Onboarding - Add Merchant
Quick Links
Overview
This guide will walk you through the steps of creating a Merchant within your Branded Portal and the steps required to add Source and Destination services.
Steps
Create Merchant
- Upon logging into your CrescoData Branded Portal, click Merchants from the left navigation.
- Click the + button, located top right.
- Fill out the details required to create a Merchant:
- Name
- Country
- Logo
- Click Create
Add Services
The next step is to define your Merchant Services.
- Toogle the services you want to create under the Merchants setup i.e. Orders and Products
- Next go through each sync type and define what are is your Source Channel(s) and what are your Destination Channel(s).
- Source - Where the record originals from.
- Destination - Where we are sending the record to.
Common Setup
- Products
- Source - eCommerce .com platform i.e. Shopify, WooCommerce or BigCommerce.
- Destination - Marketplaces you want to sell on i.e. Amazon and eBay.
- Orders
- Source - Marketplaces you are receiving orders from i.e. Amazon and eBay.
- Destination - eCommerce .com platform you are fulfilling orders from i.e. Shopify, WooCommerce or BigCommerce.
- Order Updates
- Source - eCommerce .com platform you are fulfilling orders from.
- Destination - Updates sent to Marketplaces to notify customers on Tracking and Carrier details.
- Next define your Minimum Import Dates per service and click Next.
- Finally click Confirm & Save to create the services under your Merchants profile.
Steps - Add Services to Existing Merchant
- First go to Merchants from the left navigation.
- Find the Merchant and click the Login As Merchant button.
- Next click on Account from the left navigation.
- Click the COG icon and select Update Setup
- Add the new service to the relevant Sync type dropdown and click Next.
- Define the Minimum Import Date if required and click Next.
- Lastly review the updates and click Confirm & Save