eShipz Dashboard - Step by Step User Guide to Integrate shopify

eShipz Dashboard - Step by Step User Guide to Integrate shopify

Scope:

This document covers the standard operating procedures for using the eShipz Dashboard to manage logistics operations, including carrier integration, order processing, shipment creation, customer communication settings, and reporting.

Purpose:

The purpose of this document is to guide users through the complete setup and operational workflow of the eShipz Dashboard, ensuring efficient logistics management from a single platform.

Procedure and Steps

Login to the eShipz Dashboard

Steps:

  1. Go to the eShipz Dashboard login page (https://app.eshipz.com/login).
  2. Enter the email address shared with you via official communication.
  3. Enter the password provided in the same email.
  4. Click the Login button.
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Once logged in, you will be able to view the Main dashboard containing order, shipment metrics, and reports.

Add and Sync Sales Channels
Steps:
  1. Click on the Settings tab.
  2. Go to the Sales Channel section.


  1. Select Shopify

  1. Then go the Shopify and copy the store name

  1. Then go the eShipz in the "Alias Channel Name" section, enter a name for your Shopify store.
  2. In the "Store Name" field, same as Alias Channel name and click on the check box () Is OAuth?
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  1. For "Fulfillment Status", choose "Unshipped". This will show orders that have not been shipped yet.
  2. In "Filter by Order Status", select "Open or Any". This will show only open orders.
  1.  Then, click on the Save channel setting
 
  1. Then you will get a confirmation message click here to authorize your action. Once you click you will get the app to instal.


  1. Then Click on Instal App, once you click on instal you will move back to sale channel page, then click on again “Save Channel Settings”
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  1. Then you will see the success message.
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  1. Then again click on Shopify then go inside your channel then click “Activate AutoSync”
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Sync and Ship Orders
Steps: Sync your Orders:
  1. Navigate to the Orders tab.
  2. Click on Un-shipped
  1. Click the Refresh icon to sync the latest orders.
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Steps to Create Shipment:
  1. In the Orders tab go to Unshipped and then select the Order then click on Create Shipment.
  1. Enter additional shipment details if necessary.
  1. Click Fetch Services to retrieve shipping options.
  2. Select your preferred carrier.
  3. Click Book and Generate Label to confirm.
  1. Once the Label generated click on Download Label.

View Shipment Details
Steps:
  1. Navigate to the Shipments tab.
  2. Click on Forward to view the shipment details including weight and declared values.

Add Warehouse Address
Steps:
  1. Go to the Settings tab.
  2. Select Pick-Up Warehouses.
  3. Enter warehouse address and contact details.
  4. Click Save to store the information.

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If you have any question, send us an email at hello@eShipz.com our support team will get back to you.