How do I configure basic settings of ShipHero for my store?

Configure ShipHero for Order Management

This guide covers the basic setup of ShipHero for your store, including account setup, store integration, and inventory management. It's designed for store owners who want to streamline their order management and shipping processes.

Account Setup

Log in to your ShipHero dashboard and update your company information. Accurate details are crucial for shipping labels and invoices.

After signing up for ShipHero, access your dashboard and navigate to the Settings section from the left-hand menu. Update your store name, address, and contact details to ensure they are correct, as these will be used on shipping labels and invoices.

Store Integration

Connect your eCommerce platform to ShipHero to automate order imports and inventory sync.

In the Settings > Stores section, click 'Add Store' to connect platforms like Shopify, WooCommerce, BigCommerce, or Amazon. Follow the prompts to authorize ShipHero's access to your store’s data, enabling automatic order imports and inventory synchronization.

Warehouse Configuration

Add and configure your warehouse locations to manage order fulfillment priorities.

Navigate to Settings > Warehouses to add your warehouse(s). Input the address and contact information for each location. If you operate multiple warehouses, you can set priorities for order fulfillment based on location.

Shipping Carrier Setup

Connect your shipping carriers to ShipHero and configure default shipping methods.

In Settings > Shipping > Carriers, add your preferred carriers such as USPS, FedEx, UPS, or DHL. Enter your carrier account credentials and set up default shipping methods and package types to streamline your shipping process.

Inventory Management

Set up inventory tracking, alerts, and import your product catalog.

Go to Settings > Inventory to configure inventory tracking, low stock alerts, and reorder points. You can import your product catalog and current inventory levels via CSV or through your store integration to keep everything up-to-date.

Order Settings

Adjust order processing preferences and enable automation features.

Under Settings > Orders, set up order routing rules, automation for order statuses, and notification preferences. You can also enable features like automatic order splitting or backorder management to optimize order processing.

User Permissions

Manage team member access and assign roles within ShipHero.

In Settings > Users, add team members and assign roles such as Admin, Picker, or Packer. This controls what each user can access within ShipHero, ensuring security and efficiency in operations.

Notifications and Integrations

Set up email notifications and integrate with third-party apps.

Under Settings > Notifications, configure email notifications for order updates, shipping confirmations, and low inventory alerts. Integrate with third-party apps for accounting, analytics, or customer support to enhance your store's capabilities.

Review and Test Setup

Verify your setup by creating a test order and checking integrations.

After configuring the basic settings, review your setup to ensure everything is correct. Test the integration by creating a test order and verifying that it appears in ShipHero, inventory updates correctly, and shipping labels can be generated. For more advanced configurations or troubleshooting, visit ShipHero’s website or contact ShipHero support.