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?
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.