Getting Started with ShipperHQ

Introduction

ShipperHQ gives eCommerce retailers the tools they need to manage the shipping rates and options offered to customers. Included in this is connecting to a wide variety of Carriers and other Logistics Providers to retrieve highly accurate shipping rates in real-time, options for setting up Custom shipping options where the merchant defines the options and rates provided, rules covering surcharges and discounts plus showing or hiding certain shipping options in certain scenarios.

On top of this base functionality, ShipperHQ also offers a number of advanced Features including some, like Dimensional and Address Validation, geared toward increasing the accuracy of your shipping rates and others, like In-Store Pickup and LTL Freight, focused on giving customers options that better fit their needs.

All of this is set up in the ShipperHQ Dashboard. In this doc, we introduce the primary elements of the dashboard. If you want to enable ShipperHQ for your store, please see the Installation section.

Dashboard Walkthough

Video Summary

In this video we 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.

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.

On the left-hand side is the navbar, which contains all the tools you’ll need to manage your shipping including the ability to turn on and off some of the advanced features that ShipperHQ offers. We’ll walk through the basics in this video and cover each in more depth in other walkthroughs.

Account Settings

In the Account Settings, you’ll find your Profile, Global Settings, and Billing sections.

Profile — Profile is where your login email and company information is stored. Your Profile contains contact information we may use to get in touch with you about your account.

Global Settings — Global Settings apply across your entire ShipperHQ account. They include locale settings (currency, time zone, weight unit, etc) as well as display options for Checkout process.

Billing — Billing is where you will activate your ShipperHQ account, or update your billing information.

Features

The Features tab is where you’ll go to enable your Advanced Feature functionality, or adjust the related settings. Depending on your plan tier, you’ll be able to enable multiple features.

Marketplace

The Marketplace is where you can install integrations to ShipperHQ, such as Live Rate Carriers. Connect your shipping provider’s rates to your cart/checkout, or find other connections to expand your shipping.

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.

The Websites tab is also where you will set your Default Origin.

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.

The Origins tab is where you will set up your Origin and dropshipper locations.

Carriers

Carriers is where 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 in the account as an example. The Flat Rate Carrier is a very basic carrier so it’s a great starting point.

Carrier Rules

Carrier Rules are how you manage what shipping options are shown when and what shipping rates are charged to your customers in which scenarios. Whenever your rates need to be modified, you will typically use a Carrier Rule.

Carrier Rules can hide shipping rates, set rates, surcharge rates, or discount rates.

Zones, Shipping Groups, and Filters are all used when setting up your Rules. We’ve briefly summarized these below.

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.

Get Started!

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.

How do I ensure ShipperHQ Works with Other Shipping Software?

ShipperHQ is focused on the customer experience around shipping on the frontend of your eCommerce website. This means that since ShipperHQ doesn’t print shipping labels, we don’t interfere with the operations of any post-order shipping software like Order Management Systems (OMS), Fulfillment Software, Enterprise Reporting Platforms (ERP), or Warehouse Management Systems (WMS). It is worth ensuring, however, that when you set up shipping options in ShipperHQ that your post-order shipping software is able to handle those shipping options.