MapMyChannel app On-boarding overview

MapMyChannel app On-boarding overview


The onboarding process is created to ensure a smooth start and to maximize the efficiency of your experience, the onboarding process is designed to direct you through setting up your account with fundamental configurations. 

Onboarding Steps

Step 1: Select Sales Channel/Marketplace


Description: Begin by selecting the sales channel or marketplace where you operate. This is crucial as it integrates your existing sales data with our platform.


Actions: Select your sales channel: Choose from a list of supported sales channels or marketplaces.


Authorize: Grant permission for our platform to access your sales channel data. This step is essential for syncing your existing sales information.

Step 2: Select ERP/ Fulfillment Partner



Description: To synchronize your inventory management and order fulfillment activities, connect your ERP (Enterprise Resource Planning) system or fulfillment partner.

Actions: Select a Fulfillment/ERP Partner: Choose from an inventory of fulfillment partners or supported ERP systems.


Authorize: Authorize our platform to integrate with your ERP system or fulfillment partner, enabling seamless data flow between systems.

Step 3: Configuration Settings

Description: Customize the platform according to your business needs. These settings can be adjusted to fit your specific operational workflow. 


Actions 1. Access Configuration Settings: Navigate to the configuration settings section connect the sales channel and configure it. 






Enter Credentials: Input the required credentials for your chosen sales channel or marketplace and save it. 




Action 2. Connect the Accounting channel and configure it. 





Edit Settings: Modify various settings such as inventory levels, pricing strategies, and user roles according to your business requirements.


Save or Edit Later: You can decide whether to save your configurations now and finish them up later. To fully utilize the platform's potential, make sure these settings are in line with your business procedures.



In the end, “Configure the Accounting Channel” save it, and proceed. 

Tips for Successful Onboarding


Prepare in Advance: Have all necessary information, such as login credentials and necessary permissions, ready for each sales channel, ERP, or fulfillment partner.


Understand Permissions: Familiarize yourself with the types of permissions our platform requires to function optimally with your systems.


Review Configuration Options: Spend some time understanding the configuration options available. You may improve the platform's efficiency and your experience by customizing these options right away.


Support Resources: Contact our support staff if you have any questions during the onboarding process.

Conclusion

The onboarding process is simple and easy to use so you can start using our platform to improve your business operations. You will lay a strong basis for efficiently managing your sales channels and fulfillment operations by following these steps and correctly establishing your account. Welcome aboard, and we look forward to supporting your business growth! 


Common challenges of customer / FAQ suggested


  • Can I skip the on-boarding steps?

  • What are the mandatory steps in the on-boarding?



In case, you have any questions OR need some assistance, you can always reach out to us at help@webbeeglobal.com 

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