How to Use Warehouse Profiles

ShipHero allows users to create Warehouse Profiles, which control the information being sent on invoices and shipping labels. There is no limit on the number of profiles that you can create. Each profile can be associated with specific shipping carriers, or store channels. This article explains:

Common Use Cases

How to Create a Profile

How to Assign a Profile to an Order

IMPORTANT NOTE: Warehouse profiles are not deemed as physical warehouses in ShipHero. If you need to create an additional warehouse you will need to follow the process outlined here: How to Set Up Multiple Warehouses

Common Use Cases

• Branded Invoices: If you have several stores shipping from the same warehouse, use a Warehouse Profiles so customers receive branded invoices for the appropriate store.
• Multiple Accounts with the same Carrier: Connect multiple shipping accounts from the same carrier (e.g., two FedEx accounts) to streamline your operations.
• 3rd Party Billing Carriers: Charge shipping labels to a different account than the main account used for fulfillment. For example, when a B2B customer wants the lable charged directly to them vs your company.

How to Create a Profile

Creating a new warehouse profile is simple, just follow the step below. 

1. Go to the My Account>Warehouses page.
2. Click Add A Warehouse.
3. Select Create A New Profile and name it to be easily identifiable.
4. Select the physical warehouse that this new profile will be used for.
5. Complete all required profile details, such as the invoice address, return label address, invoice logo, and contact email.)
6. Select Save.

How to Assign a Profile to an Order

Depending on how you are using warehouse profiles will determine wether you need to automate your process at the store level or with auaomation rules or manually assign them to orders. Below are the different ways you can assign a profile to orders. 

Update the Profile at the Store Level: 

If you want all the orders from a connected sales channel to ship with a specific warehouse profile follow the steps below. 

1. Go to My Account>Stores,
2. Clicking the hyperlinked Profile next to teh store name.
3. Selecting the Profile from the drop down and hit Save.

IMPORTANT NOTE: Applying a new profile at the store level only affects future orders imported from that store. For existing orders, you will need to update them manually (see sections below).

Manually Update the Profile on an Order:

There are two ways to manually update the profile on an order .

1. On the order details page: In the Details section on the right, select the desired Store Profile from the dropdown and hit Update Details to save changes.
2. From the Manage Orders page: Go to the Orders>Manage Orders page, filter for and select the orders you need to update. Hit the Bulk Edit button and select the Profile from the dropdown. Then select Save.

Assign a Profile via Automation Rules:

Alternately, you can set up an automation rule to assign that new profile to orders matching specific criteria you define. To do this:

1. Go to the Orders>Automation Rules page.
2. Select Create New Rule.
3. Chose the Triggers to set the criteria and the Action: Set Profile; then, select your profile from teh dropdown.
4. Name your rule and hit Create.

IMPORTANT NOTE: Automation rules will only apply to new orders that meet your criteria. For detailed information on setting up automation rules, refer to our article: How to Use Automation Rules.