padding minimums to calculate shipping boxes

  11. Save: Saves changes after any updates are made to settings

Admin - Shipping 2023-09-19 at 8.41.05 AM

EasyPost Connection

The first step to configure your shipping settings is to create an EasyPost account. This is required to ship through Upright Lister.

Once carrier and billing information is added to the account, connect your EasyPost account to Lister to begin editing your shipping settings.

Example of shipping settings page before EasyPost is connected to Lister

Once EasyPost is connected to Lister, you’ll see a list of all the connected carrier accounts you can use to ship orders.

After EasyPost is connected to Lister, all connected carrier accounts will be shown

Disable Rates

If there are any carriers or services you do not want your shippers to select accidentally, add them to the "Disable rates" section. This will prevent all of your shippers from seeing or selecting this rate.

💡Operational Tip: Don’t add expedited services to your disabled rates field if you offer 1-day, 2-day, or 3-day shipping services on marketplaces.

Disabled rates filed removes selected shipping services from the new shipment page in Lister

Require Packing Before Shipping

This will ensure the packing workflow is used before creating a shipping label.

Require packing before shipping toggle

Auto-select Best Rate

The auto-select best rate toggle will default to the least expensive shipping option when purchasing shipping labels. You can select a different shipping option, but turning this option on will ensure increased efficiency and reduced costs when buying and printing shipping labels. We recommend you leave this on.

auto-select best rates toggle

Auto-Select Packer

When toggled on, this setting will automatically select the current user as the shipment packer when Pack Mode is deactivated. This setting allows a user to get credit for both packing and shipping orders in the User Productivity Report and within Product Event Logs.

Admin - Shipping 2023-09-19 at 8.54.16 AM

Auto-require signature

Toggle on "auto-require signature" and provide a dollar amount. This will require a signature for all orders greater than or equal to the entered value. We suggest using this for all high-value items.

Shipsurance shipping insurance disclosure: a signature for delivery is required for insurance coverage for orders including jewelry, laptops, and cell phones worth more than $1000

💡Operational Tip: Shipsurance covers shipments that the shipping carriers cannot insure, such as jewelry, precious metals, electronics, computer equipment, fine arts, collectibles, and more. Click here for Shipsurance's Terms and Conditions.

Auto-require signature toggle.

Shipsurance Insurance Threshold

The insurance threshold controls when you insure shipments with Shipsurance. We recommend you leave this value at $100 to take advantage of USPS and FedEx's free insurance. Leaving this at $100 means all orders under $100 are insured for free. All orders above $100 will purchase Shipsurance insurance automatically, making sure each package is insured.

To disable Shipsurance insurance entirely, you can set this input to a high value, like $999,999. This would mean packages will only be insured via the carrier when the declared item value is less than $100 insurance.

Shipsurance Insurance Threshold example set to $100

Insurance Coverage

Insurance coverage options

This setting allows you to add the cost of the shipping label to your Shipsurance claims:

  • Order subtotal: Shipsurance will only cover the item value. Label costs must be filed separately via the carrier

  • Order subtotal plus shipping label cost (recommended): Shipsurance will reimburse the shipping label cost and the item value


Default Duties and Taxes

Offering international shipping can increase the number of potential buyers. By default, the seller pays the duties and taxes for international shipping. This setting allows you to pass that cost to the buyer. Click here for more information on duties and taxes.

Default Duties and Taxes selection

Shipping Box Padding Choices

Box padding ensures you give adequate space in a shipping box for the item and packing material. Lister will use shipping box padding and product dimensions to determine the best box size to ship an item.

For example, if the padding is 1 inch, that means a 2x2x2 inch product should be packed into a 3x3x3 inch box or larger. This is used at the listing stage when you click “Calculate” for the Shipping Box. If you don't select a Shipping Box for a product but you enter padding and dimensions, we'll add those together for the shipping dimensions.

Shipping box padding options in the admin section will show as dropdown options for your team at the point of listing. You can rename them to make it easier for your team to select the appropriate padding (see example below)

💡Operational Tip: Pack fragile items with at least two inches of padding on all sides of the item.

Shipping Box Padding cohices

Save

After making any changes to the Shipping Settings page, click "Save" at the bottom of the page to update settings.

Click "save" at the bottom of the settings page to confirm any changes

Related Guides

Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6 pm ET, Monday to Friday

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