Getting Started

In this walkthrough, we introduce the primary elements of the ShipperHQ dashboard. Curious about how ShipperHQ might be able to help you? See our ShipperHQ Overview video.

If you want to enable ShipperHQ for your store, please see the Installation section.

Video Walkthrough

Video Summary

In this video we’re going to introduce you to the ShipperHQ dashboard where you can control all of your shipping options and make use of the powerful functionality that ShipperHQ offers.

Once we have everything set up, the Dashboard will show you analytics of the shipping requests your customers are making.

Today we’re going to go through the ShipperHQ interface and point out where you can find different features and we’ll also help walk you through the initial setup of ShipperHQ.

Account Settings

First, I want to show you the account settings. Here you’ll find your Profile, Global Settings, as well as the ability to turn on and off some of the advanced features that ShipperHQ offers.

On the left-hand side is the navbar which contains all the tools you’ll need to manage your shipping. We’ll walk through the basics in this video and cover each in more depth in other walkthroughs.

Websites

Let’s start with Websites. Websites are where you set up the credentials needed to connect your site to ShipperHQ. You’ll see that in your ShipperHQ account we’ve set up a test site for you already. Using the credentials for this site, you can immediately connect your eCommerce website with ShipperHQ and start getting rates right away.

Origins

Next up is Origins. Origins represent the locations from which you ship your products. These may be your own warehouse, dropshippers, or third-party fulfillment centers. Depending on your scenario, you may have one origin or many. By letting ShipperHQ know where you’re shipping your items from, we can calculate the exact rate that needs to be charged to your customers.

Carriers

Let’s move on to Carriers. Here you can manage the shipping options you show to your customers. These may be Custom Rate Carriers where you set the shipping rates offered, or Live Rate Carriers where you’re getting a rate from an actual courier like UPS, USPS, or a Freight carrier. We’ll go into more detail on how to set up different types of carriers in other walkthroughs but if you look you’ll see we’ve already set up a Flat Rate Carrier here. The Flat Rate Carrier is a very basic carrier so it’s a great starting point.

Carrier Rules

Finally, we have Carrier Rules. These are how you manage what shipping options are shown when and what shipping rates are charged to your customers in which scenarios. Zones, Shipping Groups, and Filters are all used when setting up your Rules, so we’ll cover them briefly.

Zones

Zones are a collection of countries, regions or states, even down to the Postal or ZIP code level. These let you apply different rules to different areas. For example, you may want to charge a surcharge when shipping to Alaska.

Shipping Groups

Shipping Groups let you handle different groups of products uniquely. For example, you may want to add a surcharge to a certain group of extremely bulky items, or only offer free shipping on a group of very light items.

Filters

Lastly, Filters. These let you set up Price, Weight, or Quantity ranges that you may want to use in your rules. A common example here is if you want to offer Free Shipping on orders over $50 in value.

Using Zones, Shipping Groups, and Filters, you can set up Rules that ensure the correct shipping options or rates are shown to every one of your customers. We’ll cover Carrier Rules in more depth in other walkthroughs.

Conclusion

Now that you’ve been introduced to the ShipperHQ Dashboard, it’s time to check out the example Website, Origin, and Carrier we’ve set up for you and start setting up ShipperHQ to meet your needs.