We ship to many customers over and over again. For most of these customers, their orders get input manually. Sometimes, shipstation keeps their addresses and we just have to search their name. Other times, for whatever reason, shipstation shunts all of their information. A way to save addresses permanently would be extremely helpful.
To clarify, are you inputting an email address on these manual orders when you are entering them? That is how manual orders’ customer records are saved.
Beyond that, you can import Customer records via a CSV record so long as a unique CustomerID is saved.
Just to clarify your ideas a bit more, what is the best alternative to this workflow that would help you guys save these records?
Robert Wilson Challenge & Fun, Innc. commented
Still an issue after all this time? We have many repeat customers for whom we don't have an email address. We use you to avoid errors. Typing in the address each time is both inefficient AND error prone. Time to start looking for another solution.
Workflow that should already exist.
Customer tab -> add new recipient
Window pops up to enter all details including customers FedEx account #. (When editing customers it should have a Previous orders section with the ability to recreate the same shipment)
We should not have to create an order to add / edit recipients / customers. Or import a file.
Team Picasso Mingo Press commented
I would like to chime in and say that we are frustrated with the email address being the only way to save the record for manual input. We are a printing company, and we consistently ship to the same locations. For example, we have a chain on banks with over 150 locations. We do not have a unique e-mail address for each location. Unless I am misunderstanding, the e-mail address is the only way to keep them saved in the address book. These are custom orders not tied to a marketplace, just a manual store.
SAMIR SALAH UNWIRED LLC commented
SOLUTION FOUND!???? Newbee Facing the same frustration myself for a customers, after getting wrong address from the customers themselves, I may have found a work around to avoid having to use the crazy CSV method or to add another "customer" name to give the correct address and HOPE someone else does not use the incorrect one customer name........
It looks like I may have found a work around to actually update and correct a customer address! Please try and see if this works for you as it did for me.
Pull up the customer's name from your customers tab. Now instead of trying, to type a correction to no avail in the presented fields ....
select the "PASTE US ADDRESS" drop down and type the corrected information in that area.
You will then discover you need to re-enter information in the "Name" field and the "Company" field. And then when you back out the correction holds!
It worked once for me. Waiting for the next time I or a customer screws up an address to see if this is a solution works again for a problem many on here are facing. If it works for you please post in the blog and let me and everyone else know if I just got lucky or if this in fact is a solution for everyone else. - CG
Please make it so we don't have to "import" addresses. An option yes, but it should have a way to manually add addresses and pull from them.
How is this not a huge, well thought out feature by now. Not everyone people ship to provide email addresses. I've needed this for years using this system. Anyone who creates a manual order needs to be able to easy add and reference these customers... if a box that says save this customers information is checked. This would save so much time being able to pull up a customer and their saved shipping preferences. I have a handful that want us to use their own FedEx account #'s so typing in the full address, copying and pasting the FedEx account number, scrolling back up to get the zip code for account #, scroll back down and then submitting is a lot of extra steps. PLEASE PLEASE PLEASE add a solid address book.
Hello. The goal is to offer all domestic UPS Services once the product hits the cart.
After successfully setting up and configuring SS with WooCommerce has anyone had difficulty actually offering different shipping options once the product hits the cart?
Seems like it would be intuitive, but quite the contrary. No-one... and I mean no-one, has been able to solve this dilemma. Thank you for the read and any insight to solving this.
Baylie Peplow Red Umbrella Designs commented
Hi Shipstation -
It seems like this has been a topic for many years (I see posts in the feedback topics dating back to 2012. Yikes!)
I want to join the chorus saying it's pretty ridiculous that ShipStation doesn't offer a function to update customer information directly within the customer tab. I understand that customer info can be imported via CSV (pretty cumbersome if all you need to do is update one existing customer's address!) and I read the whole bit about updating the address within an order. Trying that last option, however, doesn't seem to update the address stored for a customer or change which address is auto-populated during subsequent orders.
I'm not a developer, but this seems like something that should be pretty simple to do.
Help us out!
This is one of many "Asks" for ShipStation to have a way to update the customer record directly. Creating, Populating, and Importing a file as a means of updating a single record is a tedious and frustrating way to update a record. The pattern here is directly updating an order is allowed, directly updating a shipment is allowed, so why not direct updating of the customer record? After going though this forum I have counted at least 4 different posts asking for the same ability. This is user-centered and consistent with the current features of your product.
Will @ The Octa commented
I ship to repeat customers and family members through the manual orders. Wouldn't it be pretty simple to just have a address book like microsoft outlook/gmail?
We are new to Ship Station, but after being used to how we could find, add or edit customer addresses in UPS World Ship & Fedex Ship Manager. I find this process in ship station to be very disappointing.
Around 75% of our shipments are also from repeat customers that call in their orders. In the past with UPS world ship or FedEx ship manager we would use their account # with us to find them and make a shipment.
I too would like to see something changed or added to make this more user friendly, like another rectangular box to assign an ID (in our case an account #) when a new customer is shipped to using the manual order method.
Appliance Brothers commented
An address book would be great. I ship to family and friends every year and would like to print those labels. But they didnt buy anything and field empty so it just saves as 0015. Is there a work around? Thanks Rob
Jim Boswell Rudderbows Archery LLC commented
Some of the orders didn't, but it seems like it refuses to save customer information on orders that are input manually and then fulfilled outside of shipstation.
Just to clarify, did these addresses which not get saved import in with an order that had a customer's email address attached to it?
For manual orders (or custom API orders) the customer record is only saved if you have an email address on the order.
As for a standard connection, the customer ID is what creates a unique customer record within ShipStation.