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Getting Started with Vectis

This guide walks you through initial setup. You’ll connect a sales channel, configure a warehouse, and process your first order.

1. Access Your Account

Sign in at control.vectisoms.app, the Vectis account portal, where you manage your account, team, and billing. Your Vectis workspace runs at its own address, <your-subdomain>.vectisoms.app. To get back to the account portal from the workspace, use the Control Plane link in the app sidebar.

Each tenant gets their own isolated database — your data is completely separate from other customers.

2. Connect a Sales Channel

Go to Channels (under Configuration in the sidebar), click Add Channel, and pick a platform:

Shopify

  1. Choose Shopify
  2. Enter your store name (for example mystore or mystore.myshopify.com)
  3. Click Connect to Shopify and approve the OAuth request
  4. On the channel’s page, review Auto-import orders, Auto-sync inventory, and Default warehouse

WooCommerce

  1. Choose WooCommerce
  2. Enter your site URL
  3. Generate API keys in WooCommerce (Settings → Advanced → REST API)
  4. Paste Consumer Key and Consumer Secret

Any Other System (via API)

Need to connect a different e-commerce platform, marketplace, ERP, or WMS? Our REST API lets you:

  • Push orders from any source (POST /api/orders)
  • Read inventory levels (GET /api/inventory)
  • Receive signed webhooks when orders and inventory change

API-client tokens are read-only on orders, products, and inventory today. To create or change them through the API, contact support@stoalogistics.com.

See API documentation for details. Other carts and marketplaces connect through your own API2Cart account: add the store under Integrations → Add Store, then paste the webhook URL Vectis shows into API2Cart.

Once connected, new orders flow in automatically for SKUs that already exist in Vectis (see step 4). For an API2Cart store, paste the webhook URL Vectis shows into API2Cart first, or no orders arrive.

3. Set Up Your Warehouse

Go to Warehouses → Add Warehouse:

  1. Basic info: code, name, and address
  2. Locations: on the warehouse’s page, define zones, aisles, racks, shelves, and bins (optional but recommended)

Then, once for the whole account:

  1. Boxes: add at least one box size as a packing-container product. Vectis can’t generate packages without one, and StoaPack picks from these boxes
  2. Carriers: connect EasyPost on the Integrations page, then add carrier accounts under Shipping → Carriers and assign them per warehouse under Shipping → Warehouse Shipping

4. Import Products

Products can come from:

  • CSV import — Bulk upload via Products → Import
  • API — POST /api/products

Vectis doesn’t import products from your store. Add them by CSV, by hand, or through the API before connecting, so channel orders match by SKU. (API-client tokens are read-only on orders, products, and inventory today, so use CSV or the app for now.)

Each product needs a SKU, a name, and a price. Add dimensions and weight so StoaPack can pack it and carriers can rate it.

5. Configure Inventory

For each product, set initial quantities:

  1. Open the product and click Add Inventory
  2. Choose the warehouse
  3. Enter the starting quantity and, optionally, a low-stock threshold (the item’s reorder point at that warehouse)

To put stock in bins, open the item from Inventory, click Locations, then Add to Location.

To change stock later, open the item from Inventory and click Adjust, then pick a reason such as New Stock Received.

Inventory updates automatically as orders are fulfilled.

6. Process Your First Order

Once orders flow in:

  1. Review: check order details in Orders
  2. Packages: Vectis generates the order’s packages when the order is created in the app or confirmed (StoaPack picks the boxes). If an order has no packages, use Generate Packages on the order page. There is no separate Allocate step: Vectis allocates stock to an order’s packages when they’re generated
  3. Release and pick: add packages to a batch from Release Queue, then pick them in Floor
  4. Pack: confirm the box on the packing screen
  5. Ship: choose a rate, generate the label, and mark the package shipped
  6. Sync: for Shopify, WooCommerce, and API2Cart stores, the tracking number goes back to the store

Warehouse selection

Vectis picks the warehouse automatically from where the stock is, and can split an order across warehouses. There are no routing rules to set up. Fulfillment Rules (under Configuration) change order lines, for example replacing or adding items, adding channel packaging, converting units, or blocking a recalled SKU. They don’t choose a warehouse.

Next Steps