A Saddle Point rep will walk you through these steps and answer any questions you might have along the way. However the basic process for onboarding is as follows.
Onboarding Steps:
- Connecting Your Sales Channels to Saddle Point
- Sending Your Product to Saddle Point
- Go Live - Order Fulfillment
1. Connecting Your Sales Channels
NOTE: Before proceeding, please ensure that all of your products have the required product information.
Shopify
The easiest way to directly connect to Saddle Point's WMS is through your Shopify store. This connection will pull all product and order data in, as well as push inventory and fulfillment data from Saddle Point. We strongly suggest this method as it's both the simplest to establish and it will maintain the product catalog in our system automatically moving forward.
Connecting Shopify to Saddle Point
In order to link your Shopify to Saddle Point's WMS we will require collaborator account access to your store. *
To do so we'll need the following information:
- Your Shopify store URL
- The 4 Digit Collaborator Access Code for your store (found in your Shopify settings > Users and permissions)
Saddle Point will request access to your store from our collaborator account. Your Shopify account owner will be notified via email to approve this request. The request can also be approved by visiting your Shopify settings under Settings > Users and permissions. Please do not modify any of the requested access settings.
* Collaborator accounts do not use up account seats on your Shopify plan and have no additional cost to you.
Shopify Product Sync
Once we have been approved and have access to your Shopify store we will begin to pull your product catalog into our system. It's important to maintain your Shopify product data with accurate information and ensure all required data is included for each product. The most important of which are SKU and barcode.
New products created in Shopify will automatically be created in Saddle Point's WMS going forward.
Shopify Order and Fulfillment Sync
Orders created in Shopify will automatically post to Saddle Point's WMS for fulfillment. Status changes and fulfillment information (IE tracking numbers and confirmations) will automatically push back to your Shopify. No manual triggering of this process is required.
Shopify Inventory Sync
Once connected, Saddle Point's WMS will be the master source of inventory for your Shopify store. Any changes made to inventory in the Saddle Point Shopify location will be automatically overwritten by the WMS.
When inventory is received, orders are fulfilled or any adjustments are made inside our warehouse the new inventory figures will automatically be pushed to your Shopify store.
Manual Connections
We strongly advise against manually importing product, order and fulfillment data into our WMS. However, if you're in the process of establishing your buisness and need to send inventory to Saddle Point, we can manually import your product record into our system and you can enter orders in manually.
Manual Product Sync
If product data is currently not available in any format other than a spreadsheet, Saddle Point can manually establish your product catalog through CSV import. However, whenever possible it's best to establish a connection to Shopify or your company’s ERP software.
In order to configure your catalog manually Saddle Point requires a .csv containing columns for all of the required information found here.
Note, this is the minimum data required. Any additional information is appreciated and the more detailed the .csv you can provide the better.
Manual Order Input
Orders can be created directly inside of Saddle Points WMS by logging into wms.saddlepoint.co. You may also email your order to help@saddlepoint.co, fees will apply.
For more information please see manual order creation.
Manual Inventory Sync
Saddle Point does not support manual inventory sync. Access to current inventory figures is available at wms.saddlepoint.co and can be exported in excel format.
Manual Fulfillment Reporting
Shipped order reports and order tracking information can be found at wms.saddlepoint.co under Fulfillment > Shipment Orders > Shipped Orders.
Custom Integrations & API Connections
Custom API integrations will be handled by our integrations team during your account setup. The process is more hands-on and will be handled by a member of our integrations team directly.
2. Sending Product to Saddle Point
NOTE: All product data must be imported/synched with Saddle Point before we can accept your product into our warehouse. Please complete the previous process before proceeding.
All shipments should be made to the following address:
Saddle Point
1511 Palma Dr
Ventura, CA 93003
Hours: 9AM-4PM Monday-Friday
Email: help@saddlepoint.co
Phone: 805-515-6531
Receiving Requirements:
- Lift gate service is required for all palletized deliveries
- Saddle Point requires 48hrs advanced notice on all inbound shipments
Product Labeling Requirements:
All product entering into Saddle Point must be barcoded in order to be received, confirm picking/packing and dramatically reduce the chance of errors.
We do not require that these barcodes be GS1 registered. Just that they are scannable and unique to the product SKU they are associated with.
For more information see product barcode requirements.
Purchase Order/ASN Submission:
All product that arrives at Saddle Point's warehouse must have a purchase order or ASN associated with the shipment. Failure to provide this to Saddle Point at least 48 hrs prior to arrival of your goods may result in additional fees being charged to your account.
Purchase orders may be emailed to help@saddlepoint.co
For more information on purchase orders please see purchase order requirements.
Packing List and Carton Labeling:
Shipments must include detailed per carton packing lists and cartons must be labeled with the correct carton number in order aid in receiving.
For more information see carton labeling requirements and packing list requirements.
Saddle Point Receipt of Goods:
You'll be notified by customer service once your products arrive at our warehouse. Once receiving is completed you will be provided with a PO receipt report detailing quantities received, as well as overages, shortages and damages.
3. Go Live
Reach out to help@saddlepoint.co to let us know you're ready for us to begin pulling in all unfulfilled orders from your sales channels. As soon as fulfillable orders hit our system we'll begin shipping.
This step is important in order to give you a clean cut off from a previous 3PL or other fulfillment provider to ensure orders are not being sent to multiple locations for fulfillment.