New Fulfiller Onboarding Setup

Overview

The Fulfillers panel has been enhanced with the onboarding process built-in. The Quivers Admin panel is designed in a user-friendly manner, which will provide a better business experience, starting with the fulfiller onboarding process.

You need to sign up with your email address (if not already signed up) to set up your fulfillers account.

• Go to quivers.com
• Click on Sign Up
• Fill up your First Name, Last Name, Email address, and password
• Check the box, "I agree to the Quivers Terms & conditions," and click on the 'Signing Up' button.

Select the type of business you would like to set up. In this case, it would be 'FULFILLER.'

Once you select 'Fulfiller,' a step-by-step process for Onboarding will commence. It comprises four steps/screens at a high level, as listed below -

Step 1 - Business Details
Step 2 – Platform Use
Step 3 - Inventory
Step 4 - Connect with Merchants

Note - You will also see a horizontal progress bar which states, 'You have not yet completed your Business Setup. Please fill in the rest of your details here.' You can also click on the 'here .' It will redirect you to the page where the information is missing/incomplete.

Step 1

Business Details -

The Business Details need to be populated with the relevant information (The * symbol in the field indicates that the data is mandatory whereas others are optional).

Under 'Settings' in the left-hand rail navigation, you will find the first tab to configure, i.e., the 'Details' tab. The information provided in this view will be used for consumer notifications.

Logo - Upload your company/business logo.

Business Name - Update your business name by clicking on the blue pencil icon.

Employer Identification Number - An Employer Identification Number (EIN) is a unique identification number (nine-digit number) that is assigned to a business entity so that it can easily be identified by the Internal Revenue Service (IRS). It is used to pay federal taxes online, file annual tax returns, and issue suppliers payroll and tax documents.

Industry - You need to mention the industry to which your company belongs. There are a limited number of category options to classify your business. This does not affect your experience using Quivers; it is used as an internal category reference. If you don't see a category that best fits your business type, select the most appropriate option available.

Website - This should be the URL of your current website. If you are a fulfiller and do not have a website, you can leave this field blank. 

Customer Email BCC - The email entered in this field will receive all notifications sent to consumers regarding orders from Quivers. This field gives you complete visibility into the consumer experience. If you configure an email into this field, you will receive all notifications from consumers after your business has claimed an order. 

Phone Number - This is the generic phone number for your business. 

Support Email - This is the email shown to customers to reach out to if they need support.

Support Phone Number - The number listed here should be the number you would like consumers to contact you. Notifications are automatically produced and sent to consumers when an order is processed in the Quivers Admin Panel.

Description - The information provided in this view will be used for internal reference only. You can describe the services your business provides.

Accounting Details - You need to mention the details of the person handling the Accounts for your company. Since this is added in the payout section.

Address - The address listed here should reflect the location you would like consumers to return products. Addresses must be associated with a Google-recognized address for order calculations.

Store Hours - You need to mention when your business is open for your customers or visitors. After adding all the relevant details, you need to click on "Continue." This step is not skippable.  The screenshot below will give you a heads-up of the business details once populated with the relevant information.

In the same section, under 'Settings' in the left-hand rail navigation, the next tab after the 'Details' tab is the 'Sales Tax.' It allows you to specify which Economic Nexuses your business needs to collect and remit taxes. For the United States, each state has different laws that determine whether your business qualifies for Economic Nexus based on physical presence, gross sales volume, transaction count, or other factors. If you have Economic Nexus in a state, you will be required to collect and remit sales tax to that state. If you do not have Economic Nexus in a state, Quivers may not charge sales tax for that state (depending on the rules of that state).

Each state, for tax purposes, is designated as an 'Origin' or 'Destination' state. Let's take the example of North Carolina. North Carolina requires tax to be calculated based on where the consumer's shipping address is located. If you receive an order being shipped out of state, you'll need to add a new Economic Nexus with the consumer's state and zip code for each order.  When the Economic Nexus is added, the tax from the claimed order will update appropriately. 

To add a new Economic Nexus:

- Navigate to 'Settings' from your admin panel
- Click on 'Sales Tax' and then 'Add Economic Nexus.'
- Enter the consumer's state and zip code.

The 'Shipping Method' is the next tab wherein you can enable whichever shipping method your business utilizes by clicking on the relevant checkbox and clicking on the 'Save' button. Quivers has many pre-populated options, or you may choose to add your custom shipping methods. These are specifically for any orders you fulfil through Quivers. The methods that are enabled will appear in the dropdown during the shipping process of order claiming. 

If you can't find the shipping method from the list that auto-populates, you can add your shipping method by clicking on the '+ Add Shipping Method' button. Fill in the fields with the necessary information, i.e., Shipping Method Name, Shipping Method Tracking URL, etc., and then finally click on the 'Save' button. We use the ShipEngine website to add the shipping method. You can click on the link https://www.shipengine.com/docs/tracking/  to get more information on the below details -

Shipping Method Tracking URL – Please add {TRACKING NUMBER} where the tracking number would generally go in the shipping method tracking URL.

Carrier Code – This is the Carrier Code that ShipEngine uses to identify the carrier.


The next tab is the 'Users' tab, wherein you can add as many users as you want to have access to the Quivers Admin Panel. Each user listed on this screen can configure custom notification preferences. Click the blue-button, 'Add User' to complete the steps of sending an invite to a new user. The user added will receive an email inviting them to join Quivers. If they have never been invited to Quivers, they will configure a password once they click the link in the email.

Once you click the blue 'Add New User' button, this will open a pop-up window with four inputs viz, the first name, last name, email, and role.

Let's take a look at each option for the 'Role' input:  

Admin - A user with an 'Admin' role will have visibility and editing ability in all areas of the Quivers Admin Panel. These users can claim orders, change business settings, update products, and marketplace configurations, download and review reports, and update and manage shipping and warehouse settings.

Sales - A user with a 'Sales' role will only have access and visibility into Quivers' Orders tab and Reporting tab. They will not have access or visibility into any other features on Quivers. Most commonly, this is the role used for the accounting resource.

View Only - A user with the 'View Only' role will be able to see everything within Quivers but will not be able to make any changes.

To Manage Existing Users

Edit an Existing User - to change the role of an existing user, navigate to the "User" section and click the dropdown to the right of the user's email. Then, select the new role and click the blue "Save" button

Delete an Existing User - to delete a user from the Quivers Admin Panel, navigate to the "User" section and click the red trashcan icon to the right of the user's email you wish to delete 

In the 'Custom Messages' section, you add custom messages to packing slips created by the Quivers system. Click the 'Custom Messages' tab in the 'Settings' of your admin panel. Then, utilize the text input box to type up your custom message. Be sure to click the blue 'Save' button once complete to save your message to all the generated packing slips.

Step 2

Platform Use -
In this step, you need to choose what you are interested in doing on the platform -

Fulfilment of Online orders from Merchant

You can enable various fulfilment options from your panel that will enhance the customer's online order experience. You can do that once you are connected with the Merchant. To enable it to the following –

• Navigate to 'Merchants' on your admin panel
• Right-click on the business you are connected with, and you will see 'Enabled Fulfillment Methods' on the extreme right side. Click the checkbox next to the methods you want to enable.

Ship from store -

You can choose this option if you want to fulfill merchant shipments from your inventory.

In-Store Pick-up -

You can choose this option to allow customers to pick up online purchases from your store.

Curbside Pick-up -

You can choose this option to allow your customers to place an online order for pick-up at the local store. When the order is ready, the customer parks in a designated area near the store, and a store associate brings the pick-up order out to the consumer's vehicle.

Ship to Store -

You can choose this option if you want to fulfil shipments from merchants directly to your store.

Dealer Locator -  

Dealer Locator is a new feature incorporated in the Quivers Panel currently for Merchants. They can create and manage dealer locators that can be installed on their website. The Merchant can choose which Fulfiller they want to display on the Dealer Locator. By selecting this option, you can notify the Merchant to choose you to show your shop location on their website.

Please Note -
Auto-Assignment must be enabled for the 'In-Store Pick Up' feature to work. It is based on the Fulfiller's inventory, and Fulfillers will have to update their inventory frequently (recommend at least every 48 hours). If a fulfiller has not updated their Stock within the stipulated hours mentioned in the Merchant panel, their store will not be on the list on the products page while the customer will be placing an in-store pick up order.

Industry -

Choose the appropriate option from the dropdown menu to which your company belongs to. Please include any other industries you are currently carrying or are interested in having from the dropdown menu.

After selecting, the necessary options, click on 'Continue.'

Step 3

Inventory -

In this step, you would be prompted to do one of the two things. You have the option of importing your inventory via spreadsheet (.CSV file) manually, or you can use one of the Inventory Apps to sync inventory data with Quivers. 

Adding the inventory positions to Quivers makes you eligible for orders to be assigned to you.

Please Note -

If you are only interested in Dealer Locator and have not selected any fulfilment methods like Ship From Store, In-Store Pickup, etc.), this step can be skipped.  However, if you want to fulfil Merchant orders, then you will have to upload the inventory.

Import Inventory:

To add inventory to Quivers for the Merchant you support, prepare an excel sheet with two mandatory columns, UPC (should be of 12 digits) and Stock (which refers to the inventory level for that product). Convert this excel sheet into a .csv file and upload it to the panel. Previously, we only allowed a fulfillerr to add inventory based on UPC and the stock level. Now, we support UPC + Stock and any other identifier (such as SKU, GTIN, etc.) + Stock + Merchant. We also added support for a ‘Product’ label field, so everyone can have a friendly way to refer to that inventory in the Quivers Panel. You must use either UPC or one of the other identifier fields, but not both. If the file contains both, you would need to choose what to use. We recommend you strip out everything except the UPC and Stock Level columns (and perhaps rename SKU or Description to ‘Product’ if you want that friendly name available in the panel). So you can either make the file with the following headers :

UPC, Stock, and Merchant Name Columns

Or

Merchant Name, Stock, Product Name, and SKU columns

Suppose you want to upload the .csv file manually; you need to mention ‘Inventory’ and click on ‘Continue.’

At this stage, you can either ‘Drag & Drop’ or browse files to upload the inventory manually.

Once the inventory upload starts, do not cancel or navigate away from the screen, or your import may only partially complete. Once the inventory is uploaded successfully, you will see the Progress Bar stating ‘Completed.’

You can also cross-check if the inventory upload was successful by navigating to ‘Inventory’ on your panel.

The next time you want to import an updated inventory, you can do so by navigating to ‘Inventory’ from the left-hand rail of your panel and clicking the blue ‘Import’ button. A pop-up window will appear where you can select your file to import from your computer. Remember to select ‘Purge’ to erase previous inventory and have only the most recent inventory upload be recognized as available products. Click the blue ‘Upload’ button in the pop-up window. A pop-up window will appear, confirming the inventory is uploaded successfully.