Getting Started Guide

We're excited to help you get started with the Setup Guide. Our onboarding flow will guide you through key milestones, a logical progression of topics to consider as you set up Flxpoint. Embracing these steps is crucial, and we're here to support you every step of the way to ensure your success!.  
 

Connect Sales Channel

Let's kickstart your success by setting up your primary channel!. Select your Primary Sales Channel.
 

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Connect Primary Supplier

You completed your first milestone, now let's move to connect your primary supplier. In this step, you will connect to your primary supplier. This supplier is the one who has the best fit for the product data you, in your catalog and with whom you use the most for your orders. 

Supplier selection interface

You’re ready to connect your store to a supplier! A supplier provides the products you’ll sell. This step links their inventory to your store, so you can list products and manage stock easily.

Why it matters: Choosing a supplier lets you add products to your store without creating them from scratch. For example, a supplier like “Beauty Fort” can provide beauty products for you to sell.

How to do it:

  • Type in the “Search Suppliers” bar to find a match. Example: Search “pet” for pet products.
  • Scroll the list to find your niche. Example: Pick “Beauty Fort” for beauty products.
  • Click “Select” to link the supplier. You might need to add an API key or login details.

Not listed? Use the “Configure Manually” option at the bottom to add your own supplier. This takes a bit more setup but works for any supplier you choose.

When you select your Primary Supplier, confirm your relationship with the supplier and continue. Follow the prompts. Remember, you can always check our docs page if you need details on how to connect your Primary Supplier.

 

When you finish configuring your Primary Supplier, you can continue with the next step, which is to build your product catalog. You can also add additional suppliers.

 



 

Create Master Catalog

Congratulations, let's move to the next step, where you have the option to build your primary catalog by either importing products from your sales channel or by importing inventory directly from your supplier. This allows you to set up a comprehensive catalog that can be linked to inventory and product listings for seamless management

Create Master Catalog Step
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Let’s build your Master Catalog—a central hub for all your products on Expandify. It connects your sales channels (like Amazon) and inventory, making management a breeze. Click the image above to zoom in, and choose one of these options to get started:

Import from My Sales Channel

Best for: If you already sell on platforms like Amazon or Shopify.
What happens: We’ll import your products using their SKUs (e.g., “BLU-TSH-MED” for a blue t-shirt).
Note: Avoid this if you sell on multiple marketplaces (e.g., Amazon and eBay) or use eBay/Walmart—use the other option instead.

Build from My Supplier’s Feed

Best for: If you don’t have products listed yet or want to start fresh.
What happens: Use your supplier’s product list (e.g., a file with SKUs like “MUG-WHT-001”) to create your catalog.
Why choose this? It’s perfect for setting up a clean, unified catalog from scratch.

Select your option and click Continue to move forward! 🚀

 

 

 

Set Pricing Modifiers

You’re making awesome progress! Let’s set up your pricing rules—you’re so close to selling! 🚀

Why It Matters: Setting pricing rules ensures your products are priced right, balancing profit and compliance with manufacturer guidelines. Let’s make it simple!

What Are Pricing Modifiers?

Pricing Modifiers let you set rules to adjust product prices based on cost, brand, or category.

Example: Pricing a Mug ☕

Your mug costs $10. Add a $4 markup to make it $14. The minimum price (MAP) is $14, so your rules keep the price at $14 or higher!

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Enable Pricing Rules

Toggle the Enable switch to activate your rules.

Set a Base Rule

Add a rule for all products, like a $5 markup on cost, in the Base Rule tab.

Preview Prices

Check the final price and profit using the Modifier Preview with a product SKU.

Next Steps & Tips

Next, create and sync your listings. Tips to succeed:

  • Test Prices: Use Modifier Preview to verify prices.
  • Add Specific Rules: Set Brand or Category Rules if needed.
  • Protect Profits: Enable “Never let price go below Cost or MAP.”

You’re almost there! Just two steps left. Need help? See the full guide. 🌟

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Create listings

You’re almost ready to sell! Let’s get your products live with listings. 🎉

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What Are Listings?

Listings are your product entries on sales channels, showing price, quantity, and details.

Example: Listing a Mug ☕

Your mug is priced at $14 with 10 units. A listing puts it on your sales channel for customers to buy!

Select Products

Check the boxes next to the products you want to list.

Create Listings

From the Actions dropdown, select Create Listings to list your products. What happens next?

Manage Listings

Use the Actions dropdown to update, pause, or delist products.

Next Steps & Tips

Next, review and sync your listings. Tips to succeed:

  • Verify Details: Double-check price and quantity before listing.
  • Monitor Status: Use “Clear Listing Errors” if needed.
  • Test First: List a few products to start.

One step left to start selling! Need help? See the full guide. ✨

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Review & Sync Listings

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This is it—you’re ready to start selling! Let’s review and sync your listings to go live. 🥳

Why Review & Sync Listings?

Reviewing ensures your listings are error-free, and syncing sends them to your sales channels to go live for customers to buy.

Example: Syncing Your Mug Listing ☕

Your mug listing has a price of $14 and 10 units. Reviewing catches any errors (like a missing image), and syncing makes it live on your sales channel!

Check for Errors

Look for any errors in your listings, such as missing details or incorrect pricing. Fix them using the “Clear Listing Errors” option if needed.

Review Listing Details

Double-check each listing’s price, quantity, and description to ensure everything is accurate before syncing.

Sync Listings

Once reviewed, select your listings and click Sync Listings to send them to your sales channels (e.g., Amazon, eBay).

Celebrate & Tips to Succeed

You’ve done it—your products are live! Tips to keep succeeding:

  • Monitor Sales: Check your sales channels to see how your listings perform.
  • Update Regularly: Adjust prices or quantities as needed to stay competitive.
  • Stay Organized: Keep track of your inventory to avoid overselling.

Congrats on completing onboarding! 🎉

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