CustomHub Dealer Portal Provisioning (Onboarding)

CustomHub Dealer Portal Provisioning (Onboarding)

1. 01

   Create the dealer account inside the CustomHub white-label dealer portal module and assign the custom domain before any catalog work begins.

   Each reseller gets an isolated portal, so domain assignment has to happen first. If the domain is added after price lists are built, the dealer's storefront links resolve against the wrong host and the client sees a broken portal on day one.

2. 02

   Set per-dealer pricing on the dealer record rather than copying the parent account's price list.

   CustomHub supports per-dealer pricing, which is the whole reason a print shop can run a reseller network without maintaining separate spreadsheets. Confirm the dealer's margin against the agency retainer before saving, because changing price lists after orders land creates invoice reconciliation work.

3. 03

   Connect the dealer's marketplace stores (Etsy, Amazon, or Shopify) through the API or webhook settings and run a single test order through the sync.

   One test order proves the connection. Do not batch-import historical orders during onboarding; historical volume burns the monthly order allowance on the plan the client is actually paying for.

4. 04

   Configure supplier routing rules by capability and location so the test order lands with the correct production partner.

   Routing is capability plus location, not a single default supplier. If the dealer ships from two regions, add both rules now; retrofitting routing after live orders means manually reassigning work already in production.

5. 05

   Generate a DTF gang sheet from the test order and verify the sequence matches the pick list and packing slip.

   Sequence matching is the feature that removes fulfillment errors, so it is the one output worth checking by hand. Print the gang sheet, lay it beside the pick list, and confirm the order of items is identical before signing off.

6. 06

   Attach shipping carrier credentials (EasyPost or ShipStation) and Stripe, then print one label with rate shopping enabled.

   Rate shopping only works once carrier credentials are live. A single printed label confirms the carrier account, the label format, and the Stripe checkout path in one pass.

7. 07

   Hand the dealer portal to the client with a short walkthrough of order management and the gangsheet workflow, and record the wallet-based billing balance.

   Wallet billing is how the dealer funds production, so the client needs to know where to top it up. Leave the portal in the client's hands only after they have generated one gang sheet themselves.