This article is the basic outline of the different steps that are included in setting up your Advanced/Enterprise Onport account
YOUR ONBOARDING PLAN - STEP BY STEP
Are you itching to start setting up your Advanced or Enterprise plan, but don't know where to even start? No need to worry, this article has been created for you as the basic outline of the different steps that are included in setting up an Advanced/Enterprise Onport account, step by step. Take this as a table of contents to your onboarding journey, with links to different articles explaining each step in more detail.
1) INITIAL SET UP
The very first thing you should start with is the initial setup of your Onport account, which can be found in the “Setup” section.
You will need to set up your company information, billing information, and your team. Find detailed instructions on how to do this here.
2) SHOPIFY STORE CONNECTION
Your next step will be to connect your Shopify store to Onport, which will allow you to connect and sync sales, purchase, and inventory data across multiple E-commerce stores and offline sales channels.
3) VENDOR SETUP
Next is the time to set up your vendors. This step is key in automating your dropshipping process and will give you the ability to choose and set the settings in a way that works best for your business.
4) VENDOR STORE CONNECTION
You might want to connect to different vendor stores. We integrate with many, which will help your company bring in vendors easier, helping your business scale.
5) STOCK MANAGEMENT
While the default setting is that your stock will be automatically synced with that of your vendors’, it might be that you want to manually change it. In this case, you should manage it directly from your Onport account.
6) MAP BRAND NAMES (OPTIONAL)
Once you have set up your vendors and fetched their inventory feeds, you should go ahead and map the brands to the right dropship providers. This is important because these brand names may show up differently in the Shopify store than what is shown on Onport, which can confuse the system.
7) PAYMENT AUTOMATION SETUP
8) GENERATING SHIPPING LABELS
One of the potential pain points in setting up a multi-vendor marketplace is understanding how to efficiently handle the invoicing and payments for shipping between you and your vendor. That is why your next step will be to decide your settings on generating shipping labels, rates, and costs.
9) ORDER TESTING
After all of this is set up, it’s time to test the system! Just place an order in Shopify, check if it has been imported into Onport and routed to the correct vendor, and process the order. If it works, you’re all set!
There you have it, the nine simple steps in getting your Onport account up and running! However, if you do have questions, do not hesitate to contact us. We would be happy to go through the setup process with you on a go-live call.