Add and manage packaging presets


Summary

We made it easy for you to speed up delivery requests on the Partner Portal. Use the Packaging Preset feature to save common packages to your account. You can quickly add any of these presets during the delivery request process. This guide will walk you through the steps to manage packaging presets, including the default packaging for your account.

Add a packaging preset

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Packaging Presets. You will be presented with the Packaging Presets page.

3. Click on Add Another Package Type. You will be presented with several fields to complete.

4. In the Packaging Name field, enter a short, descriptive, and unique name for this packaging preset (e.g., Cookie Box - Large).

5. In the Dimensions field, enter the packaging dimensions (L x W x H) in inches.

6. In the Weight field, if this preset weighs more than 20 lbs, select the weighs 20 lbs or more option, otherwise leave the box unchecked. If this box is selected, enter the packaging weight when prompted.

7. In the Temperature Sensitive field, select whether you require use of Starling’s packaging to keep items cold or frozen in transit.

Important: If you are shipping cold or frozen goods in your own temperature managed packaging (example: your box/package contains dry ice to keep the item(s) cold), do not select this.

8. Click the star icon if you would like to set this packaging preset as the default packaging for your account. 

Note: The default packaging preset auto-populates as the first package when creating new delivery requests, and as the default package when adding additional packages to a delivery request.

9. Click the disk icon to save the packaging preset or click the X icon to cancel.

Delete a packaging preset

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Packaging Presets. You will be presented with the Packaging Presets page.

3. Locate the packaging preset you would like to delete and click on the trash bin icon. You will be prompted to confirm your action, as this change is irreversible.

4. Click on Delete to delete the packaging preset from your account.

Edit a packaging preset

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Packaging Presets. You will be presented with the Packaging Presets page.

3. Locate the packaging preset you would like to edit and click on the pencil icon. The packaging information will become editable.

4. Update all necessary fields.

5. Click on the disk icon to save the packaging preset or click the X icon to cancel without saving your changes.

Change the default packaging preset

You can set a default packaging preset for your account to speed up and simplify your delivery requests. When creating new delivery requests, this default packaging is used as the first item in the package details. It is also used as the default packaging for each additional package added to a delivery request. 

1. Follow the steps below to change which packaging preset functions as your account’s default packaging:

2. Log in to the Partner Portal. You will be presented with the Dashboard page.

3. From the main menu, click on Packaging Presets. You will be presented with the Packaging Presets page.

4. Locate the packaging preset you would like to make the default packaging.

5. Click the pencil icon. The packaging information will become editable.

6. Click the star icon to set the packaging preset as the default packaging.

7. Click on the disk icon to save the changes or click the X icon to cancel without saving your changes.

 
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