The SHIPSI Merchant Panel makes it simple for you to keep track of your deliveries, schedule new deliveries, and update your location settings. 

To log into the panel go to app.shipsi.com, and enter your login information.

Here’s a little about each of the items on the menu at the left and how you can make the most of them. 

Deliveries

This is where you can see all of your deliveries in one place – you can check their status as well as click to open the tracking map and see exactly where the driver is along the route. You can also expand the view to see even more details about each delivery.

Schedule Delivery

For phone orders, in-store requests, or other deliveries that did not come in through your online store, you can go to this section and book a delivery on the fly. Simply enter the recipient’s delivery details and hit the “Schedule Delivery” button. You can track the status of this delivery and view the details in the “Deliveries” section.

Manage Locations

This is the control center that determines when and for which customers SHIPSI Instant Delivery will appear as a shipping option on your checkout page. Remember, SHIPSI will only be an option for those who live within 10 miles (or your delivery radius) from your distribution locations. So the more locations you add, the more customers who can get their order within hours. You can also change the settings of your current locations, such as available hours, pick and pack time, holidays, and who receives notifications and alerts.

FAQ

Have a question about how SHIPSI Instant Delivery works? Check out our Frequently Asked Questions to find the answer. If you still would like more help, simply click the “Support” button on the bottom right of the screen to reach out to us directly.

Welcome Guide

Love this helpful information so much you want to refer back to from within the portal? Don’t worry, you can always click on the Welcome Guide to see this overview of all menu items.

These are general guidelines for how to prepare an order for delivery. You can adjust your process according to your specific pick and pack procedures.

1. You will receive an email (and text if you’ve also opted in for text alerts) notification with your store’s order number.

2. Log into your Shopify account, click Orders, and open the order associated with this order number.

3. Click to print the packing slip or order page for this order and prepare the order for delivery.

4. Make sure the order is clearly marked with the customer’s name and the order number to help ensure you are giving the driver the correct order. If you are using SHIPSI stickers, put this information on the sticker and attach the sticker to the outside of the package.

5. Once the driver picks up the package, go back to the order within your Shopify account and mark the order as fulfilled. You can also enter in the SHIPSI tracking link here. If you have chosen to auto-fulfill orders once the driver has picked up the package, this will be automatically done within your account. For instructions on how to have SHIPSI automatically mark orders as fulfilled once the driver picks up the order, click here.

Your SHIPSI account is automatically set up to pass the delivery price onto your customers when they choose SHIPSI Instant Delivery as their shipping option at checkout. If you’d like to cover all or part of the cost of delivery, you can do this via the following methods.

Please note that you will still be billed for the full delivery price on your monthly invoice.

Flat-Rate Delivery Pricing

Offering a flat-rate delivery price means that customers will always pay the same price for delivery. You can offer a single flat-rate or offer tiered flat-rates depending on the customer’s order total. 

1. Log into the SHIPSI Portal.

2. Go to LOCATION SETTINGS from the menu on the left of the screen.

3. Click the button at the top that says Delivery Price Settings.

Subsidized Delivery Pricing

Subsidizing your delivery price means that you will always cover a fixed amount of the delivery price, and your customer will cover the rest. For example, if you want to subsidize $5.00, and the actual delivery price is $9.50, your customer will see a SHIPSI Instant Delivery price of $4.50 at checkout.

1. Log into your Shopify account.

2. Go to Settings / Shipping and Delivery.

3. Click the “Manage rates” within the “Shipping” section.

4. Scroll to the bottom of the page to where it shows “Shipsi/Fulfillment (Rates provided by app)” and click the “…” at the right.

5. Click “Edit rate”from the drop-down menu.

6. In the pop-up window, scroll down to the “HANDLING FEE” section.

7. In the “Flat amount” box, type and “-” followed by the amount that you would like to subsidize your shipping cost. This means that your customers will see the SHIPSI delivery price minus this amount. 

8. If you would like to charge an additional amount to your customer for every delivery, you can enter in the amount without the “-“. (We don’t recommend this!)

9. You can also choose to add or discount the delivery price for your customers by a percent amount, by entering a number into the “Percentage” box.

Please note that if you use this function, your invoice will reflect the actual delivery cost and not your subsidized price that appears on your checkout page.

If you would like SHIPSI to automatically mark your order as fulfilled in your Shopify account as soon as a driver has picked up, follow these steps. Once the order is marked fulfilled, the items in the order will be deducted from your inventory.

If you do not do this, you will need to manually mark the order as fulfilled from the Order Details in your Shopify account.

1. Log into the SHIPSI Merchant Panel.

2. Go to your LOCATION SETTINGS from the menu at the left of the screen.

3. Click the button at the top of the page that says “Inventory/Fulfillment Tracking Settings”.

4. Click the “Add” button when this pop-up appears.

5. Add your Shopify Location ID into the box next to Fulfillment Location ID.

6. Make sure the switch above this box is toggled to the left and is green in color.

7. Click the “Save” button.

If you have multiple shipping profiles set up within your Shopify account, you must enable SHIPSI before it will appear at checkout.

1. Log into your Shopify account and go to Settings > Shipping and Delivery.

2. Scroll down to the appropriate shipping region and click “Manage rates”.

3. Click the “Add rate” button.

4. Check the circle next to “Use carrier or app to calculate rates”.

5. Choose “Shipsi/Fulfillment (Rates provided by app)” from the dropdown menu.

6. Click Done.

From the SHIPSI Merchant Panel, you can manually schedule deliveries that don’t come in through your e-commerce site. This can be useful to deliver to customers who place orders over the phone, store-to-store transfers, sending items for PR or photography, etc.

1. Log into the SHIPSI Merchant Panel.

2. Click SCHEDULE DELIVERY from the menu on the left.

3. Select your Pickup Location.

4. Enter in the details for the delivery.

5. The cost of this delivery will appear in this box.

6. Click the SCHEDULE DELIVERY button and a driver will be on the way soon!

The Holiday Calendar allows you to make SHIPSI unavailable on particular days without adjusting your hours of operation. For example, if you are unable to fulfill delivery orders on Memorial Day, you can mark that Monday off on your holiday calendar, and all other Mondays will still remain active.

Here’s how to do it.

1. Log into the Merchant Portal and go to your Location Settings.

2. Find which location you want to adjust the holiday calendar and click the ^ in the top right next to “Actions”.

3. Click “Edit”.

4. Scroll down the page to the Holiday Calendar box and click the top right corner to expand the box.

5. Double click on the day that you want to make unavailable for SHIPSI Same-Day Delivery until it turns red. 

6. When you are finished, scroll to the bottom of the page and click the “Save” button.