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Getting Started

This guide explains the basic initial setup flow to review after your merchant environment is provisioned, and the main paths to start transactions in the DEXTRE Merchant App.

Prerequisites​

  • You can log in to the DEXTRE Merchant App.
  • You can access your trial merchant environment.

Basic Initial Setup Flow​

Proceed with the initial setup in the following order.

  1. Maker Organization Setup
  2. Brand Setup
  3. Product Setup
  4. Catalog Setup
  5. Buyer (Customer) Setup
  6. Start Transactions

Login Procedure​

  1. Access DEXTRE Merchant App
  2. Enter your email address and password
  3. Click the Login button

Maker Organization Setup​

The Maker organization is usually set up when your merchant environment is provisioned. Before you start operations, review the registered information and update any settings to match your company's operations.

Maker Basic Settings​

In Maker Basic Settings, review the general information for the Maker organization, the languages and currencies to use, trade terms, and master data.

In particular, check the rounding mode for tax calculation before you start operations, because it is defined in the tax master.

Member Management​

Add the members who will collaborate in the Maker organization.

The Role and Permissions feature lets you restrict the access scope and allowed actions for each member.

Brand Setup​

One brand is usually created when your merchant environment is provisioned. Review the brand's basic settings and the information used as the brand profile.

If you operate multiple brands, create additional brands.

Product Setup​

Before registering products, prepare the master data used to enter SKU and product information.

Preparation​

Required​

The minimum required master data is created when your merchant environment is provisioned. Create additional master data as needed.

Optional​

Create additional master data to match your operations.

Create Products​

You can create products individually on the screen or import them in bulk using an Excel file.

Catalog Setup​

A catalog is the customer-facing unit that serves as the starting point for orders. Once you create a catalog and link products to it, you are ready to make it available to customers.

Buyer (Customer) Setup​

How you set up buyers (customers) depends on your operations.

As representative examples, this guide links to manuals for registering existing customers in DEXTRE and sending trade invitations.

info

If you need to share an order link with customers in China, see Share the Dedicated Order Link with China Buyers.

Start Transactions​

After the initial setup, prepare order acceptance, delivery and billing, and export documents based on how you will start operations.

Receive Orders​

Share Ordering Information with Existing Customers​

There are several ways to share ordering information with existing customers.

For existing customers to order in the DEXTRE Buyer App, their invitation or offer must already be accepted.

Share Order Links with New Customers​

To receive orders from new customers, create an Instant Order Link or Dynamic Brand Link and receive orders through the link.

Share the Dedicated Order Link with China Buyers​

For customers in China, use a dedicated online order link designed with access from mainland China in mind.

Receive Orders Outside DEXTRE​

You can register orders received by email, fax, chat tools, or other channels in DEXTRE from the merchant side.

You can also use these methods when migrating existing order data.

Delivery and Billing​

In general, you create delivery notes from order data, but you can also create delivery notes without source order data.

Invoices are created from order data or delivery note data, but you can also create invoices without source data.

Export​

To create export documents, you need to create the source delivery note first.

Other Settings and Subscription Information​

Login Information Settings​

You can change your email address, password, name, and other account information.

Paid Plan Subscription​

When your trial ends, switch to a paid plan if you want to continue using the service.

Add-on Subscriptions​

You can expand the features of the DEXTRE Merchant App by subscribing to add-ons.