How to Use Shipyaari Dashboard?
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The document provides instructions for shippers on how to use their Shipyaari account dashboard to manage their profile, bank details, documents, subscriptions, shipments, reports, and get support. It describes the various sections of the dashboard including managing address books, booking and tracking shipments, generating reports, managing finances and wallet, and accessing help resources. Shippers can update their information, book single or bulk shipments, track status, view invoices and reports, add funds to their wallet, and get support through the Shipyaari account dashboard.
How to Use Shipyaari Dashboard?
- 1. Your Partner For Growth and Reach
- 2. Launch seller.shipyaari.com Enter your Shipyaari username and password in the respective fields.
- 3. After login, you will see dashboard page. Click on your company name where you will find the option of “My Profile” as shown in picture. Click on “My Profile” to know all the details regarding your Company Address, Bank Information, Documents submitted by you at the time of sign up, Your Subscription Summary and option of changing password.
- 4. Bank Account Details which you have provided to us at the time of registration will appear here. Your COD Remittance amount transferred into account mentioned in bank information details. If you wish to change your bank account details than please mark a mail on care@shipyaari.com On Additional Information page you will find all the documents which you have send us at the time of registration.
- 5. Change Avatar option is for changing your profile picture so that you can set your own profile picture and personalise your account. Subscription Summary will provide details of your Plan Purchase Date, Plan Start Date, End date of your plan, Expiry Date and also how much amount you have paid to us. Subscription Invoice Receipt is also available on your profile so now you can directly download it from there just click on “view” option as shown in Picture.
- 6. Invoice sample of subscription charges is shown below which you can save or print by clicking on print option. Click on change password option to change your password.
- 7. Daily: In this graph report, you can see the total number of consignments according to their status delivered and undelivered according to days of current month. Weekly: In this, graph report, you can see the total number of consignments according to their status delivered and undelivered according to weeks of current month. Monthly: In this, graph report, you can see the total number of consignments according to their status delivered and undelivered according to months of current year. Delivery Charge (Online): In this graph report, you can see the total percentage of paid shipments and unpaid shipments. At the same time you can check the total amount of paid shipments and total amount of unpaid shipments. You can also search according to date wise also. COD: In this graph report, you can see the total percentage of paid cod shipments and unpaid cod shipments. At the same time you can check the total amount of paid cod shipments and total amount of unpaid cod shipments. You can also search according to date wise also. Shipment Status Service Wise
- 8. You can check the pin code, partner availability using pickup pin code, delivery pin code, package type, service type, weight and total invoice value. You can track your shipments using tracking number or Shipyaari shipment code. You can check the pin code is serviceable or not. Total Available Credit Limit in Your Account. Used Credit Limit for Booking Shipments. Remaining Credit Limit in Your Account. Shipyaari Home Page Address Book (For Pick Up & Delivery) Book Consignment Report Management Accounts Management Help
- 9. Address Book is for permanently saving your Different Pick Up Location Address and Delivery Location Address. . Add your pick up details and click on submit to save different pick up location permanently to your address book. Add your delivery details and click on submit to save different delivery location permanently to your address book. Pick Up Address Delivery Address
- 10. Manage Consignment Details page gives proper shipment records and also gives option to schedule your consignment as single shipment and also as bulk shipment.
- 11. You can track your shipment status through search option. Using date range Using partners Using Order Number Using Shipyaari Shipment Code Using Tracking Number Using shipment status Client can search as per above filters. Steps: Go to Dashboard. In Left Navigation ->Book Consignment -> Manage Domestic Shipments Click on “Search” Button. In popup you can apply the filters and submit it, as per filters result will be shown on the same page.
- 12. Manifest Print is proof of pick up. After scheduling consignment print Manifest Copy of respective courier company and on that copy you have to take signature of Pick Up Boy. In this module you have select the date range and partner. After selecting these filters you will get search result, and as per result you can select the shipments to manifest them.
- 13. If you want to download the multiple shipment’s shipping label in single shot, you have to check the boxes against the required shipment and click on Bulk Download Option, so your selected shipments shipping labels has been successfully downloaded in zip file.
- 14. It will provide you all the information about your shipment regarding Pick Up address, Delivery address, Tracking No, Invoice Value, Etc. Mark those shipment for which you required report. After marking the shipments click on report option. After marking the shipments when you click on report option. One excel file generate which will provide you all the details regarding shipment as shown in picture.
- 15. Once you click on the , you will be redirected to a page where you have to fill in all the details regarding the consignment. You can choose an existing address or type a new address for the pick-up. If you choose to add a new pick-up address, you will have to type out the detailed address and the order number in the respective fields. Add the details for delivery in the respective section. You can choose an existing address or type a new address for the delivery location. Please fill in all the sections and make sure you give the address as it is in the invoice.
- 16. Select the date on which you want the pick-up to happen. Priority – Non COD order whose value is below Rs. 5,000/- (Fed-Ex). Standard – COD orders or orders of value below Rs. 20,000/- Economy – Surface shipping
- 17. Select if the packages are identical or not. If yes (Single package). Please select weight per package. Mention the dimensions of each package.
- 18. If the packages are not identical, click no (Multiple packages). Enter the approx. dimensions and weight for each product separately, along with the quantity and value.
- 19. Select the Package Content as “Product/Commodities”. Give a brief description of what the package contains. Select the Payment Mode through which your payment is received from the customer for that particular order. Add invoice value. Choose insurance if your shipment value is more than 5000/-
- 20. After adding all details, click on the partner availability option. A pop up will appear, with the respective charges. Click on ‘Choose’ button. you will get shipping label after choosing partner. When you click on it will show you the detail calculation for rates which are charged to you as shown in picture.
- 21. In manage consignment details task bar click on To schedule bulk shipments you need to download the sample excel sheet which is shown. click on the ‘Download Sample Excel’ button. The excel sheet will have 30 columns to be filled in for each package. Please take care in filling it properly and do not leave any required field blank. Do not use any special character in this sheet. As per columns please fill the data in to it. Please make sure the pickup pin code and delivery pin code should be serviceable. As per avn service, payment mode should be serviceable. After complete the process of data feeding, please upload it. After successfully upload, you all consignments will be saved with their labels in system.
- 22. Shipment is delivered Selection of Partners COD Label Track your Shipment Reverse Pick Up or Return Shipment from Customer to Shipper State Form Requirement Re-Request option is available only for FedEx and Aramax for Re-Schedule of pick up. Re-Schedule of pick up is available only for FedEx courier partner. Track your Shipment Master label is available only for FedEx Courier Partner There are some color codes that will appear in consignment number to indicate the status of shipments. This tracking of shipments are done by system and using third party API. Tracking will be depend on the partners API, may be sometimes it takes time to reflect the tracking status in our system. Order Created Delivered In Transit Returned Exception
- 23. Report Management is divided into three parts: 1. Shipment Status Report 2. Billing Breakup – Client Report 3. Outstanding Report Shipment Status Report: Shipment Status Report will provide you all the information about your shipments as shown below.
- 24. Billing Breakup Report: Billing Breakup – Client Report will provide you information about what rates are charged to you per shipment as shown below. Outstanding Report: In Outstanding Report you will find details of all the shipments for which you haven’t made payment as shown below.
- 25. In this module client can see their wallet amount. In Account Management there is an option of Wallet Balance where you can add some amount in your wallet and you can use it whenever you needed. He/she can add the amount in wallet using online payment and offline payment.
- 26. Wallet Balance Add the amount in given box which you want add to your wallet account as shown below. After adding amount click on add money to your wallet. After clicking on add money to your wallet you will redirected to confirm wallet amount page as shown in given picture. You can select online payment mode or offline payment mode. For online mode every Friday, invoices get generated automatically & admin will approve them till client unable to see that invoices. In offline mode client have to add the bank details, cheque number and date of payment. Then admin will review it, check it and take the action against that payment. Client can approve and reject the same also.
- 27. Wallet Balance Online Mode Offline Mode
- 28. Once the payment is done go to account management page and click on to check the status of your wallet balance. When you click on and if admin status shown approved that means we have received your payment. And if admin status shows pending than our accounts team will confirm your payment first and than your request will be approved.
- 29. If you click on task bar you will be redirected to the Shipyaari Care Desk page where all the answers are given for queries related to Operations and Boarding Process.
- 30. On each page of your Shipyaari account you will find a option of When you click on support option help & support pop up will appear. In requester you have to add your Email ID. Attachment and Screenshot option is given. Example for Screenshot option is shown in picture.
- 31. If you Face a problem, or have any Concerns regarding your Shipyaari Account and Orders, Please get in touch with their Customer Service at: care@shipyaari.com or 7666328629