Ship Station Setup Guide

companyBE offers an integration to ShipStation.com that allows them to read in any open web/ phone orders from your POS system.  Once you process each (or bulk orders) through ShipStation, they will send the info back to the POS system and we will automagically: update the order statuses to Completed/Shipped, append tracking info to the order and add a comment to the order, stating that order was completed through ShipStation.  If you are interested in adding this integration to your system, please contact [e-mail] for pricing info.  

Before you begin, make sure that you have created a ShipStation account and set up your shipping carriers in ShipStation. Once we have turned on the integration for you, follow these steps to set up a new Store in your ShipStation account:

1. Choose Connect a Selling Channel (if you login to the 3 steps setup page) or click the wrench icon in the upper right, then Selling Channels  located under Import Orders.
2. Select Connect a Store or Market Place.
3. Search custom and select Custom Store.
4. Enter the URL for the XML page we provided you and use Test for user and password.
5. Map your statuses as follows:
   1. Unpaid Status: 3,4,5,6,7
   2. Paid: 2
   3. Shipped: 1
   4. Cancelled: none (you have to type the work ‘none’  field cannot be left blank)
   5. On-Hold: none
6. Click Test Connection  if all looks good, click Connect.
7. Add a store name (companyBE is recommended) and time zone.  We recommend checking the box to Allow this store to ‘auto-update’ periodically.
8. Once the store is connected, you can edit your store using options found under Settings > Store Setup.  We highly recommend turning on the Shipment Confirmation Email (found under the Notifications tab when you’re editing your store). Note: The POS will not automatically send customers shipping notifications when updated via ShipStation.

Ok, The integration is setup now. Here's what you should do to get familiar:

1. Give yourself some store credit and place a couple orders (either on the website or phone orders to be shipped).
2. Login to ShipStation and there is a sync button in the upper right (circle arrow), select 'update all stores'.
3. You can test ship your test orders, then void the shipment in ShipStation (ShipStation onboarding should be able to help if you need training on processing orders).
4. When you print your label for these, you should see them go away from the open web orders screen in POS2. If you look at the order details in End of Day report, you should see that the status was changed to completed/shipped, ship date and tracking should be there too.
5. One thing to keep in mind is that the current integration doesn't support partially shipped orders. So only process them in ShipStation if the entire order is being shipped.
6. You can always still manually process/update orders in the POS...You don't have to process them through ShipStation.
7. Have ShipStation onboarding help you set up your ship notification email template (under settings > templates > email templates).

ShipStation support can help you understand other options for your store setting and other features of their product, including how to process your orders.

You should be all set now.  When orders are marked as shipped in ShipStation, they will post back to our system, as explained in the opening paragraph here.  For any questions that ShipStation can’t answer for you, please contact [e-mail].