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Shipment Workspace Basics

The Shipment Workspace is the main working area where users review orders, create shipments, compare rates, generate labels, and update tracking information.

It is the Shipdexa equivalent of a command center.

Instead of moving between carrier websites, store admin pages, spreadsheets, and manual files, the Shipment Workspace keeps the shipping workflow in one desktop screen.

1. Open Shipment Workspace

To open the Shipment Workspace, select My Shipments from the left navigation.

You can also open it from:

  • Dashboard > Ready to Ship
  • Shopify > Store Orders
  • Etsy > Store Orders
  • WooCommerce > Store Orders
  • File > New Shipment

The Shipment Workspace can be used for:

  • Reviewing imported orders
  • Creating new shipments
  • Checking missing shipment information
  • Comparing carrier rates
  • Generating labels
  • Printing labels
  • Syncing tracking numbers
  • Reviewing shipment results

2. Review Orders Before Processing

Before creating a shipment, select an order from the workspace.

Shipdexa should show the most important order and shipment information in one place:

  • Customer name
  • Ship-to address
  • Store name
  • Order number
  • Order date
  • Items
  • Package weight
  • Package size
  • Shipping category
  • Current shipment status
  • Tracking status

If required information is missing, Shipdexa should highlight it before the user continues.

Examples:

  • Package weight is missing.
  • Postal code is missing.
  • Shipping category is required.
  • Package dimensions are not complete.

This helps prevent label mistakes before money is spent on a shipping label.

3. Process a Selected Shipment

After reviewing the shipment details, click Get Rates or Process Selected.

Shipdexa checks the selected shipment and starts loading available carrier services.

This action may include:

  • Validating the address
  • Checking package weight
  • Checking package dimensions
  • Loading carrier rates
  • Showing delivery options
  • Calculating shipment cost

The user can then select the best carrier service and continue to label generation.

4. Process Multiple Orders

The Shipment Workspace should allow users to select more than one order and process them together.

This matches your title mapping:

> Multiple Carets → Selecting Multiple Orders

Users may select multiple orders when they want to:

  • Create shipments in batch
  • Compare rates for several orders
  • Generate labels for multiple ready orders
  • Print several labels together
  • Update tracking for multiple shipments

Useful actions for selected orders:

  • Get Rates for Selected
  • Create Shipments
  • Generate Labels
  • Print Labels
  • Push Tracking to Store
  • Export Selected

This is very important for Shipdexa because shipping users usually do not want to process orders one by one all day.

5. Stop Live Rate Loading or Shipment Updates

Sometimes a shipment action may take longer than expected.

Examples:

  • Carrier rates are still loading.
  • A carrier API is slow.
  • Tracking sync is still running.
  • Label generation is waiting for confirmation.
  • Multiple shipments are being processed.

In this case, the user should be able to stop the action.

Possible buttons:

  • Cancel Loading
  • Stop Rate Check
  • Cancel Batch Process
  • Stop Sync

Shipdexa should clearly explain what will happen before stopping the process.

Example message:

> Rate loading will stop for the selected shipments. No labels will be generated.

For labels, Shipdexa should be more careful. If a label has already been purchased or created, cancellation may need to follow the carrier’s void or refund process.

6. Save Shipment Actions

This matches your title mapping:

> Query Favorite & Keyword Binding → Saved Shipment Actions

Shipdexa users may repeat the same shipment actions often.

Examples:

  • Get rates for Canada orders
  • Print Canada Post labels
  • Push Shopify tracking
  • Filter orders missing package weight
  • Export today’s shipments
  • Show only ready-to-ship orders

Shipdexa can allow users to save common actions as shortcuts.

Examples of saved actions:

  • Today’s Ready Shipments
  • Missing Package Weight
  • Shopify Orders Ready for Label
  • Canada Post Labels to Print
  • Tracking Not Synced
  • Pickup Required Today

Saved Shipment Actions help users work faster without rebuilding the same filters every day.

7. Open Shipments in Tabs

This matches your title mapping:

> Split Results into Tabs → Open Shipments in Tabs

Users may need to work on more than one shipment at the same time.

Examples:

  • One order is waiting for address confirmation.
  • One shipment is ready for label.
  • One shipment needs rate comparison.
  • One shipment has a tracking issue.

Shipdexa can allow users to open multiple shipments in tabs.

Example tabs:

  • Order #1045
  • Order #1046
  • Manual Shipment
  • Batch Label Review

This makes the desktop workflow feel faster and more professional.

8. Use Split Order and Shipment View

This matches your title mapping:

> Split Panes → Split Order and Shipment View

The Shipment Workspace can show order information and shipment information side by side.

Left side:

  • Order details
  • Customer details
  • Items
  • Store information

Right side:

  • Shipment address
  • Package details
  • Carrier rates
  • Label preview
  • Tracking status

This layout helps the user compare the original order with the shipment they are creating.

It also reduces mistakes because the user can see both sides of the workflow at the same time.

9. Work With Shipment Results

This matches your title mapping:

> Working With Query Results → Working With Shipment Results

After processing shipments, Shipdexa should show clear results.

Shipment results may include:

  • Label created
  • Tracking number generated
  • Tracking pushed to store
  • Rate failed
  • Address validation failed
  • Carrier unavailable
  • Shipment saved as draft
  • Label waiting to print

The user should be able to take action from the result screen.

Possible actions:

  • Print Label
  • Open Shipment
  • Retry Rate
  • Fix Address
  • Push Tracking Again
  • Export Result
  • Mark as Ready for Pickup

10. Review and Clean Shipment Details

This matches your title mapping:

> Format Query → Review and Clean Shipment Details

Before generating labels, Shipdexa should help users clean shipment data.

This includes:

  • Standardizing addresses
  • Checking postal codes
  • Checking missing weights
  • Checking missing dimensions
  • Confirming package type
  • Checking carrier requirements
  • Reviewing service names
  • Removing duplicate shipment drafts

This is one of the most valuable parts of Shipdexa because many shipping errors happen before the label is created.

11. Set Shipment Options and Parameters

This matches your title mapping:

> Query Parameters → Shipment Options and Parameters

Each shipment may need options before processing.

Examples:

  • Carrier account
  • Service type
  • Package type
  • Signature required
  • Insurance
  • Declared value
  • Pickup or drop-off
  • Saturday delivery
  • Residential address
  • Reference number
  • Custom package size

These options change the final shipment cost and available services.

Shipdexa should make these options easy to see before the user gets rates or creates a label.

12. Customize Shipment Workspace

This matches your title mapping:

> Customize Query Editor → Customize Shipment Workspace

Users should be able to customize the Shipment Workspace based on how they work.

Useful customization options:

  • Show or hide columns
  • Reorder columns
  • Save filters
  • Save workspace layout
  • Choose default carrier
  • Choose default package size
  • Choose default ship-from location
  • Change visible status badges
  • Adjust table density
  • Save preferred split view

For example, one user may care most about carrier cost, while another user may care most about tracking sync status.