User Guide: Web Dashboard My Account Menu

This article explains the My Account menu in the ShipHero Web Dashboard.

Apps

To print directly from ShipHero, your computer needs to have a print listener installed and running. Use this page to install the appropriate listener for Windows or Mac. This only needs to be installed on the computers that are attached to the printer(s) you want to use with ShipHero.

Warehouses

Create new physical warehouses and determine what address appears on shipping labels and invoices.

Creating a New Warehouse

If you have more than one physical warehouse location, you can create new warehouses to track inventory and products separately.

To create a new warehouse, click on Add a Warehouse. Choose default as the Profile and select Create a new warehouse and give it a name as the Identifier. Each new warehouse created should be created with a default profile in order to add products and track inventory.

• Profile: determines label and invoice settings
• Identifier: determines warehouse

Creating a New Profile

If you want different invoices or different shipping addresses to appear on labels, you can create different profiles to determine which orders will print with specific information. For example, if you have two separate stores, you may want two different invoices. You can accomplish this by creating two different profiles.

To create a new profile, click on Add a Warehouse. Choose Create a new profile and name it. Select the correct Warehouse and save.

Users

Manage user settings and add new users here. Remove all order locks for a specific user. This will kick the user out of any orders they currently have open on their mobile device, which allows for other users to pull them up for picking or packing.

For example, if a user went home for the day but did not log out of their mobile device and order was pulled up on their screen, an admin can remove order locks so a new user can pull up the order.

Click Edit to change individual user settings. Update assigned print station, which orders status and warehouse the user views on the mobile application, and enable or disable Tote QA. Add or remove the user from specific groups and manage which store orders and products they can access. Upload a profile image for the user.

Roles & Permissions

Create groups for specific functions, such as a group for Pickers, a group for Packers, and an Admin group. Click Add Group to make a new group, provide a name, and select permissions using the checkboxes.

• Create: Ability to create a certain section.
• Read: Ability to view certain section.
• Update: Ability to edit certain section.
• Delete: Ability to remove certain section.

Devices

Here you can manage the devices registered in your warehouse. You have the option to search for specific devices, filter columns, and export the list as PDF or CSV files.

Stores

Directly connect e-commerce stores to your account. Once connected, ShipHero syncs products and orders, by default pulling in orders of the most recent two weeks. Older orders can be pulled in if requested.

After the store is connected, manage settings from here. ShipHero will not manage inventory when the store is first connected unless the setting is manually enabled. Before enabling the setting Have ShipHero Manage Inventory, be sure on-hand quantities are accurate in ShipHero.

Workstations

Manage workstations, edit station names, and delete old stations here. Click Edit to update the station name or warehouse.

Emails

Create and edit templates to directly email customers. For example, write a canned email to contact customers who submit a return order. The templates created here will appear from a dropdown when selecting Email Customer on an individual order page.

Billing

Manage plan details, credit card information, and amount of users. Add additional users by adjusting the bar under Additional Users and remove users as needed.

Settings

Account-wide settings are managed here, including settings for the mobile application, invoices, generic labels, product barcodes, API, customer returns and notifications.

CSV Management

Create manual orders in bulk using the order template available here. Once you upload orders, create a CSV mapping to reuse the next time orders are uploaded.

If you sell kitted items, you can create multiple kits using the Product Kit template. Follow the directions that appear once you select Product Kits from the dropdown.

Create bin locations in bulk. Follow the directions that appear once Locations is selected from the dropdown.

Logout

Clicking this menu option will log you out of your ShipHero account.

Further Resources

• ShipHero User Guide
• How to Create a User
• Users and Roles in ShipHero