User Navigation Guide

In this article, we will go over the basics of Shipber, set up the shipping, connect your store, create products, create orders, generate reports and give a basic workflow and overview of how Shipber simplifies your order and shipping management and Invoice management processes.

Section:

• Basic Workflow
• API Workflow
• Related FAQ

Basic Workflow

The basic overview is that:

1. The users can manage their profile, setup the system setting such as ship-to address, printing setup, carrier setup etc in the system.
2. The user will then make a deposit in the system, so the user will have the available balance that will be used towards paying the shipping cost.
3. With the available balance manifest in the system, the user will be able to create shipments by using the "Get Rate" and "Create Shipment" functions.
4. Towards the end of the procedure, the user might have the need to review the shipping history, transaction history, and perhaps request for a refund (cancel shipment) from a canceled shipment, which all of these needs can be fulfilled by using "Order Operation", "Transaction History", and "Refund Management" pages.

With the mark ☆ Recommend Reading first on their section

Stage 1 - Getting Started 

Learn the basic function and how to manage your profile 

• Basic Function
• Profile Management

Stage 2 - System Setup

System Setup divided into the below three category

Shipping

• Label Printing Setup
• Warehouse Address Management
• Recipient Address Management
• Warehouse Binding

Integration

• Connect to Carriers
  • FedEx API Key
  • UPS API Key
  • Stamps.com Integration
• Connect to Stores
  • ShipStation API Access Key

Outbound Order

• Order Routing Automation
• Workflow Automation

Stage 3 - Recharge and Loan Operation

• Submit Deposit
• Apply For A Loan

Stage 4 - Shipping Operations

• Shipment Processing Workflow
• Shipment Function Description
• Get Rate
• Create Shipment
• Batch Upload
• Cancel Label
• Download Proof of Delivery
• Package Tracking
• Return Operation

Stage 5 - Product Operation

• Product Management
• Supplier Management
• Category Management

Stage 6 - Order Operations

• OMS Setup Workflow 
• Outbound Order Process

Stage 7 - Review and Reports

• Transaction History
• Review Shipping Charge
• Invoice Management
• Generate Statement

Stage 8 - Refund

• Refund Management

Back to Top

API Workflow

Once the user has a basic understanding of the "Basic Workflow", and if there is a need for connecting SHIPBER via API method, the user can follow the below instructions to connect with the other software.

The basic overview is that:

• The user will need to get his/her API credentials by accessing the API Setting page.
• Once we have the API credentials, depending on the software the user is connecting to, the user can either enter the required API credentials in his/her system along with the other required information from the "SHIPBER API Document", or the user can provide such information to his/her software provider or IT specialist.
• If there is any questions on API connection, please submit a request to our ticketing system

Stage 1 - Information Gathering

• API Information Review
• SHIPBER Information List

Stage 2 - Connection

• SHIPBER API Document

Back to Top

Related FAQ

Client Admin - Carrier Related Questions:

• Why there are no rates showing when I click "Get Rate"
• What carriers are assigned to me?
• Why can't I use my own ship-from address?
• Why can't I find the carrier services I am looking for?
• Where can I get more information about the Carrier Charges?

Client Admin - Accounting Related Questions:

• When will the refund amount for a canceled shipment back to my available balance?
• Why is there a refund days countdown?
• Why is my deposit amount not reflected in my available balance?

Tech Support FAQ:

• Why am I seeing a system error message: "Insufficient balance."?
• How do I fund my account?

Back to Top