Organization
The top-level entity in Inmark SaaS. To create new Business Units and modify top-level settings, administrators must be members of an Organization. Administrative users can have permissions for the Organization and all child Business Units. It is often best to consider the Organization as the Account for your company. For example, if we were to use a hypothetical computer company named Banana that made computers, phones, media devices, and more, Banana would be the Organization.
also see:
- How do I sign up for a new Organization in Inmark SaaS?
-
Inmark SaaS Tutorials for Administrators and Managers
Business Unit
The highest-level entity below the Organization. Orders are placed against a Business Unit. End users and lower-level admin users receive access to Business Units. For our hypothetical computer company, Banana, which makes computers, phones, media devices, and more, the computer division may be a Business Unit, and Phones may be another Business Unit.
Business Units are often considered the core of this application. This is where settings are configured, shipments are placed, end-users are assigned, and more. Every Organization must have at least one Business Unit for the application to function.
Business Units have security controls, meaning users are added to Business Units and granted specific permissions for what they can do within them.
also see:
- Adding a new Business Unit
- Inmark SaaS Tutorials for Administrators and Managers
-
Switching Business Units in Inmark SaaS
Item (i.e., payload, device, cargo, consignment)
An Item is available for shipment. Items are placed in Inmark packaging and sent to a destination.
Collection
A Collection is a grouping of Items used for the logical grouping of similar Items. Collections can be used for reporting/analytics goals, to simplify settings, and to create structure. Collections belong to Business Units and cannot be shared between Business Units.
Collections lack security controls and are freely available to anyone with access to a Business Unit.
also see:
Destinations
A predetermined address/location set by the Business Unit for where Items must be shipped. With Destinations, Business Units can ensure Items are consistently shipped to the correct address.
Distribution Center Mode
Allows Business Units to define specific Destinations for Items by geographic region. Without the Distribution Center Mode, an Item will ship to only one Destination. With Distribution Center Mode, an Item can ship to one Destination when shipping from Country A and to another when shipping from Country B.
also see:
Inmark Packaging
Packaging sold and shipped by Inmark. Packaging used in a Ship Now™ shipment may be purchased at the time of shipment creation or may already be in the shipper's possession. Shipments created using Ship Now™ require Packaging sold and provided by Inmark; custom dimensions, weights, or other shipping properties are not configurable within the application. If Inmark does not supply Packaging, the shipment may be rejected, and Inmark will not be responsible for any resulting issues or loss.
Ship Now™
With the correct up-front setup, all details are managed for the end-user; they simply select the Item they want to ship and follow the on-screen prompts. Using Ship Now™, Organizations can reduce costs, improve shipping reliability, reduce training expenses, and manage their day-to-day shipments with ease. What makes Ship Now™ stand out is its ability to serve as a plug-and-play solution for shipping important business Items. Once you work with Inmark to determine your packaging needs for the Items you are shipping, Ship Now™ takes care of the rest, delivering on time and on budget and freeing up clerical and administrative resources so you can focus on business-critical decisions.
also see:
- How does Ship Now™ work in Inmark's SaaS app?
- Inmark SaaS User Account and Order Management
-
Enabling Ship Now™ for your Organization
Ready Stock (aka Trunk Stock)
Ready Stock (sometimes called Trunk Stock) is our term for ordering Inmark Packaging to maintain on-hand inventory and use it for future Ship Now™ shipments. Organizations order Ready Stock when the turnaround time for their Item shipments is more important than the convenience of just-in-time inventory. Ready Stock allows customers to order Packaging in parcel-shipment quantities and have it on hand for Ship Now™ shipments. When initiating their Ship Now™ shipment, the application will ask the user whether they are usPackagingging they already have. If the answer is yes, the customer can print all their shipping documents and deliver the shipment to the chosen Carrier in just minutes, eliminating the time spent waiting for Inmark Packaging to ship and for it to arrive in their possession.
also see:
Ship-to Address
This term is often used to describe the Destination for Inmark Packaging. When customers request Ready Stock or generate a Ship Now™ and request packaging, the first address Inmark collects from the customer will always be the Ship-To address.
Ship-from Address
When customers create a Ship Now™, Inmark will collect the Ship-from address to generate shipping quotes and shipping documentation (including shipping labels). The Ship-from address is the location where the Item being shipped is handed over to a shipping Carrier. For example, for a customer who intends to ship their Item to a warehouse just outside Los Angeles, CA, the Ship-from address will often reflect the Item's location before it is shipped.
Ship Now™ Ship-from Address
See "Ship-from Address" above.
Ship Now™ Ship-to Address
The Ship Now™ Ship-to address is always the Destination for a customer's Item and is often considered the Item's final shipping location. When the Item is placed in Inmark Packaging and shipped to a Destination via a Ship Now™, the Destination is the Ship Now™ Ship-to address. This address may be preconfigured in the application for the customer's Item, or it may be provided during the Ship Now™ process. Distribution Center Mode may also affect the Ship Now™ Ship-to address.
Packaging Shipment
This shipment originates from an Inmark facility and primarily contains Inmark Packaging, along with other documents, labels, or items.
also see:
Item Shipment
Sometimes referred to as "Return Shipment" or "Forwarding Shipment." Inmark does not use "return labels" as carriers (e.g., FedEx, UPS, DHL) define them.
The Item shipment is defined as a shipment that contains a customer's Item, originates at the Ship Now™ Ship-from address, and terminates at the Ship Now™ Ship-to address.
also see:
Shipping Carriers
Carriers are the companies that transport your shipments from origin to Destination; these include FedEx, UPS, and DHL.
also see:
Shipping Account
Customers' accounts with supported Shipping Carriers are available to create a shipment. Shipping Accounts can be added for any supported Carrier (FedEx, UPS, DHL Express). Customers will receive rate options for their Shipping Account and will be billed directly by the Shipping Carrier. Shipping Accounts must also configure their applicable "ship-from" and "ship-to" countries, indicating which countries they are allowed to ship from and to.
also see:
Shipping Configuration
Shipping Configurations are unique to the Inmark Sales-as-a-Service (SaaS) portal. They are collections of settings that instruct the application on how to use Shipping Accounts when placing orders.
Shipping Configuration settings include:
- Packaging shipment vs Item shipment
- How and when to use the customer's Carrier Accounts
- Eligible Shipping Carriers
- Determine available shipping rates
- QR codes
- Ship-from and ship-to country availability
- and more.
also see:
- Inmark SaaS Tutorials for Administrators and Managers
- Inmark SaaS Shipping Configurations & Shipping Accounts
Custom Data Fields
also see:
Digital Documents
Digital Documents are a powerful tool used within Inmark SaaS. Documents can be of 3 types: Reference-type, Fulfillment-type, and Custom Data Sheets.
- Reference-Type Documents are available in the application and can be viewed or downloaded by end users at any time. Common examples include Item details, shipping instructions, and product documentation.
- Fulfillment-Type Documents streamline the Ship Now™ process. By shifting complex documentation requirements from the SKU level to the application, they enable Inmark to process orders more quickly, reduce customer costs, and improve reliability. These documents are also accessible for Ship Now™ shipments using Ready Stock, allowing end users to download and print them as needed.
- Custom Data Sheets provide a flexible way to generate dynamic documentation that accompanies shipments. These documents can incorporate order- or shipment-specific data, including information captured or generated at the time of order. They can be fully customized in layout and content to match customer preferences. Any data linked to a Ship Now™ order by the time checkout is complete can be included in a Custom Data Sheet.
also see:
Admin+
Admin+ is the central hub for managing all customizations, settings, and configurations in the Inmark Sales-as-a-Service (SaaS) portal. It enables administrators to tailor the platform to their Organization's needs while providing access to complete order and Ship Now™ history, as well as reporting and analytics tools.
When an Organization is first set up, administrators use Admin+ to configure Business Units, Collections, Items, Purchase Orders, and Carrier Accounts, and to assign access to end users. Additionally, Admin+ supports multiple administrators with customized permissions, allowing organizations to bring in their entire operations team and assign roles to individuals based on their responsibilities.
Purchase Order Number
Administrators manage their open Purchase Orders in Purchase Order Tracker, a tool in Admin+. Use unique POs for Business Units, Collections, and Items. Purchase Orders can include start and end dates, as well as maximum spend amounts. Admin+ administrators will also receive notifications when POs are nearing expiration or depletion.
also see:
Deferred Payments
Net 30, 60, and similar payment terms fall under our Deferred Payments option in Inmark Sales-as-a-Service (SaaS) portals. Invoices, whether individual or consolidated, are processed through our financial systems. Contact your Inmark sales representative to discuss your invoicing process in more detail.
also see:
Internal code
A unique identifier linking back to an Organization's internal systems. When applicable, an Internal Code can help link your internal infrastructure to your Inmark Sales-as-a-Service (SaaS) portal.
Tax ID
Tax Identification number for the country or territory applicable to shipments entering that location. This field is often required when setting up Shipping Configurations for items Packaging that will be shipped internationally.
User License
User Licenses grant users access to your Organization's Business Units. An active, applied license is required to check out. Without an active license, users cannot check out or complete orders in your Organization. Depending on the service tier your Organization is enrolled in, you may need to purchase additional User Licenses for new users once the initial allotment is exhausted.
also see:
Membership
User Membership is a user's association with a specific Business Unit, granting access based on assigned security permissions. However, an active User License is still required to place orders or create Ship Now™ shipments.
Membership is also required before a user can be granted administrator permissions for Admin+.
Permissions
Permissions in Admin+ define the level of administrative access a user has within a specific Business Unit or across the Organization. These permissions control access to features such as reporting and analytics, order history, order approvals, user management, invitations, maintenance settings, and overall system configuration, including full management access.
also see:
Registration Token
A Registration Token is an Admin+-defined access code that streamlines user onboarding. After signing up, users can enter a Registration Token to request access to an Organization's Business Units—an approach often referred to as "hands-off" user invitation.
Each Business Unit will have its own unique Registration Token, which may grant automatic access or require Admin+ approval before access is granted. For security, Inmark recommends using strong, regularly updated passphrases as Registration Tokens.
The alternative to Registration Tokens is to invite users directly via Admin+ by providing their email address.
also see:
Restricted Domains
Users whose email addresses (username@domain.com) match any of the listed domains will be prevented from creating new Organizations. This feature helps prevent employees from creating separate Organizations on your company's behalf.
In many cases, users may unintentionally create a new Organization when they meant to join an existing one. It also allows Organization leaders to ensure that only authorized users can create new Organizations.
Registration Whitelist
Only users whose email addresses (username@domain.com) match any of the listed domains will be allowed to register for the chosen Business Unit; users whose email domains do not match will be blocked. This feature is extremely useful for organizations that use Registration Tokens to enhance security.
Notifications
Communicate with users across the entire Organization or within a specific Business Unit by sending email notifications, posting messages on the Business Unit welcome screen, or both.
The Inmark Sales-as-a-Service (SaaS) portal automatically manages your contact list, ensuring that all active users receive your updates.
Dashboard
Analytics and reporting tools in the Inmark Sales-as-a-Service (SaaS) portal are accessible via the Admin+ Dashboard. These tools provide visibility into your Organization's Ship Now™ and Ready Stock usage, as well as business-unit-level insights and user engagement metrics.
The dashboard also includes key Purchase Order Tracker information and keeps you updated on your Organization's current Deferred Payments credit status and invoice aging.
also see: