Full Ecommerce onboarding

A staged checklist for your first configured workspace and real operation.

Before you begin

Ask the software team to confirm activation, your plan and the right workspace. Paid self-service signup and checkout are not currently available. Do not enter payment information into a supposed signup flow from this guide.
Have your business contact, warehouse address and time zone, product identifiers, physical counts, dimensions, weights, and a small reconciled sample ready. Use an authorized provider account where a connection is required.
Use your own authorized account. Menus depend on plan, role and enabled settings; missing menus require an administrator review, not another tenant login. Never share passwords or API keys in support messages.

Current proposal: $149/2,000 shipments, $199/5,000 or $299/10,000 per month equivalent; overage $0.15/$0.10/$0.05 respectively. One warehouse, five users and two total FBA/WFS accounts included. No multi-client 3PL operator functions.
ShipStation Standard is separately billed; carrier postage, taxes, setup and add-ons are additional. Provider availability and actual account pricing must be confirmed. FBA/WFS prep is outside fulfillment shipment quotas. No automatic plan upgrade or price cap.

With authorized administrator access, use Settings > Warehouses, Locations, Users, Labels and Boxes, Totes & Carts and Pick Process where each menu is available. Confirm physical address/time zone and practical picking/packing rules.
Do not assume every settings section is visible to your role. Assign separate accounts and review permissions; never reuse another organization account.

Use Settings > Import / Export where enabled and the current template. Validate small product and opening-stock samples before wider import.
Inventory > Warehouse Inventory, Inventory Locations, Inventory Control and Cycle Counts are verified warehouse menu labels. Confirm quantities and locations against physical stock; only authorized users should adjust it.

Settings > ShipStation and Stores are verified navigation entries when enabled. Confirm intended store/client ownership and the exact ShipStation warehouse match before importing.
Authorization, provider fees and actual connector availability are setup dependencies. Do not paste credentials into Contact. Turning import off does not revoke credentials or necessarily stop accepted jobs.

Inbound > PO Receiving is the verified receiving menu. Review the actual sample receipt before releasing stock for fulfillment.
Orders > D2C Orders, Create Order, Import Orders and Pick Batches appear according to access. Start with one approved real D2C order, confirm address, SKU, stock, quantity and warehouse, then review its pick work.

Use the configured tote/cart and packing process. Compare picked items, quantities, package dimensions and weight before label purchase or shipment action.
Carrier purchase and dispatch are separate consequential steps. Preserve tracking and verify stock/status after physical handoff. Stop on uncertain provider outcome rather than creating a duplicate order or label.

Returns > Dashboard / Create Return / Receive Return are current warehouse labels when fulfillment is enabled. Review ownership and actual returned stock before receiving.
Reports > Documents and Storage Report are visible according to access. FBA/WFS prep uses the separate marketplace workflow described in the FBA onboarding guide.
B2B redesign is not included as a live step-by-step flow. The current source has B2B menu entries, but rollout and actual UI must be confirmed before publishing those instructions.

Agree a stock cutover time. Reconcile the physical sample before import; keep the original export and import error report. Do not bulk-create duplicates to fix rejected rows.
Confirm SKU, ASIN/FNSKU or Walmart identifiers, units, case quantity, warehouse, owner/client, and current stock. Read import templates from the current app, not an old downloaded template.
Use one approved real sample workflow with a small known quantity. Review before provider submission, purchasing a label, generating a charge, or physical carrier handoff. These are consequential actions, not a test button.
After completion reconcile stock, reservation, cartons, tracking, status, documents and any charge once. If the result is uncertain, stop and ask support with a non-sensitive record reference; do not resubmit blindly.

Wrong workspace or missing menu: confirm the assigned account, plan and permission with your administrator. A read-only user cannot be assumed to create records.
Import rejection: check identifiers, duplicate SKU, units and required template columns; fix a small sample first.
Provider authorization or mapping error: verify the intended account/store, client and warehouse. Do not repeatedly submit a shipment that may already exist remotely.
Quantity, packing or billing mismatch: compare the original record and physical goods. Printing a label does not establish shipment handoff; a local pause does not revoke provider access.