How to Get Started with eShipz?

How to Get Started with eShipz?


Getting started with eShipz is a straightforward process designed to quickly integrate the platform with your existing operations. The goal is to move from manual, fragmented logistics to an automated, centralized system with minimal friction.

Here is a step-by-step guide on how to begin your journey with eShipz:

Step 1: Book a Demo or Request a Free Trial

The first and most effective way to start is by booking a demo with the eShipz team. This allows you to:

  • Consult with an Expert: A logistics expert from eShipz will assess your current shipping workflow, identify your specific challenges (e.g., high RTO rates, manual data entry, lack of visibility), and show you how the platform can address them.

  • See the Platform in Action: The demo provides a live walkthrough of the eShipz dashboard, showcasing key features like multi-carrier integration, automated label generation, and real-time tracking.

  • Get a Tailored Solution: The eShipz team can discuss pricing plans and features that are a perfect fit for your business size and needs, whether you're a startup, SME, or enterprise.

Alternatively, some businesses may have the option to start with a free trial to explore the platform on their own.

Step 2: Onboarding and Initial Setup

Once you decide to move forward, the team will guide you through the onboarding process. This is typically a smooth, hands-on experience. The key steps involve:

  • Account Creation: You'll be provided with login credentials to your new eShipz account.

  • Integrations: This is the most crucial step. You will connect eShipz with your sales channels, marketplaces, and other business systems. eShipz offers seamless, plug-and-play integrations with popular platforms like:

    • eCommerce Platforms: Shopify, Magento, WooCommerce, Zoho Inventory, PrestaShop & more.

    • ERPs & WMS: SAP, Oracle, ERPNext, Zoho, and more.

  • Courier Partner Setup: You can easily add and manage your courier accounts. eShipz’s platform is pre-integrated with over 400 courier partners, which means you can connect your existing accounts with eShipz and start order processing.

Step 3: Configure Your Logistics Workflows

With your sales channels and courier partners connected, you can now set up the core automation rules that will run your logistics operations. This is where eShipz’s intelligence comes into play. You can define rules for:

  • Automated Courier Allocation: Create rules to automatically assign the best courier for each order based on criteria such as:

    • Weight 

    • Priority based on Shipment count 

    • Destination (e.g., assigning a specific courier for certain pin codes)

    • Order Type (e.g., COD orders vs. prepaid orders)

  • Shipping Label Automation: Set up automated workflows for generating shipping labels, invoices, and manifests in bulk, eliminating the need for manual data entry.

Step 4: Start Shipping and Monitor Performance

With your workflows in place, you can begin processing your orders through eShipz. The platform will automatically sync new orders from your sales channels.

  • Single-Click Dispatch: With your rules set, you can process orders with a single click, allowing eShipz to handle the rest, from courier allocation to label generation.

  • Tracking Visibility: Use the centralized dashboard to track all your shipments, from pickup to delivery. The platform also provides Tracking alerts for any delays or exceptions.

  • Analytics and Reporting: Dive into eShipz’s analytics to get insights into your courier performance, shipping costs, and delivery success rates. This data helps you continuously optimize your logistics strategy and make informed decisions.

By following these steps, businesses can quickly transition to a more efficient and automated logistics system, saving time, reducing costs, and significantly improving the customer experience.

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