Navigation Basics

Navigate ShipEdge Core using the main navigation menu at the top of the page. The menu structure depends on your user type and permissions. OMS (Order Management System) users see different menu items than WMS (Warehouse Management System) users.

Active Page Indicator

The current page is highlighted in the navigation menu. Look for the active menu item to see where you are in the system.

Why Understand Navigation?

Quick Access

Find features quickly using the organized menu structure. Main sections group related features together for easy access.

Efficient Workflow

Navigate between related features without losing your place. Menu organization follows your daily workflow patterns.

Permission-Based

Menu items appear based on your user permissions. You only see features you have access to, keeping navigation simple.

Context Awareness

Active page highlighting shows your current location. Dropdown menus reveal sub-features for each main section.

Main Navigation Structure

OMS (Order Management System) Navigation

Main Menu Items (for OMS users with appropriate permissions):

1. Wall - Communication and notifications
2. Orders - Order management with submenu:
   • Integrations
   • Upload Orders
   • Order Rules (if enabled)
   • 3pt Management
3. My Shelf - My Shelf feature (if premium service enabled)
4. Inventory - Inventory management with submenu:
   • Metadata
   • Distribution Centers
5. Replenishment - Stock replenishment requests
6. Returns - Returns processing with submenu:
   • Exchanges
7. Reports - Reports and analytics with submenu:
   • Business Intelligence (if enabled)
8. My Account - Account settings with submenu:
   • Shipping Estimates
   • Preferences (account owners only)
   • Change Password
   • Statements
   • Disputes
   • Payment History
   • Gateway Methods
   • Gateway Errors
   • Profit Reports
   • All Transactions
   • Exos Connection

WMS (Warehouse Management System) Navigation

Main Menu Items (for WMS users with appropriate permissions):

1. Wall - Communication and notifications
2. Pending - Pending orders awaiting processing
3. Processing - Orders in processing with submenu:
   • Picking (if Distribution Jobs enabled)
   • Shipping
   • Picking Log (if enabled)
   • Batches
4. Shipped - Shipped orders with submenu:
   • Shipping Labels
5. All Orders - View all orders
6. Inventory - Warehouse inventory with submenu:
   • Warehouse
   • Catalog
   • Serials (if enabled)
   • Locations
   • Procedures
   • Replenishments
   • Returns
   • Corrections (if allowed)
   • Packaging
7. Replenishments - Stock replenishment requests
8. Returns - Returns processing
9. Corrections - Inventory corrections
10. Admin Reports (if BillingViewWH enabled) with submenu:
    • Dashboard
    • Reports
    • OMS Accounts
    • Daily Storage (if 3PL Billing not enabled)
    • Disputes
    • Shipping Estimates (managers only)
    • Generated Costs
    • Custom Templates (if enabled)
    • Project Clock (if enabled)
11. 3PL Billing (if enabled and manager) with submenu:
    • OMS Accounts
    • Premium services
    • 3PL Prices
    • Transactions
    • 4PL Billing (if enabled)
12. System Config with submenu:
    • Preferences (managers only)
    • Change Password
    • Timesheet
    • Email

Understanding Menu Permissions

Permission-Based Display

Menu Visibility

• Menu items appear based on your user permissions
• Each menu section checks specific permission fields
• Hidden menu items are not accessible

Common Permission Fields

• OrdersView / OrdersViewWH - Controls Orders menu visibility
• InventoryView / InventoryViewWH - Controls Inventory menu visibility
• ReplenishmentView - Controls Replenishment menu visibility
• ReturnView - Controls Returns menu visibility
• ReportView - Controls Reports menu visibility
• BillingViewWH - Controls Billing/Admin Reports menu visibility
• Statements - Controls Statements menu visibility

User Type Restrictions

• Account owners (User Type 1) see Preferences in My Account
• Managers see additional System Config options
• Premium services enable special features (My Shelf, etc.)

Active Page Highlighting

Visual Indicators

• Current page is highlighted in the navigation menu
• Active menu item shows different styling
• Dropdown menus indicate active sub-items

How It Works

• System checks current page URL
• Matches URL against menu item patterns
• Highlights matching menu item
• Shows active state for current section

Navigation Features

Dropdown Menus

Submenu Access

• Click main menu items to see dropdown menus
• Dropdowns show related sub-features
• Hover or click to expand dropdowns
• Submenu items link to specific pages

Nested Menus

• Some menus have multiple levels
• Click parent item to see child items
• Navigate through menu hierarchy
• Return to main menu by clicking elsewhere

Menu Organization

Logical Grouping

• Related features grouped together
• Main sections follow workflow patterns
• Submenus organize detailed features
• Consistent structure across user types

Workflow-Based

• Menu order follows typical workflows
• Orders → Processing → Shipped flow
• Inventory → Replenishment → Returns flow
• Reports and settings at end

Using Navigation

Finding Features

1. Identify Your User Type

   Determine if you’re OMS or WMS user. Your menu structure depends on user type and permissions.

2. Locate Main Section

   Find the main menu section that contains your feature (Orders, Inventory, Reports, etc.).

3. Check Dropdown Menu

   Click the main menu item to see dropdown submenu. Many features are in submenus.

4. Navigate to Feature

   Click the specific menu item to go to that feature page.

5. Use Active Indicator

   Check highlighted menu item to confirm you’re on the correct page.

Quick Navigation Tips

Keyboard Navigation

• Use Tab key to navigate menu items
• Press Enter to activate menu item
• Arrow keys navigate dropdown menus
• Escape closes dropdown menus

Breadcrumb Navigation

• Some pages show breadcrumb trails
• Click breadcrumb items to navigate back
• Shows your navigation path

Direct URL Access

• You can access pages directly via URL
• Menu provides organized access points
• Direct URLs work if you have permissions

Menu Item Descriptions

OMS Menu Items

Wall

• Communication board for team messages
• Shows notifications and updates
• Displays unread message count

Orders

• Main order management section
• Create, view, and manage orders
• Upload orders, configure integrations
• Set up order rules and automation

My Shelf (Premium)

• Dedicated shelf inventory management
• View My Shelf products and orders
• Requires premium service activation

Inventory

• Product catalog management
• View and edit product information
• Configure metadata and distribution centers
• Manage product attributes

Replenishment

• Create stock replenishment requests
• View replenishment history
• Manage ETA and archived requests

Returns

• Process customer returns
• Manage return orders and exchanges
• Track return status and restocking

Reports

• Generate standard and custom reports
• View business intelligence dashboards
• Export data for analysis

My Account

• Account settings and preferences
• Manage payment methods and statements
• View transaction history and disputes
• Configure account preferences

WMS Menu Items

Wall

• Warehouse communication board
• Team messages and notifications
• Shows unread message count

Pending

• Orders awaiting warehouse processing
• View pending order queue
• Start order processing

Processing

• Orders currently being processed
• Picking, shipping, and batch operations
• Track processing status

Shipped

• Completed and shipped orders
• View shipping labels and history
• Track shipped order details

All Orders

• Complete order list view
• All order statuses and types
• Comprehensive order management

Inventory

• Warehouse inventory management
• Bins, locations, and stock levels
• Procedures, serials, and corrections

Replenishments

• Stock replenishment requests
• Warehouse-side replenishment management

Returns

• Process warehouse returns
• Manage return orders

Corrections

• Inventory correction management
• Adjust stock levels and quantities

Admin Reports

• Warehouse reporting and analytics
• Dashboard, reports, and statements
• Billing and cost management

3PL Billing (Managers)

• Third-party logistics billing
• Premium services and pricing
• Transaction management

System Config

• System configuration and settings
• Preferences, password, timesheet
• Email configuration

Navigation Best Practices

Use Active Indicators

Check the highlighted menu item to confirm your current location. Active indicators help you stay oriented in the system.

Explore Dropdown Menus

Click main menu items to see all available sub-features. Dropdown menus organize related features together.

Follow Workflow Order

Navigate through menus in workflow order. Orders → Processing → Shipped follows typical order fulfillment flow.

Check Permissions

If you don’t see a menu item, you may not have permission. Contact your administrator to request access.

Use Search When Available

Some pages include search functionality. Use search to find specific items quickly within a section.

Bookmark Frequently Used Pages

Bookmark pages you use often for quick access. Direct URLs work if you have proper permissions.

Troubleshooting

Menu Items Not Visible

Problem: Expected menu item doesn’t appear

• Solution:
  1. Check your user permissions for that feature
  2. Verify your user type (OMS vs WMS)
  3. Confirm premium services are enabled (for My Shelf, etc.)
  4. Contact administrator to update permissions
  5. Check if feature is enabled in system configuration

Problem: Menu item appears but page shows access denied

• Solution:
  1. You may have menu access but not page access
  2. Check specific page permissions
  3. Verify user level requirements
  4. Contact administrator for access

Navigation Issues

Problem: Dropdown menu doesn’t open

• Solution:
  1. Check JavaScript is enabled in browser
  2. Try clicking menu item again
  3. Refresh page and try again
  4. Check browser console for errors
  5. Try different browser

Problem: Active page indicator incorrect

• Solution:
  1. This is usually a display issue
  2. Refresh page to update indicator
  3. Check URL matches expected page
  4. Active indicator updates on page load

Problem: Menu structure looks different than expected

• Solution:
  1. Menu structure depends on user type and permissions
  2. OMS users see different menu than WMS users
  3. Check your user type and permissions
  4. Verify you’re logged in with correct account
  5. Some features require premium services

Access Issues

Problem: Cannot access feature from menu

• Solution:
  1. Verify you have permission for that feature
  2. Check user level requirements
  3. Confirm feature is enabled in system
  4. Try accessing page directly via URL
  5. Contact administrator if issue persists

Problem: Menu shows but page loads slowly

• Solution:
  1. Check internet connection
  2. Wait for page to fully load
  3. Check browser performance
  4. Clear browser cache
  5. Try refreshing page

Related Links

Next Steps:

• Account Access & Login - Learn about logging in
• User Types & Permissions - Understand user permissions
• System Overview - Learn about ShipEdge Core features