On the Edit Account screen, you can modify the settings for an account. The layout and organization of this page is similar but not identical to the view-only Account Settings page.
This page has many sections that organize the various settings available.
Once you have made any changes to the settings, at the bottom of the page, you can click Update Account or Cancel.
The page’s sections include:
Example
Details
Setting | Description |
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Is disabled – Select checkbox to disable this account in the system. | |
Uuid | A universally unique identifier for the account. See https://en.wikipedia.org/wiki/Universally_unique_identifier . |
Sfdc | The Salesforce (SFDC) identifier for the account. The SFDC ID is a unique, 18-character identifier of any records located in Salesforce organizations. |
Parent account | A drop-down that lists all the accounts in the system. If this account has a parent account / company, select it from this drop-down. Default is blank. |
Stripe customer | The Stripe customer account ID. [DO NOT USE - TO BE DEPRECATED] |
Owner | The ID of the account owner or user. |
Company | The ID of the company. This ID number matches the URL on your browser (example: shiphawk.com/aadmin/accounts/4845). Sometimes you'll see tickets about what account to log into refer to the number instead of the company’s name. |
Time zone | The time zone for this account. (Select from the drop-down.) Typically, this is set to the time zone for the main warehouse. |
On credit – allows customers to ship without entering billing information. [DEFAULT IS ON: DO NOT TURN OFF - TO BE DEPRECATED] | |
Allowed item types | Select the checkboxes to allow the following item types: parcel [DEFAULT IS ON: DO NOT TURN OFF - TO BE DEPRECATED] handling_unit [DEFAULT IS ON: DO NOT TURN OFF - TO BE DEPRECATED] unpacked [DEFAULT IS ON: DO NOT TURN OFF - TO BE DEPRECATED] |
External shipments enabled – enables shipments to be made outside of ShipHawk. If selected, a user can book a shipment not using ShipHawk’s shipping function. [DEFAULT IS ON: DO NOT TURN OFF - TO BE DEPRECATED] International enabled – enables international shipping to be shown on user interface (but does not affect API usage). [DEFAULT IS ON: DO NOT TURN OFF - TO BE DEPRECATED]
Include Freight Cost on Commercial Invoice by default [DEFAULT IS ON: DO NOT TURN OFF – TO BE DEPRECATED] Use order shipping price as freight costs on commercial invoice – uses Order shipping price for Commercial Freight cost field: only select this option if this account always ships complete for international orders. [DEFAULT IS ON: TYPICALLY KEPT ON – TO BE DEPRECATED] To be deprecated because this behavior is managed from the user interface in Commercial Invoice Settings - Confirm with Nibesh Moktan Auto dispatch enabled – enable Auto Dispatch option when shipped is clicked. Dispatch is always used with Freight and LTL. When you book a shipment, ShipHawk will automatically try to dispatch if possible. Turn off if there are regular carrier pickups. Synchronous dispatch – sets all dispatches to occur synchronously instead of being completed as a Sidekiq job. [NEED FOR THIS SETTING UNCLEAR?] Test account – specify whether this account is for testing purposes. Use only as required for a production account that is being used for testing purposes. Demo account – demo accounts show sample data on the dashboard instead of using real data. Use only as required for a production account that is being used for demo purposes. For instance, if ON, we show mock data in the Weekly Shipping Performance Report in the Web Interface; if OFF, show the actual data for the account. | |
Demo Shipments per Month | Specify number of sample shipments per month to show on the dashboard page for demo purposes. Use parent tariff [TO BE DEPRECATED] Allow address label [ALWAYS ON - TO BE DEPRECATED] Bol enabled – select to enable Bill of Lading (BOL). [ALWAYS ON - TO BE DEPRECATED] Team ww include declared value – select to include Team Worldwide declared value. [TO BE DEPRECATED] Printnode enabled – ON by default. (PrintNode is a connector software program that allows ShipHawk to seamlessly communicate print jobs (labels, packing slips, pick tickets, etc.) to your locally or server-installed printers.) Generate proposed shipments when orders created – used anytime a customer wants to generate a proposed shipment when an order is created. for syncing item fulfillments as orders. Regenerate proposed shipments when orders updated - delete and regenerate an order when it changes (for example, new line item needs to be added to the order). Copy proposed shipments when split orders – when selected, ShipHawk will propose using the same proposed shipment data (for example, box size and so on) for proposed shipments that have been split from an original proposed shipment. (Typically for customers who do not have an ERP. ) Manually Generate Proposed Shipment Labels [COX AUTOMOTIVE FEATURE ONLY] Recalculate Package Weight when Items are changed – specifies that the system automatically updates package weight as you add items from the user interface (use of this setting assumes the merchant has the right data in the system for the weights of all items). Allow export shipment line items [COX AUTOMOTIVE FEATURE ONLY] Ns closed orders sync – enable to synchronize closed orders in NetSuite [CHECK WITH Nibesh Moktan ] Send tracking email – send tracking email automatically to the merchant’s end customer. The email includes a link to the merchant’s branded tracking page. Merchants (that is, our ShipHawk customers) pay for this feature. Utilize pms – use Product Management Service (not set for BigCommerce accounts). Always ON. When checked, the Products tab will be available. [REMOVE – TO BE DEPRECATED] Hazmat enabled – select to enable hazardous materials service. (Account-specific setting.) Allow shipper’s letter of instruction – Always ON. (A shipper’s letter of instruction, or SLI, is an optional shipping document that communicates specific instructions from the shipper to their freight forwarding agents or intermediate consignee, usually for air or ocean shipments.) [TO BE DEPRECATED] Allow military labels – allows shipments to military addresses (domestic addresses even for international military). [ONLY FOR NOBLE SUPPLY & LOGISTICS] Allow return label tracking – Always ON. [TO BE DEPRECATED] Combine orders merge proposed shipments – When orders are combined, also combine the proposed shipments for those orders. Always ON. (Default should be ON.) Allow external shipping price markups – For this account, after a shipment has been booked, the merchant can mark up or down manually in the user interface, or from a rule. |
Max return tracking days | Specify the number of days after which ShipHawk will stop tracking the return shipment if no tracking events have been recorded yet. Example: 60. When Allow return label tracking (above) is enabled, this setting tells ShipHawk how far back to look for a return shipment. Auto void not sent shipments [TO BE DEPRECATED] this setting was used when ShipHawk was functioning as a freight broker, and is now no longer used. Allow delete credentials – [???] allows merchant to delete their shipping API credentials. Always ON. [TO BE DEPRECATED] Disable add proposed shipments for shipping clerks – allows or prevents a shipping clerk from creating a proposed shipment. OFF by default. Disable delete proposed shipments for shipping clerks – prevents clerk from deleting a proposed shipment. OFF by default. Prefer api params for items – Should be on by default for every customer. [REVIEW FURTHER-THIS IS A SCARY BUTTON] Don’t touch unless you know what you’re doing. Enable ups ready – enables new features for UPS Ready, but now should be deprecated (two years old) [TO BE DEPRECATED] Enable IF Write Backs - enables write back reporting, enable for every NS customer. [MOVE – to NetSuite integration settings] Deprecate order origin address – temporary flag to eliminate the concept of an origin address on outbound shipments because people are shipping from warehouses. [TO BE DEPRECATED - after it can be safely enabled for everybody] Convert pdf from zpl to 4 by 6 – Special setting to help with rendering ZPL data (check with Vasiliy Sablin ) |
Default destination phone number | The phone number offered by default for the destination. |
Rate Timeout (sec) | Specify the cutoff time for receiving rate requests from carriers. [Check with Vasiliy Sablin – e.g., five seconds from the time when we initiate carriers…] |
Freight class override | Select to override freight class. Will override every packages freight class on the BOL to this value. It will not override anywhere else. [CHECK - FLAG FOR DEPRECATION] |
Nmfc override | National Motor Freight Classification (NMFC). Will override every packages NMFC on the BOL to this value. It will not override anywhere else. [CHECK - FLAG FOR DEPRECATION] |
Return label service | Class of service for returns. If not set, uses same service as label creation service. Typically, specify a lower level of service for return labels. For example, if the shipment to the customer was Next Day delivery, the return label could be Ground delivery. |
International return label service | Class of service for returns. (Typically, specify a lower level of service for return labels.) |
GI code | [TO BE DEPRECATED] – GL CODE! |
Child accounts feature set | Select from the following:
|
Select items button mode | Select from drop-down: in_each_piece or in_all_pieces. Verify order line items Include packing slips into labels [WILL BE DEPRECATED - once AutoPrint enabled for all customers and autoprint addresses batch processing] Include Carton/Pallet labels into combined label [WILL BE DEPRECATED - once AutoPrint enabled for all customers] |
Label image format | Select from:
|
Label size format | Select from the following:
|
Batch print labels by | Select from the following:
|
Warehouse carrier zone table | Select from the following:
Used if you want ShipHawk to select which warehouse to ship from based on closest destination address. |
Netsuite order fulfillment strategy | For the NetSuite order fulfillment strategy, select from the following: [Should be moved to NS integration settings] – ( Stopped here on )
Persist external fulfillment carrier – Select checkbox |
Edge time to next ship date | Enter time in |
Packing slip reference numbers | Enter reference number names separated by commas. Applies to packing slips in ZPL format. Example:
Disable lets talk – select to disable the Let’s Talk platform for this account. |
Order calculate age from | Select from the following:
|
Newquote defaults | |
Charge label fee for custom tariffs | Select whether to charge label fee for custom tariffs. |
License plate enabled | Select to enable license plate. |
Tote number enabled | Select to enable tote number. Show/Hide Example Config button |
Shopify meta namespace | For Shopify, the namespace groups metafields for specific parts of your store. See: https://help.shopify.com/en/manual/metafields/metafield-definitions/metafield-definition-parts |
Primary color | |
Display name | Specify the company's display name. |
Logo path | (Merchant Info) branded tracking page. |
Continue shipping url | (Merchant Info) |
Facebook link | (Merchant Info) |
Pinterest link | (Merchant Info) |
Twitter link | (Merchant Info) |
Instagram link | (Merchant Info) |
(Merchant Info) | |
Phone number | (Merchant Info) |
Favicon url | (Merchant Info) |
Contact info text | (Merchant Info) |
Ad image url | (Merchant Info) |
Ad target url | (Merchant Info) |
Subdomain | (Merchant Info) |
Return policy url | (Merchant Info) |
Max number of amazon mws integrations | Specify the maximum number of Amazon Marketplace Web Service (Amazon MWS) integrations. |
Max number of amazon vendor central integrations | Specify the maximum number of Amazon Vendor Central integrations. |
Max number of magento integrations | Specify the maximum number of Magento integrations. |
Max number of magento2 integrations | Specify the maximum number of Magento2 integrations. |
Max number of shopify integrations | Specify the maximum number of Shopify integrations. |
Max number of ebay integrations | Specify the maximum number of eBay integrations. |
Max number of netsuite integrations | Specify the maximum number of NetSuite integrations. |
Net suite request page size | Specify the NetSuite request page size. |
Wms hostname | Specify the ShipHawk WMS hostname. Example: |
Deprecations, experiment flags, risky change feature flags
Setting | Description |
---|---|
(general) | Expand packages for pre-packing |
Use actual rate node for FedEx | No / Yes Use unified OrderLineItem finder (temporary setting) Get ship_date from Rate (temporary setting) Should pack kit components when PS is generated from Integration and has LPN Correct assigning SLI to PS based on RF-Smart packing (temporary setting) Ability to reuse SSCC code for package if package was deleted/added after print Carton Label (temporary setting) Should use new Amazon SP-API instead of MWS Use warehouse address as an origin address for getting rates when warehouse_code passed Do not assign Warehouse address attributes for Order line items Use TariffSelector to assign shipment tariff Use new data for “third party freight charges bill to” section in the BOL |
Smart packing (Packing Algo)
Setting | Description |
---|---|
(general) | Packing enabled Smart packing Smart Packing works only if if all items have dimensions and box sizes are accurate. This setting enables the Smart Packing™ feature. ShipHawk displays the suggested box or pallet composition on the Proposed Shipment screen for each shipment order. This setting is required to begin using the Smart Packing™ feature. Allow box telescoping – When this setting is enabled, Smart Packing will attempt to pack any oversized items with multiples of the same packing material to create a new custom packing material to pack the item. This process is called telescoping. The new telescoped box is still subject to the parcel weight limit of 150 lbs and any relevant dimension restrictions. Allow boxes to be cut down – allow the Smart Packing™ algorithm to suggest creating cut down boxes. A cut down box is made by cutting along the seams of a box and folding the resulting flaps down to make a smaller carton. This suggestion is given when the smallest available box is still too large along one dimension. This setting is optional and must not be enabled for businesses that are unfamiliar with or not set up for cutting down boxes. Avoid creation of custom box Include material wrappers |
Pallet edge offset | Minimum distance from item to edge of pallet; can be positive or negative. Default: 2 This is the amount of space we will leave around the edge of a pallet. Default is set to "2" which means that we will leave 2" inches of space around the entire pallet. This is the amount of space we will leave around the edge of a pallet. Default is set to "2" which means that we will leave 2" inches of space around the entire pallet. Example: 48x48x4 pallet with a 2" offset leaves 44x44x4 of packing space. |
Max regular box aspect ratio | Default: 10.0 The maximum length-to-width ratio for a regular box. |
Max spike box aspect ratio | Default: 40.0 A spike box is a box whose length-to-width ratio resembles a javelin or “spike.” Example: long tubes. |
Min spike box aspect ratio | Default: 5.0 |
Spike item aspect ratio | Default: 10.0 |
Spike item min length | Default: 24.0 |
Smart packing simplified after | Number of items after which Smart packing will switch to a faster mode (when items rotated as LWH, and LWH only) Example: 500 |
Palletize when weight exceeds | Palletize when weight (lbs) of items to be packaged exceeds the specified value. Default: 70 |
Palletize when dimensional weight exceeds | Palletize when dimensional weight (lbs) of items to be packaged exceeds the specified value. Default: 150 |
Palletize when package count exceeds | When algorithm produces more than the specified number of boxes, the app forces using palletized version and skips package version. |
Disable packing alg qty | Sets the maximum number of items that can be fed to the packing algorithm. If exceeded, then all items are put into single package with accurate weight. (If undefined, uses the global default.) |
Hazmat Defaults
Setting | Description |
---|---|
Emergency response phone number | The phone number to call for HAZMAT emergency response services. |
Emergency contact name | The name of who to contact in the event of a HAZMAT emergency. |
Emergency contact phone number | The phone number of who to contact in the event of a HAZMAT emergency. |
Show test features
Setting | Description |
---|---|
(general) | Show test features |
Address verification
Setting | Description |
---|---|
Address validation strategy | Select from the following:
Enable international address validation Automatically correct destination address location type for rate requests Smarty streets ignore po box type [DEPRECATED] – use Smarty Streets for address validation. Auto detect po box addresses |
Fraud Controls
[FRAUD CONTROLS DEPRECATED]
Setting | Description |
---|---|
Daily shipments limit | (fill in) Lock billing details Use braintree kount protection |
API Details
Disabled Tpl Providers
List of Third-Party Logistics (TPL, 3PL) providers, with a checkbox for each to disable the provider.
When a checkbox is selected, the provider is disabled (not active) for the account.
Recommendation: select any providers not being used; otherwise, rate requests will slow down and might time out.
Setting | Description |
---|---|
AFS Logistics | Select checkbox to disable this third-party logistics provider. |
Amazon Merchant | Select checkbox to disable this third-party logistics provider. |
Amazon Vendor Central | Select checkbox to disable this third-party logistics provider. |
BlueGrace | Select checkbox to disable this third-party logistics provider. |
C.H. Robinson | Select checkbox to disable this third-party logistics provider. |
Echo | Select checkbox to disable this third-party logistics provider. |
EDI Express | Select checkbox to disable this third-party logistics provider. |
Essential Hub | Select checkbox to disable this third-party logistics provider. |
GlobalTranz | Select checkbox to disable this third-party logistics provider. |
Keystone Dedicated Logistics | Select checkbox to disable this third-party logistics provider. |
Priority1 | Select checkbox to disable this third-party logistics provider. |
QuadExpress | Select checkbox to disable this third-party logistics provider. |
ReTrans | Select checkbox to disable this third-party logistics provider. |
Test Provider 7239 | Select checkbox to disable this third-party logistics provider. |
TSG | Select checkbox to disable this third-party logistics provider. |
TSI | Select checkbox to disable this third-party logistics provider. |
Unshippers | Select checkbox to disable this third-party logistics provider. |
WorldwideExpress | Select checkbox to disable this third-party logistics provider. |
Disabled Carriers
Recommendation: select any carriers not being used; otherwise, requests will slow down and might time out.
Setting | Description |
---|---|
Disabled carrier types | List of the carrier types, with a checkbox for each to select whether they are disabled for this account: Truckload Blanket Wrap Courier Small Parcel LTL Intermodal Auto Local Delivery Home Delivery Final Mile Custom Carrier Third-Party Fulfillment |
Disabled carriers | List of the many carriers, with a checkbox for each to specify whether they are disabled for this account. |
Deny Creds For Carriers
Setting | Description |
---|---|
Deny cred for carriers | List of the many carriers, with checkbox for each to specify whether to deny credentials. |
Allow Creds
Setting | Description |
---|---|
Allow creds for carrier types | List of carrier types, with checkbox for each: Third-Party Fulfillment Small Parcel Home Delivery LTL |
Allow creds for tpls | List of the many third-party logistics companies, with checkbox for each. |
Allow Crm Tariff Carriers
Setting | Description |
---|---|
Allow crm tariffs carriers | List of carriers, with a checkbox for each for allowing CRM tariffs. |
Allowed carrier packing types
Setting | Description |
---|---|
Available packing types | List of available packing types, with a checkbox for each:
|
Default packing type | Select from the following:
|
Help menu items
Click Add to add help menu items.
Pallet/Carton labels
Setting | Description |
---|---|
Allow Pallet and Carton labels | Select checkbox to allow pallet and carton labels. |
Workstations
Setting | Description |
---|---|
Allow Workstations | Select checkbox to allow workstations. Workstations in ShipHawk are a pre-configured set of permissions and features that creates a streamlined ShipHawk interface to fulfill orders faster with fewer processing errors. ShipHawk workstation workflows are meant to be used with corresponding physical workstations in a warehouse, which are locations where warehouse associates perform picking, packing, sorting, and/or shipping. The ShipHawk workstation is a virtual counterpart to complement and enhance your physical workstation. |
Performance features
Setting | Description |
---|---|
Optimize performance for large orders | Select checkbox to optimize performance for large orders. |
Allow async booking | Select checkbox to allow asynchronous booking. |
Allow async saving | Select checkbox to allow asynchronous saving. |
Enable/Disable UI elements
Allow Pages
Setting | Description |
---|---|
Enabled smart packing page | Select checkbox to enable the smart packing page. |
Enabled commodities page | Select checkbox to enable the commodities page. |
Enabled shipments page | Select checkbox to enable the shipments page. |
Enabled quotes page | Select checkbox to enable the quotes page. |
Enabled order settings page | Select checkbox to enable the order settings page. |
Enabled package preset settings page | Select checkbox to enable the package preset settings page. |
Enabled pick tickets page | Select checkbox to enable the pick tickets page. |
Enabled address book page | Select checkbox to enable the address book page. |
Enabled rules page | Select checkbox to enable the rules page. |
Ready-to-ship Mode enabled | Select checkbox to enable ready-to-ship mode. |
Webhooks available | Select checkbox to make the webhooks available. |
Developer api available | Select checkbox to make the API available. |
Customer tracking available | Select checkbox to make customer tracking available. |
Show transaction reports | Select checkbox to show transaction reports. |
Enabled user profile page | Select checkbox to enable user profile page. |
Allow manual orders | Select checkbox to allow manual orders. |
Allow order import csv | Select checkbox to allow importing orders from a .csv file. |
Allow manual shipments | Select checkbox to allow manual shipments. |
Allow shipments import csv | Select checkbox to allow importing shipments from a .csv file. |
Weekly Performance Report Settings
Setting | Description |
---|---|
Weekly performance report enabled | Select checkbox to enable the weekly performance report. |
Weekly performance email enabled | Select checkbox to enable a weekly performance email. |
Orders enabled | Select checkbox to enable Orders report. |
Shipments enabled | Select checkbox to enable Shipments report. |
Rate optimization savings enabled | Select checkbox to enable rate optimization savings report. |
Top shippers enabled | Select checkbox to enable top shippers report. |
On-time deliveries enabled | Select checkbox to enable on-time deliveries report. |
Order/Shipment processing averages enabled | Select checkbox to enable Order/Shipment processing averages report. |
Most utilized carrier service enabled | Select checkbox to enable most utilized carrier service report. |
Smart pack count enabled | Select checkbox to enable smart pack count report. |
Did you know? enabled | Select checkbox to enable ‘Did you know?’ report. |
Primary carrier | From dropdown, select the primary carrier (for example, FedEx). |
Allow Modals/UI blocks
Setting | Description |
---|---|
Allow to add to carrier credentials | Select checkbox to allow adding to carrier credentials. |
Allow to change shipment bill to | Select checkbox to allow changing the shipment ‘bill to’ information. |
Shipments label printing settings available | Select checkbox to make available the shipments label printing settings. |
Allow third party billing for labels | Select checkbox to allow third party billing or labels. |
Allow third party billing for duties and tax | Select checkbox to allow third party billing for duties and tax. |
Allow braintree card connection | Select checkbox to allow Braintree card connection. |
Show split order option | Select checkbox to show the split order option. |
Show combine order option | Select checkbox to show the combine order option. |
Show filters on carriers page | Select checkbox to show filters on the Carriers page. |
Show sequence numbers on items verification | Select checkbox to show sequence numbers on items verification. |
Enable Prev/Next links on Order page | Select checkbox to enable Prev/Next links on the Order page. |
Saved views enabled | Select checkbox to enable the Saved Views feature on the Orders and Shipments pages. |
Show auto print settings | Select checkbox to show the Auto Print settings. |
Allow Integrations
Setting | Description |
---|---|
(Integration list) | List of the many integrations to allow, with a checkbox for each. If integration is allowed (true), it will be available in shiphawk.com/app/integrations. |
Allow Filters Integrations
Setting | Description |
---|---|
Filter By Plan Filter By Type Filter By Status | White list of integration filters, with a checkbox for each. |