Customize the Shipbridge Interface

Overview

The Shipbridge application lets you customize elements of the interface, giving you control over what information is displayed. This article provides comprehensive guidance on personalizing the application to reflect your preferences.

Read our Shipbridge Interface article for more information on the different elements and how to use them.

Video Tutorial

Customize Shipbridge

You can customize several elements of the Shipbridge interface, including order information within the grid, filter options, and design elements. Navigate to Menu and select Customize Interface or use the shortcut Ctrl+I to open the dialog window.

Order Tabs

In Shipbridge, orders are categorized by status: Unshipped, Shipped, and Requires attention. These are also the names of the Main Grid Tabs where your orders are loaded and displayed. The first two tabs are always enabled, while the third requires at least one of the settings described here to be checked. You can personalize each of those tabs from the Customize Interface window.

All columns are enabled by default. However, you can hide certain ones if you don’t need them. In the Customize Interface panel, go to the Orders Tab, uncheck the column you want to hide, and then click OK.

The order in which you see the list of checkboxes corresponds to the order in which the columns appear in the main grid. To re-arrange them, click on the column name and press Move Up or Move Down.

While you have a column selected, you can also adjust its width. Alternatively, you can also achieve this outside of the Customize Interface window by dragging the corner of a column within the grid itself.

Click on the Reset button to re-check all available columns at once. This only applies to the tab you are currently viewing.

Below is the full list of order columns available in the three tabs:

• Note - If the order has an associated Note, you will see an icon in this column. Click on it to see details.
• NoOfUnits - Shows the total number of units for all ordered items.
• Rush - Indicates if the order is a Rush Order.
• AV Flag - Shows Address Validation status.
• Gift - Indicates if the order is set as Gift.
• Order Date - Shows the date when it was placed.
• Promise Date - Displays Order Promise Date.
• Grand Total - Order total amount and all associated order fees.
• Kit - Shows if the order contains Kit Products.
• Channel - Displays the channel where the order was placed.
• NoOfPackages - Shows how many packages the order is set to ship in.
• Carrier - Displays Shipping carrier. You can change it by clicking on the cell and selecting a different service from the drop-down list.
• Royal Mail Service Offering - Shows if the order has Royal Mail Service selected.
• Customer - Displays the order Customer's first and last names.
• Address information - Ship to Address of the order.
• Company - The Company under which the order is created.
• Location Notes - Product location notes, if available.
• Signature Confirmation - Enable this to require the Customer’s Signature upon order delivery.
• Delivery Confirmation - Enable this option to require confirmation from the carrier upon order delivery.
• Reference - Channel reference number. This is a unique number assigned to the Order Item from the associated channel.
• Item Condition - Shows Item Condition.
• Source Order ID - The order ID received from the respective channel.
• Order Status - Indicates the order's Shipping Status.
• Shipping Rule - Shows if any shipping rules have been applied.
• Customer Service Status - Displays the current Customer Service status of the order.
• BackOrder Status - Indicates if the order is with a Backorder status, meaning that one or more of the items are currently out-of-stock.
• Package Type - Displays the Shipping Package Type selected.
• Saturday Delivery - Shows if the order has been marked for Saturday Delivery.
• Overnight Order - Shows if the order has been marked for Overnight Service.
• Address Type - Shows whether the address type is marked as Commercial or Residential.
• Customer Paid For Shipping - Shows the amount the Customer Paid for Shipping.
• Insurance Type - Shows the shipping insurance type - None/ Carrier/ Third-party.
• PayOnUseLabel - Shows if there is a Pay-On-Use Return label associated with the order.
• Is HazMat - Indicates if the order contains products marked as Hazmat.
• HazMat Description - Shows Hazmat item details.
• Email - The customer's email address associated with the order.
• Estimated Delivery - Order estimated delivery date.
• Order Import Date - The date when the order was imported into Sellercloud.
• Subtotal - The order's item price total before applying any additional costs or discounts.
• Insurance Cost - Shows the shipping insurance amount.

Clicking on the Order ID number will open the Order Details page in Sellercloud, where you can manage and edit order details.

Shipping Services Tab

The Shipping Services Tab displays Shipping Carriers and Packaging Types.

All columns are preselected by default. Unselect a column to hide certain carriers and packaging types and click OK. You can adjust how shipping options display in the drop-down menus of the carrier and package type columns. Select a column and use the Move Up/ Move Down buttons.

Order Sources Tab

The Order Sources Tab shows all core-integrated Channels. By default, all order source boxes are enabled. To hide a source, uncheck the box and click OK. When unchecked, that channel will not be an available option in the Channel Filter dropdown.

GUI Tab

In the GUI tab, which stands for Graphical User Interface, you can manage interface elements such as font size, row height, grid color, and various other indicators. Below is a list of all the settings within the GUI Tab:

• Make grid read-only until a row is checked - Enable this setting to prevent changes from being made on each column unless you select an order from the order grid.
• Automatically move shipped orders to the shipped tab - When enabled, once you ship orders, they will be visible in the Shipped Orders tab.

Requires Attention Orders Settings: Enable the following settings to select how orders are moved to the Requires Attention Tab:

• Auto move Requires Attention orders to the attention tab
• Auto move orders with backorder items to the attention tab
• Auto move corrupted orders to the attention tab
• Auto move orders with inventory quantity < 0 to the attention tab

Learn more about these orders in our Requires Attention Orders article.

SKU Column Settings in Grid

• Show parent and component SKUs in SKU column
  • Show ParentSKU in SKU column for Shadows
  • Only show parent SKU (hide shadow SKU)
• Show only kit component SKUs in SKU column
• Show ChildSKU in SKU column for Kits with extended number of units - Enable the settings mentioned above to choose how Kit and Shadow SKU information will be displayed in the SKU column of the Order grid.
• Use product name instead of order item display name - Enable this setting to use the Sellercloud product name instead of the Item's Display name from the order.
• Use requested product details where available - Enable this for Shipbridge to use the Requested Product's information.
• Grid link color: - Select a color to highlight Order ID and SKU hyperlinks in the Orders grid.
• Preprinted invoices color: - Choose a color to highlight the order rows with Reprinted Invoices.
• SKU column: Include qty per product - Enable this to include the quantity per product in the NoOfUnits column.
• Apply Saved Search on loaded orders - Enable this setting for Shipbridge to load orders that are associated with the saved search.

Filters Tab

From the Filters tab, you can manage all fields shown in the Shipbridge Filter Panel. By default, all filters are enabled. To hide a filter from the filter area, uncheck the corresponding checkbox and click the OK button.

The following settings are available:

• Allow partial SKU match in filter - Enable this setting to include search results that partially match the value you enter in the SKU filter.
• Allow alias and shadow SKU match in filter - This setting allows Shipbridge to include search matches not only with the Product ID but also with associated aliases and shadow SKUs.

See the full list of advanced filters explained:

• Location - Filter by the products' Location Notes.
• Carrier - Filter search by Shipping carrier ( USPS, UPS, FedEx, DirectLink, DHL Global, DHL, DHLeC).
• Date Range - Filter by Order Date Range.
• Invoice - Filter based on Printed/ Not Printed invoices.
• Destination - Filter based on whether the Ship to Address is Domestic or International. Domestic destinations include orders shipped within their origin country, whereas International destinations will filter for orders set to ship outside of their Ship From country.
• Rush Orders - Filter orders by Rush Status.
• Customer Note - Select Yes or No accordingly to show orders with or without Customer Notes.
• Kit - Show orders containing Kit Products.
• Items - Filter by Single or Multi-Item Orders.
• Gift Orders - Filter Orders by Gift Order status.
• Gift Wrap - Filter Orders based on the product’s Gift Wrap settings.
• Packages - Filter by Single or Multi Package type.
• Includes SKU - Filter Orders by SKU.
• BackOrder Status - Filter orders by Backorder status.
• Customer Service Status - Filter by Customer Service status.
• Saved Search - Select an Order Saved Search to be applied.
• Address Validated - Filter Orders by Address Validation.
• Package Type - Filter by Shipping Package Type.
• Military - Filter by Order Military Status.
• Keywords - Enter keywords associated with your order’s products.
• Amount and Weight - Filter Orders by Weight.
• User ID - Show Orders created by a specific User.
• Amazon Prime - Show Amazon Prime orders.

Copy Row Info

The Copy Row Info feature allows you to duplicate order details and paste them into chosen orders from the grid.

To customize which order details you can copy when using the Copy Row Info tool:

1. Navigate to Menu > Customize Interface.
2. Go to Copy Row Info and select which columns to copy.
3. Click OK.

To Copy Row info:

1. Select an order from the grid, go to Menu, and choose Copy Row Info.

2. Shipbridge will prompt you to specify your preferences for copying rows. Select Yes to customize these now or No to do it later. Then pick orders from the grid to replace their information with the selected one.

3. Once you’re ready, go back to Menu and choose Confirm Copy.