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Sections

Getting Started

Getting Started in ParcelPilot +

Dashboard Morning Board

Guides +

Client Discovery Client Pre-Onboarding And Onboarding Proposal Core concepts: tenants, clients, customers & users Guides Table Columns Inbound Workflow Diagram Inventory Lifecycle in Parcel Pilot Onboarding Using Tables (Search, Filters, Columns)

Main

Orders +

Create, Edit & Delete Understanding Order State Picking notes, delivery notes & invoices Reimporting an Order Import CSV Pull Orders from eCommerce (manual backfill) Internal orders, commodity codes, weights & prices Merge Orders Suggested shipping (Orders) Completing and dispatching an order Correcting a dispatched order How to Split an Order into Multiple Shipments Legacy wording: orders shipped externally or collected Mobile Picking Workflow Ops Mode Orders Table Columns Bulk & Line Actions eCommerce Workflow, Suppression, Archive, GDPR & Accounting Partial Shipments Pick Location Override Orders, Shipments and Parcels Explained Why Can't I Create a Shipment? Why Won't an Order Allocate?

Items (Product Catalogue / SKUs) +

Managing Items and SKUs Import Items from eCommerce (Pull Products) Items Table Columns Bulk & Line Actions How Bundle Inventory Works Product Types And Components

Inventory Units +

Inventory Units Table Columns Bulk & Line Actions Create, Edit, Delete Import & Export (eCommerce + CSV) Record Inventory Adjustment vs Transfer Stock Reservations Transfer Stock Reserved Stock

Receiving Stock with Receipts +

Receipts Table Columns Bulk & Line Actions Create Pre-Receipt Why Can't I Post a Receipt? Working with Receipts

Processing Returned Stock +

Register Expected Return (pre-return) Return Orders Table Columns Bulk & Line Actions enabling and timing Receive, inspect & complete returns Why Can't I Complete a Return?

Booking a Supplier Collection +

Collections Table Columns Book a collection Bulk & Line Actions Managing Collections and Pickup Bookings

Shipments +

Create, Edit & Delete Statuses Tracking Legacy wording: external shipped vs external collected Manually Adding A Tracking Number Auto-pick carrier service rules Shipment Lifecycle, Evidence and Correction Workflows Shipments Table Columns Bulk & Line Actions

Operations

Operations +

Reviewing Monthly Operations and Charges Product Report Scanning Stock In Stock Counts Additional Services Adding Supplementary Documents to Shipments Building Stock from Components Operations Diagnostics Operations Table Columns Packing Boxes Receiving an Inbound Delivery from a Handling Unit Label Registering and Receiving an Expected Delivery Repacking Stock into a New SKU Warehouse Lookup Tool Serialised returns Shopify public app deployment How pallet and carton storage is calculated (with examples)

Stock Counts (Stocktake) +

Create, Correct & Void Stock Counts Table Columns Bulk & Line Actions

Additional Services +

Create, Edit & Delete Additional Services Table Columns Bulk & Line Actions

Glossary

Support tickets +

Feature Requests

Administration

Tenants +

Tenant Branding Tenants Table Columns Bulk & Line Actions Create, Edit & Delete

Users +

Impersonation Roles and Why Actions May Be Unavailable Users Table Columns Bulk & Line Actions Create, Edit & Delete

Clients +

Client Branding Warehouse Assignments & Inbound Defaults Clients Table Columns Bulk & Line Actions Create, Edit & Delete Delivery Note Footer Pricing & Tariffs Shipping Rules

Customers +

Customer Addresses Customers Table Columns Bulk & Line Actions Create, Edit & Delete

Warehouses +

Warehouses Table Columns Bulk & Line Actions Create, Edit & Delete

Locations +

Location Types Locations Table Columns Bulk & Line Actions Create, Edit & Delete Pickable vs Non-pickable (and picking logic) Pick Sequence and Replenishment to Pick Face Why Can't I Use This Location?

Billing

Billing +

Billing Table Columns Pricing Metrics Service Mappings

Integrations

Client Integrations +

Amazon BigCommerce Client Integrations Table Columns Bulk & Line Actions Create, Edit & Delete Order PII Retention, Anonymisation & Lifecycle Virtual Bundle Stock Sync eBay Magento Mirakl Not On The High Street (NOTHS) Shopify Shopify Stock Mismatch and Failed Stock Updates TikTok Shop (Standalone) WooCommerce

Carrier Integrations +

Carrier Integrations Table Columns Bulk & Line Actions Create, Edit & Delete DHL Express (MyDHL API) DPD Manual Booking Royal Mail Click & Drop TransGlobal Express UPS

Accounting Integrations +

Accounting Integrations Table Columns Bulk & Line Actions Create, Edit & Delete QuickBooks Sync Workflow and Troubleshooting

Import Items from eCommerce (Pull Products)

Help

Edit Customer Item Price

Update an existing customer-item price override.

Watch-outs

Changes can affect billing immediately for future monthly calculations.

ParcelPilot is a modern 3PL platform for warehousing, picking, shipping, billing, and integrations.

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ParcelPilot is owned by InsideOut Ideas Limited.

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