Before You Get Started
Posted by Adam Roberts on 18 Jan 2017 16:05
Last Modified by Jack Liptrott on 14 Feb 2017 11:26
Welcome to StoreFeeder, the multi-channel ecommerce solution that lets you sell more and work less.
This guide will outline the initial set up process you will need to complete in order to begin processing and managing your orders. Please note that this guide is a suggested order to the setup only. There may be parts which you need to complete first depending on the particular needs of your business and the data you have to hand.
It is worth taking a short time to familiarise yourself with the StoreFeeder interface. Your default page when you log in is your dashboard. This displays statistics and graphics of your sales data. At the top left of any screen in storefeeder you will find the navigation tabs.
Most pages in StoreFeeder come with a 'hints and tips' window, switched to be visible as default. Here you can find explanations of the key terminology and descriptions of the features present on a page. You can close the hints and tips window by clicking the 'hints and tips' text. Alternatively, use the toggle switch at the bottom of the window.
On your dashboard, just to the right of the hints and tips is the 'setup checklist'. You can click this at any time to view your setup progress so far. Click the cross to expand the section and see more information.
Phase 1 - Order Processing
At the top right of your page, you will find the link to your Settings menu. Before StoreFeeder can download and process your orders and deliveries, there are several account settings that will need to be configured.
Step 1 - Connect your channels to storefeeder
In StoreFeeder, every marketplace, point of sale, or courier service are referred to as your integrations. To begin connecting your channels to StoreFeeder, click ('Settings' > 'Integrations Manager'). This is the hub where all your integrations are visible. To add a new integration, select 'New integration', then choose the type of integration. Different marketplaces have slightly different requirements in order to connect, so follow the instructions on 'hints and tips' or search the knowledgebase for the channel you'd like to integrate for more information. You should set up each of your marketplaces and courier services before you continue.
Step 2 - Create an invoice; set up your shipping methods and rules
Firstly, you will need to set up your Company Identity. This is the business name your customers will see on their invoices and labels. You can create your company identity by clicking ('Settings' > 'Company Identity').
Next you will need to produce your Invoice Template that will accompany your delivered orders. You can create a new template in ('Settings' > 'Warehouse Management' > 'Invoice templates'). From here, you can quickly produce a template by double clicking the information relevant to you from the lists provided. You are able to create multiple invoices. For more information on invoices, see this video tutorial
Shipping Rules are a time-saving feature designned to automatically assign postage to your incoming orders depending on the criteria you set. It is worth taking the time to set up a shipping rule prior to switching your marketplace channels to active. otherwise, you may need to manually assign postage to your orders. For more information and instructions on creating shipping rules, see this article.
Step 3 - Begin processing your orders
In StoreFeeder, there are mutliple ways to access and process your orders. orders will download automatically from your active channels, you can manually create orders, input EPOS orders using a barcode scanner, or you can import your orders via a spreadsheet.
Once your orders are in, they will appear in your Orders page. The next step in order processing is to create a pickwave. To do so, navigate to ('Warehouse' > 'Picking') and you will be able to see all of your orders that are ready to be picked and despatched. For more information on creating pickwaves and despatching orders, see this article.
Phase 2 - Stock Management
Step 1 - Create products; map listings to products
Many of StoreFeeder's features rely on the information your store against your products, so wherever possible, you should include as much product information as you can. You can view all of your products by navigating to 'Products' > 'Manage Products'):
There are multiple ways of inputting your products ito StoreFeeder. Among the most common ways are to; create a simple product, create a variation product, import/export products via a spreadsheet or create products from your listings.
Please note that products are different from listings. Listings differ from channel to channel, but products remain the same.
Step 2 - Manage inventory, create purchase orders, book in deliveries
In order to optimise your stock levels and allow StoreFeeder to manage your inventory, you will need to input your product supplier details, and create a purchase order.
For each of your products, you can add unique supplier details, for example the cost, quantity per shipment, or even the supplier's stock levels. To find out more about setting up your suppliers, see this article.
To produce a new purchase order for your suppliers, navigate to ('Products' > 'Purchase Orders'). You can find more information in this video tutorial.
Step 3 - Begin controlling stock and processing orders from all channels
Once you are happy that StoreFeeder contains your master inventory, and your sales and delivery channels have all been properly connected, you will be ready to switch on stock control and begin processing your orders.
You will need to activate your stock management for each of your channels. With this, no matter where your orders come from, your stock levels will be automatically adjusted. To find these options, go to ('Settings' > 'Integration Manager' > 'Your Integrations') and then click 'Edit/View Integration' next to each channel. Scroll down until you can see the Order Processing and Stock Management settings. You can find more information on these settings in this article.
To finalise your setup process, you will be able to set your channels to 'active', and begin processing your orders.
Should you require any further assistance, our knoeldgebase contains hundreds of helpful articles, simply type in the setting, feature, or process you require assistance with.