Creating References

Navigate to Reference Settings

Click your user icon (your initials) and select Settings. Then navigate to the References tab.

The References tab in Settings showing the Create New Reference button and existing references.

Create a New Reference

Click Create New Reference to add a custom reference tag. Your new reference will appear in the list below.

Custom references allow you to add internal tracking information to your shipping labels for organizational purposes.

Edit a Reference

Click the Edit button next to any reference to modify it. Make your changes in the dialogue box and click Save. You will see a confirmation message once the update is saved.

The reference list with Edit and Delete buttons for managing your saved references.

Delete a Reference

Click the Delete button next to any reference you wish to remove. Confirm the deletion when prompted. A success confirmation will appear.

Add References to a Shipment

On the Ship Page, go to Package Details and click the Add-On dropdown. Select Reference.

The reference field will populate with your custom presets as you type. You can enter a primary and secondary reference for each package group.

Package Details with the Reference add-on selected, showing primary and secondary reference fields.

Use a One-Time Reference

If you need a reference for a single shipment only, simply type directly into the Reference field without selecting a preset. This creates a one-time reference that won't be saved to your presets.

Configure Default References

Click your user icon and go to Settings. On the General Settings page, scroll to the Default Reference section.

Select your default primary and secondary references from the dropdown. These will automatically populate the reference fields when creating new shipments.

The General Settings page with Default Reference 1 and Default Reference 2 dropdown selectors.