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!.
Step 1: Connect Sales Channel
Let's kickstart your success by setting up your primary channel!. Select your Primary Sales Channel.
You’re on your way! Let’s connect a sales channel to sell your products. 🚀
If you have existing, live listings or offers, select the platform that uses your primary SKUs and whose listings are enhanced with the most accurate product data. Otherwise, select the primary platform you intend to publish your product listings to.
The next step is to configure your sales channel and choose which operations you want to run.
Importing existing products from this sales channel is not supported.
Importing existing products from this sales channel is not supported.
Step 2: 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.
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.
Step 3: 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
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:
Select your option and click Continue to move forward! 🚀
Step 4: 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!
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.
What’s a Base Rule?
A default rule for all products. For example, a $10 product with a $5 markup becomes $15.
Preview Prices
Check the final price and profit using the Modifier Preview with a product SKU.
What’s MAP and MSRP?
MAP: Lowest price you can advertise (set by the manufacturer).
MSRP: Suggested selling price.
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. 🌟
Step 5: Create listings
You’re almost ready to sell! Let’s get your products live with listings. 🎉
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.
Your products will go live on your sales channels (e.g., Amazon, eBay) once approved or synced.
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. ✨
Step 6: Review & Sync Listings
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.
Health Checks to Know 📋
- List price ≤ Cost: Ensures you don’t accidentally sell items at or below cost.
- Quantity ≥ 1: Prevents syncing out-of-stock items.
- Required Attributes Present: Confirms all mandatory fields (e.g., title, SKU, images) are filled.
Sync Listings
Once reviewed, select your listings and click Sync Listings to send them to your sales channels (e.g., Amazon, eBay).
Tip: If you want to add more suppliers before syncing, go ahead and repeat Step 2 (Connect supplier) & Step 3 (Create Master Catalog) as needed.
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! 🎉