Beginner’s Guide to Set Up Your Shyplite Account

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Welcome to Shyplite - Your Shipping Gateway. We are so glad to have you join our Shyplite family! Please take a look at our articles containing instructions on how to get started setting up your Shyplite account.

Step 1: Add Your Pickup Address

  1. Click Here to add your pick up address. Alternatively, you can go to Settings » Warehouses » + New Warehouse

  2. Add the required details:

    • Address Name: Add a address name for your pick up address, it is only for your reference. -Vendor Name: Add a vendor name which you want to be printed on the shipping label with this address.
    • Address: Add the complete pick up address.
    • Pincode: Add the pick up address pincode.
    • City: Add the pick up city.
    • Contact Name: Add a contact name for the address.
    • Contact No. 1: Add the contact number. Please note carrier will coordinate for pick up on this number.
    • Default Pickup: If this is your default pickup address for all your orders, mark it as deafult pickup.
    • Default Billing: If this is your billing address, mark it as deafult billing. Please note, this address will be printed on your Shyplite invoices.
    • Location: Start typing you address, locate your address.
    • Send OTP: Click on Send OTP.
    • Verify your OTP

Your address will be reviewed by our team and will be activated as soon as possible, sometimes immediately. Please feel free to reach our Shyplite Support in case you want to get your address activated on priority.


Step 2: Connect Your Store

Go to Connectors in the Settings.

Connect your store with Shyplite import the orders from your carts. Please check the links below for respective connectors.

Integrations of Shyplite with Other Platforms


Step 3: Add Your SKUs

If you are going to process your orders by creating it by order form or by uploading order excel or via API integration, please skip this step and move to the next step.

Adding your SKUs will help you process orders in bulk which are imported from a connector without inputting weight, dimension and mode for each and every order.

  1. Go to SKU page in Settings.

  2. Click on +New SKU.

  3. Download the Sample file by clicking on Download Sample button.

  4. Fill the details in the excel sheet.
    • SKU Name: Fill the SKU of your product.
    • Item Name: Fill the product name associated with the respective SKU.
    • Item Length: Add length of the package in which you are going to pack this product. It should be cm (centimeters).
    • Item Width: Add width of the package in which you are going to pack this product. It should be cm (centimeters).
    • Item Height: Add height of the package in which you are going to pack this product. It should be cm (centimeters).
    • Item Weight: Add dead weight of your product in kg (kilogram).
    • Mode Type: Choose your preferred Shyplite Mode of shipping. Please note this mode will be set as the default mode for shipping this product. In case you get an order in bulk, you might need to change your shipping mode type while order booking.
    • Mode can be one of these mode types: Air, Lite-0.5kg, Lite-1kg, Lite-2kg, Surface-5kg, Surface-10kg.
  5. Click on “Choose File”” and select the updated file.

  6. Click on “Import” to import the SKUs to Shyplite panel.
  7. You can also add a single SKU by filling the SKU form on the same page and Click on Submit to save the SKU.

Note: Please enter the value of SKU very carefully as it cannot be updated after submissions.


Step 4: Set Up Your Branded Tracking Page

  1. Go to Customization in the Settings.

  2. Update the following details in the Tracklite Section

Add the following information

Brand Name

  • Add your Brand Name, same will be displayed on the Tracklite.

Website

  • Add your website URL here. The customer will be redirected to your website when he clicks on your brand name or your brand logo.

Support Email

  • Add your customer support email address where your buyer can reach you in case of any queries.

Support Contact

  • Add your customer support phone number where your buyer can reach you in case of any queries.

Upload Logo

  • Upload your brand logo here. Logo size should be less than 500 kb. The allowed image formats are .png and .jpg

Custom URL Tag

  • Add your brand name to Tracklite URL.

Accept Return for

  • Allow your customers to place a return request for their order from the Tracklite page itself. You can choose the number of days till when you will accept the return request after delivery.
  • Once the return request is placed by the customer, same will be reflected on your orders page with Channel “Tracklite” and you can book the order by clicking the “Book” button.

Step 5: Choose Your Preferred Courier

If you are on carrier automation account, all the carrier are by default activated on your account as per their serivceability. Thus, please proceed directly to step 7.

  1. Go to Service in the Settings.

  2. By default all the carriers are enabled for all the available modes. Please update your carrier-mode settings as per your preference.

  3. Please note: Disabling a carrier modes, disables the service for all order types (Prepaid, COD & Reverse) for that carrier.


Step 6: Set Up Your Booking Preferences

If you are on carrier automation account, booking preferences are automatically setup from the system as per carrier performace and their serivceability. Thus, please proceed directly to step 7.

  1. Go to Priority in the Settings.

  2. By default your bulk booking and API booking priority are set as Cheapest Priority Setting that means your order will assigned to the cheapest carrier of selected mode from the enabled carrier-mode pair setting.

  3. If you want to set your custom priority, please click on Priority Tab on the top.

  4. Select your carrier from the dropdown as per zone and mode. Please note, only enabled carrier as per mode will display in the dropdown.

  5. By selecting the custom Priority Settings, the first priority will be given to the set carrier as per zone and mode. If the first priority carrier’s service is not available or is disabled by you, the order will assigned to the cheapest carrier for selected mode.


Step 7: Check Your Rate Card

You can also check out the rate card on the Price Calculator page itself.

Alternatively, you can go to Price Calculator from the left navigation menu on Shyplite Panel.


Step 8: Add Funds

You can add funds or make the payment by the following payment modes:

  1. Netbanking
  2. Debit Card
  3. Credit Card
  4. Wallet
    • Paytm
    • PhonePe
    • Amazon Pay
    • Freecharge
    • PayZapp
  5. UPI
  6. NEFT:
    • Please find below the NEFT payment details:
      • Account Name: Simba Logistics Private Limited
      • Bank Name: HDFC Bank
      • IFSC Code: HDFC0000043
      • Account Number: 50200020918334
    • After making the payment please submit the NEFT details in Submit NEFT Details Tab of the Pay Page
  7. Cheque:
    • You can deposit the cheque in Shyplite account in the name of Simba Logistics Private Limited
    • After depositing the cheque please submit the cheque details in Submit Cheque Deposit Details Tab of the Pay Page

To make the payment, go to Pay Page and click on relevant tab to choose the mode of the payment and proceed.


Step 9: Create Your First Order

Please follow the below mentioned steps to create an order by order booking form.

  1. On the left navigation screen, click on Orders Page.

  2. Click on New Order

  3. On the Order Form, select your pick up address, enter order information, customer information and package information.

  4. Click on Create Order after filling all the details.

  5. On the Order Form, select your pick up address, enter order information, customer information and package information.

  6. Click on Create Order after filling all the details.

  7. On clicking the Create Order Button, your order will be booked and a carrier and tracking number will be assigned to your order if your account is of carrier automation.

  8. If your account is of carrier choice, on clicking the Create Order Button, you will see a dialogue box from which you can select the carrier after checking the estimated rate for any shipping mode as per your perference.

  9. Click on the “Book” button to book the order with the carrier of your choice.

  10. Once your order is successfully booked, your order will be moved to Shipments page from where you can refer to the tracking number and download the shipping label and more further for the processing.

Click Here to learn more ways to create an order.


Step 10: Download The Shipping Label

After booking an order successfully, please follow the steps to download shipping label for a single order

  1. On the left navigation screen click on Shipments.

  2. Click on download icon on that shipment to download the shipping label.

Please follow the below mentioned steps to download shipping label in bulk

  1. Click on the check boxes of the orders for which you need to download the labels.

  2. Click on the Download button.


Step 11: Download the Manifest

A manifest is a proof that you have handed over your orders to the carrier. We advise you to download the manifest and print two copies and get both signed by the pickup person and handover a copy for his record and keep the other copy for your record.

After booking an order successfully, please follow the steps to download the manifest

  1. On the left navigation screen click on Manifest.

  2. Click on download icon to download the manifest.

Please follow the below mentioned steps to download the manifest in bulk

  1. Click on the check boxes of the manifests that you want to download.

  2. Click on the Download button.

Note:

  • Once the Manifest is downloaded, the status will update from “Open” to “Closed”.
  • In case you do not close the manifest, the new orders will merge in the open manifests.

CONGRATULATIONS! You are Shipping Ready Now!

If you have any questions that are not addressed, please feel free to reach Shyplite Support.

Enjoy and Happy Shipping!