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Getting Started

Getting Started

This guide walks you through setting up Shopp OMS from scratch: creating your organization, connecting a store, importing products, and processing your first order.

Step 1: Create an Account

  1. Sign up using your email address or Google social login
  2. Verify your email address via the confirmation link sent to your inbox
  3. Once verified, you’ll be directed to create your first organization

Step 2: Create an Organization

An organization is the top-level container for all your stores, products, orders, and team members. After verifying your email, you’ll be prompted to create your first organization.

  1. Enter the required fields:
    • Legal Name: your business name
    • Country: where your business is based
    • Base Currency: the default currency for reporting and pricing
  2. Click Save

After saving, you’ll be prompted to select a subscription plan. Choose the Free plan to get started at no cost.

You can switch between organizations using the organization selector at the top of the sidebar.

Step 3: Add a Location

Locations represent your warehouses or fulfillment centers. You need at least one location before you can fulfill orders. The Locations page is under the Organization section of the sidebar, which requires the Org Admin role.

  1. Navigate to Locations in the sidebar
  2. Click Create Location
  3. Enter the location name, address, and contact details
  4. Optionally, configure carton types available at this location (used for automatic package sizing)
  5. Click Save

See Locations for more on managing warehouses and carton types.

Step 4: Connect a Store

Stores represent your sales channels (e.g., Amazon, Shopify, WooCommerce).

  1. Navigate to Stores in the sidebar
  2. Click Create Store
  3. Enter the store Name and URL
  4. Select the Platform Type (e.g., Shopify, Amazon)
  5. Choose a Sync Type to control how data flows between Shopp OMS and the platform (see Sync Types for details)
  6. Set Fulfillment Creation to Manual to review and fulfill orders yourself, or Automatic to have orders fulfilled as soon as they’re ready
  7. Click Save

If the platform supports it, you’ll be prompted to authorize the connection via OAuth. Once connected, Shopp OMS will begin syncing data based on your sync type.

Tips:

  • If you’re not integrating with a platform yet, create a placeholder store and set sync type to None.
  • If you’re using one of the listed platforms and need integration configured, contact PNPLINE.
  • If you have brand information, register a brand and assign it as the Default Brand for the store.

See Stores for the full list of supported platforms and configuration options.

Step 5: Add Products

Products are the items you sell across stores.

Option A: Create manually

  1. Navigate to Products in the sidebar
  2. Click Create Product
  3. Fill in the SKU, name, weight, and dimensions
  4. Optionally, select stores under Auto-create store listings to automatically create listings for the selected stores using the same SKU
  5. Click Save

Option B: Bulk import

  1. Click Import on the products list page
  2. Download the Excel template
  3. Fill in your product data and upload the file
  4. Optionally, select stores under Auto-create store listings to create listings for each imported product
  5. If validation errors are found, review and fix them before resubmitting

Once products exist, you can link them to store listings so orders from that store automatically reference the correct product.

See Products for field details and bulk import instructions.

Listings connect your products to store-specific SKUs. When an order comes in from a store, Shopp OMS uses the listing’s store SKU to identify the correct product in your catalog.

Option A: Link a listing manually

  1. Navigate to Listings in the sidebar
  2. Click Create Listing to add a new listing, or open an existing listing to edit it
  3. Select the correct Store
  4. Enter the store’s Store SKU
  5. Choose the matching product in the Product field
  6. Click Save

Option B: Sync listings from an integrated store

  1. Navigate to Listings
  2. Select one or more listings from the same store
  3. Click Sync
  4. Choose a Sync Type
  5. Submit the sync request

Use this flow only for stores that already have product sync integration configured. Sync submits an integration request for the selected store listings; it is not the same as manually assigning a listing to an existing product.

Listings should be linked before fulfillment. If a store listing is not linked to a product, Shopp OMS may still create or import the order, but fulfillment can fail until the product mapping is completed.

See Listings for details on creating, syncing, and merging listings.

Step 7: Process Orders

Orders flow in from your connected stores (or can be created manually).

  1. Navigate to Sales Orders in the sidebar
  2. New orders typically appear with a Submitted or Ready to Fulfill status
  3. When an order is Ready to Fulfill, click into the order and create a fulfillment by selecting items, a location, and a shipping service
  4. Generate shipping labels from the order detail page or in bulk from the orders list
  5. Mark as shipped once packages are out the door

See Sales Orders for the full order lifecycle, bulk operations, and label management.

What’s Next

  • Dashboard: Monitor your KPIs, revenue trends, and top-performing stores and SKUs
  • Reports: Analyze sales and profit by store or SKU, and export data
  • Fulfillment: Learn about automatic fulfillment routing, carton packing, and shipping service assignment
  • Tracking: Monitor shipment status and delivery updates across orders
  • Users: Invite team members and assign roles
  • Account: Manage your subscription plan and billing
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IntroductionOrganizations