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Items appear in a fixed order, but ",[404,405,406],"strong",{},"what you see depends on your role"," — Staff may only see day-to-day work menus, while Admins also see Collaboration, Advanced, Integration, and Apps.",[400,409,410,411,414,415,418,419,422],{},"This page explains each navigation item: ",[404,412,413],{},"what it is for",", ",[404,416,417],{},"who typically uses it",", and ",[404,420,421],{},"what you will find inside",". Use it as a map before diving into the deeper guides in this Support Center.",[395,424,29],{"id":425},"dashboard",[400,427,428,431],{},[404,429,430],{},"Purpose:"," Your home screen after sign-in. It orients you to the active store and points you at unfinished setup or daily work.",[400,433,434,437],{},[404,435,436],{},"Who uses it:"," Everyone who can sign in.",[400,439,440],{},[404,441,442],{},"What you will find:",[444,445,446,454],"ul",{},[447,448,449,450,453],"li",{},"For new accounts: a ",[404,451,452],{},"setup guide"," (connect Shopify, warehouse, carrier, and similar first steps)",[447,455,456],{},"For connected stores: a store-focused overview and shortcuts into the areas that need attention",[400,458,459,462],{},[404,460,461],{},"When to open it:"," At the start of the day, after connecting a store, or whenever you are unsure where work is piled up. Confirm the correct store is selected in the store switcher before you pack or change settings.",[395,464,36],{"id":465},"orders",[400,467,468,470,471,475,476,479],{},[404,469,430],{}," The commercial record of every purchase synced from Shopify. Orders answer ",[472,473,474],"em",{},"what the customer bought"," and ",[472,477,478],{},"how far fulfillment has gone on the store",".",[400,481,482,484],{},[404,483,436],{}," Customer service, ops leads, and anyone who needs to look up a purchase. Packing usually continues in Shipments, but many teams start here to find an order number or check payment \u002F fulfillment status.",[400,486,487],{},[404,488,442],{},[444,490,491,513,518,535,540],{},[447,492,493,494,414,497,414,500,414,503,414,506,414,509,512],{},"Status lists: ",[404,495,496],{},"On Hold",[404,498,499],{},"Awaiting",[404,501,502],{},"In Progress",[404,504,505],{},"Fulfilled",[404,507,508],{},"Cancelled",[404,510,511],{},"All Orders"," — parcel orders only",[447,514,515,517],{},[404,516,110],{}," lists for counter orders (pickup orders appear only here, not on the status lists)",[447,519,520,521,414,523,414,526,414,528,414,530,414,532],{},"Tools on every list: ",[404,522,44],{},[404,524,525],{},"Filter",[404,527,54],{},[404,529,59],{},[404,531,64],{},[404,533,534],{},"Print",[447,536,537,539],{},[404,538,74],{}," for building orders before they are live on Shopify",[447,541,542,543],{},"Opening an order shows items, costs, customer, tags, and links to related ",[404,544,545],{},"shipments",[400,547,548,550,551,553],{},[404,549,461],{}," Looking up a customer, reviewing open work, tagging exceptions, printing order documents, or jumping from an order into its shipments. See the ",[404,552,36],{}," section of this Support Center for Search, Filters, Views, Tags, and more.",[395,555,79],{"id":545},[400,557,558,560,561,564],{},[404,559,430],{}," The warehouse workspace. Shipments answer ",[472,562,563],{},"what box (or pickup) are we working right now"," — rates, labels, splits, merges, and local pickup.",[400,566,567,569],{},[404,568,436],{}," Packing teams, shipping managers, and anyone with fulfill permission. One order can have many shipments; this is where those work units live.",[400,571,572],{},[404,573,442],{},[444,575,576,582,595,609,620,632,638,645],{},[447,577,578,581],{},[404,579,580],{},"Shipping Dashboard"," with quick counts",[447,583,493,584,414,586,414,588,414,591,594],{},[404,585,496],{},[404,587,499],{},[404,589,590],{},"Shipped",[404,592,593],{},"All Shipments"," — parcel shipments only",[447,596,597,599,600,414,602,414,605,608],{},[404,598,110],{}," lists (",[404,601,499],{},[404,603,604],{},"Picked Up",[404,606,607],{},"All",") — pickup shipments appear only here",[447,610,611,414,614,414,617,619],{},[404,612,613],{},"Merge Suggestions",[404,615,616],{},"Customers Shipments",[404,618,120],{}," (repeatable dispatch checklists, by hand or on a schedule)",[447,621,622,625,626,414,629],{},[404,623,624],{},"Tools"," group: ",[404,627,628],{},"Create Shipment",[404,630,631],{},"Make Label",[447,633,634,637],{},[404,635,636],{},"Settings"," for merge rules, merge settings, shipment defaults, shipment filters, and local pickup rules (carriers open under Integration)",[447,639,640,641,644],{},"On each list: search, filters, saved views, columns, tags, print, and a ",[404,642,643],{},"Synced"," column for Shopify \u002F provider status",[447,646,647,648,651,652,418,654],{},"Opening a shipment is where you configure the package, record ",[404,649,650],{},"Packing"," (container, packs, packed by), check destination ",[404,653,297],{},[404,655,656],{},"Create + Print Label",[400,658,659,661,662,664],{},[404,660,461],{}," Daily packing, label purchase\u002Fvoid, merge work, and shipment settings. See ",[404,663,79],{}," in this Support Center for overviews and how-to guides.",[395,666,125],{"id":667},"scan-ship",[400,669,670,672],{},[404,671,430],{}," A barcode-first packing screen so operators can open a shipment by scan, verify line items by SKU\u002FUPC, then buy and print a label without hunting through lists.",[400,674,675,677],{},[404,676,436],{}," Warehouse packers with a hardware scanner (keyboard wedge). Same fulfill permission family as Shipments.",[400,679,680],{},[404,681,442],{},[444,683,684,695,698,716],{},[447,685,686,687,690,691,694],{},"Main ",[404,688,689],{},"scan"," field to look up a shipment, plus a ",[404,692,693],{},"Shipment #"," search once one is loaded",[447,696,697],{},"Multi-match picker when more than one shipment matches",[447,699,700,703,704,707,708,711,712,715],{},[404,701,702],{},"Verify"," scans per line item while packing (or ",[404,705,706],{},"Verify all"," on a line), a ",[404,709,710],{},"Notes"," card, ",[404,713,714],{},"Split shipment",", inline product weight fixes",[447,717,718,719,721],{},"The same configure \u002F rate \u002F ",[404,720,656],{}," flow once the shipment is loaded",[400,723,724,726,727,729,730,732],{},[404,725,461],{}," High-volume packing stations. Use regular ",[404,728,79],{}," lists for research, exceptions, merges, and settings — use ",[404,731,125],{}," when speed at the bench matters.",[395,734,132],{"id":735},"products",[400,737,738,740],{},[404,739,430],{}," Your catalog as synced from Shopify, plus StoresBoost tools for bulk edits that matter to ops (for example weights and attributes used when rating shipments).",[400,742,743,745],{},[404,744,436],{}," Catalog managers, ops, and anyone who maintains product data that affects shipping or order entry.",[400,747,748],{},[404,749,442],{},[444,751,752,755,769,774],{},[447,753,754],{},"Products hub with counts and shortcuts",[447,756,757,760,761,764,765,768],{},[404,758,759],{},"Sync all products"," with a live progress bar and a ",[404,762,763],{},"Product sync report"," per run; per-product sync state and ",[404,766,767],{},"Retry failed syncs"," on the list",[447,770,771,773],{},[404,772,139],{}," for spreadsheet-style edits across many products",[447,775,776,778],{},[404,777,144],{}," for grouped product update work",[400,780,781,783],{},[404,782,461],{}," After catalog changes in Shopify look wrong locally, when fixing weights for better rates, or when running a controlled batch of product updates. Products do not replace Shopify Admin for full merchandising — they support fulfillment-oriented catalog work.",[395,785,149],{"id":786},"collaboration",[400,788,789,791],{},[404,790,430],{}," People, roles, and departments — who can sign in and what each person is allowed to do.",[400,793,794,796],{},[404,795,436],{}," Owners, admins, and managers who invite staff or change access. Most packers never need this menu.",[400,798,799],{},[404,800,442],{},[444,802,803,808,814,819],{},[447,804,805,807],{},[404,806,156],{}," — invite, suspend, remove members; assign roles and departments",[447,809,810,813],{},[404,811,812],{},"Roles"," — permission sets (Owner, Admin, Manager, Staff, Viewer, or custom)",[447,815,816,818],{},[404,817,166],{}," — group people (e.g. Packing, CS) for organization and visibility rules",[447,820,821,824],{},[404,822,823],{},"Permissions"," catalog — what each ability unlocks in the app",[400,826,827,829,830,833],{},[404,828,461],{}," Onboarding a new hire, tightening Staff access, or aligning departments with ",[404,831,832],{},"Advanced → Visibility"," so each team only sees its queue.",[395,835,171],{"id":836},"advanced",[400,838,839,841],{},[404,840,430],{}," Store configuration that shapes how orders and shipments behave — fields, automation, documents, visibility, printing, and more.",[400,843,844,846,847,850],{},[404,845,436],{}," Admins and managers who configure the store (typically ",[404,848,849],{},"Store configure"," permission). Day-to-day packers usually do not work here.",[400,852,853],{},[404,854,855],{},"What you will find (cards on the Advanced hub):",[444,857,858,863,872,877,882,888,893,898,903,908,913,918,923],{},[447,859,860,862],{},[404,861,178],{}," — extra data on orders and related records",[447,864,865,867,868,871],{},[404,866,183],{}," — picking lists, packing slips, invoices, labels, manifests (formerly ",[472,869,870],{},"Order Templates",")",[447,873,874,876],{},[404,875,187],{}," — which shipments each team can see",[447,878,879,881],{},[404,880,192],{}," — reusable logic for rules and filters",[447,883,884,887],{},[404,885,886],{},"Store Filters"," — saved store-wide list filters",[447,889,890,892],{},[404,891,59],{}," — the shared tag library (colors, groups, import) used on Orders and Shipments",[447,894,895,897],{},[404,896,205],{}," — workflows when orders or shipments match conditions",[447,899,900,902],{},[404,901,224],{}," — react when inventory changes, a shipment is created, or a shipment changes status",[447,904,905,907],{},[404,906,210],{}," — move a line off Online when that location is oversold. The priority list is not edited on this screen yet",[447,909,910,912],{},[404,911,241],{}," — ship-from and return addresses for labels",[447,914,915,917],{},[404,916,215],{}," — default label formats (PDF \u002F ZPL \u002F EPL)",[447,919,920,922],{},[404,921,219],{}," — boxes, heat packs, gel packs, and their costs",[447,924,925,927],{},[404,926,110],{}," — also reachable from Shipments settings",[400,929,930,932],{},[404,931,461],{}," Before go-live and whenever you change how the warehouse or CS should process work. Small, tested changes are safer than many overlapping automations.",[395,934,229],{"id":935},"integration",[400,937,938,940],{},[404,939,430],{}," Connect StoresBoost to the outside systems it needs — your Shopify store, ship-from warehouses, carriers, fulfillment providers, and partner tools — and check that those connections are healthy.",[400,942,943,945],{},[404,944,436],{}," Admins and technical owners during setup and when something stops syncing or rating.",[400,947,948],{},[404,949,442],{},[444,951,952,957,962,967,972,977],{},[447,953,954,956],{},[404,955,236],{}," — connect and manage Shopify",[447,958,959,961],{},[404,960,241],{}," — ship-from addresses used for rating and fulfillment",[447,963,964,966],{},[404,965,246],{}," — UPS, FedEx, and other label accounts",[447,968,969,971],{},[404,970,250],{}," — 3PL \u002F external fulfillment connections",[447,973,974,976],{},[404,975,255],{}," — Collective-related settings when you use that program",[447,978,979,981],{},[404,980,260],{}," — live webhook traffic, delivery history, Shopify connection health, checkout rate-request log",[400,983,984,986],{},[404,985,461],{}," First-time setup, reconnecting after auth expires, adding a warehouse or carrier, or diagnosing missing orders \u002F failed rates. Without a store + warehouse + carrier, packing and labels cannot run end to end.",[395,988,265],{"id":989},"apps",[400,991,992,994],{},[404,993,430],{}," Optional products that extend checkout and fulfillment beyond the core Orders \u002F Shipments workspace.",[400,996,997,999],{},[404,998,436],{}," Merchants who own checkout experience, delivery promises, or rate strategy. Visibility depends on which app abilities your role includes.",[400,1001,1002],{},[404,1003,1004],{},"What you will find (when enabled for your plan and role):",[444,1006,1007,1012,1017,1022,1027,1032,1037],{},[447,1008,1009,1011],{},[404,1010,272],{}," — delivery dates at checkout, exceptional days, capacity, dated order calendar, tester",[447,1013,1014,1016],{},[404,1015,277],{}," — offer add-ons in cart \u002F checkout flows",[447,1018,1019,1021],{},[404,1020,282],{}," — upsell offers and full analytics",[447,1023,1024,1026],{},[404,1025,287],{}," — checkout rate profiles (zones, groups, triggers, combinations), profile rules, tester",[447,1028,1029,1031],{},[404,1030,292],{}," — compare every carrier when packing, pick by policy, track savings",[447,1033,1034,1036],{},[404,1035,302],{}," — keep products, variants, and quantities in sync with Shopify",[447,1038,1039,1041],{},[404,1040,297],{}," — destination forecasts on matching shipments and documents",[400,1043,1044,1045,1048],{},"Apps not on your plan show an ",[404,1046,1047],{},"Upgrade"," badge.",[400,1050,1051,1053,1054,1056,1057,479],{},[404,1052,461],{}," Configuring customer-facing shipping\u002Fdelivery options, testing rates before go-live, tuning packing-time rate shopping, or checking a catalog sync. Core packing still happens under ",[404,1055,79],{}," \u002F ",[404,1058,125],{},[395,1060,306],{"id":1061},"reports",[400,1063,1064,1066],{},[404,1065,430],{}," Numbers on what you shipped — postage and packaging spend, profit per shipment, products, customers, packer throughput, and custom-field sales.",[400,1068,1069,1071,1072,1075],{},[404,1070,436],{}," Owners, ops leads, finance. Needs the ",[404,1073,1074],{},"View analytics"," permission.",[400,1077,1078],{},[404,1079,442],{},[444,1081,1082,1087,1092,1097,1102,1110,1115],{},[447,1083,1084,1086],{},[404,1085,41],{}," — spend, product, and profit KPIs with charts and breakdowns",[447,1088,1089,1091],{},[404,1090,313],{}," — every purchased label with its costs",[447,1093,1094,1096],{},[404,1095,317],{}," — containers and materials used",[447,1098,1099,1101],{},[404,1100,321],{}," — shipments, units, and pack time per team member",[447,1103,1104,475,1107],{},[404,1105,1106],{},"Products \u002F line items",[404,1108,1109],{},"Customers",[447,1111,1112,1114],{},[404,1113,330],{}," — sales by a line-item custom field (e.g. bin location)",[447,1116,1117,1119],{},[404,1118,334],{}," — build and save your own filtered reports over orders, shipments, or line items",[400,1121,1122,1123,1126,1127,1130],{},"Every report has date ranges and ",[404,1124,1125],{},"CSV"," export. See the ",[1128,1129,306],"a",{"href":307}," section.",[395,1132,1134],{"id":1133},"other-places-outside-the-top-menu","Other places outside the top menu",[1136,1137,350],"h3",{"id":1138},"alerts",[400,1140,1141,1142,1145,1146,1148,1149,1152,1153,1156,1157,479],{},"Operational notices that need acknowledgment or a fix — order import failures, provider sync problems, webhook backlogs, delivery-date conflicts. The ",[404,1143,1144],{},"bell"," shows the unread count. Open ",[404,1147,350],{},", acknowledge, fix the cause, then ",[404,1150,1151],{},"Re-check"," or ",[404,1154,1155],{},"Resolve",". Full catalog in ",[1128,1158,350],{"href":351},[1136,1160,345],{"id":1161},"profile-billing",[400,1163,1164,1165,1168],{},"From the ",[404,1166,1167],{},"user menu"," (avatar \u002F name):",[444,1170,1171,1177,1188],{},[447,1172,1173,1176],{},[404,1174,1175],{},"Profile"," — your name and account details",[447,1178,1179,1181,1182,1185,1186],{},[404,1180,636],{}," — the settings shell, with ",[404,1183,1184],{},"AI assistants"," for connecting Cursor, Claude or ChatGPT to your store — see ",[1128,1187,1184],{"href":356},[447,1189,1190,1056,1193,1196],{},[404,1191,1192],{},"Billing",[404,1194,1195],{},"Upgrade plan"," — subscription and plan features that unlock menus such as Tags or Apps",[1136,1198,1200],{"id":1199},"store-switcher","Store switcher",[400,1202,1203],{},"If you belong to more than one store, the store switcher near the top changes which store’s orders, shipments, and settings you are looking at. Always confirm the active store before packing or changing Integration \u002F Advanced settings.",[1136,1205,1207],{"id":1206},"order-sync","Order sync",[400,1209,1210,1211,1213,1214,479],{},"The top-bar ",[404,1212,1207],{}," control pulls the latest orders from Shopify. It is not a separate top-menu item, but it sits in the chrome next to your daily work. Use it when new checkouts are missing from ",[404,1215,36],{},[395,1217,1219],{"id":1218},"how-the-menus-work-together-typical-day","How the menus work together (typical day)",[1221,1222,1223,1228,1233,1240,1247,1252,1257],"ol",{},[447,1224,1225,1227],{},[404,1226,29],{}," — confirm store and setup health",[447,1229,1230,1232],{},[404,1231,36],{}," — find or triage purchases; tag exceptions",[447,1234,1235,1152,1237,1239],{},[404,1236,79],{},[404,1238,125],{}," — pack, label, ship, or mark pickup",[447,1241,1242,1056,1244,1246],{},[404,1243,229],{},[404,1245,171],{}," — only when something must be configured or fixed",[447,1248,1249,1251],{},[404,1250,265],{}," — when checkout rates or calendars need a change",[447,1253,1254,1256],{},[404,1255,306],{}," — end of day or week, to see spend and throughput",[447,1258,1259,1261],{},[404,1260,149],{}," — when someone needs access",[395,1263,1265],{"id":1264},"if-a-menu-item-is-missing","If a menu item is missing",[400,1267,1268],{},"Menus are permission-gated. Examples:",[444,1270,1271,1279,1284,1289,1294],{},[447,1272,1273,1274,1056,1276,1278],{},"No ",[404,1275,79],{},[404,1277,125],{}," → role likely lacks fulfill access",[447,1280,1273,1281,1283],{},[404,1282,171],{}," → role cannot configure the store",[447,1285,1273,1286,1288],{},[404,1287,265],{}," → plan or role does not include those app abilities",[447,1290,1273,1291,1293],{},[404,1292,306],{}," → role lacks View analytics",[447,1295,1296,1297,1299],{},"Empty ",[404,1298,59],{}," picker → Tags feature or View Tags permission may be off",[400,1301,1302,1303,1152,1306,1309,1310,1313],{},"Ask an ",[404,1304,1305],{},"Owner",[404,1307,1308],{},"Admin"," to adjust your role under ",[404,1311,1312],{},"Collaboration → Roles",", or to enable the plan feature under billing.",{"title":1315,"searchDepth":1316,"depth":1317,"links":1318},"",1,2,[1319,1320,1321,1322,1323,1324,1325,1326,1327,1328,1329,1330,1337,1338],{"id":397,"depth":1317,"text":398},{"id":425,"depth":1317,"text":29},{"id":465,"depth":1317,"text":36},{"id":545,"depth":1317,"text":79},{"id":667,"depth":1317,"text":125},{"id":735,"depth":1317,"text":132},{"id":786,"depth":1317,"text":149},{"id":836,"depth":1317,"text":171},{"id":935,"depth":1317,"text":229},{"id":989,"depth":1317,"text":265},{"id":1061,"depth":1317,"text":306},{"id":1133,"depth":1317,"text":1134,"children":1331},[1332,1334,1335,1336],{"id":1138,"depth":1333,"text":350},3,{"id":1161,"depth":1333,"text":345},{"id":1199,"depth":1333,"text":1200},{"id":1206,"depth":1333,"text":1207},{"id":1218,"depth":1317,"text":1219},{"id":1264,"depth":1317,"text":1265},"What each top-menu item in StoresBoost is for, who uses it, and when to open it.","md",null,{},{"icon":21},{"title":18,"description":1339},"1QQZYD8w_Ylj975LDD5jJdxdH0_7-WMdOELh61Iuutw",[1347,1349],{"title":13,"path":14,"stem":15,"description":1348,"icon":16,"children":-1},"Login, password recovery, profile, and switching between stores.",{"title":23,"path":24,"stem":25,"description":1350,"icon":26,"children":-1},"Why a Shopify order and a StoresBoost shipment are different, and why packing, labels, and holds always happen on the shipment.",1791370337630]