Creating References
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/cfslogo-01-for-crisp_1w28rqu.png)
ShipBoss Help Center : Creating References
Creating and Managing References
ShipBoss gives you the option to create custom references for internal use on your shipping labels.
Creating a Reference
Head over to the user icon located in the upper right of your screen and select Settings
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899985_1pipaux.png)
Head over to the “[**References**](Creating-References_430899945.html)” tab and hit “**Create New Reference**”.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899982_1cy84ny.png)
Your references will appear below in list form.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430900015_2g68t0.png)
Editing a Reference
You may edit a Reference by simply hitting the Edit button on the Reference you wish to change.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899979_f1fwnc.png)
The Create New Reference dialogue will appear and you may edit the Reference as needed and hit Save to keep you changes.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430900045_1nn8ezl.png)
You’ll see a confirmation window indicating your changes were successfully made.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430900042_2pj09c.png)
Deleting a Reference
You may Delete a Reference by hitting the Delete button on the Reference you wish to change.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899976_126mkrh.png)
You’ll be prompted to confirm you wish to delete the Reference.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430900030_g34wcn.png)
Once confirmed, you’ll receive confirmation that the Reference was successfully deleted.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430900036_1ph191w.png)
Using your References in a Shipment
When creating a Shipment, you may use custom reference presets on your Labels to enable easy internal tracking.
On the Ship Page under the Package Details section, click on the “Add-On” dropdown next to the package and select Reference.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899973_18lb0vp.png)
A Reference field will appear below the package and will populate with your presets when starting to type. You may enter a primary and secondary reference for each package group.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899997_9vibwp.png)
One-time Reference
You may also enter a one-time reference in the Reference field by simply typing it in.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430900048_a3iufd.png)
Setting Default References
In ShipBoss you have the option of setting a default primary and secondary reference for your commonly used reference codes.
Navigate to the user icon in the upper right of your screen and select Settings.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899970_17wh185.png)
You will be brought to the “General Settings” page. Scroll down to Default Reference and select a primary, and optional secondary reference from the Reference dropdown.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899967_bsb8h8.png)
When creating a new shipment, your default references will now automatically populate the reference fields.
![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899964_1jgm6n.png)
Updated on: 17/11/2022
Thank you!