Order Management Page

You will spend the majority of your time on SmartShyp's Order Management Page. Below are the basics to navigating this page and getting your orders ready to ship.

Access the order management screen easily from the Dashboard when you first log into your SmartShyp account. 

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The orders page is where you will prepare and manage all of your orders/shipments before label creation. You can manually add an order, import a list of orders from a CSV, or import orders from any connected seller channel or marketplace that you have integrated.

Order Management

  1. Click +New to create a manual shipment. Learn more.
  2. Click Import to select a CSV file with a list of addresses or orders. Learn more.
  3. Click Export to download any information you are viewing to a CSV file. 
  4. Click Viewing Dates to do a date range query for orders you want to see. 

Universal Search

Search for orders or shipments regardless of where they are in the app.  The universal search is available on all pages and makes info quick to access.

Refresh Stores

You can manually refresh a store import to check for new orders. You can also back up the import date to check for any orders that might not have imported. This is quick access for initiating imports without having to navigate to the "My Stores" page in settings.

Note: Order imports run automatically in the background every 10 minutes but can be refreshed manually.

Batch Queue

You can easily access recently created batches and filter to see batches by status, time created, or print status. Click here to learn more about bulk editing a batch of orders.

Page Tools

Click on page tools to quickly access order tags, label settings, and pick list/packing slip settings.

Analytics

Click the gear to quickly view how many labels you've created this month, what your meter balance is at, and what you have saved by not waiting in line at the post office.

Bookmarks

Click the bookmarks icon for quick access to any page you save. Click "bookmark page" to save your current page and easily refer back to it. you can manage bookmarks to edit names of ones saved. 

Notifications

Click the notifications icon to view any SmartShyp app updates as we continue to try and be better everyday! We will keep you informed about important app updates, new features, and industry changes as they come.

Personalize 

There are various ways you can filter and sort through your orders by adjusting filters, moving columns, and saving your different views so you can easily load them up. You can Learn more in upcoming "Advanced Filtering and sorting" tutorials.

 

 

Column Options

You can easily adjust which columns you want to have displayed to more personalize your workflow. These can be adjusted on the right side of the page. Select which columns you would like to view or not view.

Filters

Each column has filter options which make it unbelievably easy to control which orders you want. Play around with different filters and make sure to save views so you can apply filter sets in a jiffy.

Save, Load, and Reset View

Once you have moved your columns and filtered your orders in a way that fits you, save that view so you can load it at any time, from any where, on any device. 

 

If you are having any issues finding orders,  or no orders are showing at all. Click "reset view" to clear any filters and reveal any hidden columns. Then you are able to reload your personalized view while adding new filters as you prepare your next batch.