Account Setup Process
Dan Filkovich
Last Update a year ago
This article will give you the step by step process for account setup.
Gather Information and create account
Our customer service team will contact you to collect the following information.
1. Company name and address
2. Main account e-mail
3. E-mail for Billing
4. MI Sales Tax Form
5. POD Certification - Print on Demand customer only
Billing
Once your account is setup we'll be sending you a link to Helcim which is our credit card and ach storage and processing vendor. You'll be able to save a credit card to your account where we can post invoices for you to pay or we can automatically pay invoices on your behalf using the card on file there.
Integration
We'll have you select which route for integration you'll be using. An onboarding ticket will be created to get this setup.
Product Information
We'll need to collect all the information about the products you'll be sending over to us. Please see the product information page.
Shipping Methods
How will your orders ship? Most customers will select our "Generic Ground" method which selects the best service for basic ground shipping (2-5 days) for the lowest price. There are many options available though if you want to specifically ship a certain service.
We are a UPS facility and only ship UPS unless there are exigent circumstances to ship FedEx.
Portal Walkthrough
https://www.dropbox.com/s/8pn6b09ky0jmhuh/PortalWalkthrough10.04.mp4?dl=0