Section 1: My Account
In this section, you will activate your account and start the first preparation steps to use the system.
Activate your admin profile
To sign in for the first time, use the link that was sent to you via email. This will grant you access to your admin account.
The link will take you to the login page. On this page, you will simply need to enter your username and password into the designated fields.
My details
Please provide all personal details, such as your email address, phone number, position within the company, and desired display picture.
Notification settings
Set your notification preferences, whether you want them sent to you in-app or via email. You can also manage what notifications you get.
Section 2: My business
This section will show you how to invite your team members to the system and add all general information about your business. Most of the information in this section is required to start using the system.
My team
You can refer to Section 1 to obtain all the information you need to input into the system at this stage.
Invite your team to the system and assign specific account types based on their roles. This gives them access to the relevant sections of the system.
Step 1: Click on Invite user
Step 2: Fill in the information and invite every member of your team.
My business details
For this section, you will simply need to connect basic information about your business into the system. Do not worry, most of the job is already done and it is information you already have.
If you are unsure about branding, you can simply wait for our Playbook 3 meeting.
Tax information
This is the most important part of this playbook. The details you enter here will show up on your client invoices. Please review all information before submitting.
Select your shipping carrier
Shipping carriers are the companies in charge of delivering orders to your clients. It is essential to understand the different fees and how different carriers work.
General Rules
An account can only be created in a country where you have a business address.
There are better discount rates when the origin or destination is in the country registered with your account. All shipments not originating or landing in the account's country are considered a third party, which equals a lower discount rate and raises the cost (approx. by 20% and 30%).
Price can be negotiated directly with your selected carrier based on the quantity of shipments per year.
IMPORTANT: Advise your suppliers to connect their carrier accounts
Information you need to prepare for the carriers
Expected quantity of shipments per year.
Expected origin/destination most common.
Your company information (tax ID).
Connect Shipping accounts
You can add multiple accounts with different carriers and enable or disable them in the My Store Settings section.
Section 3: Accounting
This section encompasses all the financial and accounting aspects of your business.
Banking information
This information includes bank account details, banking information, and accounting department details. At this stage, it is only a matter of plugging it into the system.
Navigate to: Accounting > Banking information
