Onboarding wizard

The Onboarding wizard runs once on installation. It walks you through six steps that set the most-important defaults for your shop. The whole wizard takes about three minutes; the data sync that follows takes longer.

The six steps

Step	What it collects
1. Welcome	A brief intro. No data collected.
2. Supplier setup	Default lead time (40 days), default MOQ (0), default pack size (1). Used as fallbacks for variants without a specific supplier link.
3. Data synchronization	How many years of order history to pull. Default is 2 years; “All available history” is an option but takes much longer.
4. Setup notifications	Email address to receive the welcome / setup-complete emails.
5. Summary	Review your inputs. Click Confirm to proceed.
6. Start setup	Visual animation while the initial data load begins. Not a submit step.

What you set vs. what you can change later

Wizard field	Editable later?	Where
Default lead time	Yes (per supplier–variant link)	Suppliers → Mapping
Default MOQ	Yes (per supplier–variant link)	Suppliers → Mapping
Default pack size	Yes (per supplier–variant link)	Suppliers → Mapping
Years of history	No (contact support to re-sync)	Email [email protected]
Notification email	Yes	Settings → Notifications

Years of history is a one-way choice during onboarding. If you need a longer baseline later, support can trigger a manual re-sync.

The progress page

After the wizard, you land on a progress page showing six setup steps:

Step	What’s happening
Products	Pulling products and variants from Shopify.
Orders	Pulling order history.
Locations	Pulling location data.
Order Histories	Aggregating sales history into daily / weekly buckets.
Default Supplier	Creating the Default supplier and attaching it to every variant.
Forecast Models	Running automatic model optimization for the first time.

Each step shows status, count, and any errors. Refresh the page periodically — it polls roughly every 10 seconds.

Failures during setup

If a step fails:

Logistified retries automatically a few times.
If retries don’t help, the step shows “Failed.”
There is no in-app retry button. Email [email protected] with your store URL and a screenshot of the progress page — the team will manually re-run the sync for you until it completes. Your inputs from the wizard are reused; you don’t have to redo them.

The welcome and setup-complete emails

Once you confirm the wizard, a Welcome email goes to the address you provided in step 4. When all six progress steps complete, a Setup-complete email follows, with a short summary of what was loaded (products, variants, orders, locations). Both go to the same address; you can change it later in Settings → Notifications.

Re-running the setup

The wizard runs once on installation and is not re-shown afterwards. Everything you set in it can be edited from the relevant settings page (see the table above). If you genuinely need a fresh data sync from Shopify (e.g. to load more years of history), email [email protected] — re-sync is a support-assisted action, not a self-serve button.