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Dashboard

The dashboard is the first thing you will see upon logging in. The first section holds the "Order Status" overview. Here you can see the number of orders for each status. You can create custom order statuses and sort and delete them through the "Settings > Status Manager" page, which we will cover later in this tutorial.

You can see the despatched orders in the last 30 days below the order statuses, and on the left-hand menu, you can find all the features and pages you can access. The structure is explained from top to bottom down below:

• Dashboard: It's the page you're currently on and where you can track the current status of your orders and have an overview of it.
• Orders: It is where you can view and process anything order related, such as despatching, importing/exporting, and creating orders.
• Inventory: You can organize and edit your product inventory through this page.
• Despatch: You can create quick shipments, amend the picks, and access the packing terminal and the shipment history.
• Warehouse: You can access an overview of all your warehouse locations, and their dashboard that displays the number of orders being processed.
• Purchasing: This is where you can manage and create your supplier purchase orders.
• Contacts: It is where you can create, manage and import/export the contact information for customers and suppliers.
• Reports: You can filter any information and download reports about them regarding your data on the platform.
• Consumables: It is where you can purchase thermal labels and credits for the postcode lookup feature from us.
• Return Terminal: You can manage the stock for orders being returned through this page.
• Settings: It is where you can configure the platform to your personal preferences.

Address Manager

The first thing you must do is set up a company address. You can do this through "Settings > Address Manager" and add & edit company addresses. The system will automatically fill in the company information while you're despatching orders. That is why registering a company address is essential. You must register at least one default company address. You can register multiple addresses and choose between the saved ones while despatching orders later. 

If you hover the cursor on the left side menu, you can click on the "Settings" button from the bottom of the page.

From there on, please click on "Address Manager" from the first row.

You can display all the saved addresses on this page and create new ones through the "Create Address" button on the top right side of the page.

From here on, you can enter all of the information regarding your company. Every company address is associated with a warehouse location; you can create one by clicking the "Create Warehouse" button and entering a name.

If you've made one before, you can select it from the dropdown list instead. As for the "Type" dropdown, you can select in what scenarios the system should apply this address for the orders. You can have multiple addresses for a warehouse; the address you enter will only be valid for the selected option. The three options are "Invoice", "Shipment", and "Return".  Once you're done filling up all the required boxes, you can save your company address through the "Create Address" button from the bottom of the page.

You will see the success message on top of the screen once you create the address as shown below.

If you click on the "Addresses" tab, you can see the address you've just saved. You can also edit and delete it using the icons on the right side of the address entry.

Sales Channel Integrations

To install sales channels, go to "Settings > Sales Channels". Here you will see a list of sales channel integrations that we offer. New integrations are constantly added to this list. Please click on the platform you want to integrate to proceed with the installation process. Each platform has a unique logging-in approach. You can find tutorials on how to do it on this page.

Credentials

If you click on a platform you'd like to install, the below window will pop up on your screen. Each channel will ask for different pieces of information on the "Credentials" tab. Anything between the "Name" and the "Auto Hold Orders" is specific to each platform. You can find the explanations for them in their related setup guide. The rest of the settings will be the same for every platform.

You can find the setup process for each channel on this page.

You can disable or enable the sales channel connection through the active checkbox. The “Name” field is the identifier for what you wish for this sales channel to be known as in the platform.

If "Deduct Stock Via Orders" is turned on, it will deduct the stock on the sales channel platform as the orders are shipped.

If the sales channel you want to use supports it, the "Download Products / Product Images & Dimensions & Customs Information" values will be available. Turning them on will import the inventory weights/dimensions and images on the initial integration and add them to your inventory. Important note about this process; you shouldn't use this feature if you have bundles/groups/kits in your sales channel inventory.

Sales Channel Import: We will automatically retrieve orders from your connected sales channels. We check to see each connected sales channel periodically for paid and unshipped orders. The changes could appear within minutes; however, they could take up to half an hour at most. 

If you enable "Use Order Prefix," it will add anything you write in the "Order Prefix" box to the front of the code of all the orders that come through this channel.

Settings

You can assign specific warehouses you've created before to each sales channel through the "Warehouse" drop-down menu.

If desired, you can poll for the orders through the sales channel starting from a specific date and time using the "Order Polling" feature.

Turning on the "Refetch Products" option will allow the sales channel to download and update the products on our platform inventory.

Through the "Insufficient Stock Levels," you can set the new status to be applied to the order if any inventory stock level is insufficient to fulfill as the orders comes in from the channel.

For the "Inventory Names," you can either set it to use the internal or channel inventory names on prints.

Stock Control

If you turn on the "Auto Sync Stock," the stock allocation will automatically synchronize between the platforms.

Brand

You can customize each sales channel with different brand information. If these sections are left empty, it will pull the information from the "General Settings," where you can set defaults to most information regarding your company and products.

Using the "Company Logo," you can select a custom logo. You can upload new logos through "Settings > Logo Templates."

You can enter a custom "Company Name" through the input box.

You can select a custom "Return Address" for the orders that come through this channel. The saved addresses can be managed through the "Address Manager" in settings. It is highly advised to fill this field in.

Through the "Company Reg. Info", you can enter the registration number of your company.

You can enter custom contact information through the "Company Phone" box.

You can set the "Invoice," "Despatch Note," and "Picking Sheet" Templates through their related drop-down boxes. In addition, you can add new templates from the template options in the settings.

Commercial Invoice

The first drop-down menu can select new "Commercial Invoice" templates.  You can add new templates and edit existing ones through "Print Templates."

If you enable the "Auto Print Invoice at Terminal," the invoices will be printed automatically at the terminal during the time of despatching.

You can select a custom "Sender Address" for the orders that come through this channel. The saved addresses can be managed through the "Address Manager" in settings. It is highly advised to fill this field in.

Despatch Emails & Feedback Emails

These two tabs share the same fields, all except the last entry. 

Through the "Active" selection, it can either be turned on or off. If turned on, the emails will be sent automatically as configured.

Using the "BCC Email" field, you can enter email addresses to send a copy of the email to someone other than the primary recipient.

From the "Email Template" field, you can select one of the templates you've created through "Settings > Email Templates."

The "Number of Days after Despatch" is only visible on the "Feedback Emails" tab. It allows you to send the email automatically after the number of days you enter here.

Editing Installed Channels

For the installed channels, you will see the green checkmark on the top right corner of its logo. 

Clicking on them won't open the installation menu in this state; instead, it will take you to the page below, where you can see your existing connections and install new ones. Clicking on the edit button or adding a new channel will take you to the settings page above. If you want to delete an existing channel, you can use the red trash bin icon.

Courier Integrations

We currently support integrations with up to 108 couriers, and new integrations are constantly added to this list. To install courier integrations, go to "Settings > Courier Integrations." Please click on any logo of the couriers to install a connection.

The setup process for couriers can be found on this page.

Editing Installed Couriers

Like the sales channels, you will see a green checkmark on the installed courier logos.

Clicking on the courier logo will open the below screen, where you can edit, delete and add new connections.