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Platform Setup Guides

  • Getting Started

    Introduction and account setup.

    • Introduction
    • Creating an Account
    • Setup Checklist
  • Configuring Warehouses

    How to add new warehouses and change the default.

    • Configuring your Default Warehouse
    • Adding Warehouses
    • Changing your Default Warehouse
  • Configuring Carriers and Services

    Steps required for a successful carrier service configuration.

    • Adding Carriers to your Account
    • Selecting your Carriers and Services
    • Configuring your Carrier Services
    • Setting up the Carrier Costs
    • Cost Rule Components
    See all 10 articles
  • Configuring Users

    How to add users and lock them to warehouses.

    • Adding New Users
    • Locking a User to a Warehouse
  • Configuring Allocation

    How to set up allocation to suit your specific needs.

    • What is Allocation?
    • Which Allocation features are right for me?
    • Allocation Filter
    • Introduction to Booking Codes
    • Using a Booking Code as an Allocation Filter
    See all 9 articles
  • Additional Requirements for Brexit

    Getting through Brexit

    • What Brexit means for you
    • EORI Numbers
    • Product-Level Information
    • Incoterms
    • Customs Documentation
    See all 6 articles
  • Currency Rates

    How to add currencies other than GBP.

    • Shipping in different currencies

    Featured Articles

    • What Brexit means for you
    • Current Despatch Pipeline
    • End-to-End Delivery Metrics
    • Carrier SLA
    • Customer Delivery Promise
    • Inflight Delivery Issues

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