STAGING: a test copy of Ecom Sherpa. No real orders, customers or store connections. Changes here don't affect the real app.
ECOM SHERPA

Sign in

With your username, password and 6-digit code.
Authenticator code
Open 1Password (or Google / Microsoft Authenticator), find Ecom Sherpa, and type the 6-digit code it shows. It changes every 30 seconds.
Is the code being turned down? Then the code saved in your app is probably out of date (for example, from an earlier setup). Typing it again won't help. Set up a new one:
Other ways: if you saved recovery codes when you first set this up, type one (like k7q2-9xmf) in the code box and click Sign in. Or ask your Ecom Sherpa admin to reset it.
  1. Type your username or email address in the box below.
  2. Click Email me the link.
  3. Open the email from Ecom Sherpa and click the link inside it.
  1. Open your email. Look for a message from Ecom Sherpa called "Set up your Ecom Sherpa two-step sign-in again". If it isn't there in a few minutes, check your junk folder.
  2. In that email, click Set up two-step sign-in again.
  3. On the page that opens, type your username and password and click Continue.
The link works once, for one hour. You can close this page.
  1. Type your username and password below.
  2. Click Continue.
  3. Then follow the screens to set up a new code in 1Password (or your authenticator app).
Enter your email and we'll send a reset link.
ECOM SHERPA

Choose a new password

Passwords now need at least 12 characters, including a letter, a number and a symbol, and are changed once a year.
  • At least 12 characters
  • Letters and numbers
  • At least one symbol (! # $ % & * or a space)
  • Both new boxes match
Tip: let 1Password make one for you. Click in the New password box and pick its suggested password, or open 1Password and use Generate Password.
ECOM SHERPA

Set up two-step sign-in

From now on, signing in takes your password and a 6-digit code from an app on your phone or computer. This protects your customers' details. It takes about a minute, once.
  1. This is the STAGING copy. Keep your real Ecom Sherpa code. This one gets its own separate entry, named EcomSherpa-Staging. If 1Password asks, save it as a new login for the staging address, not onto your real Ecom Sherpa login.
  2. Delete any old Ecom Sherpa code first. In 1Password: open your Ecom Sherpa login, click Edit, and remove every one-time password field with the red ⊖. In a phone app: delete any Ecom Sherpa entry.
  3. Add Ecom Sherpa. Pick one of these, using the QR code on this page:
    A. 1Password on this computer (no phone needed): in Edit, click + add more → One-Time Password, then click the small QR icon in the new field (it looks greyed out, but it works). Keep the QR code visible, not hidden behind the 1Password window. If it says "detection failed", right-click the QR code, choose Copy image, and click the icon again. Click Save.
    B. An authenticator app on your phone: tap + and point the camera at the QR code, the same as on other websites.
    C. If scanning doesn't work: click Copy key (under the QR code), paste it into 1Password's one-time password field (or a phone app's "enter a setup key"), and save.
QR code
Key:
  1. Type the 6-digit code your app now shows for Ecom Sherpa (type it yourself; it changes every 30 seconds):
ECOM SHERPA

Save your recovery codes

If your phone is lost or the code ever stops working, type one of these in the code box when you sign in. Each works once. This is the only time they're shown.
Best place: 1Password. Open your Ecom Sherpa item, click Edit, and paste them into notes, then Save.
ECOM SHERPA
Catalog
Warehouse
Orders
Customers
Reports
No Universal SKUs yet — click "Add New" to create the first one.
No inventory items yet.
Add one with "Add New," or bring in your whole catalog at once with the Excel importer.
Clear selection

Recent FBA shipments

From Amazon, every 3 hours. "Out" and "received" are when Ecom Sherpa first saw each stage; the days between them are the measured lead time.

ShipmentStatusUnitsOutReceivedDays
Unsaved changes
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Folders
    Clear selection
    Tick the items you want, then Print selected. Ecom Sherpa makes a PDF at true size. In the print window, choose "Actual size" or "Scale 100%" (not "Fit to page"), or the labels come out too small for the sleeves.
    Loading…
    Enter what's on the shelf: full cases × units per case, plus loose. Each line saves when you tap Save. Ecom Sherpa's own number stays hidden until you've saved, so it can't steer the count.
    No SKUs to show for this store yet.
    No Amazon orders synced yet.
    Nothing to ship right now.
    No orders in this period.
    No Walmart orders yet. They download every hour once the Walmart keys are set.
    No Etsy orders yet. They download every hour once Etsy is connected (Stores tab).
    No Shopify orders yet. They download every hour.
    No website orders synced yet.
    to
    No Sales & Traffic data synced yet for this range — try "Backfill history…" to pull some in.
    Campaign Dashboard

    Two campaigns run permanently, one subject+body combination active at a time per campaign. Launching a new campaign closes out the old one's numbers and starts a fresh count.

    Reviews Left

    Every review a customer actually left in the current campaign -- a star rating, comment or photo. Approve or reject them here. Hover a photo to enlarge it; click it to open full size.
    No reviews have come in for this campaign yet.
    Shopify:
    Current Campaign Activity

    Every review-request email sent under the campaign that's running right now, most recent first -- including ones nobody's rated yet. Click a column heading to sort by it. This table starts fresh every time a new campaign launches (you won't be allowed to launch one until every review left is either rejected or posted).
    No review-request emails have gone out yet.
    All Reviews

    Every actual review left, ever, most recent first. Click a column heading to sort by it.
    No reviews have been left yet for this date range.
    DraftModulesListingsCheckOn AmazonLast saved
    No drafts yet. Click + New draft to write your first A+ document.
    Listings this applies to
    On Amazon
    Check
    Preview a close likeness, not Amazon's exact layout
    ListingA+ ContentBrand Story
    A+ documents on Amazon
    Every A+ document Amazon holds for your account, including ones not applied to any listing. Open in editor makes a draft from a document so you can see and change it here; sending that draft updates the same document on Amazon.
    NameKindStatusModulesASINsChanged on Amazon
    No FAQ sections yet. Click “Load my FAQ content” to start from your CS-Cart sections and questions, or create a section from scratch.

    Amazon

    Orders every 10 minutes and listings once a day, on their own.

    Website (CS-Cart)

    Orders every 10 minutes and products once a day, on their own.

    Shopify

    Products and orders sync on their own. Ecom Sherpa writes only reviews and weights to Shopify.

    Etsy

    Checking connection…
    Listings once a day and orders every hour, on their own. Listings are edited on the Etsy Listings screen.

    Email (Microsoft 365)

    Checking connection…
    Reads the shared mailbox every 2 minutes for the Messages screen. Replies go out from that mailbox.

    Walmart

    Items and fees once a day, orders every hour, on their own. Read-only.
    Referral fee until Walmart's reports show the real rate: %
    Loading…
    Pick a conversation on the left.
    Only admins see this screen.
    Users
    UsernameEmailRole2FAStatus
    Click Access… to choose what a person can see and do. Each person has a level (Admin, Management or Staff) plus any exceptions you set for them.
    Access
    Security review
    A summary of the last two weeks of sign-ins and account changes is emailed to you automatically every 14 days. You can also send one now.

    Database backup

    Checking…
    Every night an encrypted copy of the whole database goes to a storage bucket in a different region from the database. The last 30 are kept.

    Home

    ▾Sales
    Profit (estimate), one line per channel
    ▾Needs AttentionOpen the full list →
    ▾Movers
    Your sign-in doesn't include any of the screens Home draws on. Use the menu on the left.

    Needs Attention

    Getting started

    Ecom Sherpa checked what's already set up and ticked those steps for you. What's left is mostly about how your business sounds, so the assistant writes like you from its first draft.

    Brand Profile

    Every draft the assistant writes follows this page.

    How we sound

    Write it the way you'd explain it to a new employee.

    Who we're writing for

    Who buys, and what they care about.

    Always cover

    What every listing should tell the buyer.

    Never say

    Words and claims that aren't us.

    Facts that always apply

    True for the whole business; the assistant never contradicts these.

    Listings to learn from

    The assistant copies the style of these. Pick or paste 5 to 10.
    Your account
    You're signed in with the shared admin password, which doesn't have its own account settings. Sign out and use the "My Account" tab to sign in with a personal username and password instead, if you have one set up.

    ·

    Two-factor authentication is off.

    Enter this into your authenticator app (Google Authenticator, Authy, 1Password):

    Two-factor authentication is on.

    Sales Tax Report
    DateTypeOrderOrder TotalTax Amount
    No taxed orders or refunds in this date range.
    Suppliers
    NameLocationRepPhoneEmail
    No suppliers yet — add one, or they'll be added automatically the first time you pick "+ Add new supplier…" while editing an inventory item.
    Categories
    No categories yet — add one, or they'll be added automatically the first time you pick "+ Add new category…" while editing an inventory item.
    Finishes

    A short code (e.g. "PC") plus a full name (e.g. "Polished Chrome") for each finish you sell products in. Assign one to a Universal SKU to compare sales across finishes later.

    CodeFull name
    No finishes yet -- add one below.
    Families

    A family is every finish, length and pack size of what is really one product (e.g. "Custom Cut Oval Rod – Screw-On"). Universal SKUs pick their family from this list, so the same family is always spelled the same way. Renaming a family renames it on every product; renaming it to a name already here merges the two.

    FamilyProducts
    No families yet -- add one below.
    General
    Units

    Used for the downloaded Excel file's dimension/weight columns, and expected on any file you upload. One setting for the whole app, so a download and a later upload never disagree.

    Costs
    General Labor

    Named labor types for warehouse work -- e.g. "Assembly," $18/hr. Each has its own FICA/workers' comp/retirement/other %s on top of the base rate, plus its hours, overtime and paid time off, which together give the all-in cost per hour actually worked. Used on a Universal SKU's Labor to Make lines. Shipping Labor is the one permanent entry: its all-in cost prices every Universal SKU's shipping minutes (Customer and 3PL).

    NameRateAll-in cost/hrNotes
    No labor types yet -- add one below.
    Shipping
    Inbound Shipping

    What it costs to get inventory INTO Amazon's fulfillment network or a third-party warehouse -- separate from outbound below, and separate from Amazon's own FBA fees (already captured automatically). Pick one on a Universal SKU's Ship to 3PL Method column, or leave it on Manual to type a dollar amount by hand instead -- a fully separate list from Outbound, never mixed together.

    NameTypeRateNotes
    No inbound shipping tiers yet -- add one below.
    Outbound Shipping

    Standard shipping rates for merchant-fulfilled orders you ship yourself to the customer -- e.g. "FedEx One Rate Small," $13.50. Pick one on a Universal SKU's Ship to Customer column, or leave it on Manual to type a dollar amount by hand instead.

    NameTypeRateNotes
    No outbound shipping tiers yet -- add one below.
    Typical Shipping Container Fees (door to door)

    What a full 20' or 40' container typically costs door to door. An Inventory item set to "20' container" or "40' container" as its Inbound Method splits this cost across the container's items by volume/weight share. Doesn't affect an item set to Local delivery, which uses its own flat Local Delivery Fee instead.

    Inventory & FBA
    Stock Alerts

    How many days of stock left, at the last 30 days' sales pace, turns a listing's number red, orange or blue on the Products & Profit screen. Inbound FBA stock counts. Anything between orange and blue is green. Blue also marks stock sitting with no sales in 30 days. Amazon's aged-inventory surcharge starts at 181 days in FBA.

    Stock Recounts

    How often each inventory item is due for a recount on the Stock Count screen, by how fast it's used (units used in the last 90 days, across every channel, through recipes). Never-counted items are always due.

    FBA Restock

    How the FBA Restock form decides what to send. A shipment created today is assumed to be sellable after the lead time; the form suggests enough to cover the target days from then on. Amazon charges a low-inventory fee under 28 days of supply and an aged-inventory surcharge from 180 days.

    Create FBA Shipments

    Where shipments ship from, who preps and labels, which label paper you print on, and saved box sizes. Amazon's partnered UPS is picked by default. Some products need no prep at all; Amazon's own rule for each product always wins.

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    Orders & Listings
    Pick Lists (custom rod cuts)

    How much shorter than the customer's opening a custom rod is cut, to allow for the hardware, in inches (0.375 = 3/8"). Rod-only orders are cut to exactly what the customer asked for.

    Screw-onRear pinTop mount
    Round
    Oval

    The phone and website printed on packing slips, and the handwritten note, are set in Orders > Slip & note designer.

    Listing Images

    The most images each channel takes from a Universal SKU's gallery. Each channel gets the gallery in order (minus images switched off for it), and anything past its limit is left off. Amazon takes a main image plus 8; Etsy allows 20.

    Loading…
    Angle on the slip
    Angle °    varies by ± °
    A face that ends the note: of a capital letter's height

    Each note is turned to a random angle in this range (+ rises to the right). Turn the note on the slip with its round handle to see how far it can go.

    What the note says

    One phrase is picked at random from each list. Click a chip to put it where your cursor is, or drag it into a phrase.

    Customer first nameCustomer last nameProductWriter's name☺ smiley☹ frowny

    Tick the box beside a phrase to see it on the sample. Type spaces in front of a phrase to indent it.

    Greeting
    The first line. Put {FIRST} (and {LAST}) where the customer's name goes, e.g. HI {FIRST},
    Thanks: new customer
    Thanks: returning customer
    Review request
    Sign-off
    Optional second line goes underneath, e.g. THANKS A LOT! on top and - {ME} below.

    A phrase using a character the writer hasn't written is skipped. If a name can't be written, it drops out of the greeting, and other phrases with it are skipped.

    Who writes the notes
    More samples
    Footer on every packing slip

    Two lines of your own wording. Put *stars* around words to make just those bold.

    The sample now shows an Amazon order. Amazon doesn't allow inserts that send buyers to your own website, so keep your web address off this footer. Your phone number is fine.

    This Amazon footer mentions a website. Amazon doesn't allow that on inserts.

    Top line
    Bottom line