Users - Adding a new User

This article instructs you on how to add a new user for DesktopShipper.

1) Navigate to the "USERS" settings by Clicking the Settings option in the main menu.

2) Click the "USERS" option

3) At the top right of the Users page, click

Account Information

1) Enter an email address that will be used as the user's username.

• • Email requirements:
    • The email address must be unique. It cannot be an address that has been used for another DS account.
    • The email address must be a real email address as DesktopShipper will require an email validation by sending a verification email to the submitted email address.

2) Enter a password for the user.
 

• Password requirements:
  • Minimum of 8 characters
  • maximum of 24 characters
  • At least one capital letter
  • At least one lowercase letter
  • At least 1 number
  • At least one special character

3) Confirm the password.

4) Enter the user’s first name.

5) Enter the user’s last name.

6) Enter the user’s phone number.

7) Select the type of phone number (Primary, Mobile, or Office).

8) Click to add any additional phone numbers to contact the user.

Role

1) Select the user’s role:

Devices

The devices section lets you set some printer and scale preferences. These settings are optional and can be set at any time. These settings can be changed in the Workstation Settings as well.

Printer Settings:

1) Select which printing scenario for postage labels:

• Print in Browser - Desktopshipper will generate a postage label and send it to your browser. From the browser, you can print it or save it as a PDF.
• Print Later - the software will not print until you go back later and print the label manually from the DS UI.
• Send to Printer - prints the label directly to the printer. 
  
  

2) Select which printing scenario for packing slip labels:

• Print in Browser - Desktopshipper will generate a postage label and send it to your browser. From the browser, you can print it or save it as a PDF.
• Print Later - the software will not print until you go back later and print the label manually from the DS UI.
• Send to Printer - prints the label directly to the printer. 

 

Scale Settings:

3) Select which scale to use (optional).

4) Set a scale delay in seconds (if a slight pause is required reading your scale). (optional)

Batch Settings

The Batch Settings section provides a group of preferences for shipping with batches

The first set of preferences tells DesktopShipper how you want the batch labels to print. These settings can provide a more organized way of picking the items from the warehouse shelves. You can add as many fields as you need.

1) Select the data field to sort the labels by. The choices are:

• Ship Method

• Sku

• Total Units

• Market

• Department

• Weight

• Order Id
• Market Id
• Reference Id
• Line item Count
• Item Location

2) Set the sorting direction the labels will print out. The options are:

• Ascending
  • ie. A to Z or starting at the lowest number
• Descending
  • Ie. Z to A or starting at the highest number

3) Click to add the conditions to the list.

4) Click to remove all the added conditions

5) Finally, select the sizes of the batch labels:

• Auto
• 4x6 inches
• 8.5 x 11 inches
• 4x6 multiplex labels
• 4x4 multiplex labels

 

User Preferences

1) The last section of the Create New User window is the User Preferences.

• Select the weight type: Pounds (lb), Ounces (OZ( or Kilograms (Kg)

• Enable drop shipping controls – This setting will enable our drop shipping controls feature for managing dropped orders.
• Spilt single items into multiple boxes – This setting is for allowing the system to split up a single line item that contains a quantity of more than one in to multiple packages. Example: A line item contains a quantity of 100 and there are too many of these items to fit in a single box.
• Exclude batched orders in default “unshipped” grid view – enable if you do not want orders that belong to a batch to show up in the orders grid on the Orders page.
• Display “Multiple Skus” for ordered Sku on Grid view – if the Sku column is enabled on the Orders page, DesktopShipper will display “Multiple” if there are more than one products in the order. Otherwise, the column will display the first Sku on the item list.
• Display “Multiple Vendors” for ordered Vendor on Grid view – if the “Vendor” column is enabled on the Orders page and an order contains items from multiple vendors, the column will display “Multiple”. This option is useful for fulfillment companies who often ship orders in this situation. Otherwise, the column will display the first vendor on the item list.
• Display “Multiple Items” for ordered Title on Grid view – if the “Title” column is enabled on the Orders page and an order contains more than one item of different Skus, the column will display “Multiple”. Otherwise, the column will display the first product title on the item list.
• Enable test mode for user – sets all carrier postage labels to test mode which prevents the carriers from either charging or billing the shipper for postage fees.
• Display “Multiple Locations” for ordered Location on Grid view – if the “Location” column is enabled on the Orders page and an order contains more than one item located in separate locations in the warehouse the column will display “Multiple”. Otherwise, the column will display the first product title on the item list.
• Enable Scan Verify – this option enables DesktopShipper’s Scan Verify feature which aids the shipper in preventing shipping mistakes such as missing an item from the box or shipping the wrong quantity of items or shipping the wrong item.
  

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1) Check off the reCAPTCHA check box to ensure you are a human, not an AI user.

2) Click  when completed.

DesktopShipper will email the email address you entered for the user a verification email. Once the email address is verified, you can log into DesktopShipper with the new username and password.