Onboarding Flow

Overview

When you first log in, NexusCommerce presents an Onboarding screen with a progress checklist. Each item represents a configuration step that unlocks a core platform capability. Completing the checklist takes 10–30 minutes depending on how many marketplaces you connect.

The checklist progress is persisted per tenant and visible on the Dashboard as a progress bar until all items are marked complete.

Key Concepts

Onboarding Steps — Ordered configuration tasks. Some steps are required before others (e.g., you must connect at least one marketplace before the catalog sync step activates).

Tenant Setup — Onboarding configures tenant-level settings that apply across all users in your organization.

Skip and Return — Any step can be skipped and completed later. Skipped steps remain visible on the Dashboard onboarding card.

Getting Started

Navigate to the Onboarding screen from the welcome email link or by clicking the Setup prompt on the Dashboard.

Features

Step 1: Organization Profile

Set your organization name, primary currency, and timezone.

• Organization name — Displayed in the top navigation and on outbound emails
• Primary currency — Used for margin calculations across all marketplaces; individual marketplace prices are converted at daily exchange rates
• Timezone — Used for all report timestamps and scheduled job windows

Step 2: Connect Your First Marketplace

This step opens the Connections page. Connect at least one marketplace to advance. The step completes automatically when a connection reaches active status.

Supported marketplaces: Amazon, Bol.com, eBay, Walmart, Shopify, Zalando, Kaufland.

Step 3: Import Your Catalog

After a marketplace connection is active, click Import Catalog to pull all existing listings into NexusCommerce's unified product database.

The import process:

1. Fetches all active listings from the connected marketplace
2. Creates internal SKUs for each listing
3. Maps marketplace-specific identifiers (ASIN, EAN, GTIN) to your SKUs
4. Populates titles, descriptions, images, and attributes
5. Sets initial inventory quantities from the marketplace's reported stock

Large catalogs (10,000+ SKUs) are imported in batches of 100. A progress indicator shows estimated time remaining.

Step 4: Configure Inventory Settings

Set your warehouse configuration and safety stock rules.

• Warehouses — Add one or more warehouse locations. If you use Amazon FBA or Shopify Fulfillment Network, these appear automatically after catalog import.
• Safety stock — Set a percentage of on-hand stock to reserve as buffer (default: 10%). NexusCommerce will never list more units than (on_hand - safety_stock) on any marketplace.
• Replenishment alerts — Set a threshold (units or days of stock) that triggers low-stock alerts on the Dashboard.

Step 5: Set Pricing Rules

Navigate to Pricing to create your first pricing rules before NexusCommerce begins repricing.

Minimum recommended configuration:

You can import your cost/floor prices via CSV or enter them manually per SKU. See Pricing for full configuration.

Step 6: Invite Team Members

Add colleagues with appropriate roles. Navigate to Settings > Team.

Step 7: Configure Notifications

Set up alerts so the platform can surface problems proactively. Navigate to Settings > Notifications.

Recommended alerts to enable on first setup:

• Low stock (below replenishment threshold)
• Connection error (marketplace credential failure)
• Buy Box lost (lost Buy Box on a monitored ASIN)
• Pricing rule conflict (two rules targeting the same SKU with contradictory constraints)
• Sync failure (adapter could not complete a sync cycle)

Notifications can be delivered via email, Slack webhook, or in-app notification center.

Step 8: Run Your First AI Job

Navigate to AI Studio and run a pricing_recalculate job on your top 10 SKUs to validate that the pricing engine is reading competitor data correctly.

The job result shows:

• Current price vs. recommended price
• Competitor price distribution
• Buy Box win probability at the recommended price
• Estimated margin at the recommended price

If the results look reasonable, enable Auto-Apply on the pricing rule to allow the engine to update prices automatically.

Configuration

The onboarding checklist can be reset by an Owner from Settings > General > Reset Onboarding. This does not delete any data — it only resets the checklist progress indicators.