Supplier Onboarding Guide
Catalog (Import Products/Approve Import Request)
Depending on your connection settings, you will see either Import Products or Approve Import Request for the Catalog section.
- About Product Imports & Proposals means you need to create products by importing them.
- Approve Import Request means that your retail partner creates products and you have to approve their requests for products.
Click Start to begin the process. You are presented with a how-to video relevant to the import process you selected.
Product imports & proposals
Based on the category of products you are uploading, select a template from the dropdown, choose a file to upload, and then click Import.
To learn more about importing products, see Adding products to your catalog.
Video: Submit a proposal for a new product
Approve import request
A fabric retailer will submit a request to upload a set of products on your behalf. Once submitted, this “import request” requires your approval.
When the retailer submits the import request, you receive an email with instructions and a link to view the products and approve the request.
You don’t have to take any action at this time.
-
Click Complete Task to continue onboarding.
-
(Optional) Click Schedule a Demo Call after the Notifications section, before Complete Onboarding.
Notifications
Click Start next to the Notifications section of the Onboarding Tasks page to configure which push notifications you receive.
There are four types of notifications to configure:
- Connection: notifications whenever there are changes to your connections or connection notes
- Order Received: notifications whenever you receive an order
- Order Change Requests: notifications when a customer has requested a change to their order
- Order Digest: a notification at the end of each business day that contains a summary of that day’s new or open orders
For each step in the Notifications workflow, enter an email address to enable the notification and click Save & Continue. To disable the notification, click Skip Notification.
Complete Onboarding
After you have finished all of your onboarding tasks, your retail partner will receive a notification to activate your connection. Once the retailer has activated the connection, click the Complete Onboarding button at the bottom of the Onboarding Tasks page. You will start receiving orders in the Dropship portal.