Preferences

Preferences is your central configuration hub for managing account settings, user profiles, email notifications, communication templates, and integration preferences in ShipEdge OMS. Configure how your account operates, who receives notifications, and how your system communicates with customers and partners.

Account Owner Access

Preferences is only available to account owners (User Type 1). If you don’t see Preferences in your Account Overview, contact your account owner or ShipEdge support.

Why Use Preferences?

Centralized Configuration

Manage all account settings from one place. Configure user profiles, email notifications, templates, and integrations without navigating to multiple pages.

Customize Communications

Control how and when emails are sent. Set up email templates, configure notification preferences, and manage customer communication settings.

User Management

Add and manage users for your account. Set permissions, configure access levels, and control what each user can see and do.

Integration Control

Configure API integrations, webhooks, and channel automation. Connect your account with external systems and automate workflows.

Accessing Preferences

1. Navigate to Account Overview

   Click My Account in the main navigation menu, then click Preferences from the Account Overview page.

2. View Preferences Tabs

   The Preferences page loads with multiple tabs organized by category:

   • Main User Profile
   • User Accounts
   • Communications Settings
   • Communication Templates
   • Inventory Forecasting and Alerts Setting
   • API Integration
   • Webhooks
   • Channel Automation
   • Billing (if enabled)

3. Select a Tab

   Click any tab to view and configure settings for that category.

Preferences Sections

Main User Profile

Purpose: View and edit your main user account information.

Available Information:

• User Name
• Password (masked)
• Company Name
• Contact Title
• First Name
• Last Name
• Address
• City
• State/Region
• Country
• ZIP/Postal Code
• Main Phone
• Email
• ID#
• VAT/Tax#

How to Edit:

1. Click Edit button in the Main User Profile tab
2. Update the fields you want to change
3. Click Save to apply changes

Note: Some fields like Company Name may be managed at the account level and cannot be changed from this section.

User Accounts

Purpose: Add and manage additional users for your account.

Features:

• View list of all users
• Add new users
• Edit existing users
• Set user permissions
• Configure access levels
• Manage user passwords

User Permissions Include:

• Inventory View
• Inventory Export
• Order View
• Order Edit
• Other role-specific permissions

More Information: See user management documentation for detailed permission configuration.

Communications Settings

Purpose: Configure email notification preferences and communication settings.

Email Notification Types:

• Replenishment: Notifications when inventory needs replenishment
• Created SKU: Alerts when warehouse creates a new SKU in your inventory
• Return by Carrier: Notifications about carrier returns
• Restocking: Alerts about restocking activities
• Low Inventory: Warnings when inventory levels are low
• Order Shipped: Customer notifications when orders are shipped
• Backorder Notifications: Alerts about backorder status

Configuration Options:

• Enable or disable each notification type
• Set recipient email addresses
• Configure CC (Courtesy Copy) recipients
• Configure BCC (Blind Courtesy Copy) for order shipped notifications
• Set order shipped notification timing (days from order entry)
• Configure wall communications preferences

Order Shipped Notification Options:

1. Always send shipping notification emails
2. Send only if order is shipped within X days from entry
3. Never send shipping notification emails

Wall Communications Options:

• Off
• New Topic from Shipedge
• New Topic or Reply from Shipedge
• New Topic or Reply from anyone

Default Email Address: All emails are sent to your account’s default email address. You can edit this address or change it in Communication Templates.

Communication Templates

Purpose: Customize email templates for customer communications.

Template Types:

• Order Shipped notifications
• Backorder Shipped notifications
• Return Label emails
• Other automated communications

Template Configuration:

• Email Description: What the email is for
• Recipient: Who receives the email
• Reply To: Email address for replies
• Subject: Email subject line
• Footer: Footer text for emails
• On/Off: Enable or disable the template

Scheduling:

• Shipped notification emails are sent daily at 4:30 PM EST
• Backorder notification emails are sent daily at 6:00 PM EST

How to Edit Templates:

1. Navigate to Communication Templates tab
2. Find the template you want to edit
3. Click Edit or click on the template row
4. Update subject, footer, or other settings
5. Click Save to apply changes

Inventory Forecasting and Alerts Setting

Purpose: Configure inventory alerts and forecasting preferences.

Alert Types:

• Quantity-based alerts
• Time-based alerts
• Low inventory warnings
• Replenishment notifications

Alert Configuration:

• Set alert thresholds
• Configure alert colors (Yellow, Orange, Red)
• Set time-based alert triggers
• Configure alert recipients

API Integration

Purpose: Configure API access and integration settings.

Features:

• API key management
• Integration configuration
• API endpoint settings
• Authentication settings

More Information: See API documentation for detailed integration guides.

Webhooks

Purpose: Configure webhook endpoints for real-time event notifications.

Features:

• Add webhook URLs
• Configure webhook events
• Test webhook connections
• Manage webhook status

Use Cases:

• Real-time order updates
• Inventory change notifications
• Shipping status updates
• Other event-driven integrations

Channel Automation

Purpose: Configure automated workflows for sales channels.

Features:

• Channel-specific automation rules
• Inventory sync settings
• Order processing automation
• Channel-specific preferences

More Information: See Channel Automation documentation for detailed configuration.

Billing

Purpose: Configure billing and payment preferences (if enabled for your account).

Features:

• Payment method settings
• Billing address configuration
• Invoice preferences
• Payment automation settings

Note: Billing tab is only visible if billing features are enabled for your account.

Configuring Communications Settings

1. Navigate to Communications Settings

   Click the Communications Settings tab in Preferences.

2. Review Current Settings

   View your current email notification settings. Each notification type shows:

   • Whether it’s enabled
   • Recipient email address
   • CC email addresses (if configured)

3. Edit Settings

   Click EDIT button to modify settings.

4. Configure Notifications

   For each notification type:

   • Enable or disable the notification
   • Set recipient email address
   • Add CC recipients if needed
   • Configure special settings (like order shipped timing)

5. Save Changes

   Click Save to apply your changes. Email notifications will use your new settings immediately.

Managing Communication Templates

1. Navigate to Communication Templates

   Click the Communication Templates tab in Preferences.

2. View Templates

   See a list of all available email templates with their current configuration.

3. Edit a Template

   Click Edit or click on a template row to modify:

   • Subject line
   • Footer text
   • Reply To address
   • Enable/disable status

4. Save Template

   Click Save to apply changes. Templates are used for automated emails sent to customers.

💡 Best Practices

Configure Email Notifications Early

Set up your email notification preferences when first setting up your account. This ensures you receive important alerts from the start.

Use CC for Team Notifications

Add team members as CC recipients for important notifications like order shipped or low inventory alerts. This keeps everyone informed.

Customize Email Templates

Personalize your communication templates with your company branding and tone. This creates a consistent customer experience.

Review Settings Regularly

Periodically review your preferences to ensure settings match your current business needs. Update as your processes change.

Test Webhooks

After configuring webhooks, test them to ensure they’re working correctly. This prevents missing important real-time updates.

Document User Permissions

When adding users, clearly document what permissions each user has. This helps with security and troubleshooting later.

Troubleshooting

Preferences Option Not Visible

• Preferences is only available to account owners (User Type 1)
• If you’re an account owner and don’t see it, contact ShipEdge support
• Check that you’re logged in with the correct account

Email Notifications Not Working

• Verify email addresses are correct in Communications Settings
• Check that notifications are enabled (On/Off toggle)
• Ensure your account’s default email address is valid
• Check spam/junk folders for test emails

Template Changes Not Appearing

• Wait a few minutes for changes to take effect
• Clear your browser cache and refresh
• Verify you clicked Save after making changes
• Check that the template is enabled (On/Off status)

Cannot Edit User Accounts

• Ensure you’re logged in as an account owner (User Type 1)
• Check that you have permission to manage users
• Verify the user account exists and is active
• Contact support if permissions seem incorrect

Webhooks Not Firing

• Verify webhook URL is correct and accessible
• Check webhook status (enabled/disabled)
• Test webhook endpoint manually
• Review webhook logs if available
• Ensure your server can receive POST requests

API Integration Issues

• Verify API keys are correct
• Check API endpoint URLs
• Review API documentation for required parameters
• Test API calls using API testing tools
• Contact support if integration continues to fail

Settings Not Saving

• Ensure all required fields are filled
• Check for validation errors (red text)
• Verify you have permission to change settings
• Try refreshing the page and saving again
• Clear browser cache if issues persist

Related Links

Account Management:

• Account Overview - Access all account features
• Change Password - Update your password
• User Management - Manage account users

Communication:

• Email Configuration - Email server settings
• Notifications - Notification preferences

Integration:

• API Documentation - API integration guides
• Webhooks - Webhook configuration
• Channel Automation - Channel automation setup