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.
Reschedule a delivery request
Summary
Sometimes plans change and you’ll need to reschedule a delivery request. You can quickly do this using the Partner Portal. This guide will walk you through the different ways you can reschedule a delivery request.
Reschedule using the Delivery Calendar
1. Log in to the Partner Portal. You will be presented with the Dashboard page.
2. From the Dashboard page, using the Delivery Calendar, navigate to and click on the day of the delivery request you need to reschedule. You will be presented with a list of deliveries for that day.
3. Click on the delivery you would like to reschedule. You will be presented with the Step 1 - Where page.
Note: If you are attempting to reschedule a delivery request after the cancellation deadline, you will be unable to do so.
4. Click Step 2. You will be presented with the Step 2 - When & What page.
5. Navigate to the Delivery Date field and click on the calendar icon. Select a new delivery date.
Note: The Delivery Date calendar will only show available delivery dates for this request. If a specific date is unavailable, please choose a different delivery date or cancel the delivery request.
6. Click Update it to save the delivery request. We will be notified of the change; there is no need to contact us.
Note: If you would like to double check that the delivery has been rescheduled correctly, review the Delivery Calendar on the Dashboard page, or visit the Deliveries page and view future deliveries.
Reschedule using the Deliveries page
1. Log in to the Partner Portal. You will be presented with the Dashboard page.
2. From the main menu, click on Deliveries. You will be presented with the Deliveries page.
3. Click on Future.
4. Locate the delivery request you would like to edit and click on the pencil icon. You will be presented with the Step 1 - Where page.
Note: If you are attempting to reschedule a delivery request after the cancellation deadline, you will be unable to do so.
5. Click Step 2. You will be presented with the Step 2 - When & What page.
6. Navigate to the Delivery Date field and click on the calendar icon. Select a new delivery date.
Note: The Delivery Date calendar will only show available delivery dates for this request. If a specific date is unavailable, please choose a different delivery date or cancel the delivery request.
7. Click Update it to save the delivery request. We will be notified of the change; there is no need to contact us.
Note: If you would like to double check that the delivery has been rescheduled correctly, review the Delivery Calendar on the Dashboard page, or visit the Deliveries page and view future deliveries.
Check pricing and available services
Summary
Whether you’re quoting customer delivery fees or planning your logistics, sometimes you just need to know where, when, and how much. This guide outlines how to use our Service Lookup tool to quickly check service availability.
Access the Service Lookup Tool
1. Log in to the Partner Portal. You will be presented with the Dashboard page.
2. From the Dashboard page, locate the Service Lookup tool.
3. In the Pickup Postal Code field, enter the postal code for your desired pick-up location.
4. In the Dropoff Postal Code field, enter the destination postal code.
5. Click Get Service Offering. You will be presented with a summary of available services and base pricing, including delivery frequency to the destination.
6. To check another postal code, complete steps 3 to 5.
Note: The Service Lookup tool is for estimation purposes only and to quickly check service availability. To receive a tailored quote based on the space required for your packages and any other additional services needed, please complete a delivery request on the Partner Portal. You will receive a quote at the end of the process.
Cancel a delivery request
Summary
Things happen. Good news: should the need arise, you can quickly cancel delivery requests at your convenience via the Partner Portal. This guide outlines cancellation restrictions and the cancellation process.
Cancellation deadline
You can cancel a delivery request up until the cancellation deadline of 12:00 PM ET the day before the delivery is scheduled to take place at no cost.
Additional fees apply for cancellations made after this deadline.
Cancellation process
1. Log in to the Partner Portal. You will be presented with the Dashboard page.
2. From the Dashboard page, using the Delivery Calendar, navigate to and click on the day of the delivery request you would like to cancel. You will be presented with a list of scheduled deliveries for that day.
3. Click on the delivery you would like to cancel. You will be presented with the delivery request details.
4. Click Cancel. You will be prompted to confirm the delivery cancellation.
5. Click Cancel to confirm cancellation.
Note: You can also cancel deliveries by navigating to the Deliveries page in the Partner Portal, and clicking on the trash can icon for the delivery request you’d like to cancel.