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Preferences (WMS Configuration)

Preferences is the central warehouse configuration page that allows you to manage the main user profile, warehouse user accounts, communication templates, and mobile and desktop application settings.

This functionality is essential to keep warehouse configuration updated and manage users who have access to the system.

What is Preferences?

Section titled “What is Preferences?”

Preferences is a configuration page with multiple tabs that allows you to:

  • Manage main user profile: Configure Login Name, Email, Password, and Token of the main warehouse user
  • Configure warehouse information: Set DBA, Company Name, owner information, addresses, and contacts
  • Manage warehouse users: Add, edit, and delete warehouse users with different permissions
  • Configure communication templates: Manage email templates for different types of notifications
  • Configure applications: Adjust settings for mobile and desktop applications

Why use Preferences?

Section titled “Why use Preferences?”

Centralized configuration

Manage all warehouse configurations in one place, making maintenance and updates easier.

User management

Control who has access to the system and what permissions each warehouse user has.

Communication personalization

Customize email templates so notifications reflect your warehouse identity.

Application configuration

Adjust mobile and desktop application settings to optimize workflow.

Warehouse information

Keep warehouse information updated for billing, communications, and reports.

Security

Manage passwords and access tokens to maintain system security.

How to access Preferences

Section titled “How to access Preferences”

  1. Log in to ShipEdge Core as a user with WMS Admin permissions (UserWH=1) or Admin (level 3).

  2. Navigate to Warehouse menu in the main navigation bar.

  3. Select “System Config” from the Warehouse menu.

  4. Click “Preferences” from the System Config submenu.

Configuration tabs

Section titled “Configuration tabs”

Preferences is organized in the following tabs:

1. Main User Profile

Section titled “1. Main User Profile”

This tab contains two main sections:

User Profile:

  • Login Name: Username for login
  • Email: Main user email address
  • Password: User password (use “Edit Password” button to change it)
  • Token: Access token for API integrations

Warehouse Profile:

  • DBA (Doing Business As): Warehouse business name
  • Company Name: Legal company name
  • Owner First Name: Owner first name
  • Owner Last Name: Owner last name
  • Owner Email: Owner email
  • Direct Phone: Direct phone number
  • Fax #: Fax number
  • Address: Warehouse address
  • City: City
  • State/Province: State or province
  • Zip Code: Postal code
  • Country: Country (search with autocomplete)
  • Billing Country: Country for billing (search with autocomplete)
  • Logo: Warehouse logo (image upload)
  • Header Image: Header image (image upload)
  • Footer Image: Footer image (image upload)

Features:

  • Click “Edit” to enable field editing
  • Click “Save” to save changes
  • Use the “Edit Password” button to change the main user password
  • Upload images (logo, header, footer) by dragging and dropping or clicking the upload area

2. User accounts

Section titled “2. User accounts”

This tab is only visible if you have Manager permissions or are Admin (level 3) and have access to Preferences View WH.

Features:

  • View users: Table with all warehouse users
  • Add user: Button to create a new user
  • Edit user: Edit information and permissions of existing users
  • Delete user: Delete users from the system

User fields:

  • Username: Username
  • Email: Email address
  • First Name: First name
  • Last Name: Last name
  • Activated: Activation status (On/Off)
  • Preferences View: Access to Preferences View WH
  • Orders View: Access to Orders View WH
  • Inventory View: Access to Inventory View WH
  • Billing View: Access to Billing View WH
  • Manager: Manager permissions (UserWH=1)
  • Allow Corrections: Permission to perform corrections/recounts
  • User Type: User type
  • Token: Access token

Search and filtering:

  • Search users by Username, Email, First Name, Last Name, User Type, or Token
  • Sort by any column by clicking the header

3. Communication Templates

Section titled “3. Communication Templates”

Manage email templates for different types of warehouse notifications.

Features:

  • View templates: Table with all available communication templates
  • Edit template: Edit Reply To, Subject, and Footer of each template
  • Enable/Disable: Enable or disable individual templates
  • Preview: See how the template will look before sending

Template fields:

  • Name Email: Email type name
  • Recipient: Email recipient
  • Reply To: Reply address
  • Subject: Email subject
  • Footer: Email footer
  • Status: Status (On/Off)

Available template types:

  • Replenishment
  • Packing Error
  • Return by Carrier
  • New SKU
  • Replenishment Processed
  • Seller Information Class
  • Warehouse Information Class
  • Inventory Alert
  • Notify Product Received
  • Recount
  • Re-stocking

4. Mobile App

Section titled “4. Mobile App”

Configure options for the warehouse Android mobile application.

Features:

  • Mobile application options configuration
  • Synchronization and connectivity settings
  • Permissions and access configuration

5. Operations

Section titled “5. Operations”

Configure warehouse operations, including automation, processing, and other operational settings.

Features:

  • Operations automation configuration
  • Order processing settings
  • Operational rules configuration
  • Operations preferences management

6. Desktop App

Section titled “6. Desktop App”

Configure options for the warehouse desktop application.

Features:

  • Desktop application options configuration
  • Synchronization and connectivity settings
  • Permissions and access configuration

Image management

Section titled “Image management”

You can upload and manage images for the warehouse:

Supported image types:

  • Warehouse logo
  • Header image
  • Footer image

Accepted formats:

  • JPG/JPEG
  • PNG
  • SVG
  • GIF

Limits:

  • Maximum size: 2 MB per image

Features:

  • Upload: Drag and drop or click to select file
  • Delete: Delete current image
  • Restore: Restore a previous image if available

Best practices

Section titled “Best practices”

Keep information updated

Review and update warehouse information regularly to ensure billing and communications are accurate.

Manage users carefully

Assign appropriate permissions to each user and deactivate accounts that are no longer used to maintain security.

Customize templates

Customize communication templates so they reflect your warehouse identity and provide useful information.

Use secure tokens

Generate unique and secure tokens for API integrations and don’t share them publicly.

Optimize images

Optimize images before uploading to reduce file size and improve performance.

Review configurations regularly

Review mobile and desktop application configurations periodically to ensure they’re optimized.

Troubleshooting

Section titled “Troubleshooting”

I can’t see the “Preferences” option in the menu:

  • Verify you have WMS Admin permissions (UserWH=1) or Admin (level 3)
  • Confirm you’re logged in with an account that has appropriate permissions

I can’t see the “User accounts” tab:

  • This tab is only visible if you have Manager permissions or are Admin (level 3) and have access to Preferences View WH
  • Verify your user has the PreferencesViewWH field set to ‘Y’

I can’t edit fields in Main User Profile:

  • Click the “Edit” button to enable field editing
  • Verify you have edit permissions in warehouse configuration

Error uploading images:

  • Verify the file is less than 2 MB
  • Confirm the format is JPG, PNG, SVG, or GIF
  • Make sure you have write permissions in the logos directory

Changes don’t save:

  • Verify you clicked the “Save” button after editing
  • Confirm all required fields are complete
  • Review error messages in the interface for more details

I can’t change the password:

  • Use the “Edit Password” button in the User Profile section
  • Make sure to enter a valid password and confirm it correctly
Section titled “Related links”

Next step: Change Password - Change your access password

Related: