Onboarding Journey Resources - Core Topics


Welcome to your Onboarding Journey. We’ve developed this robust library of resources for you to reference as needed in order to set your account live. There are videos embedded within the modules to give more detailed information and provide a demonstration in the ShipMonk app.

 


Onboarding Milestone

Onboarding Module 

Recommended Role(s)


Integrate Store or Marketplace

Personal Settings

Main ShipMonk Account User

Integrate Store

Web Developer, Site Manager

Store Settings

Main ShipMonk Account User


Create or Import Product(s)

Create Product(s)

Inventory Manager


Create your 1st Receiving

Create Receiving

Inventory Manager


Set up Shipping Mapping

Map Shipping Methods

Web Developer, Site Manager


Setup Billing

Billing Portal

Accounting/Bookkeeping


Review Orders

Create a Manual Order

Customer Service

Order Flow & Status

Customer Service

Return Portal & Process

Customer Service

Request to Go Live Process & Checklist