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Onboarding Handbooks

  • How to Contact ShipHero Software Support
    Every ShipHero Customer has unlimited access to support services and resources included in their paid subscription, so take advantage of our four main support avenues: Self-Help Resources  Developer Community ShipHero Customer Support  Customer Suc... read more
  • Onboarding with ShipHero
    We’ve optimized our process to help you set up, learn and optimize your warehouse and operations so you get the most out of ShipHero and run your best warehouse. ShipHero is a comprehensive solution that requires time and an understanding to use, y... read more
  • Onboarding/Solutions Prices
    Consulting/Professional Services includes but is not limited to: Manual/Bulk Data correction Re-running Automation Rules Custom reports (ad-hoc, not scheduled) Custom Invoices/Generic Labels Integration testing/debugging API Consulting (phone cal... read more
  • ShipHero Academy!
    ShipHero Academy is currently in beta testing for all ShipHero Software customers. ShipHero Academy is comprised of learning paths on the basics utilizing the application. We will appreciate your participation and feedback on the current content wi... read more
  • ShipHero Data & Communication Security Practices
    How We Secure Data Between Endpoints We use SSL to secure the communication between our endpoints, using TLS 1.2, a strong key exchange (ECDHE_RSA with P-256), and a strong cipher (AES_128_GCM). You can view the details on this connection by visiti... read more
  • System Status Updates
    Want to keep up-to-date with Maintenance or ShipHero product outages? Sign up for updates at our ShipHero Status Sign Up Page. Experiencing platform performance issues currently and need to check ShipHero's System Status?  Please navigate to our s... read more
See all 18 articles

Account Management

See all 37 articles

User Management

  • Creating and Managing Roles and Permissions
    All users within ShipHero should be assigned a role. Role assignations will provide these users with specific permissions we are set by you. In this article, we will review how to create a new role, how to assign a role to a user, and define the di... read more
  • Creating and Managing Users
    Each team member requires a user to access ShipHero platforms and mobile applications. As a best practice, we recommend that every team member has a unique user and not share user credentials. Users can have unique settings and be assigned differen... read more
  • How to Change the Default Language for Users
    ShipHero has introduced a new feature that enables users to change their default language settings. Currently, the platform offers two language options: English and Spanish. If a user chooses to switch to Spanish, the following areas of the ShipHer... read more
  • How to Create an Admin User
    A user assigned the admin role has full system permissions, including the ability to create new roles and change permissions for other users. Because an admin user has full permissions across the application, assigning this role follows a different... read more
  • How to Update Password
    In order to update or reset your password, follow these steps:   1. Click the "Don't Remember your Password" link on the sign-on screen 2. Enter your email address 3. An email will be sent to reset your password 4. You will receive an email from... read more
  • Restricting User Warehouse Visibility
    For accounts with multiple warehouses, you can restrict which warehouses a user can work in. On the user detail page, select the warehouse in the Allowed Warehouses section: Note: Not selecting any warehouse will give the user access to all wareho... read more

App Integrations

  • Inventory Planner Integration
    Are you looking for a way to increase your purchasing power and inventory management for Purchase Orders? If so, Inventory Planner has integrated with ShipHero in order to help you streamline this process. Here are some key features this integratio... read more
  • Make.com Integration Basics
    Make.com is an awesome no-code platform that enables you to build automations with hundreds of different applications, including ShipHero. This gives you the chance to automate different tasks that you may currently do manually, saving you time and... read more
  • NetSuite Integration
    The NetSuite / ShipHero integration creates a seamless information flow between both systems, enabling you to run your eCommerce store with ease and efficiency. The integration empowers your business with the essential tools to excel in today’s com... read more
  • Setting Up Klaviyo with ShipHero
    Klaviyo is a CRM that integrates with ShipHero. This article will walk you through Klaviyo's capabilities as well as how you can use it in conjunction with ShipHero. What is Klaviyo? 4 Key Triggers with Klaviyo and ShipHero Get Started with Klaviyo... read more
  • Setting Up Klaviyo with ShipHero Triggers
    Klaviyo is a CRM that integrates with ShipHero. This article will walk you through Klaviyo's capabilities as well as how you can use it in conjunction with ShipHero. What is Klaviyo? 4 Key Triggers with Klaviyo and ShipHero Get Started with Klaviyo... read more

Reports

  • Cost of Goods (COGS) Report
    The Cost of Goods, also known as "COGS," is most commonly used to determine the sales tax due for a specific period. You can access COGS in the dashboard by selecting Reports > Cost Of Goods. Filter by the store, use the Column Visibility tab to ch... read more
  • Hero Board
    The Hero Board is a personalized dashboard designed to give an at-a-glance view of your fulfillment operations. With this new dashboard, you will be able to view the progress of your shipments and drill down into the data throughout the day. The He... read more
  • How to Determine Inventory Value in a Warehouse: Inventory Value Report
    The Inventory Value Report provides an overview of what inventory is in a warehouse during a certain period of time. It allows you to view the current inventory or a snapshot of the inventory from a previous month. Snapshots are taken around midnig... read more
  • How to See Old Inventory with the Stale Inventory Report
    Whether you've overbought the wrong products or have merchandise on hand with little shelf-life left in it, “stale inventory” is a common (and everyday) challenge for online merchants. But no matter what you sell or where you sell it, holding on to... read more
  • How to Track Inventory Changes Due to Cycle Counting
    Auditing inventory is a best practice. ShipHero has a cycle counting feature, which allows users to maintain inventory accuracy throughout the year. But how do you know what changes were made while cycle counting? We have an answer for that! Cycle ... read more
  • How to Track Packer Errors
    If a packer makes a mistake during packing, you can record the mistake along with the user. Storing this information can be helpful for your internal records. How to Report a Packing Error On app.shiphero.com, navigate to Orders > Manage Orders. S... read more
See all 18 articles
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