Poleepo Onboarding: Introduction
This guide will show users the flow to best use the Poleepo platform .
Through Poleepo you can unify your catalog and manage your product list, publications and their internal and multi-supplier inventory automatically and always updated.
The catalog creation phase is very important to use the platform to its full potential. In fact, Poleepo, to best facilitate all online sales operations, needs a unified catalog for all your sales channels, so as to have a single product sheet to publish, modify and on which to subtract/add stock.
It is important to specify, however, that each case will have a different starting situation and the needs of using the platform may be different for each user.
The purpose of this guide is to facilitate the work of users who are approaching the platform for the first time.
1. LET'S START
After submitting your data to Poleepo via the site, you will be provided with the credentials to access the platform.
At this point, a wizard will start that will help you configure your store, your first sales channels and your first courier to start managing orders coming from the various channels.
To give you a better experience in the initial configurations, Poleepo will ask you to indicate which technology you use for your ecommerce, on which marketplaces you sell and which courier you use.
You can choose whether to configure the sales channels, categories and the part relating to orders and couriers even later, once inside the platform.
The Poleepo home screen will open, which will redirect by default to the Performance page where you will view the progress of your activities on the platform.
At the top right you will see your notifications, you will be able to manage your store(s) configured on the platform and through the settings you will be able to manage Subscriptions , PoleeCoin , billing data, notification management, order and shipping management settings and LDV Automatic Operations
Using the drop-down menu on the left you can manage the following sections of the platform:
the Performance section;
the orders section;
the shipping section;
the products section;
The catalogues (personal data and publications);
the cash;
your customers;
the configurations available on Poleepo ( sales channels , couriers , etc.)
The suppliers;
The users;
He reports;
the support; (the documentation you are reading);
2. CHECK YOUR STORE INFORMATION AND SET UP YOUR FIRST SALES CHANNELS
Now you have an overview of the home screen and the main sections you can manage on Poleepo, you can start using the platform!
a) Check your store information
The first thing that we at Poleepo recommend is to check the correctness of the data of your store entered in the wizard via the path: Menu > Configuration > Sales channels > Store
The data entered in the store will be used by Poleepo to manage your business information, global category management, global behavior towards the various channels (Shipping times and prices) and your store addresses for the management of collections by couriers. For more information read the article
b) Set up your preferred sales channels
The second step to use Poleepo is to configure your sales channels, via the path: Menu > Configuration > Sales channels, clicking on the chosen sales channel. In this section, if you have not already done so in the initial wizard, you can configure your first sales channel, or continue configuring the other channels on which you sell.
In this section you can choose to configure the sales channels available between marketplaces, e-commerce, comparators and social networks, depending on your needs.
Each configuration on Poleepo will require specific data depending on the channel chosen.
We refer to the articles that explain the procedures for configuring each individual sales channel on Poleepo: CONFIGURATION OF SALES CHANNELS
c) Manage your e-commerce categories
Before importing your products to Poleepo, you will need to correctly manage the categories in which they are inserted.
You will be able to manage your site's categories when setting up your sales channels.
To create new categories on Poleepo instead, to associate with the different sales channels, you will have to go to the "categories" section, we invite you to read this specific article:
In this section you can manage your categories on Poleepo in a personalized way, creating them, moving them, deleting them and automatically importing them from your ecommerce (in this way they will already be associated with it)
Once you have created your category tree on Poleepo, you can associate it with all the sales channels you manage on Poleepo.
d) Import and manage your products on Poleepo
Once you have associated the categories on Poleepo with the categories of your sales channels, you can start importing your products to the platform.
If you have products already published on platforms such as Ebay, Shopify, Prestashop or Woocommerce you can import the products on Poleepo directly from the configuration by pressing the "import products" button so that Poleepo can start managing them.
3. CONFIGURE YOUR COURIERS
At this point, before publishing your products on the various sales channels, it would be a good idea to configure one or more couriers (if you haven't already done so in the wizard) so that you can manage any orders coming from them on Poleepo. You can configure your couriers by following the menu > configurations > couriers path .
Each configuration on Poleepo will require specific data depending on the chosen courier.
We refer to the articles that explain the procedures for configuring each individual courier on Poleepo: COURIER CONFIGURATION
4. START MANAGING PRODUCTS, ORDERS AND SHIPMENTS
Now that you have configured your preferred sales channels, imported your catalog and configured your carriers, you are ready to use Poleepo to manage and publish your products on the various channels, manage orders coming from them and create your shipments !
You will be able to manage the personal data and publications of your products, manually by entering the details of a product, in a massive way by uploading a CSV file or via API.
You will be able to create and configure pricing and discount rules for your products on Poleepo on sales channels.
You will be able to manage the supplies of your products, separating the quantities and purchase prices for each supplier. For example, if you have products published on Poleepo and these products are available for multiple suppliers, you will need to associate the right quantities for each supplier. You will also be able to differentiate the purchase prices to have Poleepo calculate the sales markup and profit margin.
You can use the integrated supplier catalog to choose the products you want to sell. If you choose an integrated supplier on Poleepo (click here to view the list of integrated suppliers), the orders you place will be transmitted from the platform directly to the Supplier and shipping management will be simplified by Poleepo.
You will be able to manage your orders individually or in bulk, changing their status , creating waybills with the couriers you prefer and generating invoices automatically.
You will be able to view your shipments in the shipment list , view the shipment print report and the list of booked collections .
You can also select multiple shipments and perform bulk actions on them such as confirming shipment, downloading labels or summarizing them.