Glossary

This is a auto-generated Article of all your definitions within the glossary.

Glossary

This is a auto-generated Article of all your definitions within the glossary.

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• advanced search

  Accessed by the Advanced Search button in the search bar. Lets you set more detailed search criteria than what you can type into the search bar. You can search specific Postsale fields, use operators like equals or not equals, and enter precise search values.

• archive

  * (verb) To move orders into the Postsale archive. * (noun) An area in Postsale that holds orders that no longer show in the orders grid but may need to be referenced in the future.

• automation

  Automations are created to streamline the shipping workflow by telling Postsale to perform certain tasks when specific events occur. For example, an automation could be set up to send an email to customers to let them know their package is out for delivery.

• carrier

  A company or organization that provides transportation services for goods and packages from one location to another.

• condition

  Defines under what exact circumstances an Automation should be performed.

• CSV file

  Comma Separated Value file. A comma-separated value file refers to a file where the data is input as data separated by commas.

• dashboard

  The first screen you see when you log into Postsale. The Dashboard provides insights into your shipments and sales trends with customizable widgets.

• default carrier account

  When more than one account with a single carrier is added to Postsale, the default account is used to calculate and display rates and to create shipping labels.

• dock

  Used to configure and manage shipments and to create, print, and void shipping labels. Think of the Dock as the main work area when it comes to shipping orders.

• end of day

  Some carriers require an EOD (End of Day) report or manifest that lists the packages being picked up on a given business day. In Postsale, the End of Day menu option is used to generate end of day reports and manifests.

• filter

  Filters are used by Postsale to find and display orders that meet criteria that you define. Think of a Filter as a saved Advanced Search.

• folder

  Use to organize filters into logical groups.

• items

  Refers to the products on an order in Postsale. Can also refer to the products that have been picked and packed for a shipment.

• layout

  1. A button used to switch between the vertical and horizontal views of the Dock. 2. The current state of columns and visible elements in the Orders Grid or in the Dock. 3. The structure of visual elements (text, images, etc.) in a template or shipping label.

• mapping file

  Defines to which fields in Postsale the fields in your CSV file should be imported.

• notifications

  Alerts generated by Postsale to inform you of important information related to order imports and events that occur through automations.

• order

  Refers to a transaction initiated by a customer on an online platform, such as a website or mobile app, to purchase goods or services. The order serves as a record of the purchase and is used to fulfill your customer's purchase by packaging and shipping the ordered items to the specified address. An order may have multiple shipments. A shipment may have multiple packages.

• Order Actions Menu

  Access and perform order related actions, such as importing and shipping orders.

• Order Details

  Opens when you double-click an order in the Orders Grid. Used to view and edit order information such as the Ship To address, order items, order status, notes, and more.

• Orders Grid

  Main display of orders and order information used to select and edit orders, to view order information, and to select the orders being shipped.

• Orders Menu

  Contains order specific filters and folders used to organize and view orders in a specific status or that meet defined criteria.

• order source

  Refers to the specific sales channel, store, or method (such as from a CSV file) from which an order is imported into Postsale.

• order status

  Refers to the current stage of processing for a customer's order and provides real-time information about where the order is in the fulfillment process. In Postsale, you have the ability to assign any status to orders that works best for your shipping workflow.

• package

  The physical container used to hold the goods being shipped together as a single unit.

• packaging

  Defines the specific type of box or envelope used to hold the items for a shipment. Some carriers have carrier-specific packaging, such as USPS Flat Rate boxes.

• pay on use return labels

  The shipping carrier does not charge you for the return label until it is used and is in transit.

• rate

  The cost charged by a carrier or shipping service to transport goods from one location to another. The rate is typically based on factors like the package's weight, dimensions, shipping distance, delivery speed, and any additional services like tracking or insurance.

• rate selector

  Used to quickly view and select from all available carrier/service options and rates for a shipment. Carrier/Service options are grouped by Fastest, Economical, and User Selected. The Carrier /Service options available are based upon the shipment’s current configuration (weight, packaging, dimensions).

• reference

  Additional lines of text, such as a thank you message or an order number, added to the printed shipping label.

• requested shipping

  The shipping method requested by your customer when the order was placed. The requested shipping method may be an actual carrier and service, like ‘USPS Priority Mail’, or a status defined by you, such as ‘Expedited’ or ‘Most Economical’.

• search bar

  Used to enter search terms to narrow down the orders displayed in the orders grid. The search bar is located at the top of the orders grid.

• service

  The specific delivery method/option used to ship a package. Services are specific to the carrier selected. Examples: USPS Priority Mail, USPS First Class Mail, UPS Ground, FedEx Ground, etc.

• shipment

  A collection of goods or items that are transported together from one location to another. In Postsale, a ‘shipment’ may also refer to the shipment record associated with an order. The shipment record contains the actual details of the shipment, such as the carrier and service used, packaging, weight, dimensions, and so on.

• Shipment Grid

  The main display of shipments in the Dock used to view, select, and configure shipments.

• shipment protection

  A service offered by shipping carriers or third-party providers such as Shipsurance to protect goods and shipments against loss, damage, or theft during transit. It provides financial coverage and compensation for the value of the goods in case of unforeseen events or accidents that may occur while the shipment is in transit or in the carrier's possession. May also be referred to as ‘insurance’.

• template

  Used to generate dynamic content such as packing slips and invoices, define label formats, customized order confirmation emails, and more. The templates screen in Postsale gives the ability to add, edit, copy, delete, and restore templates.

• tracking number

  A unique identifier assigned to a package or shipment by a shipping company. It allows both the sender and recipient to monitor the status and location of the shipment as it moves through the delivery process.

• tracking status

  Shows the current status of the order’s shipment. This information is provided by the shipping carrier when orders are tracked in Postsale.

• Universal Rate Selector

  Used to view rates and select from a list of available shipping carriers and services based upon the currently configured shipping settings.