Administrator Navigation Guide

In this article, we will go over how the administrator can manage users, set up shipping services, brand customization, etc, and an overview of how Shipber simplifies your order and shipping management and Invoice management processes.

Overview:

After the brand is created, the owner customized the brand, and manages personal account information, please read the section "Brand & Custom Setup" to view the relevant articles.
Next, the administrator can connect with the stores, carriers, warehouse system, etc, please read the section "Integration Setup".
The administrator will then create the shipping address, recipient address, and automation. Please read the section "Shipping Setup "
After all the basic Settings are completed, the system is ready for the client onboard. The administrator will then need to assign billing method, shipping services, contract, and permission to enable "Get Rate" and shipping-related operations. Related articles can be found in the "Open to Users" section. Please note that the administrator must complete the clients' setup to activate the function in the system
Once the clients start using the system, they will need to recharge or submit a loan request to create a label. The administrator will need to process deposit auditing and loan auditing. Please read the section "Auditing "
The administrator might need to review the transaction or generate clients' reports, and this can be found under the section "Review and Report "

Stage 1 - Brand & Custom Setup

- Brand Customization
  - Customized the brand logo, slogan and system default language, etc
- System Email Setup
  - To add email to send notifications and provide verification
- Profile Management
  - Change your password or personal information
- Notification Center Management
  - Create domain-specific notification

Stage 2 - Integration Setup

- Carrier Setup
  - Integrate Accounts to the system for getting rate and shipping operation
- Store Setup
  - Integrate Stores into the system to manage all small parcels and other shipping needs in one place
- Warehouse Setup
  - Integrate the warehouse system to the Shipber
- Payment Setup
  - Setup your payment method to receive money
- Invoice Setup
  - Connect to your carriers' account to manage invoices in Shipber

Stage 3 - Shipping Setup

- Warehouse Address Management
  - Create warehouse address before releasing accounts to the client
- Recipient Address Management
- Label Printing Setup
  - Self-define the label printing format and the reference fields
- Workflow Automation
  - Create a workflow rule or use the existing workflow rule for order processing
- Order Routing Automation
  - Automate the order routing in order processing

Stage 4 - Open to Users

- Users Onboard
  - Invite New User
    - Invite clients or members to the system
- Users Setup
  - Assign Permission
    - Modify or create new permission group for the users
  - Assign Billing Method
    - To Assign the Remitting Methods to Clients
  - Assign Shipping Contract
    1. Assign Shipping Services
      - To Add Carrier Services with Assigned Markup Rate
    2. Surcharge Setup
      - To Add a Surcharge Markup rate
    3. Assign Shipping Contract
      - To Add Shipping Contract with Assigned Ship-from Locations
  - Carrier Rate Group Setup
    - To add carrier services and shipping contracts to multiple users
  - Shared Shipping Services
    - How to share shipping services to your partner brand

Stage 5 - Auditing

- Loan Auditing
  - To Confirm or Deny the Loan Requests
- Deposit Auditing
  - To Confirm or Deny the Payment/Deposit Requests

Stage 6 - Review and Report

- Review Transaction History
  - To View and Export Transaction History
- Invoice Management
  - Manage carriers' invoices in one place
- Generate Statement
  - Customized statement and generate a statement
- Review Shipping Charge
  - Allow Administrator to review shipping charges in one place

To review the user's information, the administrator can utilize the below section

Users Management

Suggested Workflow: