Welcome to ChannelDock! This guide walks you through everything you need to set up your account and get your warehouse & fulfillment operations live — step-by-step.
1. Account & Credentials
Your ChannelDock account will be created for you by our team. Once created, you will receive your login credentials via email.
Need help? Contact support via the support email
👉 Contact support
2. Complete Your Listing Page
Before you start processing orders, make sure your listing page is polished and branded:
Checklist:
Add your company logo (both light + dark mode versions)
Define your brand/company colors for a consistent look
Make sure your company name is correct
Set your delivery text
This improves your customers’ experience and strengthens brand identity.
3. Setup Shipping Methods (Carriers)
Configure and connect your shipping carriers so ChannelDock can create shipping labels and process orders:
Steps:
Go to Settings > Carriers
Add carriers you ship with (e.g., DHL, DPD, PostNL, SendCloud, etc.)
Map carrier services to your internal shipping methods
See all supported carriers in our documentation:
👉 ChannelDock Shipping Carriers
4. Add Employee Accounts
Each team member that needs access to ChannelDock should have their own account.
Steps:
• Go to Settings > Employee Accounts
• Fill in user details and assign roles/permissions
For detailed instructions, read “Managing Employee Accounts” in the Help Center.
5. Setup Printers (PrintNode)
To print shipping labels and packing slips:
Install PrintNode
Connect your PrintNode account in ChannelDock
Assign printers (A4/label printers) to users or processes
For a more detailed instruction read: “Connecting PrintNode” in the Help Center.
6. Add Packaging (Optional)
You can define packaging types (boxes, envelopes, etc.) to help ChannelDock suggest the right packaging per order.
Steps:
Navigate to Settings > WMS > Packaging
Add Packaging Categories and then Packaging Items
Link packaging to products for automatic suggestions
7. Configure Pick & Pack Costs
To correctly calculate fulfillment fees for your sellers, you must define your pick & pack pricing structure.
ChannelDock allows you to configure:
• Pick cost per order
• Pick cost per item
• Multi-pick cost (discounted additional picks)
• Additional handling fees
How To Set Pick & Pack Costs
Go to Warehouse > Products
Open a product
Define:
• Pick cost
• Multi-pick cost (optional)
• Additional handling costs (if applicable)
For more information or how to set the pick & pack costs more general, you can read this article. How to set pick & pack costs
If you work with standardized pricing for all sellers, you can define default costs and override them per seller or product where needed.
Tip: Keep your pricing structure simple at first. You can always refine it later.
8. Setup Shipping Rules (Automation Engine)
Shipping rules are one of the most powerful features in ChannelDock. They automate how orders are processed and which carrier/service is selected.
What Shipping Rules Can Do
Shipping rules allow you to automatically:
• Select a carrier based on destination country
• Switch service based on weight
• Choose specific services for marketplaces (Bol, Amazon, Shopify, etc.)
• Apply different rules for express vs standard shipping
• Override seller preferences
Without shipping rules, orders must be handled manually.
How To Create Shipping Rules
Go to Settings > Shipping Rules
Click Create Rule
Define:
• Conditions (country, weight, channel, etc.)
• Action (assign carrier + service)Order rules by priority (top = highest priority)
If you want to read more about how to create shipping rules, open this article: Creating smart shipping rules
Important:
ChannelDock checks rules from top to bottom. And stops checking for rules if the shipping method is applied.
If an order does not match the first rule, it moves to the next until a match is found.
Best practice:
Place your most specific rules at the top and general fallback rules at the bottom.
Example structure:
Express EU orders
Heavy packages (> 20kg)
Marketplace-specific rule
Shipping method
Default standard shipping fallback
This prevents incorrect label selection.
9. Invite Sellers to Your Fulfillment Center
If you operate as a fulfillment center, you can invite sellers directly into your ChannelDock environment.
How To Invite Sellers
Go to CRM / Sellers
Click Invite Seller
Enter:
• Seller email
• Company detailsSend invitation
The seller receives an email with setup instructions.
After accepting the invitation:
• You can connect their sales channels
• You can define their pick & pack pricing
• You can manage warehouse stock for them
You can also invite sellers by copying your link and sending it to multiple sellers at once, optionally adding this help centre article to help them get started.
Tip: Make sure pricing and shipping rules are configured before inviting large sellers.
10. Warehouse Mapping & Stock Locations
Before adding inventory, your warehouse structure must be defined properly.
ChannelDock allows you to recreate your physical warehouse layout digitally.
Step 1: Create Warehouses
Go to:
Inventory > Warehouse Mapping
Add:
• Warehouse name
• Priority (if multiple warehouses exist)
Priority determines which warehouse is used first when fulfilling orders.
Click here to learn more about the warehouse mapping
Step 2: Create Stock Locations
Stock locations can represent:
• Aisles
• Shelves
• Bins
• Bulk storage
• Pallet positions
Example structure:
WH1-A01-S01-B01
WH1-A01-S01-B02
Well-structured locations enable:
• Efficient picking routes
• Stock counting
• Batch picking
• Faster warehouse operations
Tip: Keep naming consistent and logical.
If you want more information on how to streamline your warehouse, you can read this article.
11. Add Stock to Stock Locations
Once locations are created, inventory can be added.
There are multiple ways to add stock:
Option 1: Manual Entry
Go to Inventory > Stock Locations
Select a location
Click Add Product
Enter quantity
Option 2: Inbound Delivery (Recommended)
For structured warehouse operations:
Go to Inbound
Create inbound delivery
Add products + quantities
Assign stock locations
Confirm inbound
This adds stock while maintaining traceability.
Option 3: Bulk Import
For large inventory uploads:
• Use CSV import
• Assign location codes
• Upload in bulk
Best for migrations or initial warehouse setup.
Important: Always Verify
After adding stock:
• Check product inventory overview
• Confirm quantities per location
• Verify seller visibility (if applicable)
Accurate stock location mapping ensures:
• Correct pick routes
• Accurate stock advice
• Proper order allocation
• No overselling
Final Checklist Before Going Live
Before processing live orders, confirm:
• Pick & pack costs are configured
• Shipping rules are active and ordered correctly
• Sellers are invited and connected
• Warehouse mapping is complete
• Stock is assigned to locations
• Printers are tested
• Carriers are connected
Once everything is configured, you are ready to process orders automatically.
