Gantry Cloud Help

Overview

Gantry helps your team move from paid order to shipped package with a clean, repeatable workflow. You can run shipping only, or add Cargo Hold inventory controls when you are ready.

What Gantry is for

• Collecting orders from connected sales channels.
• Buying labels and tracking shipments.
• Sending customer status updates.
• Managing inventory with optional QR pick validation.
• Giving owners searchable reporting and exportable data.

Create and Verify Account

Start a new workspace

1. Open the signup page.
2. Enter workspace name, email, password, and confirm password.
3. Submit the form.
4. Open the verification email from Gantry Cloud.
5. Click the verification link.
6. Sign in and continue setup.

If you do not see the email within a few minutes, check your spam or promotions folder. You can resend the verification email from the verification screen.

Join an existing workspace

1. Open the invite link sent by the workspace owner.
2. Confirm the workspace and invited email shown on the page.
3. Choose and confirm your password.
4. Join the workspace.

Invite links are time-limited and tied to the invited email address.

Quick Start

1. Create your workspace and verify your email.
2. Open Workspace -> Settings.
3. Connect at least one sales channel: Stripe, Shopify, or WooCommerce.
4. Connect Shippo for labels and tracking.
5. Connect Resend if you want customer email updates.
6. Add a ship-from address and package preset.
7. If you track stock, enable Cargo Hold and import inventory.
8. Run one order end-to-end: pick if required, generate label, dispatch, confirm tracking.

Workspace Settings

Settings is where owners connect services and configure operational behavior.

Daily Workflow

1. Open Fulfillment and work top-to-bottom through open orders.
2. For inventory-gated orders, run Pick Items first.
3. Generate the label after the order is ready.
4. Dispatch the order after the package is ready to leave.
5. Send customer updates or let tracking status guide follow-up.
6. Use Reporting to search, inspect, archive, or export order history.

Fulfillment Queue

The Fulfillment queue is your main work surface.

• Pick Items appears when an order requires pick validation.
• Packages opens package-level fulfillment for orders that can ship in parts.
• Generate buys or generates the shipping label.
• Dispatch marks shipment complete and advances order state.
• Recent shipments stay visible for quick audit and customer support.

Split an order into packages

1. Find an order with more than one item or an item quantity greater than one.
2. Open Packages from Fulfillment, or open the order detail page.
3. Choose the item and quantity that should ship separately.
4. Create the package.
5. Generate labels per package as each package becomes ready.

Single-item, single-quantity orders do not need package splitting. Gantry keeps the normal label flow for those orders.

Generate a label

1. Find the order in the open queue.
2. If the button says Pick Items, complete pick validation first.
3. If the order has multiple packages, choose which package should receive the label.
4. If the button says Generate, click it.
5. Confirm the customer name when prompted.
6. Select a rate if rate selection is shown.
7. Open or download the label after generation completes.

This flow is asynchronous, so queue and tracking updates continue smoothly while your team keeps working.

Cargo Hold Inventory

Cargo Hold gives you inventory visibility and control without forcing warehouse complexity too early.

• Items: stock on hand, reserved stock, source, and status.
• Needs Review: items that need cleanup or confirmation.
• Bins: location management for warehouse organization.
• QR Labels: printable/exportable item labels.
• Pick Sessions: session history and outcomes.
• Audit: operational history for accountability.

Edit SKUs

1. Open Cargo Hold -> Items.
2. Find the item row.
3. Edit the SKU field.
4. Save the SKU change.

Use SKU edits to move from auto-learned names into your own SKU system.

Picking and QR Scanning

When pick validation is enabled, labels unlock only after the required items are picked correctly.

Complete a QR pick

1. Open Fulfillment.
2. Click Pick Items on the order.
3. Review the expected SKUs and quantities.
4. Click scan or type the SKU manually.
5. Confirm scanned SKUs appear in the modal.
6. If you scan only part of a multi-item order, confirm whether Gantry should create a package for the scanned items.
7. Click Validate Pick.
8. Once validated, generate the label.

Recover from a bad pick

1. If a scan is wrong, reset or cancel the pick session.
2. Reopen Pick Items.
3. Start a fresh pick and scan again.

The camera scanner should stop when the modal closes or the pick is submitted.

Labels and Tracking

Label Generation

Shippo is used for rating and label generation. You can run normal generation for open orders, or require validated picks first for inventory-controlled workflows.

External Tracking

1. Open the order detail page.
2. Find External Tracking.
3. Enter the carrier token such as usps, ups, or fedex.
4. Enter the tracking number.
5. Save and subscribe.

If Shippo registration fails, Gantry still keeps the manual tracking data so the order remains usable.

Customer Updates

Use Resend to send tracking, out-for-delivery, and delivered messages with your own sender settings.

Imports and Exports

Import inventory

1. Open Cargo Hold -> Imports.
2. Download the example CSV.
3. Fill in inventory rows.
4. Upload the CSV.
5. Review imported items and clean up anything marked Needs Review.

Recommended required columns: sku, product_name, quantity_on_hand.

Export inventory

1. Open Cargo Hold -> Items.
2. Use the export action to download inventory as CSV.
3. Keep the file for reconciliation, backup, or migration to another system.

Sales Channels

Gantry can ingest orders from Stripe, Shopify, and WooCommerce into one queue.

Connect a channel

1. Open Workspace -> Settings.
2. Expand the channel settings.
3. Enter the required API or webhook credentials.
4. Save settings.
5. Run Test.
6. Run Sync Now if you need to pull recent orders.

Existing orders are updated safely instead of duplicated.

Reporting

Reporting gives your team searchable order history with useful operational filters.

• Filter by status, date, source, and fulfillment state.
• Review order detail timelines and tracking state.
• Export filtered data for accounting or support.
• Export workspace data when needed for portability.
• Archive and restore orders for cleaner active views.

Team and Access

Owners can invite team members with secure links, approve access, and control who can view reporting and settings.

Invite a teammate

1. Open your profile menu.
2. Open Team.
3. Enter the teammate email.
4. Send the invite.
5. The teammate opens the invite link and chooses a password.

• Owner: full workspace control.
• Staff: fulfillment operations with scoped permissions.
• Invites expire automatically and are tied to the invited email address.
• Owners can enable multi-factor authentication from Personal Settings.

Billing

Billing is managed by workspace owners from the Billing page.

• Start and manage subscription.
• View billing status.
• Cancel at period end.

Account Security

Reset your password

1. Open the login page.
2. Click Forgot password?.
3. Enter your email.
4. Open the reset email and click the link.
5. Choose and confirm a new password.

If you do not see the reset email, check your spam or promotions folder.

Enable MFA

1. Open Personal Settings.
2. Click Manage MFA.
3. Start setup.
4. Scan the QR code with an authenticator app.
5. Enter the six-digit code.
6. Store recovery codes safely.

Owners may be asked for MFA before sensitive settings changes.

Upcoming Features

• Deeper role controls for admin, fulfillment-only, Cargo Hold-only, and reporting-only users.
• Field mapping for inventory imports so users can map their own CSV headers.
• More advanced reporting and BI-style saved reports.
• Direct provider connections that make setup faster while keeping merchants in control of their existing provider accounts.
• Package-level returns and return request workflows.
• Advanced warehouse printing options for thermal label workflows.

Changelog

v5.0.26

• Fulfillment & Shipping: Added shipment package splitting for multi-item orders alongside package-aware label generation, tracking, and status handling.
• Fulfillment Workflows: Improved the fulfillment queue layout for higher order volumes, added a “Review All Open Orders” reporting shortcut, and ensured re-opened orders return cleanly to active workflows.
• QR Pick Validation: Upgraded the Cargo Hold pick-session modal for better mobile and desktop behavior, and added expected vs. scanned SKU visibility.
• Inventory Management: Prevented accidental package splitting on single-item orders, stabilized inventory reservations/deductions for modified orders, and added quick CSV inventory import examples and exports.
• Sales Channels: Introduced native Shopify and WooCommerce order ingestion, dedicated integration cards, and quick test, sync, and disconnect controls.
• Reporting: Implemented paginated data loading to prevent lag on large order lists, modernized order detail page styling, and added a full data CSV export option.
• Team & Access: Added invite-only team onboarding, owner-managed team invites, and member removal tools.
• Plans & Billing: Added real-time usage cards tracking monthly orders, team seats, and inventory limits against your plan tier.
• Help & Docs: Reworked all help documentation around real-world user workflows, providing clearer setup steps for integrated platforms.

v5.0.12

• Tracking Updates: Added support for external and manual tracking numbers, including automatic Shippo tracking registration and error handling.
• Interface Improvements: Updated dashboard connection layouts and user messaging for Stripe, Shippo, Shopify, WooCommerce, and Email configurations.
• Data Views: Grouped advanced backend transaction metrics into a dedicated "Raw Transaction Details" section and hid it by default to clean up the order page view.
• Account Recovery: Added streamlined forgot password and secure reset pages for workspace managers.

v5.0.00

• Cargo Hold Launch: Introduced core inventory tracking, bin locations, QR warehouse labels, automated pick sessions, and historical audit visibility.
• Label Generation: Added QR-gated shipping label generation for inventory-controlled orders to prevent fulfillment errors.
• Multi-Package Support: Added package-level order splitting to handle partial shipments and multi-box fulfillment natively.
• Channel Integration: Rolled out initial ingestion support for Shopify and WooCommerce storefronts.

Troubleshooting

Verification or password reset email did not arrive

Wait a few minutes, then check spam, promotions, and quarantine folders. If the email is still missing, request another link.

Orders are not appearing in Fulfillment

Confirm your sales channel credentials are saved in Settings, then run a manual sync. If orders still do not appear, run the provider test buttons again and confirm they pass.

Pick Items appears but label generation is blocked

The order is in inventory-gated mode. Start a pick session, scan or enter SKU values, then validate the pick. If validation fails, cancel the session and start a fresh one.

Pick validation fails with a mismatch

This usually means one of three things: wrong SKU scanned, extra scan count, or a stale session. Reset scans or cancel and restart the pick session, then validate again.

Scan works but nothing seems to change

After a successful scan, stay inside the same pick session and validate from that session. If the flow feels stuck, cancel the session and reopen Pick Items from the queue.

Label generation fails

Check Shippo credentials, ship-from address, package preset, and destination address quality. Then retry from the order after confirming required fields are present.

External tracking saved but did not subscribe

Tracking can still save locally even if subscription fails. Check that your carrier token is valid for your Shippo key mode and try again. The order will still keep manual tracking values.

Latest tracking status is empty or old

Confirm tracking number and carrier token are correct, then resubmit external tracking from order detail. Some carriers delay updates on newly registered numbers.

Inventory import fails

Verify required columns are present and spelled correctly: sku, product_name, quantity_on_hand. Also confirm quantity values are numeric.

SKU data from checkout does not map cleanly

If a source does not provide clean SKUs, use description-based SKU strategy and then normalize in Cargo Hold by editing SKU fields to your preferred naming system.

Customer email is not sending

Check Resend API key, sender settings, and recipient email data on the order. Then retry from order detail after confirming template settings.

Team member cannot access reporting or settings

Owners control team permissions. Open Team Access and verify the user is approved with the correct role and reporting access level.

Billing status is blocking operations unexpectedly

Open Billing and confirm current subscription or trial state.

General recovery step for weird order state

Open the order detail page, review pick status, tracking status, and shipping status, then complete the next required action in sequence: pick -> label -> dispatch.