Dashboard & setup checklist

Dashboard checklist

After install, the app home helps you finish setup. Typical steps when carrier rates are available on your plan:

1. Create at least one shipping zone with rates and conditions
2. Confirm the carrier service is active and added to every Shopify shipping zone (or market, if your shop uses market-driven shipping)
3. Optionally create a delivery customization rule
4. Place a test checkout and confirm rates appear
5. Check Activity logs (kept for 7 days)

If something is incomplete, the dashboard highlights what still needs attention.

When shipping rates are blocked by plan

Carrier-calculated shipping needs Advanced Shopify or higher, a development store, or another plan Shopify has already enabled for carriers. On lower plans the checklist focuses on delivery customization only — you can still hide, rename, or reorder methods that already show at checkout.

First-run helper

The home screen can open a short setup assistant (Ozzie) to draft a first zone or delivery rule from plain language. You always review before saving.

Related help

• Shopify plan requirements
• Create a shipping zone
• Add the carrier to shipping zones or markets
• Test checkout & activity logs