Welcome to PackageBee! This Quickstart guide will help you to set up your PackageBee account and to connect your store and warehouse for seamless order management.
Step 1: Configure your account
First, take a moment to review the configuration of your PackageBee account.
Open your PackageBee Dashboard. Click Your Account Name in the upper-right corner of the Dashboard, then choose Account settings.
Your account settings are organized in tabs where you can configure, update, or cancel your account.
- Alert Settings - Configure notifications.
- Profile - Set the display name of the account.
- Staff accounts - Add and delete users, configure their roles (Administrator, Staff) and permissions.
- Warehouse Management System - Configure your default warehouse platform and carrier codes, used to create mappings from an eCommerce store's shipping methods to your WMS carrier code. Contact the PackageBee Support Team if you'd like assistance, or information about further settings.
- Plan and Billing - Update your billing information, including payment method and contact information.
- Cancel - Close your PackageBee account, cancelling your subscription and permanently deleting your data.
Step 2: Connect a store and warehouse
PackageBee connects eCommerce merchants, stores, and third-party warehouses to automate order fulfillment.
Follow these steps to connect a new Store and a Warehouse in your PackageBee workflow.
- In your PackageBee Dashboard, click Connections.
- In the upper-right of the Connections view, click Add connection.
- The Connection Wizard opens to guide you through the connection setup. Under Basic Information, enter a name for your new Connection, and click Continue.
- Under Warehouse Setup, enter a name for your Warehouse (in subsequent connections, this Warehouse will be available from the Select a warehouse drop-down menu). In the Fulfillment Provider dropdown, select the third party logistics company that fulfills your orders. In this case we have selected Fulfillment by Amazon.
- After selecting the fulfillment provider, enter its connection details. In order to do that, you will need to gather the API credentials from your fulfillment provider. Click Test Connection to verify your details. Then click Continue.
- Under Store Setup, in the Store Name field, enter the name of the store. In the Select a Platform dropdown, select the store's platform. In this example, we've chosen Amazon (US).
- After selecting the platform, enter its connection details. Different fields are available for different platforms. Click Test Connection to verify your details, Then click Add connection.
- The Connections view displays your new Connection. Your Store and Warehouse are now connected, with your company (the Merchant) in the middle, monitoring and controlling the connection.
- The new Connection is initially disabled. To enable it, in the upper-right of the Connections view, click Actions > Enable.
- Refresh the page, and you'll notice the gray Disabled indicator is now green, and Enabled.
Your connection is now active and orders will be automatically imported from the shopping carts of your Store to your warehouse management system (WMS). This will happen every 15 minutes.
Likewise, the warehouse inventory information will be pulled from the WMS and sent to the carts of your eCommerce system. This will happen every 60 minutes. Order tracking information will be sent to the carts every four (4) hours.
You can add as many different stores as you like, by repeating the process described above.
Step 3: Customize your fulfillment workflows
The connection between a Store and a Warehouse can be customized further to streamline your order fulfillment workflow. For example, you can direct that all orders labeled "Free Shipping" at your store be shipped by "USPS - Priority Mail" at your warehouse.
Workflow customizations in PackageBee are implemented by order rules. Order rules are optional, except for the Shipping Transformer rule, which must be defined before PackageBee can automate order fulfillment. This is so, because different warehouses use different shipment codes ("carrier codes"), and PackageBee needs to know which codes your warehouse uses.
The Shipping Transformer order rule maps the shipping methods used by your eCommerce platform to the carrier codes used by your warehouse management system (WMS). When the WMS receives the order, the warehouse will know exactly how to ship the package.
Add a Shipping Transformer Rule to your Store
- In the left pane of your PackageBee Dashboard, click Stores.
On the right, click your Store name.
- Click the Rules tab.
- Click +Add rule.
- In the Name field, enter a descriptive name for your rule. Then, click +Add Action.
- In the Select action to perform drop-down menu, choose Shipping Transformer.
Next, configure the rule condition ("if this is true"), which defines the requirements for the rule action ("then do that").
- In the IF clause, enter the shipping description from your Store. Then click Edit.
Note: The text of the shipping description must exactly match the way it appears in your Store.
- In the SHIP VIA dropdown, select which warehouse shipping method should be used for orders that match your shipping description. Click OK.
Tip: After you have incoming orders in PackageBee, you can gather shipping descriptions from existing orders. In the PackageBee Dashboard, click Orders, then click any order to view its details, including its shipping description.
- To finalize the rule, click Save changes.
Note: The Shipping Transformer is the only required order rule. However, using the PackageBee Rules Engine, you can create a variety of custom rules to tailor your fulfillment workflows as needed. To add new rules at any time, from the PackageBee Dashboard click Stores > Store Name > Rules. For more information, see Creating Order Rules in the PackageBee Help Center.
Step 4: Test your setup
After you have connected a Store and a Warehouse, and customized the integration, we recommend that you monitor the first set of orders to verify that they are entering your system correctly. You can do this either with real orders, or with test orders.
- Real orders - Once integration is enabled as described above, PackageBee will automatically pull in live real orders and send them to your WMS. You can process these orders as normal.
- Test orders - Most eCommerce systems allow store administrators to create orders for testing purposes. We recommend that you will create two test orders from within their eCommerce system, and you process these dummy orders using dummy tracking information.
What to watch out for:
- Verify that orders are entering PackageBee correctly from the eCommerce system.
- Verify that orders are entering your WMS correctly from PackageBee.
- Process the orders by marking them as Shipped in the WMS and adding tracking information.
- After the Order has been processed, verify that the Store has been updated along with any tracking information.
When testing, keep in mind that it will take 15 minutes for a WMS to be updated and 4 hours for a store to be updated (see above).
That's it — you're all set! PackageBee is automatically importing orders from the shopping cart in your online Store to your warehouse management system, and sending tracking information from the WMS back to the Store.