This article gives detailed information on the interface panels and how to use them. The Shipbridge interface is highly customizable to meet your business’s needs. Read more about how to customize your Shipbridge interface here.
Organized by functionality, ShipBridge’s interface can be divided into five panels. The picture below shows the location of each panel and its name.
- Order Grid
The Settings panel is located at the very top of the application window.
The panel includes the Menu and Help drop-down menus, account summary, list of installed plugins, and login information.
The Filter panel has many filters that can be used to narrow down order searches. These include common filters like SKU, Order ID, Customer name, channel, and Company as well as more advanced filters, like multi-item and rush orders, address validated and backorders, and others.
Checking and unchecking the Show Filters checkbox displays or hides the filters.
Order Grid panel
The area shows all the orders, both shipped and unshipped, one row for each order.
The Order Grid has three tabs:
- Requires Attention
- Fully Shipped
The Unshipped tab shows all the orders that haven't been shipped yet. You can edit the carrier and shipping method selected for an order by clicking on their respective cells and selecting from the drop-down list. The drop downs contain all carriers and services, but if you would only use specific shipping carriers or services, you can hide the rest of the shipping methods in the Shipping Services tab on the Customize Interface window.
To colorize the orders containing items that are low in stock use Colorize orders with Inventory Available Qty option on the General Settings tab. Set the quantity in this field and select a color. This helps prevent printing a label for items that are not ready to ship.
The Reference column contains the order item ID number. This is used by the channels to reference the item in the order. A separate column contains the Source Order ID.
Each tab shows order information separated by columns. Slide the horizontal bar to see all the columns. The Order ID column will remain frozen on the left for reference.
Columns can also be freely arranged. If you want certain columns to be closer to the front, left click on the column and drag it to a desired position on the row.
Displaying or Hiding columns
Columns can be displayed or hidden.
- Open the Customize Interface window and click open the Unshipped tab or the Shipped tab, depending on which grid tab you are configuring.
- Select columns to be displayed or hidden by clicking on the column checkboxes. You could also use the Move Up and Move Down buttons to move the position on the row.
Refer to the documentation section Customize Interface for extra information on how to manage the columns shown in the tabs.
The NoOfUnits cell shows the number of items in the order. When an order contains multiple items being shipped in one package, the items will display one after the other in the SKU and Product Name cells.
Expand the cell length to reveal all items in the shipment by dragging one side of the cell or clicking between the cells, much like you would do in an excel spreadsheet.
You can expand or contract orders that are configured to ship in multiple packages to reveal and hide the individual line items.
On the Menu, there is an action called Enable Multiple-Package Support. This option enables you to manage multi-package shipments within ShipBridge, like setting the weights of each package.
You can sort the information in the columns to display orders in succession.
- Open the menu and click Select Column Grid Sort.
- Select a tab from the side menu for which you will be sorting its columns.
- Select the columns you want to sort from the drop down and add it to the list.
- Select the sorting order: descending or ascending.
- Save the settings.
Now orders will display in the grid in descending order based on the time of the order.
You can add another column and the orders will be sorted by both columns. To switch which column will be sorted first, use the Move Up and Move Down buttons.
The address area has two tabs:
The tab shows the customer’s address and contains the Validate Address button which allows address validation. For detailed information on address validation please refer to the relevant section and read here.
An order’s Ship From address is important as this is used for shipping cost calculation. By default, the label’s Ship From address is pulled from the company address.
To change Ship From address:
- Go to Shipping settings: Menu > Options > Shipping.
- Click the Configure Credentials link.
- In the open SellerCloud Settings Window go to Companies list: Companies > Manage Companies.
- Choose the company in the list and click its name.
- Edit the company address.
- Save the changes.
However, if you need a different Ship From address on the label, two options exist to override it.
Channel Company Profile
This lets you set different Ship From addresses based on the originating channel.
ShipBridge setting Use Warehouse Address
The Use Warehouse Address (based on Location and Station) setting is located in the Shipping tab of the Options menu:
Menu > Options > Shipping
It uses the address set on the Ship From warehouse profile page.
To change Warehouse Address:
- Go to SellerCloud Settings: SellerCloud Settings > Inventory > Manage Warehouses
- Choose the warehouse in the list and click its name.
- Edit the warehouse address.
- Save the changes.
By default, the Default Warehouse is the Ship From warehouse; however, you can set up “Location and Stations” to ship from other warehouses.
The Log is located in the bottom right corner of the application window.
The Log displays errors and notifications. To see the logs, go to Help > Open Log File.
The same ErrorLog file can be opened by double-clicking on the error message in the log area.
The Log also shows customer notes, handling instructions, customer service notifications, and gift notes.
Clicking Acknowledge in the notification area switches the note icon in the Order Grid.
Using ShipBridge Hot Keys
ShipBridge hotkeys can be used to easily perform the following actions:
- Ctrl+O – Open the Options window.
- Ctrl+P – Open the Postage log.
- F6 – Open the Rate Calculator and shows shipping rates.
- F7– Open Scan and Ship.
- F10 – Ship and print labels.
- F11 (order selected) – Preprint invoice.
- F12– Read weight from scale.
In the ShipBrige application the Hotkeys list can be found here: Help > Hotkeys
Refresh Cache Option
You can use this option as a resolution to many different issues that may occur within the application, such as when you can’t see recently made changes in Shipbridge. Refresh cache to bring up those changes in effect. The Refresh Cache option might speed up the functionality of your Shipbridge application. Please note that after refreshing the cache, Shipbridge may take a bit longer to start.