Sections:

I. Introduction

II. Instructions




I. Introduction


Sometimes, you may want to include a coupon, insert, or other small item with every order or a group of particular orders. Since these aren't conventional pick & pack items, and since they are conditionally included automatically, ShipMonk has a price advantaged feature called "Inserts" that can help to accommodate your needs! Just follow these steps to create an insert and apply it to a set of orders!




II. Instructions


Step 1. Hover over the "Inventory" tab and click on "Create Product" On the following page, be sure to choose "Insert" as the product type in Step 1, as this option has a different set of insert-specific options for Step 3. 





Step 2. Fill out the "Product Information" section as completely as possible. For "Packaging Type", make sure you select "Custom". 


*NOTE* inserts typically do not require barcodes





Step 3. Under "Additional Options"click "Classify as Insert"



Choose when you want the inserts included:

  • Include in every order: As you might expect, this option will include the insert in every unique order that comes through the system. 
  • Include in every gift order: All orders tabbed as "gift" will include this insert. 
  • Shopping Cart / User will specify when to include: You can manually include this insert as needed. 
  • Include one insert for each of the following SKU in the order: You can set this insert to be included with a SKU FOR EACH UNIT of that SKU in the order (Ex. a ring bag for each ring).
  • Include one insert per order, if order includes the following SKU: You can set this insert to be included ONLY ONCE per order if the order includes a certain SKU (Ex. promotional card for the order)




Step 4. Click "Save" and you're done!