App Overview

Dashboard

Dashboard - Page | Guide

The Dashboard page on the ShippingEasy app provides you with a complete overview of your shipping activity, order statuses and postage balances. Quickly check the progress of your business with a click of a button - or set it as your home page to ...

Quick Ship

Quick Ship - Create Manual Order - Page | Guide

When you have orders to ship that were generated outside your integrated ecommerce store, you will want to process a manual order. All ShippingEasy accounts feature the option to add manual orders one at a time. If you are subscribed to one of our...

Orders

Orders - Advanced View - Page | Guide

ShippingEasy’s ORDERS page automatically shows all orders placed in your store, as well as any that you added manually. The ORDERS page is where you are able review, organize and prepare your orders for shipment. ShippingEasy provides two modes fo...

Orders - Standard View - Page | Guide

ShippingEasy’s ORDERS page automatically shows all orders placed in your store, as well as any that you added manually. The ORDERS page is where you are able review, organize and prepare your orders for shipment. ShippingEasy provides two modes fo...

Advanced vs Standard View for Orders Page | Overview

Each business is unique, requiring workflows just as unique to maximize efficiency. That's why ShippingEasy provides two options for using the ORDERS page: Advanced View and Standard View. As the names suggest, Advanced View features all the bells...

Edit Order - Page | Guide

Access the EDIT ORDER page from the ORDERS page by clicking the Order line and then click Edit Order in the order info box that appears.   1. Order Summary     Order ID Reference number received from integrated store or CSV file.  Ordered ...

Shipments

Ready to Ship - Shipments - Page | Guide

ShippingEasy's READY TO SHIP page provides easy rate assignment, straightforward shipping options, money saving rate comparisons, custom box/package selection and a concise postage cost summary! This is where you can configure your packages, selec...

Pending Shipment Queue - Ready to Ship - Page | Guide

Quick and easy view of the orders which are ready to be shipped. In the left-hand side of the READY TO SHIP page, each order is listed together with the following information: 1. Order number This is the order number generated by your store an...

Shipping Addresses - Ready to Ship - Page | Guide

When you select an order to process for shipping on the READY TO SHIP page, your warehouse's and customer's address details are displayed in the "Shipping Addresses" section. By default these will be shown in an abbreviated form: If you click on ...

Customs Information - Ready to Ship - Page | Guide

Customs forms are required for International shipments and some Military/US territory shipments. After you select an international order within the READY TO SHIP page, we will show the Customs Information section, which is used to generate the nec...

Ready for Payment - Shipments - Page | Guide

ShippingEasy's READY FOR PAYMENT page gives a consolidated review of each session’s shipping selections. On this screen, you can compare your customer’s requested service with your selections, check insurance decisions, change your mind on individ...

Ready to Print - Shipments - Page | Guide

The READY TO PRINT page provides an area where you can easily consolidate and print your shipping labels and/or packing slips! After you have processed a payment for one or more shipments from the READY FOR PAYMENT page, the generated shipping lab...

Inventory

Product Catalog - Inventory - Page | Guide

Get to know ShippingEasy's PRODUCT CATALOG page, the main hub of Product information to help you quickly view, upload and add your Products. Sorting and organizing features enable you to personalize the dashboard just as you like it! To access the...

Purchase Orders - Inventory - Page | Guide

ShippingEasy's Inventory Management solution simplifies purchase orders by enabling you to generate Purchase Orders and re-order your items directly in ShippingEasy. The Purchase Orders page allows you to review and edit any purchase orders that y...

Suppliers - Inventory - Page | Guide

The SUPPLIERS page is part of ShippingEasy's Inventory Management suite. Use this page to review and manage your Suppliers. 1. Filters Multiple options to search and filter Suppliers: Keyword Search: Look up Suppliers by Name, in part or ful...

Marketing

Campaigns - Marketing - Page | Guide

Our Campaigns page is designed to give you a snapshot of what campaigns you have and how they are performing. Here you can create a new campaign, as well as filter to control which campaigns are displayed. Metrics such as total sent and revenue ge...

Settings

Account Details - Settings - Page | Guide

To see your Account Details, go to SETTINGS then ACCOUNT DETAILS. The page allows each user on your account to update their individual settings. The more information provided here, the better we will be able to support you. The Company Name is th...

Automations - Settings - Page | Guide

The AUTOMATIONS page contains options that control automatic order and shipment processing. Click the SETTINGS tab in the top right of any page in ShippingEasy. Then click AUTOMATIONS under SHIPMENT SETTINGS. This will take you directly to the pa...

Customer Addresses - Settings - Page | Guide

Saving your most frequent customer's addresses on the CUSTOMER ADDRESSES page can cut down on time spent on the READY TO SHIP page. You can find this page by navigating to SETTINGS>>CUSTOMER ADDRESSES. 1. Name Full name of customer to appear o...

International Shipments - Settings - Page | Guide

Save time shipping internationally by configuring your International Shipments defaults.  Find more help configuring your International Shipments settings with our step-by-step guide. 1. Content type A required field on all customs forms. Selec...

Location Details - Ship From Addresses - Page | Guide

The Ship From Address details page displays a granular view of the address and how it’s being used in your ShippingEasy account. 1 Map View a map of your shipping location. 2 Default “Ship From” indicator If the address is your Default “Shi...

My Profile - Settings - Page | Guide

To see your Profile information, navigate to Logged in as in the top right corner of the app and select MY PROFILE from the drop down. This page allows each user on your account to update their individual profile settings such as email, shipping a...

Reports

Reports - Page | Guide

The ShippingEasy REPORTS dashboard provides you with an snapshot of your recent shipping history broken down by various metrics. NOTE: this feature is only available to our Paid accounts (Basic and above). Learn how to upgrade your account. 1....