Once you’ve signed up with Portless, our team will help you install and configure your fulfillment setup so your products and systems can begin working seamlessly with our warehouse network. This article walks through what to expect during your introductory implementation call and the first setup steps after signing up.
What to expect on the call
Your first implementation call brings together your Portless Implementation Engineer (IE), a member of our Sales team, and sometimes your Account Manager (depending on your plan size):
During this call, we’ll:
Review your fulfillment setup and integration needs
Walk through key questions about your products, markets, and shipping
Confirm access to your Shopify store and business email
Outline next steps for configuration and inventory inbounding
You’ll be asked to screenshare with your IE so we can verify your setup and start configuring your account.
What you’ll need before the call
To make your implementation call as smooth as possible, make sure you have the following information and access ready. These details help us configure your fulfillment correctly from the start.
Requirement | Description |
Ecommerce store access | We’ll connect Portless to your store for product and order syncing. |
Business email access | Needed to validate notifications and ensure communication works correctly. |
Inventory information and inbound docs | Provide product SKUs, quantities, supplier details, and estimated inbound shipment dates. Include any required customs or supplier paperwork. |
If your inventory is available, configuration can begin immediately, and inbounding typically takes up to 5 business days. If your inventory isn’t ready yet, your account will remain in a “waiting” state until inbound items arrive.
Configuration details to confirm on the call
Markets and regions
List specific countries where you currently ship and where you plan to grow. Avoid broad regions (ie. Europe) as different countries have different carrier and compliance rules.
Carriers and tax requirements
Share which carriers you use and any tax or compliance requirements that apply in each market.
Third-party logistics (3PL) partners
If you work with other 3PLs, tell us:
Who they are and their role in your current setup
Whether they’ll remain active or be phased out over time
Routing rules
Explain how orders should be prioritized between warehouses or partners. For example, which warehouse is primary versus which is backup. This helps us reduce cost and delivery time for your shipments.
Product SKUs
Provide your SKUs so we can integrate your catalog into the warehouse system. If you’re not shipping all products through Portless, specify which SKUs should be included.
Next steps
By the end of your introductory call and setup phase, you should have:
Confirmed ecommerce store and email access with your Implementation team
Provided all configuration details (markets, carriers, SKUs, 3PL info)
Sent or confirmed inbound inventory details
Understood what happens next before go-live
Once we have your answers, your IE will begin configuring your system based on your requirements. This step doesn’t require any additional action from you. Configuration is usually completed while we wait for your inventory to arrive.
Once inventory arrives and passes quality inspection, your Implementation team will reach out to schedule your go-live call, covered in the next article.