Merchant and customer workspace

Let clients operate—not just observe.

Merchants prepare products and inbound stock, manage orders and inventory, compare signed shipping prices, fund purchases, buy labels, handle returns, and review spend without entering warehouse operator controls.

Beyond a standard merchant dashboard

The portal action and warehouse consequence share one trace.

Balance, inventory, and tracking views are baseline. The deeper mechanism preserves identity, version, exact price, funding, physical execution, and reconciliation across the client/operator boundary.

IDENTITY

SKU mapping governs the floor

Merchant SKU and barcode proposals bind to canonical product, packaging, lot, serial, expiry, and prep-label rules before stock is received.

COMMITMENT

Inbound edits are versioned

Submission, booking, labels, documents, receiving status, discrepancies, and amendments retain expected version instead of silently replacing warehouse work.

MONEY + LABEL

Funding is inside the purchase state

One idempotent purchase joins signed sell quote, wallet or card reserve, carrier transaction, capture, receipt, history, void, and confirmed refund reconciliation.

DEVICE

Printing remains warehouse-local

The service authorizes the artifact; the bound station or handheld checks printer profile, sends local BLE/GATT or workstation payload, and reports acknowledgement.

The client journey

Routine work stays with the client; physical control stays with operations.

The workspace exposes client-owned intent, funding, evidence, and visibility while warehouse lifecycle rules and authorization remain authoritative.

Set up identity

Map canonical products, merchant SKUs, barcodes, packaging, lot, serial, and expiry requirements.

Prepare inbound

Build versioned manifests, cartons, pallets, labels, booking details, documents, and discrepancy responses.

Fulfil and ship

Create and follow orders, inspect inventory, compare signed quotes, confirm exact charges, and buy labels.

Resolve and improve

Track shipments, manage returns, quarantine imports, review spend and SLAs, and use scoped API/webhook tools.

Wallet and payments

Show available funds, held funds, and the exact purchase path.

The client chooses prepaid wallet or saved-card pay-as-you-go. Top-ups, holds, captures, releases, and adjustments remain visible in an append-only ledger.

  • Multi-currency balances with balance, held, and available amounts.
  • Saved-card top-up and configurable automatic top-up.
  • Payment recovery when card authentication or provider state needs attention.
XMS Cloud client wallet showing EUR and USD balances, tokenized Visa and Mastercard payment methods, saved-card funding, and wallet top-up
Know exactly what can be spent.1 Balance, held funds, and available funds stay distinct.2 Funding mode and top-up action share the same account context.

Payment means and funding models

Be precise about what is supported.

The current self-service payment instrument is a tokenized card collected by Stripe. Wallet and commercial modes define when that card is charged.

ModeHow it worksBest forImportant boundary
Prepaid walletTop up a currency balance with a saved card. Confirmed purchases use available wallet funds and can create temporary holds.Budget control, delegated operators, predictable spendA wallet credit posts only after verified payment success.
Saved card pay-as-you-goAuthorize the exact purchase against the default or selected saved card, then capture it with the source transaction.Lower frequency or just-in-time label buyingStrong customer authentication may require an additional card step.
Automatic top-upWhen available wallet funds fall below the configured threshold, charge the selected card for a configured top-up amount.Uninterrupted high-volume shippingFailures remain visible and recoverable; no silent wallet credit.
Enterprise postpaidPurchases follow contracted billing and invoice terms rather than self-service card funding.Approved enterprise accountsConfigured commercially; it is not activated by a self-service toggle.
XMS Cloud payment settings showing tokenized Visa and Mastercard methods, default-card selection, funding mode, currency, and wallet top-up
Use tokenized cards without exposing card data.1 Operators see only brand, last four, expiry, and default status.2 Top-up amount, currency, and payment method remain explicit before confirmation.

Quote to label

Confirm the exact sell price before purchasing.

The quote records carrier, service, expiry, price lines, total, proof hash, wallet coverage, and allowed funding sources before the client confirms a purchase.

  • Wallet and saved-card choices are disabled when they cannot fund the purchase.
  • Card authentication can be completed without issuing a second purchase.
  • Reprint does not repurchase; void preserves receipt and carrier evidence.
XMS Cloud client shipping workspace showing shipment selection, exact quote price, surcharges, tax, wallet coverage, and label purchase
Confirm the price before issuing the label.1 Shipment state and package facts remain visible beside the quote.2 The exact total keeps service, surcharge, tax, proof, and funding together.

Payment security

Card details go to Stripe, not XMS Cloud.

Provider-hosted collection, verified webhooks, idempotency, manual capture, durable recovery, and immutable ledger entries separate browser intent from money movement.

COLLECTION

SetupIntent and Payment Element

Only tokenized brand, last four, expiry, status, and provider reference are shown. PAN and CVC do not pass through XMS Cloud.

AUTHENTICATION

Action-required recovery

3DS/SCA steps use the provider client secret, then XMS re-reads durable payment state before completing the purchase.

LEDGER

Append-only funding evidence

Top-up, hold, capture, release, and adjustment entries retain source references, transaction groups, and immutable proof.

Inbound and catalog self-service

Prepare physical stock before it reaches the dock.

Catalog identity and versioned inbound plans reduce receiving ambiguity without allowing a merchant to rewrite warehouse truth.

Everything in the client workspace

One self-service route for the recurring jobs clients own.

OPERATE

Orders and inventory

Create and follow orders; review available, reserved, inbound, and held stock.

MOVE

Rates, shipments, and labels

Compare prices, inspect proof, buy and reprint labels, track delivery, and retain void evidence.

RESOLVE

Returns and quarantines

Request returns, follow disposition, correct imports, and resubmit records that need attention.

CONNECT

Channels and developer tools

Monitor integrations, issue scoped API keys, configure signed webhooks, notifications, and test events.

Plan the customer boundary

Choose what clients can do without exposing warehouse controls.

Map roles, catalog ownership, funding mode, limits, approvals, labels, returns, evidence, integrations, and support escalation.