ShipHero Handbook

Overview

This handbook provides you with basic knowledge of the platform and applications. Use this as a reference guide for navigating ShipHero. Find additional resources at the end of this handbook.

ShipHero Applications

  • Web Dashboard (app.shiphero.com): A place for warehouse administers to manage and edit all orders in the system, set user limitations, and create rules and shipping methods.
  • Endeavour Web (Pick, Pack & Ship): Ship single orders, batches, receive purchase orders, and set up print workstations.
  • ShipHero Mobile: Available in the App Store for download on iOS devices. Create batch picks, single order picking, inventory adjustments, and product edits.
  • Print Listener: Application required to print directly from ShipHero. Install on each computer (Mac or PC) used to print from anywhere in the system.

Account Types

  • Static Slotting: Allows for 1 primary inventory bin location and 1 overstock bin location per product. Inventory is tracked by the total on-hand quantity. 
  • Dynamic Slotting: Allows for multiple bin locations per product. Inventory is tracked by bin location.
  • Multi-warehouse: Account type with more than 1 warehouse location.

When you see this ShipHero logo and italic text, take note of important information about the section you’re reading.

Web Dashboard

App.shiphero.com

Home Dashboard

This is a place for you to review what is ahead of you for the day. It provides time-sensitive information in one place with direct links to orders and SKUs.

Orders Need to Ship Today: Due to be shipped by the end of the day.

Orders Are Late: Required ship date is past due.

Total Orders Need to Be Shipped: Quantity of orders that are not fulfilled and ready to ship.

Statistics: Snapshot of today vs yesterday to gauge progress.

Total Orders on Hold: Orders with a ‘default’ status that are on hold will appear here. You can directly click into the orders on hold.

Mergeable Orders: Orders with the same address will appear here so you can merge them into one shipment.

Recent Inventory Changes: Whether it’s a deduction because orders shipped or additions by manual adjustment, adjustments made to inventory are accessible here.

Need to Order: Products ready for repurchasing, depending on reorder levels.

Overdue Purchase Orders: Expected received date has passed.

Upcoming Purchase Orders: Pending purchase orders with expected arrival soon.

Counted This Week: Products to be counted according to cycle counting settings. Applies only to Static Slotting accounts.

Replenishment Report: Displays data on any inventory allocated to orders and not enough available in pickable bins or if the pickable bin inventory is less than the replenishment level. Applies only to Dynamic Slotting accounts.

Orders

Manage Orders

If you need to make bulk edits to orders or if you want to manage ship dates or holds, you can do so from the Manage Order page.

There are many filters you can use to sort orders.

Order Date: By default, ShipHero sorts orders in real-time by the current week. You can use this filter to search for orders within a specific date range.

Fulfillment Status: State of the order (fulfilled, canceled, default/pending).

Ready to Ship: Orders ready to be picked and shipped.

In Tote: Orders currently in a tote and already picked.

Locked Orders: User has an order open on a mobile device.

Flagged: Mark to sort specific orders; this does not prevent the order from going to picking queue.

On Backorder: Orders with products on backorder.

Shipping Name: Name the order synced to ShipHero with from store platform.

Shipping Method: Shipping service assigned to order.

Shop Name: Orders from the select store.

Filter by SKU: Search orders that contain certain product SKUs. You have the option to include kit components in your search. If you do not have this checked off, ShipHero will not consider the SKU in the search if it’s part of a kit.

Profile: The profile determines which invoice and return address is used on the shipping label. If you have more than one e-commerce store, you may want different invoices and return addresses used depending on which store the order comes from.

Click into any order to make edits to the order itself by clicking on the order number. Once on the order page, the order number, date it was created, and store it imported from will appear in the upper right. Also see details such as if the order is ready to ship, the fulfillment status, and multiple package detail options like ‘Allow Partial’, ‘Alcohol’, ‘Required Signature’, or ‘Saturday Delivery.

If Dynamic Slotting, the ‘Is Pickable’ field will also appear here. This means that all products on the order are in pickable bin locations. If this says ‘Is Pickable’ No, then there is one or more product locations on the order that needs to be updated to pickable or inventory needs to be transferred from a non-pickable bin location to a pickable one.

Create an Order

If you have customers who call in orders, use this page to create a manual order. You can assign a specific order number, profile, and shipping carrier and method.

Automation Rules

Rules can be used to apply certain actions to specific orders as they are created or imported into ShipHero. The “Trigger” is the matching criteria for an order and the “Action” is what is applied to the order if it matches the defined trigger(s).

You can create as many automation rules as you see fit. Multiple rules can apply to the same order(s). Automation rules run sequentially from top to bottom and can be prioritized by rearranging their sequence. To do this, click on the 3 lines next to each rule to drag and replace. If multiple rules apply to an order, the last rule on the list supersedes the others. 

Lists are commonly used if there is a rule you would like to apply to multiple items, such as creating a rule to set a shipping method based on the address matching a number of different zip codes.

Pending Shipments

This report displays all shipments that are in ShipHero but not yet fulfilled. Use the filters to adjust the report by Order Status, Store, Required Ship Date, Ready to Ship, In Tote, Warehouse, and/or if it’s locked by another user or not.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Bulk Ship

If you’re running a flash sale or tend to sell fast-moving items, you will want to ship these orders out fast and efficiently. Bulk Shipping is ideal for orders that contain the same item or one of a small number of the same SKUs.

ShipHero displays bulk shippable SKUs on the right of this page, displaying SKUs with the most orders at the top. You can use this data to begin shipping or you can use the search bar to find applicable orders with a specific SKU.

If you choose to ship orders under “Shippable Skus”, you can click “View Orders” for the associated orders to populate. The user who is generating this batch will receive an email once the batch completes processing. The user can then print the labels and invoices from PDF.

Allocated Items

This report provides insight into how many of each item is currently allocated to orders. Items are allocated to an order when units are in stock and those units are owed to customers for open orders. You can sort by whether or not the order the product is on is Ready to Ship, the Order Status, and by the Warehouse the product lives in.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Line Items

The Line Item report displays data on specific line items on all orders in ShipHero. This is mostly used to obtain a snapshot of how many products are on particular orders, the line item status of each product and which products are awaiting fulfillment.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Drop Shipments

If you dropship through ShipHero, those shipments will appear in one place so you have an easy way of identifying the status, dropship number and order number associated with each shipment.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Manifests

At the end of each day, you can generate a manifest for each shipping carrier that was used in ShipHero. You can print it for pick up and sort by carrier and date.

Order Statuses

Create, manage or delete order statuses from this page to group your orders accordingly. Statuses are used to separate process. Each user will only see the order status they are assigned to when viewing orders from ShipHero Mobile.

Totes

Generate, edit, and print tote barcodes from here. You can rename a tote by clicking directly on the underlined name. If you need to empty a tote for any reason, you can click “Clear Tote”.

At the bottom of this page, use the search field to find which order was last used with a specific tote.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Refund Reasons

If you have specific reasons you want available to select when you refund an order, you can create them in this section. These reasons will appear in the ‘Refund Reason’ drop-down when you initiate the refund from the order page.

Returns

All Returns

View all returns generated within ShipHero or through the ShipHero iframe here. You can filter by Status, Warehouse, and date.

Return statuses are used to determine the state of the return order:

Pending: returned item(s) did not reach the warehouse yet.

Warehouse Complete: received item(s) back into the warehouse.

Complete: return order is completed in ShipHero.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Items

This section provides a list of returned items within a specific timeframe. You can sort by Warehouse, Return Status, date, and whether or not the item was received or restocked.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Codes

By default, ShipHero provides the following commonly used return codes that can be selected as reasons for return:

  • Found it cheaper
  • No longer wants
  • Ordered by accident
  • Shipping error
  • Too big
  • Too small

You can delete codes that do not apply to your business and create new codes that make sense for your warehouse. Click on the description of a code to edit and select the return types applicable to each code. You can select whether you want the code to appear for internal use only or if you require a customer call the store phone number for specific return reasons.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Shipping Carriers

Specify which shipping carriers and methods are allowed for return shipments. These are the only shipping methods customers will be able to select when generating a return through your store if you use ShipHero’s iframe code. Navigate to My Account > Settings > Customer Returns to copy and paste the given code onto your website.

Return Statuses

You may want to create custom return statuses. These statuses will appear on the RMA page which you can then update the status to your preferred choice. Custom return statuses are commonly used for creating a ‘Cancel’ status. For example, this would apply if an RMA was incorrectly generated by the user, such as the incorrect product was chosen to be returned on an order with multiple products.

Inventory

Products

Use the filters on the left to sort through certain products depending on multiple factors such as Vendor, Warehouse, Store, and Kits. You can click on each product to open the individual product detail page by clicking on the hyperlinked 'Name' field of the item.

If you want to make bulk edits to multiple products, check off the box next to each product and click “Bulk Edit” in the upper left of your screen. If you want to edit only one product, scroll over the product list to the right and click “Quick Edit” to make changes to an individual product.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Inventory Change Reasons

Create inventory change reasons if you commonly update your product inventory for a specific reason. For example, if you receive damaged items directly from a vendor, you may want to create a reason called “Manufacturer damage” so when you deduct inventory you can select this pre-set reason. All change reasons will appear in a dropdown list on ShipHero Mobile when you adjust inventory.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Bulk Edit

If you have multiple products that need to be edited or if you need to create multiple new products, you can achieve this with one upload using a CSV file.

Download your products from the appropriate warehouse and check of the Excel checkbox if that’s the program you’re using to edit the file. You can make the appropriate changes to your products, add new products if necessary, and re-upload the spreadsheet using the Bulk Edit upload in the lower right of the Bulk Edit page. 

The required fields are Sku and Warehouse. Delete any columns you are not updating, otherwise, the information will override what is currently in ShipHero when you upload the file.

Batch information is displayed on this page. A new batch is created each time you upload a CSV file. Click into the batch to view the status of each item update: 

New: Data is uploading to ShipHero.

Processed: Successfully updated changes.

Error: Changes were not updated; check the file for formatting errors.

 Bulk Edit is not intended for adjusting product inventory. See Inventory Upload.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Inventory Upload

Change inventory for multiple products using Inventory Upload. Click “Upload CSV” to download ShipHero’s inventory template. Follow the directions on the screen to make changes and upload the finished CSV.

You can reference the file, creation date, and which user created the changes on the Inventory Upload page. Click on a file to see specific changes that were made.

The columns are case sensitive and need to be formatted in the order listed in ShipHero’s template. Only include the SKUs you want to update. If Dynamic Slotting and you are updating the inventory of the same product in multiple bin locations, use separate rows for each bin you adjust.

Product Locations

This is an overview of all products and bin locations. View which product is in which bin, the quantity in each bin and if it is pickable or not. Filter by warehouse and location level. You can bulk delete locations from this page by clicking the checkbox next to the bins you want to remove and click the red “Delete” button.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Applies only to Dynamic Slotting accounts. Kit SKUs should not be assigned a bin location; components of the kit should be assigned a bin location.

Locations

View all locations in one place. Filter by Warehouse, location type, and whether or not it’s a pickable location. Create new locations or delete unneeded ones. 

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

 Applies only to Dynamic Slotting accounts.

Location Types

If you want to create specific location types, such as a bin or a shelf, you can create them here. When you create a new location, you will be able to select from the types you create.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Applies only to Dynamic Slotting accounts.

Cycle Count

Specify how often you want to count your inventory. Depending on the number of weeks you input and the number of products you have in your warehouse, ShipHero will break down the number of items you need to count per week to achieve your set goal. You have the option to exclude products that do not have bin locations.

 Applies only to Static Slotting accounts.

Inventory Transfer

Create instant inventory transfers between warehouses from this page. You can filter by the user that created the transfer and view all transfers with product information along with the date it was initiated.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

  Applies only to multi-warehouse accounts.

Purchase Orders

All Purchase Orders

Existing purchase orders can be viewed and sorted by status and received status. See an overview of the total cost of the order, which vendor it’s associated with, the creation date and the expected received date.

You can create a new purchase order from this page as well as upload purchase orders using CSV.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Line Items

View all line items that are on existing purchase orders and filter by date, individual line item status, purchase order status and vendor.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Rejected Line Items

If you receive a product from a vendor and it’s damaged or needs to be rejected for any reason, you can check here to view a collective list of all rejected line items. Filter by date, purchase order status and vendor. The process of rejecting a product is initiated during receiving on Endeavour Web.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Change Log

When a purchase order is received, line item statuses updated, or order status changed, all updates are tracked here. Sort by date, line item status, purchase order status, vendor and warehouse.

Statuses

Create custom purchase order statuses. The statuses created here will appear in the ‘Status’ drop-down directly on the purchase order page so you can implement the appropriate status.

Vendors

Add product vendors on this page and assign products to the specific vendors. All products require vendors in order to create purchase orders within ShipHero. To add a vendor, click “Add a Vendor” on the right side of your screen. Once a vendor exists, you can add products to it by clicking “View” and using the search bar. Also edit vendor details such as Name, Account Number, Address, and any internal or external notes.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Reports

Shipments

Use this report to measure the volume of shipments made within ShipHero. See the number of shipments made in a specific time period, your shipment cost, your end-customers’ shipment costs, profit, and items shipped. There are multiple ways to filter the report, such as by date, carrier, shipping label status, store, and warehouse.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Shipped Items

View all products shipped within a certain timeframe and which orders they are associated with in this report.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Inventory Value

Use this report to calculate your current or historical inventory value. Filter by date, warehouse, and vendor. See the total inventory value within a specific timeframe as well as the value on an individual line item level.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Inventory Variance

When cycle counting, if there are any changes made to inventory, they will be recorded in this report. Filter by date to view a specific time period.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF. 

Applies only to Static Slotting accounts.

Inventory Change Log

Whether inventory is updated manually or because more product was received on a purchase order or inventory was deducted because orders shipped out, you can check all inventory adjustments here. Filter by date and warehouse.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Pickers

View individual picker statistics using the Picker Report. Select the date you want to view and see the number of items picked versus the number of unique items picked for the selected date. This report also calculates the overall statistics for the specific picker. Directly reference the order number each item was picked for, the product that was picked, and which tote was used for the order.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Packers

View individual packer statistics using the Packer Report. Select the date you want to view and see the number of labels printed, items packed, unique item packed, whether or not product barcodes were scanned at packing, and if any packing errors were made.

For static slotting accounts, you can also view the number of SKUs cycle counted and individual products that were counted.

Cost of Goods

The COGS report is most commonly used for determining sales taxes due for a specific time period. Filter by Store and use the ‘Column Visibility Tab’ to determine which columns you want to export to CSV or PDF. Profitability factors include:

  • Selling price on individual orders
  • Value: Current cost of the product
  • Shipping amount paid by the customer
  • Actual shipping cost for you
  • Return total sales and taxable sales

Stale Inventory

Determine how long it will take to sell out of current products and how many have been sold within the last 90 days or over the last year. Use this report to calculate which products you should purchase less of in the future.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Sales by SKU

View inventory sales, filter by Vendor, Store and whether or not the products are Active. If you have stock at Fulfilled by Amazon (FBA), you can view the same information for FBA products in this report. By default, sales velocity is based on the date period of 365 days to 335 days ago. Customize the report sales period in your General Settings.

To refresh daily data, click the ‘here’ button at the top of the report.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Packer Errors

Review reported packer errors in one place. Sort by date and packer name. See the date the error was recorded, who the packer was that made the mistake, what the error was, which product SKU was affected and the order number that resulted in an error.

To report an error, find the original order using the search bar on the Manage Order page, open the order and scroll to the 'Shipment' section on the right side of the screen. Click 'Report' to select the associated product and record the issue.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Serial Numbers

View this report if your products require serial numbers. See which serial numbers were used on which orders. Sort by date, Store, and Warehouse.

On the product level, indicate which products require a serial number by enabling the product detail "Needs serial number." This can be initiated on the individual product page or through Bulk Edit. When you go to pack an order with a product that requires a serial number, once the product barcode is scanned to be packed, you will be prompted to scan or type in the serial number. After the label is generated and the order is completed, the serial number and order will appear on this report.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Shipping

Carriers

Connect shipping carriers to your account here. Use the dropdown to add a new carrier and follow the prompts to connect the carrier to ShipHero. Certain carriers may take longer to set up than others due to applying rate sheets. If you use any of the following carriers, we recommend connecting these as soon as you create your ShipHero account:

  • DHL eCommerce
  • UPS Mail Innovations

To use Endicia (USPS), you must create an account through ShipHero. To create an account, use the dropdown to add a new carrier and select Endicia (USPS). A new window will pop up. Click “Sign Up” to create a new account. 

If using UPS Mail Innovations, please provide rate sheet to support@shiphero.com.

Methods

Shipping options from connected store platforms will be unmapped in ShipHero. Use the ‘Unmapped’ and ‘Store’ filters to view the methods that can be mapped. Click on the ‘Shop Shipping Method’ to edit which carrier and method should be applied in ShipHero when customers select that specific shop shipping method when placing an order on the store platform.

If orders are unmapped, they will sync to ShipHero assigned as ‘Generic’. You can select the appropriate shipping method at the time of packing the order. Mapping the shipping method removes this step for you.

Use the ‘Mapped’ and ‘Store’ filters to view which methods have already been mapped within ShipHero. Apply a shipping cut-off time to decipher a specific required ship date. Wildcard matching is intended to be used if you have many shipping methods with the same word in the name and you want them to be mapped the same way. For example, if you had a method called “Free Shipping - New York” and similar for each state, using Wildcard matching relieves you from having to map each individual method.

Boxes

Create custom boxes and barcodes for easy scanning when shipping. Enable carrier-specific boxes depending on which carriers are connected to your account. Print box barcodes by clicking on the ‘Name’ of the box barcode you want to print. Then click ‘Print Barcode.’ Sort by Warehouse and Box Type.

Keep track of box inventory by clicking on the ‘On Hand’ quantity and updating it to the appropriate amount. When you select this box for shipping, the inventory will be deducted.

The ‘Column Visibility’ tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

 The existing box barcodes are not editable and are specific to the carrier box barcodes.

My Account

Apps

In order to print directly from ShipHero, your computer needs to have a print listener installed and running. Use this page to install the appropriate listener for Windows or Mac. This only needs to be installed on the computers that are attached to the printer(s) you want to use with ShipHero.

 Print listener installation is required to print from any of ShipHero’s applications; Workstations cannot be set up if the listener is not installed. The listener does not need to be installed on mobile devices, only on the computer attached to intended printers.

Warehouses

Create new physical warehouses and determine what address appears on shipping labels and invoices.

Warehouses

If you have more than 1 physical warehouse location, you can create new warehouses to track inventory and products separately.

To create a new warehouse, click on ‘Add a Warehouse.’ Choose ‘default’ as the Profile and select ‘Create a new warehouse’ and give it a name as the Identifier. Each new warehouse created should be created with a ‘default’ profile in order to add products and track inventory.

  • Profile: determines label and invoice settings
  • Identifier: determines warehouse

Profiles

If you want different invoices or different shipping addresses to appear on labels, you can create different profiles to determine which orders will print with specific information. For example, if you have two separate stores, you may want two different invoices. You can accomplish this by creating two different profiles.

To create a new profile, click on ‘Add a Warehouse’. Choose ‘Create a new profile’ and name it. Select the correct Warehouse and save.

Contact support@shiphero.com to enable multi-warehouse functionality. Creating a new warehouse location does not mean the account has this setting enabled.

Users

Manage user settings and add new users here. ‘Remove all order locks’ for a specific user. This will kick the user out of any orders they currently have open on their mobile device which allows for other users to pull them up for picking or packing. For example, if a user went home for the day but did not log out of their mobile device and an order was pulled up on their screen, an admin can remove order locks so a new user can pull up the order.

Click ‘Edit’ to change individual user settings. Update assigned print station, which order status and warehouse the user views on the mobile application, and enable or disable Tote QA. Add or remove the user from specific groups and manage which store orders and products they can access. Upload a profile image for the user.

Groups & Permissions

Create groups for specific functions, such as a group for Pickers, a group for Packers, and an Admin group. Click “Add Group” to make a new group, provide a name and select permissions using the checkboxes.

Create: Ability to create a certain section.

Read: Ability to view certain section.

Update: Ability to edit certain section.

Delete: Ability to remove certain section.

Stores

Directly connect e-commerce stores to your account. Once connected, ShipHero syncs products and orders, by default pulling in orders of the most recent two weeks. Older orders can be pulled in if requested.

After the store is connected, manage settings from here. ShipHero will not manage inventory when the store is first connected unless the setting is manually enabled. Before enabling the setting ‘Have ShipHero Manage Inventory’ be sure on-hand quantities are accurate in ShipHero.

Product SKUs must be unique to each individual product. If the same SKU is used for different products on the store platform when the store is connected, this will create duplicates in ShipHero which will need to be deleted.

The Shopify setting 'Remove stock in ShipHero for fulfillments created in Shopify and not ShipHero' is only intended for Static Slotting accounts.

Workstations

Manage workstations, edit station names, and delete old stations here. Click “Edit” to update the station name or warehouse.

Emails

Create and edit templates to directly email customers. For example, you may want to write a canned email to contact customers who submit a return order. The templates created here will appear from a dropdown when selecting ‘Email Customer’ on an individual order page.

Billing

Manage plan details, credit card information, and amount of users. Add additional users using by adjusting the bar under ‘Additional Users’ and remove users as needed.

Settings

Account-wide settings are managed here, including settings for the mobile application, invoices, generic labels, product barcodes, API, customer returns and notifications.

CSV Management

Create manual orders in bulk using the order template available here. Once you upload orders, create a CSV mapping to reuse the next time orders are uploaded.

If you sell kitted items, you can create multiple kits using the Product Kit template. Follow the directions that appear once you select ‘Product Kits’ from the dropdown.

 Dynamic Slotting accounts have a third option to create bin locations. Follow the directions that appear once ‘Locations’ is selected from the dropdown.


Endeavour Web

Pick, Pack and Ship for Desktop

Orders

View and pack ready to ship orders. Only orders that are ready to ship with the order status and warehouse of the user will appear here. Use the search bar to find specific orders by typing in an order number or scanning a tote barcode if orders were picked in a multi-item batch. Make sure nothing on the page is clicked and then scan the tote barcode. The order numbers appear at the top of each order, along with the order status, the required ship date, the tote number (if picked to tote), warehouse notes and product images.

Use the ‘Filter Orders’ button to filter for specific order tags.

If using Dynamic Slotting, all products on orders must be in pickable bin locations. To properly scan a tote barcode, do not put the cursor in the search bar.

Single Item Batches

After picking single item batches to tote, use this section to pack and ship the batches. See the filled totes with product images, number of orders and number of items that are in each batch.

Hover over a tote to see the ‘Start Shipping’ button or ‘Clear Batch’ button. To begin packing a batch, click ‘Start Shipping’ or scan the tote barcode. The ‘Clear Batch’ button will empty the tote and dissociate the tote from the orders. The orders will then be ready to pick again.

‘Start Shipping’ will display the items in the tote with how many orders are associated with that item. Hover over a SKU to see the ‘Edit Item’ and ‘Pack Orders’ buttons. Edit product details from here or begin to pack the orders. To begin packing, either scan a product barcode to pull up associated orders or select the orders to pack from the screen, enter the dimensions, select the box type, and confirm the weight. Mark the product as packed and select ‘Print Label and packing list.’ Once labels print and the items are packed, select ‘All Done’ and ‘Complete Orders.’ Continue on to the next product in the batch.

Purchase Orders

Manage and receive purchase orders here. View and open all pending purchase orders and use the filters to sift through specific statuses, inventory statuses, vendors, warehouses, and created and expected received dates. Use the search bar to search for purchase orders using the PO number. View an existing PO by clicking a PO number in the column on the left or create a new order by selecting ‘Create new PO.’

Open an existing PO to add products, update expected received date or order status, and add notes or attachments. Click on ‘Receiving Page’ on the upper right to receive incoming inventory. From this page, use a USB scanner to scan items in as received. Mark items as rejected as needed by clicking on the 0 under the rejected column. Click ‘Add a new reason’ to record the number of units that are rejected and the reason as to why. All rejected units will appear in the Rejected Line Items report on the web dashboard.

Stations

Workstations are necessary to print directly from ShipHero. Each computer that has the print listener application installed will appear on this page. There is an indicator of whether or not the station is online (green) or offline (red). If the station is offline, this means the print listener is not open and running on the computer. If the computer is online, it’s ready to be used for printing.

Each computer should have a station. Click ‘Assign new station’ to create a workstation. There are four setups: Invoice printer, Label printer, Barcode printer, and Scale. Use the dropdown menus that appear next to each setup option to select the desired printer or scale. Use the ‘Test’ button to run a test print to ensure the invoice and labels print as intended.

At the top of the page is a ‘Refresh Printers and Scales’ button. This is used to clear all current printer selections. Click the ‘Save Settings’ button when changes are made on this page. At the bottom of the page is an option to “Go back to the previous stations page.” This is intended for users on old versions of the print application and can be ignored if using version 5 or newer. The print application version is visible in the upper right corner of the print application once opened.

Users will only be able to print from the workstation they are currently assigned to in their settings. 

Settings

Manage user settings here, such as default order status and assigned workstation. Each user can only print from the station assigned to their user. The assigned order status allows the user to see only ready to ship orders with the chosen status. User settings can also be managed from the web dashboard and ShipHero Mobile.

Sign Out

Click ‘Sign Out’ to log out of Endeavour Web.


iOS Application

Navigating the mobile application

Personal Settings

Click on your initials or profile picture to change your photo, switch to a different user, or to log out of the mobile application.

Dashboard

The dashboard provides an overview of ready to ship orders and number of items ready to be picked. Directly under the user’s name is the order status and warehouse dropdown. Users will only see the ready to ship orders of the status and warehouse they are currently assigned.

To change order status or warehouse, click directly on the existing status or warehouse and a new pop-up will appear from the bottom of the app. Select the status or warehouse you want and click ‘Choose.’

There are three options to process orders:

Single Item Batch: Pick several orders with one SKU into the same tote

Multi Item Batch: Pick multiple orders at a time, each order into a different tote

Single Order: Pick and ship one order at a time

Single Item Batch

Use Single Item Batch to pick multiple one SKU orders into one tote. To begin, scan or select an empty tote from the list provided.

Depending on the Single Item Batch Pick Quantity determined in My Account > Settings > App Settings, a list of products will appear to pick into a tote. The lower left of the screen will display the number of orders in the batch and the lower right will display the number of remaining items to pick.

As you pick the products, you will be asked to confirm the quantity picked. Click ‘Complete’ to finish the batch. You can begin a new batch by selecting a new tote.


Multi Item Batch

Use Multi Item Batch to pick multiple orders with different quantities of products into unique totes. This process separates orders as you are picking so when you go to pack and ship the orders, there is no need to spend time sorting through the products.

Click 'Multi Item Batch' to begin. Input the number of totes you want to use; the number of totes selected equates to the number of orders you pick in the batch.

A list of products will appear on the screen. The lower left of the screen will display the number of orders in the batch and the lower right displays the number of items left to pick. As you begin picking, you will be asked to select or scan a tote from the list. As you select products that are in the same order, you will be directed to place the product in an already used tote.

As you pick the products, you will be asked to confirm the quantity picked. Confirm by either scanning the product barcode or touching the screen.


At this point in the process, you may also report an issue with the specific product. Select ‘Report Issue’ in the upper right and enter notes about the issue. Choose to put the order on hold or not. If you put the order on operator hold, the order associated with the product being reported will be removed from the batch.


At any point, check the progress made in the batch by clicking ‘Progress’ in the upper right of the pick list page. This will show you how many orders are in the current batch, which totes are being used and how many items are left to pick. You may ‘Complete’ the batch here if you’re done picking or press ‘Back’ to return to the pick list page.


Once all items are picked, click ‘Complete’. You can begin a new batch by selecting a number of totes to begin picking.

Set a default batch quantity in My Account > Settings > App Settings.

Single Order

If you ship out one order at a time, select ‘Single Order.’ A list of ready to ship orders will appear. Click into the order you want to ship.

The list of products in the order will appear. Scan the product barcodes or select the products on the screen and click ‘Pack.’  Select the Shipping Box you’re using. The weight of the order will auto-populate or you can use the ‘Get From Scale’ button if using a scale to weigh products.

If desired, use the ‘Get Quote’ button to see shipping quotes and cheapest rates from applicable carriers. Click ‘Print Packing Slip and Label’. Click ‘Back’ to see next order to ship.

By default, ‘Print Packing Slip and Label’ is the available option. Tap the arrow to select either to only print the packing slip or only print the label.

All Orders

Select ‘All Orders’ to see ready to ship orders. If shipping from Mobile, navigate to the ‘All Order’ screen to scan the tote barcode of your Multi Item Batches. Scanning the tote barcode from this page will bring up the order to be packed.

Single Item Batches are not shipped from Mobile; all Single Item Batches are shipped from Endeavour Web.

Picking

Select a batch picking style from here to begin picking.

Products

Edit product details and inventory in this section of the app. If Dynamic Slotting, also update product locations and initiate inventory transfers here.

Search Products

Scan a product barcode or use the search bar to find specific products. Select the circular button next to the product image and new options will appear at the bottom of the page to either ‘Edit’ or ‘Print’ labels.

Click ‘Edit’ to update product details or update product inventory. Click ‘Print’ to print out product barcodes or location barcodes.

Stock Take

This is an easy way to recount an entire bin location. Scan the product barcode of each product. The on-hand quantity will update with each unit scanned. Scanning a product that has already been added to the Stock Take list will increase the quantity by 1 for that product. For example, if you scan a product 5 times, this will change the on-hand quantity for that product to 5 units; it overrides what is already in the system.

Available only for Static Slotting accounts.

Cycle Count

Cycle counting eliminates the need to shut down your warehouse for a complete inventory recount. Depending on your settings on the web dashboard under Inventory > Cycle Count, you will be prompted to count a certain amount of products each week.

If there are products you wish not to include in cycle counting, mark the product as ‘Do Not Cycle Count’ Yes from the web dashboard on the individual product’s page. This can be done in bulk using Inventory > Bulk Edit.

Available only for Static Slotting accounts.

Search Locations

Select or scan a location to pull up the associated products living in that bin location. From the list of products, scan or select the product you want to update. The option to move inventory will appear on the screen. Determine the amount of inventory you want to move from this location and click ‘Move to’ at the bottom of the screen. Then select or scan the location you want to transfer the inventory to. 

Available only for Dynamic Slotting accounts.

Settings

User Settings

Update user settings here. Change your default order status, which determines which ready to ship orders you see in the mobile application, and your workstation assignment. This will determine which workstation your user prints from. Click ‘Save’ in the upper right-hand corner when changes are made.


Additional Resources

API: ShipHero API Integration

Build Integrations: https://developer.shiphero.com/

Developer Forum: https://community.shiphero.com/

FAQ: Frequently Asked Questions

Contact Support: Talk with our Support Team

Visit us: Helpful videos and documentation