End-to-end how to create a fully operational Account [Guide]

Modified on Mon, 29 Apr 2024 at 02:08 PM

As you start using techOMS, you will need to set fully operational Accounts.

While the Account entity itself requires a few steps to be created, for all the parts and elements that interact with it to be properly configured and operational, additional effort is required in different parts of the techOMS Portal. The phases are the following:

This article guides you orderly as for these elements are to be created and configured.

ADDING AND EDITING THE ACCOUNT

To create (add) an account and properly configure it, follow the steps of the articles below in an orderly manner:

Once you have done so, users will need to be defined in order for them to access and interact with the account.

ADD USERS TO THE ACCOUNT

To create users and properly set them up, follow the steps of the article below:

How to Add Users to an Account [Step-by-step guide]

ADD CARRIER AND SERVICE MAPPINGS

When setting up your Accounts, you can configure Carrier and Services mappings for them to be available when working with Fulfillment and Sales channels.

To do so, follow the steps of the article below:

How to configure Carriers and Services Master Mapping [Step-by-step guide]

CREATE AND SET UP FULFILLMENT AND SALES CHANNELS

As you finish configuring the internal elements of your techOMS Portal, you will begin connecting to external services. Create and set up Fulfillment and Sales Channels following the articles below orderly:

PRODUCT AND INVENTORY SYNCHRONIZATION

Now that you have successfully:

Created your Account
Setup Sales Channel(s) and Fulfillment Channel(s) under it
Created your Carrier Mappings

Synchronize your Product catalogue as well as your Inventory, this can be done by either synchronizing from your Sales Channel, from your Fulfillment Channel, or via a CSV import, as indicated in the articles below.

Once through, you are ready to begin using TechOMS.