Documentation Overview

Welcome to Floship

Quick Summary: Your starting point for the Floship portal — find guides for every feature here

Overview

The Floship portal is your central hub for managing orders, inventory, shipments, and returns. From here you can create and track orders, monitor stock levels, set up integrations with your e-commerce platforms, and view billing information.

This documentation covers every section of your portal. Each guide matches a menu item you see on screen, so you can quickly find instructions for any feature.

Quick Start

New to the portal? Follow these steps:

  1. Review Portal Navigation to learn where everything is
  2. Set up your account in Account Setup
  3. Check your Dashboard for an overview of your operations
  4. Browse the section relevant to your needs using the sidebar
  5. Use the search bar to find specific topics

What You Can Do Here

Portal Section What It Covers Start Here
Orders Create, track, and manage your sales orders Orders Overview
[pref is_returns_enabled]
Returns Request and track return shipments Returns Overview
[endpref]
Inventory Manage products, packaging, and stock levels Inventory Overview
ASN Send advance shipment notices for inbound stock ASN Overview
Tracking Monitor order delivery status Tracking Overview
[pref som_via_automation_rules]
Automation Rules Set up rules to automatically process orders Automation Rules Overview
[endpref]
Integrations Connect your e-commerce platforms Integrations Overview
[pref is_invoice_ui_enabled]
Billing View invoices and account balance Billing Overview
[endpref]
[pref can_access_shipping_calculator]
Shipping Calculator Estimate shipping rates Shipping Calculator
[endpref]
Addresses Manage exporter, importer, and broker addresses Addresses
Work Orders Request special warehouse tasks Work Orders Overview
[pref is_documents_enabled]
Documents Access shipping documents and pallets Documents Overview
[endpref]

How Each Guide Is Organized

Every page in this documentation follows a consistent layout:

  1. Overview — what the feature is and why it matters
  2. Quick Start — step-by-step for the most common task
  3. Detailed Guide — in-depth coverage matching portal tabs and panels
  4. Workflows — real-world scenarios with step-by-step instructions
  5. Troubleshooting — common issues and how to resolve them
  6. Related — links to related pages

Detailed Guide

Your First Day

After your account is set up, here is the recommended order for getting started:

  1. Review your dashboard — check that order and inventory data is flowing correctly
  2. Connect integrations — link your e-commerce platforms so orders import automatically. See Integrations Overview
  3. Check products — verify your product catalog has accurate SKUs, dimensions, and weights. See Products
  4. Set preferences — configure order approval type, notifications, and other account settings. See Preferences
  5. Test an order — create a test order to verify the full flow from creation to fulfillment

Common Tasks by Role

Task Where to Go
Track a shipment Orders → find the order → check Tracking
Check stock levels Products → view stock column
Get a shipping quote Shipping Calculator → enter package details
View your bill Billing → review account statement
Set up a store connection Integrations → add new integration
Download shipping documents Orders → order detail → labels/documents
Task Where to Go
------ -------------
Send stock to warehouse ASN → create a new ASN

Documentation Tips

  • Every guide has a Quick Start for the most common task
  • Workflows show step-by-step real-world scenarios
  • Troubleshooting tables at the bottom of each page cover common issues
  • Use the search bar to find specific topics across all documentation

Workflows

Workflow: First Day Setup

When: You just received your portal access.

Steps:

  1. Log in and review your Dashboard
  2. Navigate to Account Setup and verify your profile
  3. Connect your e-commerce store via Integrations
  4. Check your Products catalog for accuracy
  5. Create a test order to verify the full flow

Result: Your account is configured and ready for live orders.

Workflow: Find Help for a Specific Feature

When: You need guidance on a portal feature.

Steps:

  1. Use the search bar in the documentation to search by keyword
  2. Or browse the sidebar to find the section matching your portal menu
  3. Each page has a Quick Start for the most common task and Troubleshooting for issues

Result: You find step-by-step instructions for the feature you need.

Troubleshooting

Issue Cause Solution
Cannot find a feature described in docs Feature may require specific permissions or account configuration Contact your Account Manager to verify your access
Page shows "not found" when clicking a link Documentation may have been recently reorganized Use the search bar or browse the sidebar to find the page
Portal menu items differ from docs Some menu items depend on your user permissions and account setup Only sections you have access to appear in your portal menu
Information seems outdated Feature may have been updated since last doc revision Contact support at qa-testing+operations@floship.com

Need Help?

  • Search: Use the search bar at the top of any page
  • Sidebar: Browse all topics by section
  • Support: Contact qa-testing+operations@floship.com
  • Documentation: Click Documentation in your portal menu to access these guides

FAQ's

Why can't I see certain menu items? Menu visibility depends on your user permissions and account configuration. Contact your Account Manager to request access.

Is there a mobile app? The portal is web-based and responsive. Access it through your mobile browser.

Where do I find my API credentials? See Account Setup for instructions on accessing your API keys.

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