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Every feature documented — from first setup to advanced API usage.
Getting Started
Account setup, workspace configuration, and your first integration.
24 articles →Orders & Fulfilment
Managing order queues, routing rules, backorders, and SLA settings.
41 articles →Integrations
Connect Shopify, Amazon, TikTok Shop, ERPs, CRMs, and 50+ more.
58 articles →Billing & Plans
Subscription management, invoices, upgrades, and payment methods.
18 articles →Inventory
Multi-location stock, reorder thresholds, bundles, and SKU management.
36 articles →Returns & Refunds
Self-service portals, return rules, restocking, and refund automation.
22 articles →Team & Permissions
Roles, access control, SSO, and multi-workspace management.
15 articles →Analytics & Reports
Fulfilment dashboards, channel P&L, cohort retention, and exports.
29 articles →Shipping & Carriers
Rate shopping, label printing, carrier setup, and tracking webhooks.
33 articles →Security & Compliance
Fraud rules, chargeback management, data privacy, and audit logs.
20 articles →Alerts & Notifications
Slack, email, and SMS alerts — routing, thresholds, and escalation.
12 articles →API & Developers
REST API, webhooks, SDKs, OAuth apps, and rate limits.
47 articles →Most popular articles
How to connect your first sales channel in under 10 minutes
Setting up the Shopify integration: a step-by-step guide
Configuring warehouse routing rules for multi-location fulfilment
Understanding your invoice: seats, usage, and overage charges
Building a self-service returns portal for your customers
Setting reorder thresholds and low-stock alerts by location
Authenticating with the Sales Metrix REST API using OAuth 2.0
Rate shopping: how the carrier selection algorithm works
Configuring fraud scoring rules and chargeback thresholds
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Getting started in 10 minutes
Connect your first channel, configure routing, and process your first order end-to-end.
Multi-channel order management
Aggregate orders from Shopify, Amazon, and TikTok Shop into one unified queue.
Setting up fulfilment rules
Build warehouse routing logic by proximity, stock level, carrier cost, and SLA tier.
Returns & refunds automation
Configure self-service return portals, approval rules, and automatic restocking.
From sign-up to first shipment
Six steps — most teams complete the full setup in under 30 minutes.
Create your workspace
Invite your team, set roles and permissions, and configure your default currency and timezone.
Read guide →Connect a sales channel
Install the Shopify app, paste your Amazon API key, or use a CSV import to bring in existing orders.
Read guide →Add your warehouses
Enter warehouse addresses, set operating hours, and define which channels each location serves.
Read guide →Configure routing rules
Tell Sales Metrix how to assign orders — by distance, stock level, carrier speed, or custom logic.
Read guide →Connect carriers & print labels
Link FedEx, UPS, DHL, or USPS. Rate shopping is on by default — labels print with one click.
Read guide →Go live
Run a test order end-to-end, verify webhooks fire, then flip your channel to live mode.
Read guide →Our team is here for you
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