Welcome! In this quick start guide we take you through the steps to start shipping with Trunkrs, managing your shipments and managing your organisation within our new Shipping Portal.
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Organisation name → This the name of your company!
Contact email address → This is the person who we can approach if we have questions.
Street name + house number → The location of your company. If you have a separate warehouse address, fill this one out, as we use it to know where to collect shipments.
Postal code
City
Country → The country you are based in.
Creating your first user
Every new organisation needs a first user. This will automatically be the owner of the organisation, but do not worry, you can always change this later! Fill out the details in the first user form underneath the organisation form.
Email address → We really only need an email address, no password needed.
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Go to Settings > Manage Users
Click on + invite users
Enter the e-mail address of the person you’d like to add
Select the role of the user
Click on send invites
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Tip! Be scarce with handing out Admin roles. Don’t have more than 2 active admins. |
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Managing your users
Go to Settings > Manage Users
To change roles click manage users
Either revoke the account or change it’s roles
Integrating your webshop via Plug-in
To connect your webshop to the portal go to:
Settings > Integration management
+ Add integration
Select the desired plugin or integration:
WooCommerce
Shopify
Magento 2
Lightspeed
Follow the steps in the integration wizard. Links can be found below:
Shopify documentation
Lightspeed documentation
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Shipment Creation
Within the Trunkrs Shipping Portal there are multiple ways to create shipments. In this section we will go over the possible ways and explain how to use them.
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To make sure your shipment data is correct and usable for creating shipments, you will be shown a review window. In this overview you can see all the shipments that we are about to create for you. Any missing or incorrect data will be highlight in red. If you have red fields, you can simply add or edit data to these fields in this view, no need to go back and re-upload.
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This list forms the home page of the application. It’s the list that shows all of your shipments, both new and old, freshly created and already delivered. By clicking on one of the shipments you can view everything has happened to it.
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Searching Shipments
As you go, you are building up a lot of shipments. This might make it hard to find back particular shipments. That’s why we have created a simple, yet powerful Smart Search for you. Simply hit the search bar at the top of the Shipments List, select what you would like to search for and you will have the shipment(s) you are looking for in no time.
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