Knowledge base

Getting Started

6 articles
Returns: The Complete User Guide This guide covers everything you need to set up and operate returns in your warehouse, including how returns flow through the system, how to create and approve returns, how to receive and inspect items, and how to make disposition decisions that keep your inventory accurate and your operations efficient. Printing labels and invoices Shipsidekicks printer setup and assignment feature enables you to configure printers within your organization and route different document types—shipping labels, packing slips, and invoices—to designated printers. This streamlines your warehouse printing workflows and ensures that each document type is printed on the appropriate hardware for your operation. Order Inventory Allocation: The Complete Guide Order inventory allocation is the system that matches available inventory to pending orders in ShipSidekick. When orders arrive, the allocation engine determines which physical inventory units will fulfill which line items on each order. This prevents overselling and ensures orders can only ship if sufficient unallocated inventory exists. The allocation system runs automatically on a schedule, processing orders fairly in the order they were created and ensuring that inventory is reserved only when all items on an order can be fulfilled. Understanding how allocation works helps you manage inventory effectively, troubleshoot allocation issues, and optimize your fulfillment workflow. User Management Guide User management allows you to control who has access to your account and what they can do within the system. Depending on your organizational structure, you may be managing users at the parent organization level, at individual child organization levels, or both. This guide covers how to add, edit, and remove users across your account hierarchy. Order Management: Complete User Guide For order numbers, support can manually update them on their end since changes can't be made through the UI — just reach out with the order details. If a purchase order is stuck in completed/received status and you need to receive items, cancel the PO and reopen it to return it to confirmed status. For adding the same SKU multiple times with different lot numbers or expiration dates on a single purchase order, contact support to confirm whether your account supports that special handling. 3PL Customer Onboarding Playbook A step-by-step guide for 3PLs and warehouse operators setting up a new client in Shipsidekick, covering brand-level configuration, 3PL-level shared resources, and the common gotchas to watch for along the way.