Portal Navigation

Portal Navigation

Quick Summary: Use the menu, search, notifications, and account controls to move through Floship

Overview

The portal uses a main menu for sections and page-level controls for records. Search, notifications, and account options provide faster routes to common tasks.

Sections, child pages, and account options appear only when your access and account configuration allow them.

Quick start

  1. Open Dashboard for current order and shipping activity.
  2. Use the menu or sidebar to open another section.
  3. Open search when you know an order or product identifier.
  4. Use the notification bell for recent alerts.
  5. Open the profile controls for account settings, support, and logout.

The left menu contains the main sections and their child pages.

Menu Child pages
Dashboard Order and shipping overview
Orders Orders List, Crowdfunding Batches, Master Orders, Pallets List
FIC Orders Master Orders, Pending Child Orders
Returns Return Orders, Return Items, Return Policies, Return Reasons, Return Analytics; Return Conditions can also appear
Tracking Order Tracking; Client Tracking can also appear
Inventory Products, Group Items, Item Variants, Packaging, ASN
Automation Rules Order processing rules
Shipping Options Shipping-option list
Work Orders Warehouse work requests
Tasks Task history

Only one of Automation Rules and Shipping Options appears, based on how your account manages shipping-option rules. Other menu entries can also depend on enabled features and preferences.

At some window widths, later sections move under Others. Open Others when a known section is not in the first part of the menu.

User menu

Open the avatar or settings icon at the bottom of the left menu.

Item What it does
Account Management Open the available account settings
Billing Open invoices and account billing when available
Addresses Open the address book when available
Shipping Calculator Estimate shipping costs when available
Documentation Open this documentation
Developers Open API tools when available
Help Open help resources when enabled
Logout Sign out after confirmation

The account menu shows options available to your user.

Click the search icon, or press Ctrl/Cmd + K, to open search. Describe what you need or enter a record number.

Search finds available pages, filtered lists, orders, products and other records within your account access. For an order, search matches its number, client PO, or tracking number, and it matches the recipient's full name or complete email address on your own orders, including delivered orders. Matched values are underlined. The chips beside a result show the filters that will apply when you open it.

For an exact barcode match, enter products upc 00012345 . Leading zeros stay intact. Search one UPC at a time. Different UPCs in one request prompt you to choose one. For a setting value, try automatic order approval setting . Invoice results follow the invoices available in your billing page.

Move with the arrow keys to read a result's details. Press Enter, or click the result, to open its page. Press Escape to close search. The first results remain usable while the search finishes reading your request. Press Ctrl/Cmd + Enter to open a result in a new tab and keep search open. Select Clear search beside the field to start another request.

When the assistant is available, a message icon appears at the right side of the search field. Hover over it or focus it with the keyboard to read Ask Assistant. Select it to copy your request into the assistant composer. Review the question and send it there. Finish or clear an existing assistant draft before transferring a different request.

Available details include shipment places, courier, destination country, source, order lines, product measurements, invoice amounts and settings. Card fields use one column on phones and two columns on wider screens, with the label above each value. Company logos, product images and integration logos appear when available. One result uses a single compact card. Its heading opens the result, and its details scroll together. Select Open result on a card to open its record. On a phone, tap a row to preview it first. If the card says Preview unavailable, select Retry preview. The result list stays available. A tracking map shows recorded tracking locations. Cards do not show a shipment-route summary. If a requested value is missing, the card says Not recorded and keeps the record link. With several results, the list and selected details scroll separately on small screens. When the same name identifies more rows than the panel can show, the status asks you to narrow the search. If external interpretation is used, emails, phone numbers, addresses, credentials and record identifiers are masked before they leave the portal.

Notifications

Open the bell from the menu controls.

An unread marker appears on the bell. Select it to review recent notifications. Select View All to open the Notifications page.

Announcements

When announcements are enabled, a news control can appear in the menu controls. Use it to read product updates and release announcements.

Keyboard shortcuts

Shortcut Action
Ctrl/Cmd + K Focus global search
/ Focus search when you are not in an input
Esc Close an open sidebar or clear search
Ctrl/Cmd + S Submit the current form's primary action

Usage analytics

When usage analytics is enabled for an account, the portal records page and control usage. It does not send page text, form values, URLs, query strings, or selectors.

Ask a portal administrator about analytics availability or removal of analytics collected for your user.

Page layouts

List pages

List pages show records with controls for the available data. Use page search, filters, sorting, exports, or bulk actions when those controls appear.

On phones, … opens the available table actions. These can include Columns, export, bulk actions, and Bulk search. Choices open in bottom drawers, with one option per row. Selected and pinned filters share a row below search. Scroll that row sideways to see more filters. Open Add filters for date ranges and other conditions when that control appears. Use Back to filters to choose another filter without clearing your current selections. The pagination footer stays at the bottom during loading and empty results.

Detail pages

Select a record to open its detail page when details are available. Actions on the page depend on the record's current state and your access.

Workflows

Find an order

  1. Press Ctrl/Cmd + K to focus search.
  2. Enter the order number, client PO, or tracking number.
  3. Select the Order result.

Troubleshooting

Issue Cause Solution
A menu item is missing The feature, route, or account preference may not be available to your user Ask your company administrator to review your access and account setup
Only one of Automation Rules or Shipping Options appears The menu follows the account's shipping-option configuration Use the section shown for the account
A known section is not in the first part of the menu Later sections can move under Others at some window widths Open Others and look for the section
Search returns no result No available page or record matches your request Check the spelling or try a record number
The bell shows no recent item The notification may not have arrived yet, or View All may contain older entries Open View All and reload the page if needed
An account menu option is missing Your user or account configuration does not provide it Ask your company administrator to review the required access

Related Articles