1. Getting Started: First-Time Setup

Before you create your first listing, we recommend setting up default policies. This saves you time later.

How to Set Defaults:

1. Navigate to Physical Product Module > Settings in your ERP.
2. You will see optional fields for Default Shipping, Insurance, and Refund Policies.
3. Enter your standard policy text here (e.g., "We offer free returns within 30 days").
4. Click Save.

What Happens Next? When you create a new listing, these policies will automatically appear in the relevant sections. You can always change them for any individual listing.

2. Part 1: Mastering Your Inventory

You can only create a listing for a product that exists in your inventory and has available stock. Think of your inventory as the "source of truth."

2.1 Adding Your First Product (Manual Entry)

Path: Inventory List > Create

Step-by-Step:

1. Product Name (Required): Enter a clear name (max 165 characters).
2. Language: The form automatically detects your browser's language (e.g., English). A flag/icon will show this. You can change it if you want to enter details in another language.
3. Type of Inventory: Select what you're adding. This helps us organize your stock.
• Finished Goods: Ready to sell (e.g., a packaged book).
• Live Plant / Animal: For live sales.
• Raw Material/Component: For parts you use in production.
• MRO Item: For maintenance supplies (e.g., tools, cleaning items).
4. Category: Choose the best match for your product. Pro Tip: Using our suggested categories helps buyers find your listing on the marketplace. You can also create a custom category.
5. Attributes (Recommended): Depending on the category, you may see options like "Color," "Size," or "Material." Filling these in makes your future listings more searchable.
6. Responsible Person: Assign an employee who will get notifications about this product (e.g., low stock alerts).
7. Quantity Type: Define the unit. Default is Piece, but you can choose Kilogram, Liter, Meter, etc. A winemaker would select Liter or Hectoliter.
8. Click "Save." Your product is now in the system, but with 0 stock.

2.2 Adding Stock (Procurement)

Path: Go to your new product's page and click "Add Stock."

1. Source: Did you Purchase this stock from a supplier (select from your CRM contacts) or Make it yourself?
2. Details:
• Quantity & Unit: Add the amount. The unit must be compatible with the product's "Quantity Type" (e.g., if the product is in Meters, you can procure in Centimeters).
• Financials: Enter the Net Purchase Price, Currency, and optional Tax.
• Batch Info (Optional): Add an expiration/production date for perishable goods or a batch number.
3. Location: Where is this stock?
• In my business property: Choose one of your registered warehouses or stores.
• In a different location: Choose a 3rd-party logistics partner's warehouse you've set up in the system.
• Why this matters: This determines where orders are fulfilled from and enables "Personal Pickup" options for customers.
4. Click "Save." Your product's available quantity is now updated.

2.3 Your Product Dashboard Explained

This is your command center for each product. Here you can:

• See Total Stock and a breakdown by location.
• View the Inventory History: A complete log of every stock movement (additions, sales, adjustments).
• Add More Details: Upload images/videos, PDF manuals, enter barcodes, and set shipping weights.
• Manage Multiple Languages: Click "Add Language" to provide product names and descriptions in Spanish, French, etc. This helps teams collaborate across regions.
• Add Internal Notes: "Label printer broken, need to reprint barcodes next week."
• See Linked Listings (Ads): View all marketplace listings connected to this inventory item.

3. Part 2: Creating Listings That Sell

Golden Rule: You need at least 1 unit in stock to create a listing.

3.1 The Listing Creation Wizard

Path: Inventory Management > Select a product with stock > "Create".

1. Select Product: It will pre-fill from your inventory.
2. Choose Pricing Policy:
• Shopping Cart: Standard fixed-price sale.
• Auction: Sell 1 unit to the highest bidder.
• Only Generate Interest (Lead): Buyers contact you to negotiate price.
• Free: Give away items to collect potential customer contacts.
3. Set Price: Enter your Selling Price (for Shopping Cart) or Starting Price (for Auction).
4. You will now enter the Listing Dashboard to configure all details before publishing.

3.2 Content & Synchronization: To Sync or Not to Sync?

By default, your listing syncs with your inventory product. This is a huge time-saver.

• If you update the product description in inventory, the linked listing updates automatically.
• If your inventory product has Spanish text, the listing automatically gets a Spanish version.

You can customize this per listing:

• For Title/Description: Click "Content." Switch to "The content source is unique to this content" to write a special marketing copy just for this listing.
• For Images/Videos: Click "Media Gallery." You can keep it synced, upload unique listing images, or turn it off.
• For Technical Specs: Click "Specifications." You can show all, show only some, or hide the technical details from the listing.

🚀 Pro Tip: Use the built-in AI Translator (for subscribers) to instantly translate your listing into multiple languages and reach a global audience.

3.3 Configuring Payment & Policies

• Payment Options: Your listing will automatically offer all payment methods you've set up in your ERP (e.g., Credit Card, PayPal, Bank Transfer). For each listing, you can:
• Show All: Offer every option.
• Select: Choose only specific ones (e.g., only Bank Transfer for large B2B orders).
• Turn Off: Disable a type entirely.
• Policies (Refund, Shipping, Insurance): These will auto-fill from your Default Settings (from Section 1). For this specific listing, you can:
• Keep the Default.
• Select a different pre-made policy.
• Turn it off (not recommended for buyer trust).

3.4 Setting Shipping, Pickup, and Insurance

• Delivery (Shipping Rules): This is where you set shipping costs and methods (e.g., "Free Standard," "$10 Express").
• Personal Pickup: This is automatically generated based on the locations where your linked product has stock. You can let buyers choose from all locations or only select ones.
• Insurance: Offer optional shipping insurance to buyers.

For each, you can choose: All available options, Selected ones, or Turned off.

Example: You sell furniture. You enable Personal Pickup for your warehouse location and Delivery for two shipping rules: "Local Truck Delivery ($50)" and "Nationwide Freight ($150)." You turn off Insurance as your carriers already include it.

4. Advanced Features & Tips

• Schedule Listings: Set a listing to go live on a future date (perfect for promotions).
• Automatic Renewal: In listing settings, set renewal to Active. Choose to renew Based on stock (listing stays active until sold out) or Based on time.
• Control Who Buys: Under "Accepted Buyers," you can restrict sales to Only businesses or Individuals only.
• Shopping Cart Timer (Subscriber Feature): Prevent stock from being tied up in abandoned carts. Set a time (e.g., 30 minutes) after which items are automatically released back to inventory.
• Selling 1-Off Items? Use the Auction policy. Selling a service or custom project? Use "Only Generate Interest." Running a promotion? Use a Free listing to gather leads.

5. Frequently Asked Questions (FAQ)

Q: Are there really no fees when I sell on the OffConOn marketplace from my ERP?
A: Yes, that's correct. OffConOn charges $0 commission and $0 listing fee for sales generated through listings created within your OffConOn ERP. You only pay standard fees to payment processors (like Stripe or PayPal) if you use them.

Q: What happens if my stock runs to zero?
A: Your linked marketplace listing will automatically become unpurchasable. Buyers will see it as "Out of Stock." This prevents overselling and protects your reputation. Relist it simply by adding more procurement to the inventory product.

Q: Can I use my own warehouse and a 3PL (third-party logistics) provider together?
A: Absolutely. When you add stock, you assign it to a specific location. Your listings can then offer Personal Pickup from your own warehouse and Shipping from your 3PL's location, all managed from one product record.

Q: I manage a team. Who can access this module?
A: Your company administrator controls this via Role-Based Access Control (RBAC). You can give warehouse staff permission to "Add Stock" but not "Create Listings," and give your marketing team permission to "Create Listings" but not manage procurement.

Q: How does the multi-language feature work for buyers?
A: If a buyer in Spain views the OffConOn marketplace in Spanish, they will see your listing in Spanish—but only if you've provided Spanish content. If not, they'll see the English version. We highly recommend using multiple languages or our AI Translator to maximize your reach.

Need more help? Contact our support team directly through your OffConOn ERP dashboard. Happy selling