Welcome to ShipBob's Quick Start Guide!
We're excited to have you on board :) Before getting started there are a few things you'll need to know about how the online dashboard and fulfillment process works. Using the Shipbob Dashboard puts you in control of fulfillment and it's elements. This handy Quick Start guide is designed to provide all the foundational information you need to get started using the Dashboard tool.
The information here is selected from articles in our broader Help Center which will cover some essential information including store integrations, syncing orders, sending and managing inventory, and what to do if you run into trouble. It is continuously updated as we grow and improve, all to help make sure your business is set up for success!
We want to make sure all your questions are answered so don't hesitate to reach out to our Customer Success team for help when you need it.
We're looking forward to working with you — let's get started!
-The ShipBob Team
Navigating Your ShipBob Dashboard
Each section below gives an overview of the modules found on the left hand side of the dashboard and contains step-by-step guides to successfully navigate your ShipBob dashboard and account!
Dashboard homepage
Quick Setup Tab
Account Settings Tab
To get started shipping orders, you will first need to:
2. Sync your orders and manage settings
Orders
Any order imported or created manually in the ShipBob dashboard will show up under one of the following: Processing/ On-Hold/ Exception/ Completed
- How to check an order’s status (and what they mean)
Create/editing an order
- How to create a new order manually/upload through Excel
- How to edit order details
- Cancel an order
- Copy an order
Inventory
- How to send inventory to ShipBob
- What is standard/ custom packaging?
- How to manage inventory in the dashboard
Returns
Billing
Account
General/policy
Help
Make sure to reach out to the Customer Success team if you have questions — we're here to help!
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