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Clients on-boarding

Set up a new client from the Success team’s welcome email to their first shipped order: templates, Logiwa client, carriers, rate shopping, and workflows.

OwnerIT Starts whenSuccess sends the welcome email SystemsGoogle Drive, Logiwa

Overview

Steps 5 and 6 only apply to some clients. The onboarding meeting tells you whether you need them.

flowchart TD
  A([Success sends welcome email]) --> B[1. Copy SKU template]
  B --> C[2. Send setup email in EN or ES]
  C --> D[3. Create client in Logiwa]
  D --> E[4. Onboarding meeting]
  E --> F{Kits or bundles?}
  F -- Yes --> G[5. Send Kits template]
  F -- No --> H{Master carton barcode differs from unit?}
  G --> H
  H -- Yes --> I[6. Send Parent Pack Type template]
  H -- No --> J[7. Activate carriers]
  I --> J
  J --> K[8. Create rate shopping preset]
  K --> L([9. Update default workflows])

Figure 1. Client onboarding flow. Diamonds are decisions made during the onboarding meeting.

1. Create a new template for SKUs

Once the Success department sends an email to the whole team (including you):

  1. In Google Drive, open Templates Import → LOGIWA → 1.- Product template and make a copy.
  2. Rename the copy with the client’s name, keeping “product template” in the file name.
  3. Share it so everyone with the link can edit.

2. Send the first email to the client

Reply in the same thread created by Success (the welcome email). The template you created in step 1 goes in this email. Always reply in the customer’s preferred language.

LOGIWA Account Setup

Hi [Client name],

We hope you're having a great day!

To start managing your inventory and orders in LOGIWA, our warehouse management system (WMS), please complete the following steps.

🚀 Next Steps to Set Up Your Account

1. User Access Setup

To ensure your team has the correct access, please provide the following information for each authorized user:

  • Full name
  • Email address
  • Total number of users requiring access

This information will allow us to assign the appropriate permissions and ensure a smooth setup.

2. Product SKU Creation

Please complete the following template to create new products in our system:

Product SKU Template: [Insert Template Link]

Please make sure all required information is completed before submitting the template.

3. Marketplace Integration

To connect your store with LOGIWA, follow the instructions for your specific platform:

Once you complete the integration setup, please confirm by replying to this email.

💡 Need Assistance?

If you have any questions or need support during the setup process, our team is here to help.

Best regards,

Palletized Team

Configuración de Cuenta en LOGIWA

Hola [Nombre del cliente],

Esperamos que estés teniendo un excelente día.

Para comenzar a gestionar tu inventario y pedidos en LOGIWA, nuestro sistema de gestión de almacenes (WMS), es importante completar los siguientes pasos.

🚀 Próximos Pasos para Configurar tu Cuenta

1. Configuración de Acceso de Usuarios

Para garantizar que tu equipo tenga el acceso correcto, necesitamos que nos proporciones la siguiente información para cada usuario autorizado:

  • Nombre completo
  • Correo electrónico
  • Número total de usuarios que requieren acceso

Esta información nos permitirá asignar los permisos adecuados y asegurarnos de que todo funcione correctamente.

2. Creación de SKUs y Kits

Estamos configurando tus productos en LOGIWA por primera vez y necesitamos tu apoyo para proporcionar la información necesaria.

Te enviaremos un archivo donde podrás cargar tu lista completa de productos [Agrega el link SKU template], incluyendo los SKUs y kits que deseas configurar. Una vez completado, utilizaremos esta información para importar los productos a nuestro sistema.

Tu pronta respuesta nos ayudará a garantizar una transición fluida hacia LOGIWA.

3. Conexión con tus Marketplaces

Para integrar tu tienda con LOGIWA, sigue las instrucciones correspondientes a tu plataforma:

Importante: Una vez que completes la configuración, por favor confirma respondiendo a este correo.

💡 ¿Necesitas ayuda?

Si tienes alguna pregunta o requieres asistencia durante el proceso de configuración, nuestro equipo está aquí para apoyarte.

Atentamente,

Equipo de Palletized

3. Create the client in Logiwa

Go to Logiwa and create the client using the instructions in Client Setup.

4. Run the onboarding meeting

The goal of the meeting is to understand how the client will operate, since the next steps depend on it. You’ll be responsible for completing the full setup for this client.

Ask the client If yes
Do you use different barcodes for master cartons? Let them know we’ll need a parent pack type for their SKUs. You’ll likely complete step 6.
Do you have any bundles or kits? Complete step 5 after the meeting.
Do you use branded boxes? Ask them to create SKUs for the packaging materials as well.
Do you have preferred carriers? We can set them up using workflows in Logiwa.

Also ask:

  • Which stores do you want to connect to Logiwa? You can suggest using Shopify as a hub to avoid multiple connections, or keeping them separate.
  • What types of orders do you typically fulfill? D2C, B2B, FBA.

You can ask additional questions as needed.

Integration preference order

  1. Prebuilt Logiwa connections
  2. Dropstream: if the client needs a custom integration, check on Dropstream’s website whether it supports that store.
  3. A custom integration, only as a last resort. We avoid them because they take time we don’t have.

5. Create and send the Kits template (optional)

Only for clients that handle kits. First identify which type they use, kit to stock or kit to order. Review the difference here and make sure you understand it before telling the client which kit type they need.

  1. In Google Drive, open Templates Import → Logiwa → Kits → 1. Kits.
  2. Create a copy in the same folder named “Client Name” + Kits.
  3. Enable editing for anyone with the link, and share it with the client in the welcome email thread.

6. Create and send the Parent Pack Types template (optional)

Only for clients that use master cartons when the master carton barcode is different from the unit barcode. Review what a parent pack type is. You can also share this explanation with the customer.

  1. In Google Drive, open Templates Import → Logiwa → Pack types → 1. Parent Pack type and Barcodes.
  2. Create a copy named “Client Name” + Parent Pack type and Barcodes.
  3. Enable editing for anyone with the link, and share it with the client in the welcome email thread.

Always review what the client filled in:

Field What it must contain
Pack type Clients often choose a pack type we don’t prefer. Change it so the Master Carton is the parent pack type; multiple parent pack types confuse our team.
UOM qty Quantity of eaches per master carton.
IsHierarchical PackType? True, unless it’s an irregular pack type (see the difference).
SKU The base SKU used for the Each pack type.
UPC The barcode of the Master Carton.
Dimensions and weight Of the box (Master Carton), not the each.
Use Item’s Own Box for Shipping True when the Master Carton is used as the shipping box, so the packer doesn’t create a custom box.
Deleted Fill only to delete this pack type for that SKU.

7. Activate carriers

After the meeting, activate only the carriers the client wants. In Logiwa, go to Integrations → Shipping. For each account below, open Step 2: Clients, turn on the toggle for the client, and click Save.

Carrier Main account Also enable
USPS USPS Endicia under Stamps Buku USPS (Shipping Services → Buku)
FedEx FEDEX under FedEx: activates every service we use except One Rate, which Logiwa doesn’t support natively Buku FedEx for One Rate services
UPS UPS G920A1 Buku UPS (Shipping Services → Buku)
DHL — DHL eCom Shipping in Buku accounts
Asendia (outside Canada) — Buku ASENDIA in Buku accounts
Asendia Canada — Buku Asendia CA DDP Direct in Buku accounts

For Buku accounts enabled for a single client, you don’t need to change the services enabled on the account.

Activate USPS for every client

Some clients say they don’t want USPS, but activate it anyway: it offers the cheapest and best service for shipments to Puerto Rico and military facilities.

8. Create the rate shopping preset

If the client wants the cheapest option across multiple carriers:

  1. Go to Automation → Rate Shopping and click Create Rate Shopping Preset.
  2. Enter “CHEAPEST ANY CARRIER” in both RS Preset Name and Description. Select the client and click Next.
  3. On Settings, select Cheapest option and check Show error message if any shipment method returns an error. Click Next.
  4. On the final tab, select only the services the client wants and activate them with Bulk Actions. Some services appear more than once because they come from the accounts activated in step 7. For USPS, select the USPS services from all accounts. For any other carrier, activate all of its services only if the client wants that carrier.

Avoid these mistakes

  • Don’t use the filter on the services tab: a Logiwa bug removes all selected options after filtering.
  • Don’t select the option to use any available service.
  • Don’t activate USPS Media or USPS Media Mail unless the client sells books. They’re cheap and meant for specific shipments, so the system may choose them when it shouldn’t.

For other settings, see the Logiwa rate shopping guide.

9. Update the default workflows

Some workflows must be created or updated for every new client so their orders are fulfilled correctly. See how each one works in Workflows. Update:

  • D2C - Oversized Order Tag
  • Cutoff-classification
  • Static ultra oversized
  • Assign Ultra Oversized Tag
  • D2C - Heavy Order: only in certain cases, because it assigns the Heavy order tag
  • Suggest shipment package