Platform documentation

Step-by-step guides

Statement-of-work style procedures for every workflow in the customer, shipper, and admin portals — including named printable statements, two-factor authentication, and partner contracts. Use the tabs below to switch audiences.

Each section lists purpose, prerequisites, numbered steps, and app routes.

SOWAudience: Shipping company owners, managers, and field staff who accept orders, scan packages, manage containers, deliver items, and run day-to-day operations.

Shipper Portal

Statement of Work — Shipper & staff operations guide

1. Access & organization

2. Order management

Accept, reject, create personal or customer shipments, and fulfill orders.

3. Labels & printing

Generate full labels and 2×2″ mini QR labels.

4. Scanning & field workflows

Universal scan hub for pickup, load, unload, and delivery routing.

5. Container lifecycle

Load, seal, transit, arrive, unload, and reopen containers.

6. Delivery

Last-mile delivery confirmation.

7. Catalog & pricing

Manage shippable items and rate cards.

8. Payments & subscription

Revenue, payouts, and platform subscription.

9. Customer care

Support tickets, disputes, and reviews.

10. Staff (field) portal

Simplified mobile workflows for warehouse and delivery staff.

11. Fulfillment lifecycle reference

End-to-end shipper workflow summary.

Step-by-step guides

Shipper Portal

1. Access & organization

1.1 Sign in

1.2 Shipper dashboard

1.3 Reports

1.4 Team management

1.5 Customers (CRM)

1.6 Permissions reference

2. Order management

2.1 Order inbox

2.2 Accept or reject orders

2.3 Individual — ship for yourself (Myself)

2.4 Public customer bookings

2.5 Order detail & timeline

3. Labels & printing

3.1 Print shipping labels

4. Scanning & field workflows

4.1 Universal scan

4.2 Pickup confirmation

5. Container lifecycle

5.1 Create a container

5.2 Load items into a container

5.3 Seal and mark in transit

5.4 Arrive and unload

5.5 Reopen a sealed container

6. Delivery

6.1 Deliver items

7. Catalog & pricing

7.1 Item pricing & catalog

7.2 Shipping rates

7.3 Staff scheduling (duties)

8. Payments & subscription

8.1 Payments & payouts

8.2 Organization subscription & account

8.3 Cancel subscription

8.4 Personal profile & your alerts

8.5 Customer order notifications

9. Customer care

9.1 Customer care hub

10. Staff (field) portal

10.1 Staff dashboard

10.2 Field scanning

11. Fulfillment lifecycle reference

11.1 Standard fulfillment path