Getting Started with Onport

Filipa
Filipa
  • Updated

Introduction

We know every business is different and there are many different ways Onport can be tailored to your requirements. That's why we recommend you get in touch with our team before jumping in and connecting Onport to your online stores.

In this article, you'll have an overview of settings that have an immediate impact on your online store, as soon as you connect your store with Onport. 

We will walk you through the initial setup and will also show you how you can place a test order without compromising your live store, if applicable.

Disclaimers

❗️Please avoid self-onboarding and get in touch with our team if:

  • You're looking to perform a custom integration.
  • Your store is live but you are migrating to Onport from a different software or e-commerce platform.
  • You don't have an active subscription plan with Onport.
  • You're unsure how Onport works or what configurations you should choose for your business needs.

Key marketplace settings

Before you get started, please make sure you read this section as these settings will have an immediate impact on your online store.

  • Sync all inventory updates
    Image_5-15-2023_at_5.49_PM.jpg

- This setting will make Onport the inventory master. If you edit quantities in your online store, the two systems will be conflicting and stock will not match between Onport and your store. If you want Onport to manage stock in your store, we advise you not to edit quantities there.

  • Hidden when no cost_price
    Image_5-15-2023_at_5.51_PM.jpg

- If you already have your vendors' items published in your store but they do not contain cost_price, by enabling this and connecting your vendors' items to the ones in your store, the products will become unavailable and thus won't be visible to your customers.

Key vendor settings

  • Restrict items imported by inventory quantity

- This will prevent items in the vendor's store from being imported into the inventory feed. If you have set a minimum quantity of 3, items with less stock than that will be skipped and won't be imported into the inventory feed until the system detects they have at least 3 available units. 

Initial setup

Steps to follow Where Documentation
1- Create an account Get in touch with our Sales team N/A
2- Invite your staff members Main Menu > Setup > Users https://jettisupport.zendesk.com/hc/en-us/articles/4410313350674 
3- Add your billing details (if applicable) Main Menu > Setup > Billing N/A
4- Connect your online store Main Menu > Integrations https://jettisupport.zendesk.com/hc/en-us/sections/4405441081490-Integrations 
5- Create your vendors' currencies (if different from yours) Main Menu > Setup > Currencies https://jettisupport.zendesk.com/hc/en-us/articles/360020941360-Currency-Conversion 
6- Create your vendors Main Menu > Contacts N/A
7- Choose how you'll send orders to your vendors Main Menu > Contacts > (choose vendor) > Orders tab https://jettisupport.zendesk.com/hc/en-us/sections/4405433157522-Integrations 
8- Decide how you want to import your vendors' product catalog Main Menu > Contacts > (choose vendor) > Products tab > New inventory feed https://jettisupport.zendesk.com/hc/en-us/sections/4405433157522-Integrations 
9- Publish their items to your store Main Menu > Inventory > Inventory Feeds > (choose vendor's feed) https://jettisupport.zendesk.com/hc/en-us/articles/360021109539-Product-Publishing 
10- Configure the commission model per vendor Main Menu > Contacts > (choose vendor) > Payment Setup and Tax tabs https://jettisupport.zendesk.com/hc/en-us/articles/4403160671506 
11- Set up shipping per vendor Main Menu > Contacts > (choose vendor) > Shipping tab and Setup > Vendor Shipping Rates https://jettisupport.zendesk.com/hc/en-us/categories/360003112079-Shipping 
12- Decide how you want to pay your vendors Main Menu > Contacts > (choose vendor) > Payment Setup tab https://jettisupport.zendesk.com/hc/en-us/articles/360021107879-Vendor-Payments-and-Commission-Rates 
13- Decide your tax strategy Main Menu > Integrations > (your store) > Tax tab and Main Menu > Contacts > (choose vendor) > Tax tab and Setup > Tax Rates https://jettisupport.zendesk.com/hc/en-us/categories/4409198621596-Taxes 
14- Double-check the order routing section Main Menu > Contacts > Order Routing or Main Menu > Setup > Order Routing https://jettisupport.zendesk.com/hc/en-us/articles/6723171589532-Order-Routing-Mapping-Brand-Names 
15- Go through the integration settings before going live Main Menu > Integrations > (your store) N/A

Raise a test order 

1) Set up a mock-up store 

The first step is to set up a mock-up store in any of the supported integrations which will act as your front end. There is no need to create anything complicated, as long as you have a store URL, it is enough.

Once your store is set up, you need to connect it to your Onport account. Follow the correct instructions on how to do this.

2) Set up a vendor

Next, you need to set up a second mock store that will act as your vendor account. To do this, follow the same steps in setting up the account, and then just ensure you have added a few test “products” that can be pulled in as inventory to Onport.

Once you have done this, you will need to onboard your vendor account to Onport. To do this, you need to create a new dropship provider under the Contacts tab and choose the integration type. Then, follow the correct instructions to integrate your vendor account.

You need to ensure that you set up the order routing under the Orders tab. 

After you have connected the accounts, fetch the feed and publish the products. This should now import the test products you created in your vendor account to Onport. You will find them in the Inventory Feeds tab.

3) Raise a test order 

Lastly, it’s time to create a test order in the marketplace mock-up store for the vendor's items and see Onport in action.

❗️If you need assistance, please get in touch with our team by raising a ticket here.

Customer Support

Onport provides support via ticket for all subscription plans. As well as offering prioritized response times, calls can also be booked with our Success and Support teams for those subscribed to our Professional, Plus and Enterprise support packages.

Onport Support offers 13 hours/5 days coverage. Hours are 9:00 am - 10:00 pm GMT, Monday - Friday, excluding EU and US Holidays. Support inquiries may be submitted at any time. The Onport platform itself is monitored 24/7.

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