Getting started with Expandly

Overview

Welcome to Expandly. This guide will point you in the right direction of getting started, finding your way and making the most out of your Expandly subscription, just click on the links to find out more. Let's go:

Video

Coming soon.

Steps

Before you begin (click to view steps)

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System requirements, sales channel requirements and signing up to Expandly

Setting up your Expandly account

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Creating your profile and account settings

Adding users

Managing your billing

Adding sales channels

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Adding sales channels

Creating shipping presets and templates

Mapping order statuses

Adding products

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Before you begin - adding custom fields

Before you begin - adding brands

Before you begin - adding variations and variation sets

Adding products

Mapping Etsy variations

Listing products

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Creating an Amazon or eBay listing template

Creating an eBay HTML template

Importing listings

Listing a product

Managing inventory

Configuring live inventory

Managing stock

Sales orders

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Managing sales orders

Adding sales orders manually or via CSV

Managing returns

Purchase orders

Shipping

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Add shipping carriers

Shipping orders

Printing shipping labels

Accounting

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Adding Xero

Using other accounting software

Reports and templates

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Reporting

Creating an invoice template

Creating a picklist template

Creating a pack list template

Next Steps

If you have any other questions on how to get things done, visit out other user guides here, the FAQ page or contact us for more help.

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Expandly: Help & Support

Overview

Video

Steps

Next Steps

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