Shipdexa Shipdexa Docs
Pricing Contact ← Back to site
Docs › Overview › Getting Started

Getting Started

Getting Started

For Shipdexa, the flow becomes:

  1. Connect a store
  2. Open orders
  3. Review order details
  4. Create shipments
  5. Compare rates
  6. Generate labels
  7. Push tracking back to the store
  8. Filter orders and shipments
  9. Manage pickup
  10. Import orders manually
  11. Export shipment history

1. Connect Your First Store

Before you can start shipping, connect at least one online store to Shipdexa.

Shipdexa is designed to work as a desktop shipping hub where your orders, shipments, rates, labels, and tracking updates can be managed from one place.

Information to prepare

  • Store name
  • Store platform
  • Store URL
  • API credentials or access token
  • Default ship-from location
  • Preferred carrier settings

Supported store types

Supported store types may include:

  • Shopify
  • Etsy
  • WooCommerce

How to connect a store

  1. Open Shipdexa.
  2. From the left navigation, choose Configuration > Stores.
  3. Click Add Store.
  4. Select the store platform, such as Shopify, Etsy, or WooCommerce.
  5. Enter the required connection details.
  6. Click Test Connection.
  7. If the connection is successful, click Save.

Once the store is connected, Shipdexa can import orders and prepare them for shipping.

2. Open Orders Quickly

After connecting a store, Shipdexa imports your orders into the desktop workspace.

You can open orders from the left navigation:

  • Dashboard
  • Shopify
  • Etsy
  • WooCommerce
  • My Shipments
  • My Pickup
  • History

Under each platform, you can see connected stores. For example:

  • Shopify
  • Store A
  • Store B

Click a store name to view its orders.

You can also use the search box to quickly find an order by:

  • Order number
  • Customer name
  • City
  • Province
  • Postal code
  • Tracking number
  • Shipment status

3. Review Order Details

Click an order to review its details before creating a shipment.

The order detail view should show:

  • Customer information
  • Ship-to address
  • Order items
  • Package weight
  • Shipping category
  • Store name
  • Order date
  • Fulfillment status
  • Internal notes

Shipdexa helps you check the order before buying a label, so you can avoid common mistakes such as missing address fields, wrong package size, or incorrect shipment weight.

4. Create a Shipment

After reviewing an order, click Create Shipment.

Shipdexa will convert the order into a shipment record.

A shipment includes:

  • Ship-from address
  • Ship-to address
  • Package size
  • Package weight
  • Carrier
  • Service level
  • Shipment cost
  • Tracking number
  • Label status

You can create one shipment from one order, or later support partial fulfillment when only some items are shipped.

5. Compare Shipping Rates

Before purchasing a label, Shipdexa can display available shipping rates.

Rates may be shown by:

  • Carrier
  • Service name
  • Delivery estimate
  • Price
  • Account type
  • Package size
  • Destination

Shipdexa can support different carrier account models, such as:

  • Shipdexa carrier account
  • User’s own carrier account
  • Store-connected shipping account

This allows users to compare options and choose the best service based on price, speed, and reliability.

6. Generate a Shipping Label

After selecting a rate, click Buy Label or Generate Label.

Shipdexa will create the shipping label and attach it to the shipment.

After the label is created, you can:

  • Print the label
  • Download the label
  • View the tracking number
  • Update the store
  • Mark the shipment as ready
  • Prepare pickup

The label should not be generated until the user confirms the shipment details.

This protects the user from buying labels with incorrect weight, address, or package information.

7. Push Tracking Back to the Store

Once the label is created, Shipdexa can send the tracking number back to the original store.

This helps reduce manual work and prevents tracking entry mistakes.

Tracking updates may include:

  • Tracking number
  • Carrier name
  • Tracking URL
  • Fulfillment status
  • Shipment date

For Shopify, this means the customer can receive tracking information directly from the store after fulfillment is updated.

8. Filter Orders and Shipments

Shipdexa should allow users to quickly filter orders and shipments.

Useful filters include:

  • Store
  • Platform
  • Order date
  • Shipment status
  • Carrier
  • Province
  • City
  • Missing package weight
  • Missing shipping category
  • Label created
  • Tracking synced
  • Pickup required

Filters help users focus on the records that need action.

For example, a user can filter all Shopify orders from the last 30 days where the package weight is missing.

9. Manage Pickup

Shipdexa can help users organize shipments that are ready for pickup.

The My Pickup section can show:

  • Carrier
  • Pickup date
  • Number of packages
  • Total weight
  • Pickup address
  • Shipment list
  • Pickup status

This gives the user a clear view of what needs to leave the warehouse or office.

10. Import Orders Manually

If a store is not connected yet, Shipdexa can support manual import.

Users can import orders from a CSV file.

The CSV file may include:

  • Order number
  • Customer name
  • Address
  • City
  • Province
  • Postal code
  • Country
  • Phone
  • Email
  • Package weight
  • Package dimensions
  • Item description

After import, Shipdexa can show the records in the order list and allow the user to create shipments from them.

11. Export Shipment History

Shipdexa can export shipment history for reporting, accounting, or customer service.

Export options may include:

  • CSV
  • Excel
  • PDF report

Shipment history can include:

  • Order number
  • Store
  • Customer
  • Carrier
  • Service
  • Tracking number
  • Shipment cost
  • Label date
  • Delivery status

This helps businesses review shipping costs, investigate problems, and keep records.