1. Getting Access

Before you can sign in, Oxford Chase must activate your account. To get started:

1. Email admin@oxford-chase.com with your company name and the email address you want to use.
2. Oxford Chase staff will create your UAT account and share the initial login details manually. Outbound email is disabled in UAT.
3. If you need a password reset in UAT, contact admin@oxford-chase.com so staff can reset it manually.

Once your password is set, you can sign in at https://uat-app.oxford-chase.com.

2. Signing In & Resetting Your Password

Signing In

1. Go to https://uat-app.oxford-chase.com.
2. Enter your email address and password.
3. Click Sign In. You will be taken to the dashboard.

If your account has been deactivated, you will see an error message. Contact your account admin or Oxford Chase support.

Resetting Your Password

1. Go to https://uat-app.oxford-chase.com/users/sign_in.
2. Click Forgot your password? below the sign-in form.
3. Enter your email address and click Send reset instructions.
4. UAT does not send password reset emails. Contact Oxford Chase staff for a manual reset.

Changing Your Password While Signed In

1. Click My Account in the left sidebar.
2. Click Change password next to your profile form.
3. Enter your current password and your new password twice.
4. Click Update Password.

3. Dashboard Overview

The dashboard is the first page you see after signing in. It shows:

• Balance — Your current credit balance. The balance turns red when it falls below $10.00. Your rate tier and billing mode are shown below the balance figure.
• Recent Labels — The 10 most recently created shipments for your account, showing the shipment ID, tracking number, status, and cost.

Billing Modes

Your account operates under one of two billing modes, set by Oxford Chase when your account is created:

Sidebar Navigation

4. Creating a Shipment

Creating a label is a two-step process: first you get a rate quote, then you review and confirm the purchase.

Step 1 — Get a Quote

1. Click Create Shipment in the left sidebar.
2. Fill in the Shipper (From) address: name or company, phone number, street address, city, state, ZIP, and country.
3. Fill in the Recipient (To) address using the same fields.
4. Enter the Package Dimensions: length, width, height (in inches), and weight (in ounces).
5. Optionally enter a Reference — your internal order number. This is searchable on the Shipments page.
6. Optionally enter a Seller Reference (prints in the Reference field on the label face) and SKU (prints below the barcode).
7. Click Get Quotes.

The available shipping rates will appear. Each card shows the carrier, service name, estimated transit time, and cost in USD.

Step 2 — Confirm and Buy

1. Click the rate card you want to use. It will highlight to confirm your selection.
2. Review the selected rate and all address details.
3. Click Confirm & Buy. The button is disabled until a rate is selected.
4. Your credit balance is charged immediately. The page will show the new shipment's tracking number and a link to download the label PDF.

5. Downloading a Label PDF

You can download a label PDF from two places:

From the Shipment Detail Page

1. Click Shipments in the left sidebar.
2. Find your shipment and click its shipment ID (e.g., OCS-2603-0042-7187).
3. On the detail page, click Download Label.

From the Confirmation Page

The label download button appears on the confirmation screen immediately after purchase. Click Download Label to save the PDF.

6. Viewing Shipment Status & Tracking

Shipments List

Click Shipments in the sidebar to see all shipments. Filter by status, carrier, reference, or date range. Click any shipment ID to open the detail page.

Shipment Statuses

Tracking Events

Open any shipment detail page to see the full tracking event history. Events are automatically refreshed every 30 minutes from the carrier. Each event shows a timestamp and a description of the package's location or status change.

7. Cancelling a Shipment

Shipments can be cancelled while they are in Created or In Transit status. Once Delivered, Cancelled, or in another terminal state, a shipment cannot be cancelled.

1. Click Shipments in the left sidebar.
2. Click the shipment ID you want to cancel.
3. On the shipment detail page, click Cancel Label.
4. Confirm the cancellation when prompted.

The shipment changes to Cancellation Pending while the carrier processes the void. Once confirmed, the status changes to Cancelled and your credit balance is automatically refunded the full label cost.

8. Reports

The Reports page summarises your shipping activity for a selected date range.

1. Click Reports in the left sidebar.
2. Set the From and To dates.
3. The report displays totals broken down by carrier, including shipment count and total cost.

Use this page to reconcile shipping costs against your internal records.

9. Account Settings

Click My Account in the left sidebar to manage your profile and account settings.

Profile

Update your first and last name and click Save. Your email address is set by your account admin and cannot be changed here.

Password

Click Change password to update your password. You will need to enter your current password to confirm.

Team Members (Account Admins only)

Account admins can invite and manage all users on the account.

Inviting a new user:

1. Click Invite User in the Team Members card.
2. Enter the new user's email, first name, last name, and role.
3. Click Invite. UAT does not send invite emails, so coordinate with Oxford Chase staff if the new user needs a manual password setup.

To deactivate a user, click Deactivate next to their name. Deactivated users cannot sign in. You cannot deactivate yourself.

API Keys (Account Admins only)

API keys allow your systems to integrate with the Oxford Chase Shipping API programmatically.

Creating an API key:

1. Click New Key in the API Keys card.
2. Enter an optional label (e.g., "Shopify Integration") to identify this key.
3. Click Create Key.
4. Copy the App Secret immediately — it is shown only once and cannot be retrieved later.

To revoke a key, click the trash icon next to it. Revoked keys stop working immediately.

Email Notification Preferences (Account Admins only)

Toggle each switch on or off and click Save Preferences.

10. Locations

Locations are sender addresses that Oxford Chase has verified and approved for use on shipping labels. Every shipment must originate from an approved location.

Oxford Chase Warehouses

Oxford Chase maintains a set of shared warehouse locations available to all accounts automatically — no setup required. These are shown on your My Account page under Oxford Chase Warehouses. If you ship directly from an Oxford Chase warehouse, use the ZIP shown there as your from address. In UAT, the shared Oxford Chase warehouse uses ZIP 90058. Current validated lanes are carrier-specific: GOFO is limited to destination ZIP 36804, and UniUni is currently validated for destination ZIP 95207.

Your Own Locations

If you ship from your own warehouse or fulfilment centre, you can request approval for that address. Approved locations are listed on your My Account page under Your Locations.

Location Types

Requesting a New Location (Account Admins only)

1. Click My Account in the left sidebar.
2. In the Your Locations card, click Request New.
3. Select the location type, enter all address fields, and add any notes for Oxford Chase.
4. Click Submit Request.

Oxford Chase will review the request and update you directly. Only approved shipping locations can be used as sender addresses on labels.

Managing Your Locations (Account Admins only)

• Edit — Click the pencil icon to update nickname, company name, phone, or notes. Address fields (street, city, state, ZIP) cannot be changed — submit a new location request if the address has moved.
• Deactivate — Click the pause icon to deactivate an active location. Deactivated locations cannot be used for new labels.
• Reactivate — A previously approved location that was deactivated can be reactivated by clicking the play icon, without going through the approval process again.

Location Statuses

11. Requesting to Add Credit

Account admins can submit an add credit request from the Account page.

1. Click My Account in the left sidebar.
2. In the Request to Add Credit card, enter the Amount (USD) you want to add.
3. Optionally, enter a note (e.g., "Anticipating higher volume in April").
4. Click Submit Request.

Oxford Chase staff will review your request and post the credit to your account. UAT does not send confirmation emails, so staff will confirm directly if needed.

12. Getting Support

For questions, billing inquiries, or technical issues:

• Email: support@oxford-chase.com
• Include in your message:
  • Your account name
  • The shipment ID (e.g., OCS-2603-0042-7187) if the issue relates to a specific label
  • A description of the issue and any error messages you saw

For urgent issues affecting label creation, include your current balance and the error message displayed on screen.