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Step-by-step guides for every part of Order Tracker, with pictures. Search above or pick a topic.
🚀 Getting started
- How Order Tracker worksWhat the tracker keeps track of, where its information comes from and what each status means.
- First-time setup checklistThe settings to fill in once, in a sensible order, so everything works from day one.
- Logging in, passwords and your accountStore addresses, store codes, staying logged in, forgotten passwords and changing your password.
- Using Order Tracker on your phoneThe bottom bar, scanning at the packing table, Settings on a small screen, and adding it to your home screen.
📦 Daily work
- The dashboardRead the numbers, open any list of orders with one click and spot late parcels.
- Logging dispatches and returnsScan order numbers or tracking numbers as parcels leave and come back; every batch is saved per courier.
- Bulk lists, backups and batchesUpload a whole list at once, restore a backup, and fix or remove a batch. Needs the "Upload Files" permission.
- Finding and managing ordersSearch, filter, change statuses, set tracking numbers, tag, report to the courier and export.
- Daily coverage calendarSpot days nobody logged dispatches or returns, and see each day's batches and notes.
🚚 Booking couriers
- Booking with PostExLoad orders from Shopify, fix mistakes, book them with PostEx and print the airway bills.
- Booking couriers without an API (TCS, your own couriers)Print labels now, hand the parcels over, and add the tracking numbers when the courier gives them.
- Booking with Leopards and other API couriersCouriers with an API recipe are booked straight from the Book page; the tracker prints the labels.
- Couriers: adding and setting upAdd PostEx, TCS, Leopards or any other courier; each has its own setup page and test page.
- Couriers & citiesChoose which courier is pre-selected for which city, list restricted cities and set tracking links.
- Booking settingsPickup address, the note on every parcel, Shopify fulfilment, tags and customer emails.
- Label designer: your own parcel labelsDesign labels with a live preview: drag blocks, add fields like products and COD, pick the page size, save templates and choose them per courier.
- Printing labels: Print all and printing without a dialogOne button prints every label of a booking run, all couriers together; set up a PC or PrintNode to print straight to your printer.
📨 Claims & records
- Claims and courier reportsReport lost, damaged or late parcels to the courier with evidence, and follow each claim.
- Attachment libraryFind any photo, video or document ever linked in a claim and copy its link.
- Activity: who logged whatSee how many dispatches and returns each person logged, batch by batch.
🔌 Connections
- PostEx connection and updatesConnect PostEx, receive live status updates, catch up and import older records.
- Shopify connectionConnect your Shopify store so orders can be loaded, fulfilled, tagged and marked paid.
- Sales channels: Shopify, WooCommerce, your website, CSVWhere your orders come from, and where tracking numbers go back to after booking.
- Email and the daily summarySend claims from your own Gmail and get a morning summary and alerts.
- Photos and videos for claimsAttach evidence to a claim straight from the tracker - kept by the platform, or in your own Google Drive.
⚙️ Running your store
- Users and permissionsInvite people, give them a role and extra permissions, limit them to some couriers, and answer access requests.
- Order rulesWhat a valid order number looks like, and when an order counts as delayed.
- BackupsDownload a full copy of your store's data and keep it safe.
- Plan, usage and billingSee your plan and upgrade, what you used and what is left, pay invoices and see your billing history.
🌐 Platform (owner)
- The platform console and store addressesFor platform owners: your own log-in, every store's address, and looking after all stores.
- Plans, payments and billingFor platform owners: create plans, switch billing on, approve payments and set special deals.
- File storage for all storesFor platform owners: keep claim photos and videos on Cloudflare R2 or this server, so no store needs Google Drive.
- Courier and sales-channel templatesDecide what stores can add: edit built-in couriers and shops, add couriers of your own, and see what stores ask for.
🛟 Troubleshooting
- Common problems and fixesWhat the usual error messages mean and what to do about them.