Onboarding Checklist: Getting Started with YouParcel
This checklist outlines every step you need to complete before your first shipment can be received and your orders can begin processing at YouParcel.
Step 1: Account Setup
- Confirm your Master Services Agreement (MSA) is signed and on file.
- Complete the client intake form with your business details, product categories, and shipping preferences.
- Provide your billing information and confirm your invoicing contact.
Step 2: Warehouse Assignment
- Your account manager will assign you to the most suitable warehouse location (New Jersey, Delaware, Illinois, or California) based on your product type and customer base.
- Confirm your warehouse code and receiving address with your account manager.
- Connect your Shopify, WooCommerce, Amazon, or other sales channels. See the Integrations section of this knowledge base for step-by-step instructions.
- Verify that test orders are flowing correctly before going live.
Step 4: Product Setup
- Upload your product catalog (SKUs, descriptions, dimensions, weights, HS codes for international products).
- Confirm packaging and special handling instructions for each SKU.
- Define kitting or bundling rules if applicable.
Step 5: Send Your First Inbound Shipment
- Create an Advance Shipment Notification (ASN) before sending inventory. See the Inbound Receiving articles for details.
- Label pallets and cartons according to YouParcel's inbound labeling requirements.
Step 6: Go Live
- Confirm with your account manager that your inventory is received and counted.
- Place a test order and confirm end-to-end flow.
- Set up shipping rules and carrier preferences in your portal.
Questions? Submit a ticket at support.youparcel.com.
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