How-to guides
Short, practical walkthroughs for getting set up and running. We do the heavy lifting during onboarding — these explain what happens and how you’ll work day to day.
Connect your WooCommerce store
WooCommerce is the system of record — products, orders, customers, and stock all live there, and the ops layer reads and writes through its REST API.
Create REST API keys
In WooCommerce, go to Settings → Advanced → REST API → Add key. Grant Read/Write and copy the consumer key and secret.
Create a WordPress application password
Under Users → Profile → Application Passwords, generate one for admin REST tasks like cache flush and option reads.
Hand them to onboarding
We store them as references in your per-tenant vault — never as raw values in config — and run a smoke test that reads your catalog back.
Connect an eBay channel
eBay needs two credentials: the Sell APIs for listings, inventory, and fulfillment, and a Trading API token for buyer-tracking pull and feedback.
Create a developer keyset
On the eBay developer portal, create production keys (App ID, Cert ID, Dev ID) and a redirect (RuName).
Authorize and capture tokens
Complete OAuth consent to capture a refresh token for the Sell APIs, and generate an Auth’n’Auth token for the Trading API.
Verify sync
We confirm a test stock push reaches your eBay listings and that order pull works both ways before go-live.
Send your first B2B quote
A quote can start from an emailed request or be keyed in by hand. Either way it ends as a branded PDF and, when won, a real order.
Capture the request
Tagged email requests are parsed into a structured quote automatically; or open a new quote and add line items by SKU.
Let the engine price it
Each line resolves to your in-stock price, then supplier landed cost at your markup, then market comps — and the sender gets a spam-reputation badge.
Review and send
Adjust any line, generate the versioned PDF, and send or draft it in the email thread. Follow-ups fire automatically.
Convert when won
One click turns the won quote into a WooCommerce order with a purchase-order PDF and an accounts-receivable entry.
Pick, pack & ship an order
Scan to pick
Scan the order or item barcode; the station resolves it against the inventory ledger and works your pick queue.
Pack into boxes
Define one or more boxes; a single carrier call returns a tracking number and label for each.
Print and go
Labels print as ZPL to your thermal printer and a packing slip prints alongside. Tracking and delivery emails are handled for you.
Receive a supplier invoice into inventory
Import the invoice
Upload the supplier PDF; known formats parse automatically, with an AI fallback for unfamiliar ones.
Scan what arrived
Scan items against expected lines. Partial receipts are supported — scan more later against the same invoice.
Lots are created
Received items become FIFO inventory lots with landed cost and optional serials, and channel stock resyncs automatically.
Your go-live checklist
- WooCommerce + WordPress credentials connected and smoke-tested
- Channels (eBay) authorized and syncing both ways
- Carriers connected; a test label and void verified
- Tax engine selected (native table or TaxJar) and validated
- Email gateway sending quotes and transactional mail
- Catalog imported and identifiers reconciled
- Your wedge module live; expansion modules scheduled
