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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Before you can access the portal, you will need to provide some details about your organisation, so we can set you up. This will provide us the necessary information about your company, but also - for example - where we will be collecting your shipments. Simply fill out the details in the form you are seeing in front of you after accepting the invite.
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
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
Managing your organisation
Go to Settings > Manage Organizations
Select the Manage
on the organisation you like to manage
Change the value’s for your organisation
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Changing the address here does not change the address known to our collection department, if your collection address needs to be change contact your Customer Succes Manager or your Account manager. |
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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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Click on a shipment > on the right side you see the signature or you see document type with last 2 digits of the document.
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Filter shipments
You are able to search for specific shipments, based on the Creation Date, the Trunkrs number, or even the Reason Code.
In order to do so, click on the search bar, and select the filter you would like to use. Then click on Search/Zoeken, and you will get to see only the orders that fit the filters you have selected.
For example, here is a filter on reason code.
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And just see the results based on your search. You can apply several filters at once.
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Giving feedback
As the Shipping Portal is still under heavy development, we cherish all the feedback that we can get on how to improve the application to be the best possible for our customers. Therefore we ask you kindly to give feedback on anything that you have noticed while using the application.
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