Open Settings from Manage in the team switcher — it is not a sidebar item
How-tos vs tutorials
Connect
Every merchant-connectable carrier, event app, and order channel — one line of credentials each. Per-connector pages live in the Connect a carrier and Connect an integration nav groups.Connect a carrier or integration
Inventory of All Carriers, Integrations catalog, and order channels — Connect vs Request.
Connect an integration
Slack, Klaviyo, Customer.io, Mailchimp, SendGrid, Zapier, Make — the Integrations screen.
Carrier credentials
Shared connect/edit/delete chrome for every carrier form.
Request a carrier
Submit a carrier that is not on All Carriers.
Shipments
Send a shipment
Book a pending shipment with the carrier — required parties, product, and send vs retry.
Pick a service point
Choose a nearby droppoint when the product delivers to a service point.
Split and move parcels
Split a draft into more parcels or move a package onto a sibling shipment.
Customs and documents
Incoterms, invoice toggles, CN22/CN23, and document types on a shipment.
Inbound and returns
Inbound type, return parties, and auto-create return from a shipping rule.
Shipment parties
Sender, receiver, billing, freight payer, pickup, return — required address fields.
Hold, cancel, or delete
Delete a pending row from the list. On Hold and Cancelled are statuses from automations — not detail buttons.
Apply a shipping rule
Assign a rule on an order or shipment so carrier and product fill in.
Orders and channels
Connect WooCommerce
One-click or REST API keys, store URL, and webhook setup.
Shopify settings
Installation, order import, checkout rates, and shipping-method mapping.
Custom channel API
Ingest URL, signing secret, and pushing orders from your own shop or ERP.
Order channel settings
Enable, disable, sync, orphaned channels, and remove a store.
Edit order lines
SKU, quantity, price, origin, and tariff fields on an order or parcel.
Carriers
Carrier credentials
Connect a carrier, required vs optional config, and edit-carrier toggles.
Sandbox mode
Sandbox Mode checkbox on connect or edit — bookings hit that carrier’s test host.
Products and services
Enable products, extra services, and additional parameters.
Request a carrier
Submit a carrier integration request with sandbox credentials.
Droppoint vs service point
Why the UI uses both names and which screen shows which.
Carrier tracking webhooks
Carrier tracking callbacks — not the app webhooks in Settings.
Printing
Set up the printer client
Install Zippendo Printer, sign in with the browser, and register a local printer.
Add a printer
Register, name, type (label vs document), and rotate-wide-pages.
Authorize the printer client
Download the client, approve a pending printer, online vs offline.
Auto-print
Auto-print labels and documents from a shipping rule or shipment.
Printer jobs
Pending, Processing, Failed, and Completed jobs — retry, delete, and job detail.
Shipment printer settings
Label and document printer on a single shipment.
Automation
Automations
Builder, triggers, actions, conditions, runs, and test run.
Shipping rule fields
Conditions, weight/value bounds, countries, documents, returns, printers.
Schedule a pickup
Book a carrier pickup: date, window, and instruction.
Account and workspace
Invite team members
Email invite, optional role, pending vs active, revoke.
Roles and permissions
Built-in roles, custom roles, and read/write scopes.
Create a brand
Name, slug, invoice details, customs IDs, and brand document branding.
Organization settings
Name, description, VOEC/EORI/IOSS and other customs identifiers.
Branding
Organization logo and document colours (house-wide, not brand-specific).
Sender addresses
Mapbox search, sender/pickup/return types, and contact fields.
Billing and usage
Plans, usage meters, overage, Shopify-billed vs Stripe.
Danger zone
Delete organization or account — irreversible, export first.
Data export
Request a full org archive (credentials never included).
Profile and security
Email, language, two-factor authentication, leave organization.
Import from another platform
Settings → Import wizard for carriers, rules, and setup.
Switch organization and brand
Team switcher: Manage, invite, switch org, scope to a brand.
Search and dashboard
Search and filters
List search, status/type/carrier/channel filters, and empty results.
Export dashboard CSV
Download the dashboard snapshot from the header Export CSV control.
Ask Zippy
Header Zippy button (⌘J / Ctrl+J).
/dashboard/chat is a stub — do not use it.API and events
Create an API token
Name, expiry, scopes — copy once; used by the public REST API.
Webhooks
App event webhooks in Settings (HMAC to your URL) — not carrier tracking.
Shipping quotes
Public Shipping Quote API for checkout rates (Shopify/Woo use this).
Naming that trips people up
- Service point vs droppoint — same pickup location, different labels. See Droppoint vs service point.
- App webhooks vs carrier tracking webhooks — Webhooks vs Carrier tracking webhooks.
- Data export (org archive) vs dashboard CSV — Data export vs Export dashboard CSV.
- Zippy vs Chat — the assistant is the header Zippy button (⌘J / Ctrl+J).
/dashboard/chatis leftover placeholder copy (“Chat with support or your team”) and is not in the sidebar. Ask Zippy. - Labels —
/dashboard/labelsis a stub (“Manage your shipping labels”). It is not in the sidebar. Print from a shipment’s Documents tab: Labels and printing. - Hold / Cancel — there is no Hold or Cancel button on shipment detail, and no cancel-at-carrier control. Hold, cancel, or delete.
Field copy on these pages must match the live client. If a control is missing from the app, it does not belong in the how-to. Author rules:
apps/docs/how-to/README.md.