If you are using Accumula's Shipstation Ship from Store Integration, Accumula will set a Source for each Order so you can create separate queues for your staff to monitor for fulfillment. Follow the setup steps below before enabling the Shipstation Integration.
Ship from Store Setup in Shipstation
Accumula will assign the Source on each order sent to Shipstation. Source is formatted as "Order Source - Storename" (ie. Shopify - New York, Instore - Los Angeles. If you are using Accumula Multistore, setup automation rules for each location by following these steps:
- Create Ship From Locations
Click on the "Settings" Icon in the top right, and choose "Ship From Locations".
- Add a Ship From Location
Click "Add a Ship From Location", name it for the Store Location, fill in the address info, and press Save. Repeat this for each Store Location you have in point of sale.
- View Automation Rules
Click on the "Settings" Icon in the top right, and choose "Automation Rules".
- Create a New Automation Rule
Click "Create a Rule", name it for the Store Location, and set it so if the Source includes that Store Location, Set the Ship From Location to that same Location, and press Save. Repeat this process for each Store Location you have in point of sale. Once complete, press Reprocess Automation Rules to make sure that all Orders are assign to their Ship From Locations.
- Add "Source" Column to the Orders View
Click "Orders" and click the "Columns" button in the top right. Scroll down and make sure that the "Source" box is checked. Drag and Drop the "Source" column to the desired spot.
Creating Queues for Multiple Locations
You can create Shipstation Views for each Store Location by setting up filters by Ship From Location or Source in Shipstation. For even more control, we recommend the steps below to restrict the order queue for each location, further streamlining their process by making it clear which orders they need to fulfill and ship.
- Create a User for Each Location
Click on the "Settings" Icon in the top right, and choose "Automation Rules". Click "edit" on the Location Rule you would like to select. In the Action list add, "Assign to User" and select the User for that Location.
- Add "Assign to a User" to the Automation Rule for Each Location
In "Settings", choose "Automation Rules". Click "edit" on each Location Rule. In the Action list add the "Assign to a User" action and select the User for that Location.
- Restrict User to only see orders assigned to them
In "Settings", click on "Users". Click "Edit" on each location specific user and click the "Restrictions" tab. Check the box for "Restrict this user to only see orders assigned to them", then press Save. Repeat for each location user.
Once this is complete, each location user will only be able to see the orders assigned to them, further streamlining their process by making it clear which orders they need to fulfill and ship. Users who do not have the "Restrict this user to only see orders assigned to them"box checked will be able to see all orders.