Onboarding General (WIP)

Need to setup

Shipping

Setting up the carriers that your company will allow Merchants to use.

Shipping Accounts and Methods

System > Shipping Accounts
- Default account group — Default i.e.: a majority of the Merchants won't need their own special shipping accounts but can use the main FedEx UPS, etc... accounts
  - Edit the default Accounts to add credentials, which warehouses can use said account. Leave all Shipping Methods enabled unless there is a method that your company doesn't want to allow at all; period. Typically allow all and under System > Configurations > (Scope: Global, Merchant, Store) > Sales group > Shipping Methods tab > Carrier fieldsets set the Shipping methods that a majority or the Merchants would want; on Merchant and Store Scopes can refine this if a Merchant only wants a few methods allowed.
System > Configurations > Sales group > Shipping Methods tab — turn on the carriers who will be used by your company
FedEx talking to reps to activate Label services and other services that are not default
Scale Server Base URL

Shipping Rates

When using Multiple warehouses add Shipping Rates, Zones & Days in Transit maps to allow the System to determine the best warehouse to fulfill the order.

Billing > Rate Groups — Setup different Rate Groups for different types of Merchants or volume of fulfillments.
Rate Plans — Setup Rates for address classification, Carrier, Shipping Methods

Fulfillment

Packaging Features

Shipping > Packaging Features

Most Packaging Features should be added to the System Merchant so that they can be used by all Merchants.

Add Containers that will be used to fulfill orders
Use System > Import and Export > Dataflow Profiles > Import All Products to import Containers
Add any Instructions, Supplies, Infill, or Data Collections that may be needed to fulfill a Merchant's orders

Merchants & Stores

System > Merchants and Stores — Add Merchants and Merchant Stores. The System Merchant and System Store are your company; will typically be used to "own" the generic containers and supplies used to pack the majority of the fulfillments
Catalog > Products — Add product for Merchants. Can also be mass imported using System > Import and Export > Import Tasks
- Setup basic CSV & Excel import settings, which allow a user to import, via CSV or Excel, Orders, Products, and Deliveries

Misc.

Sales group > Shipping Settings tab > Origin Address fieldset
General group > General tab > Store Information fieldset — Global/System Merchant/System store

Import files

Import Racks
Import Zones

Wise to setup now versus later

Configurations

Warehouse group > Stock tab > Locations fieldset setup location patterns
Warehouse group > Stock tab > Inventory Snapshots fieldset
Warehouse group > Invoicing tab — prices/charges
Warehouse group > Rating tab > UPS fieldset — Signature Fees
Warehouse group > Rating tab > FedEx fieldset — Signature Fees
General group > General tab > Locale Options fieldset > Timezone field
General group > General tab > Countries Options fieldset > Default Country field
General group > General tab > Countries Options fieldset > Allowed Countries field
General group > Email Addresses tab > fieldsets for setting up various support emails
Sales group > Shipping Settings tab > General fieldset > Primary Order Allocation Algorithm field
Sales group > Shipping Settings tab > Destination fieldset > Recipient Phone Number Fallback field
Services group > Third-Party Services tab > Google Maps API fieldset
Assessing if any Merchant have goods that need regulations then setting up regulations in ShipStream

Items to get-around-too (either to setup or to refine from the default values)

Configurations

Warehouse group > Rating tab > Virtual Methods
Warehouse group > Rating tab > Smarty Streets
General group > General tab > General fieldset
General group > General tab > Locale Options fieldset
General group > General tab > Countries Options > Allowed Countries
General group > General tab >
General group > Packing Solutions tab >
Sales group > Shipping Settings tab > Labels Archive fieldset
Sales group > Shipping Settings tab > Target Ship Date field

Merchant setup considerations

Sales group > Sales tab > Backorders fieldset
Sales group > Packing Slip Design tab
get-around-to: Clients group > Sales tab > Order Permissions fieldset

Questions category

Warehouse group > delivery tabs > Receiving fieldset
General group > Web tab