Question 1

Address Book

Accepted Answer

${color}[#5185c2](ShipBoss Help Center : Address Book Overview)

${color}[#294C75](Address Book)

The Address Book is where you’ll store all your frequent shipping addresses and contact info.

You may access the Address Book page by heading over to the Address Book tab.

Your company address will be automatically added to your address book.

${color}[#5185c2](Adding an Address:)

Add a new address by clicking the Add New button.

The Create Address dialogue will appear. You have the option of saving the address to the User or the Company Address Book. Addresses saved to the Company Address Book will be visible to the entire company.

Once you hit “Save” your new address will appear below marked "new".

${color}[#5185c2](Editing an Address)

You may edit an address by clicking on the Edit button to the right of the address. This will brin

Question 2

Admin tab

Accepted Answer

${color}[#5185c2](ShipBoss Help Center : Admin Page)

${color}[#294C75](Admin Page)

The admin Page is where you will manage invoices, manage users and roles, and order supplies.

To access your admin features, head over to the Admin tab.

${color}[#294C75](View and Manage Invoices)

The Invoices tab is where you may view and manage your shipping invoices.

You have to the option to filter your invoices by:

Payment Status
Invoice Number
Tracking Number

To view an Invoice, click the View Invoice icon on that invoice row.

The invoice will open in PDF format in a new browser tab which you may download.

To download the invoice as a regular CSV, click the Regular Format button and a CSV file will download.

To download the invoice in a compact CSV, click the Compact Format button and a CSV file will download

${color}[#294C75](**User Management

Question 3

Creating References

Accepted Answer

${color}[#5185c2](ShipBoss Help Center : Creating References)

${color}[#5185c2](Creating and Managing References)

ShipBoss gives you the option to create custom references for internal use on your shipping labels.

${color}[#294C75](Creating a Reference)

Head over to the user icon located in the upper right of your screen and select Settings

Head over to the “References” tab and hit “Create New Reference”.

Your references will appear below in list form.

${color}[#294C75](Editing a Reference)

You may edit a Reference by simply hitting the Edit button on the Reference you wish to change.

The Create New Reference dialogue will appear and you may edit the Reference as needed and hit Save to keep you changes.

You’ll see a confirmation window indicating your changes were successfully made.

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Question 4

Troubleshooting Tips

Accepted Answer

${color}[#5185c2](ShipBoss Help Center : Troubleshooting Tips)

Trouble shooting Guide, Commonly Asked Questions, Technical Questions

${color}[#294C75](Login Issues)

I can’t login into ShipBoss!

Please follow these login instructions.
If you’re still having an issue, please contact our support team. I’m entering my temporary password and it’s tells me the password is invalid.
Make sure you are not hitting forgot password but rather entering your email by username and temporary password by password.
If you are still having an issue, please contact our support team.

${color}[#294C75](Ship Page Issues)

I am seeing a blank screen by “New Shipments”.

Make sure your default address is set. Once you’ve set and saved it, recheck the New Shipment page.
If your still having an issue, please contact our support team.

I’m not getting rates.

Recheck your addresses
Check that there are no specialty characters in the address.
Make sure your packaging is set to customer packaging
If your still having an issue, please con

Question 5

Ship Page Overview

Accepted Answer

${color}[#5185c2](ShipBoss Help Center : Ship Page Overview )

${color}[#294C75](Address Configuration)

The Ship page is where you set your shipping parameters and print labels.

${color}[#294C75](From Address)

Set your origin shipping Address and Contact details by hitting Custom Address or from the Address Book

Edit address or contact info by selecting Edit

${color}[#294C75](To Address)

Set your destination address and recipient contact info. You may select your To Address from the Address Book dropdown or enter a custom address by hitting the “Custom Address” button.

You may edit an existing address or contact details by hitting the Edit button.

Tip: You can use the Residential Address toggle feature to mark the recipient address as residential.

${color}[#294C75](Custom Address)

When entering a custom address, use the Address Search field to easily search. Once you see your address and select it, the info will populate in the appropri

Question 6

History Page

Accepted Answer

${color}[#5185c2](ShipBoss Help Center : History Page)

The History page is where you may view your shipments, check tracking, and perform additional actions.

${color}[#294C75](Shipment History Page)

The History page is where you may view your shipments, check tracking, and perform additional actions.

To access your Shipment History, navigate to the History tab.

Your shipments appear in list view. You may search by tracking number or filter by user (available for admin users).

${color}[#294C75](Tracking a Shipment track a package)

You may view tracking updates from within ShipBoss by clicking on the tracking number. This will bring up a floating window with tracking updates.

${color}[#294C75](Package Details)

You may view package details including weight and charges by clicking on the** View Package Details** button. The info will display in a floating window.

${color}[#294C75](Additional Actions)

You may perform additional actions on your Ship

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