Adding a preset in SendPro Online or PitneyShip

Presets save shipment information so that it can be used as a template for printing additional labels in the future with the same carrier, packaging, weight, dimensions, and shipping services.
Products affected: SendPro® Online, PitneyShip™

Presets save shipment information so that it can be used as a template for printing additional labels in the future with the same carrier, packaging, weight, dimensions, and shipping services. Cost accounts cannot be stored in presets.

If you are using the PitneyShip Mobile App, you first need to create your presets in the desktop version of PitneyShip, then you will be able to see and use them in the mobile app.

Select your software version

There are currently two versions of our shipping software. Click on the image that matches your Home screen to view the instructions for your version.

SendPro Online classic version Home screenPitneyShip Home screen

PitneyShip (new)

 

SendPro Online (classic) SendPro Online classic Home screen thumbnail

In the classic version of SendPro, a maximum of 8 presets may be created.

  1. Select Settings > Shipment Presets.
  2. Select the + (Add New) button.
    Add/Plus icon
  3. Enter a name for the preset.
  4. Select the carrier for this preset.
  5. Select the packaging type for this preset. If required for the packaging type, enter the dimensions and weight.
  6. Select Continue.
  7. Select the shipping services that you wish to save as part of the preset.
  8. Select Create.

You can also add a new preset from a shipping label that you just printed:

  1. After printing the label, return to the Home screen.
  2. At the top of the Home screen, below the shipping label you just printed, select Save as Preset.
  3. You will be prompted to give your preset a name and choose which aspects of the shipment you wish to save for future shipping labels.

 

PitneyShip (new) PitneyShip Home screen thumbnail

In PitneyShip, a maximum of 20 presets may be created.

  1. Create a shipping label as you normally would, selecting all of the options you wish to save as part of your preset.
  2. Select Save as Preset in the lower right.
    Save as Preset option on Label printing screen
  3. Enter a name for your preset.
    Save as Preset window
  4. If you wish to save the recipient address as part of the preset, select Include Recipient Address.
  5. Select OK.

 

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UPDATED: October 07, 2022