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User Guides

Learn how to effectively onboard to our platform and establish your product presence across multiple stores through a streamlined setup process.

Introduction

Welcome to our supplier platform! This comprehensive guide will walk you through the onboarding process and help you establish your product presence. Our structured approach ensures you can quickly start reaching customers through our network of stores.

Step 1: Account Setup​

Signing Up for Axiom​

Begin your journey with these simple steps:

  1. Email Invitation

    • Look for your invitation email
    • Click the Sign Up button
    • Start your onboarding journey

  2. Account Creation

    • Enter/adjust your name
    • Set a secure password
    • Review terms and conditions
    • Click Continue to proceed

  3. Localization Settings

    • Choose your preferred language
    • Select your operating country
    • Set your primary currency
    • Confirm settings to continue

Creating a Profile​

Establish your brand presence:

  1. Company Information Essential details:

    • Company name
    • Comprehensive description
    • Website URL (optional)
    • UNSPSC Segment selection

  2. Brand Identity Visual representation:

    • Click Insert Logo
    • Enter logo image URL
    • Preview appearance
    • Click Update to confirm

  3. Finalization

    • Review all information
    • Ensure accuracy
    • Click Continue

Step 2: Team Management​

Initial Team Setup​

Build your team efficiently:

  • Add key team members
  • Assign appropriate roles
  • Enable collaborative work
  • Skip if needed for later setup

Process:

  1. Enter team member email
  2. Select appropriate role
  3. Click Add to include
  4. Continue to send invitations

Expanding Your Team​

Add team members anytime:

  1. Access Settings

    • Click profile icon
    • Select Settings
    • Or use gear icon menu

  2. Member Addition

    • Navigate to Team tab
    • Click + New Member
    • Enter member details
    • Send invitation

  3. Onboarding Process

    • Member receives email
    • Creates account
    • Gains platform access

Step 3: Product Management​

Initial Product Upload​

Start building your catalog:

  • Use provided templates
  • Upload product data
  • Skip for later if needed

Process:

  1. Download template
  2. Populate product data
  3. Upload completed file
  4. Review import status

Expanding Your Catalog​

Add products systematically:

  1. Navigation

    • Access Products menu
    • Select Products tab
    • Choose Import option

  2. Template Usage

    • Download template
    • Review required fields
    • Note supported fields
    • Use custom fields if needed

  3. Data Import

    • Prepare product information
    • Upload completed file
    • Map custom fields if used
    • Review and confirm

  4. Status Monitoring

    • Track import progress
    • Review notifications
    • Check error reports
    • Address any issues
TIP

Forward error files to support@axiomdata.io for assistance with import challenges.

Product Removal​

Manage catalog efficiently:

  1. Access

    • Navigate to Products
    • Select File Imports
    • Choose Delete option

  2. Process

    • Use deletion template
    • Populate required fields
    • Upload for processing
    • Confirm changes

Step 4: Store Integration​

Initial Store Connection​

Begin market presence:

  • Review available stores
  • Request store access
  • Complete onboarding
  • Plan expansion strategy

Expanding Store Presence​

Grow your reach:

  1. Store Discovery

    • Navigate to Stores
    • Review available options
    • Assess requirements
    • Plan connections

  2. Connection Process

    • Request store access
    • Await approval
    • Track pending requests
    • Monitor connections
TIP

Store operator approval is required for each connection. Ensure your profile and products meet store requirements.

Step 5: Price Management​

Price List Implementation​

Establish your pricing:

  1. Navigation

    • Access File Imports
    • Select price import
    • Choose CSV option

  2. Template Usage

    • Download price template
    • Review required fields
    • Note store ID requirements
    • Prepare price data

  3. Import Process

    • Upload completed file
    • Monitor progress
    • Review notifications
    • Address any errors

Best Practices​

Optimize your setup:

  • Profile Completion: Ensure all details are accurate
  • Team Structure: Plan role assignments carefully
  • Product Data: Prepare comprehensive information
  • Store Selection: Choose appropriate markets
  • Price Strategy: Review competitive positioning

Success Tips​

  • Keep product data current
  • Monitor store connections
  • Update pricing regularly
  • Maintain team access
  • Track import status