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
Begin by connecting the sales channel or marketplace where you sell. This allows MapMyChannel to access and sync your existing sales data.
Actions: Select your sales channel from the list and authorize access by entering your credentials.
Step 2: Select ERP/ Fulfillment Partner
Connect your ERP or fulfillment partner to automatically sync your orders and accounting, along with other automation features such as inventory, tracking, and more
Actions: Select your ERP/fulfillment partner and authorize access to enable data flow between systems.
Step 3: Configuration Settings
Customize how MapMyChannel handles orders, inventory, and accounting data. You can manage your connected ERP or fulfillment partner settings to decide how you want to process orders or tweak configurations according to your business needs.
Action: Adjust settings for your connected ERP or fulfillment partner as needed, then save. You can skip this step and update the settings later by navigating to the Integrations page, locating the ERPs table, and selecting Edit from the Action column.
Tips for Successful Onboarding
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Prepare Credentials: Keep login details and permissions ready before starting.
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Customize Early: Configure key settings upfront for smoother operations.
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Support Available: Reach out if you need help during onboarding.
Common Questions
Q: Can I skip onboarding steps?
A: Yes, onboarding can be skipped. You can always connect sales channels, ERP/fulfillment partners, and update configurations later.
In case, you have any questions OR need some assistance, you can always reach out to us at
help@webbeeglobal.com