Create EC Account
Table of Contents
1. Feature Overview
This page lets you create an e-commerce platform account for a specific merchant, connecting platforms like Shopee, Shopify, and MOMO into the warehouse system. Once connected, the platform's orders are automatically fetched in as fulfillment work, and warehouse stock can be pushed back to the platform based on your settings. The creation flow is a single line: pick the merchant, fill in the connection details, test the connection or authorize, unlock the function settings on the right once connected, then save.
Quick Jump: Pick the Merchant ｜ Connection Info (left column) ｜ Function Settings (right column) ｜ Field Reference
1.1 Pick the Merchant First
When you open the create page, the system first asks you to choose which merchant to create the account for. An e-commerce account must belong to a merchant, and reference data such as sales channels loads based on the merchant you pick. The connection form below only appears after a merchant is selected.
1.2 Connection Info (left column)
The left column holds the connection settings needed to link a platform, in three steps:
▸ Pick platform, enter name, bind channel
First pick the E-commerce Platform (one of 17 connectable platforms), enter the Display Name, then bind a Channel Name. All three are required. The sales channel can only be one that belongs to this merchant; if the merchant has no channel yet, the dropdown shows "No sales channels created" with a link to go set one up.
▸ Fill in connection info (credentials)
After you pick a platform, the left column shows different credential fields for that platform (for example API key, token, store login, store domain). Fill them in using the data from the platform's own admin panel.
▸ Test connection / Authorize & connect
After entering credentials, establish the connection using the method that matches the platform type:
- API-key platforms: A Test Connection button appears in the left column. Clicking it saves the account first, then verifies the credentials against the platform. On success the connection status becomes Connected and the button switches to "Connection test succeeded".
- Authorization platforms (Shopee / Shopify / Liteshop): An Authorize & Connect button appears in the left column. Clicking it leaves the warehouse system and redirects to the platform's authorization page; once you approve on the platform and return, the account is treated as connected — no manual credential testing needed.
There are three connection statuses: Not Verified (just created, not yet tested), Connected (connection succeeded), Disconnected (connection failed).
1.3 Function Settings (right column)
The right column holds the order-fetch and stock-push settings. Before the connection test or authorization passes, the right column is locked and shows "Complete connection setup first". Once connected, the right column unlocks and you can configure:
- Fetch Orders: When on, the system automatically fetches platform orders into the warehouse based on your schedule. When on, you must set at least one fetch schedule.
- Inbound Push: When on, stock is pushed back to the platform once inbound completes. Combine it with push percentage to control what percentage to push.
- Shipping Type Mappings: Shown only for some supported platforms. Maps the platform's shipping options to warehouse-side shipping types so the system knows which shipping to use when shipping out.
1.4 Field Reference
Fields marked with * are required
| Field | How to fill | Notes |
|---|---|---|
| *E-commerce Platform | Pick an e-commerce platform to connect from the list | Cannot be changed after creation; a wrong choice means deleting and recreating |
| *Display Name | Enter a name to identify this account inside the warehouse system, e.g. "Shopee-main" | When a merchant has multiple platform accounts, this name tells them apart |
| *Channel Name | Pick a sales channel that belongs to this merchant | Only channels under this merchant are available; if missing, create one first at Create Sales Channel |
| Connection info (credentials) | Fill in the fields shown for the chosen platform, e.g. API key, token, store login, store domain | Authorization platforms obtain credentials via Authorize & Connect instead of manual entry |
| Fetch Orders | When on, automatically fetches platform orders | Can only be set after the connection passes |
| Fetch Schedule | Choose the times to fetch orders from the slot list, up to 3 | Required when "Fetch Orders" is on; pick at least one |
| Inbound Push | When on, pushes stock back to the platform once inbound completes | Can only be set after the connection passes |
| Push Percentage | Enter the stock percentage to push to this platform, range 0–100, default 100 | A merchant's platforms totalling over 100% carries oversell risk |
| Shipping Type Mappings | Map the platform's shipping options to warehouse-side shipping types | Shown only for some platforms; each mapping must pick a warehouse-side shipping type |
When done, click Save at the bottom of the page. After a successful save you return to the EC Account List.
2. FAQ
Quick Jump: Common Questions ｜ Important Notes
2.1 Common Questions
▪ Why are the function settings on the right greyed out and unclickable?
The function settings on the right unlock only after the connection on the left passes. Before that, the screen shows "Complete connection setup first". First fill in the credentials in the left column and complete Test connection or Authorize; once the connection status becomes Connected, the right side can be configured for fetching and pushing.
▪ I can't find the channel I want to bind in the sales channel dropdown — what now?
The sales channel dropdown only lists channels under the merchant you currently selected. If that merchant has no channel yet, the dropdown shows "No sales channels created". Create a channel for this merchant first at Create Sales Channel, then come back to create the e-commerce account.
▪ I picked the wrong platform — can I change it after creating?
No. The e-commerce platform (E-commerce Platform) cannot be changed after creation; this field is locked on the edit page. If you picked the wrong platform, delete this account and create a new one.
▪ How do I connect platforms like Shopee and Shopify?
Shopee, Shopify, and Liteshop are authorization platforms that use the Authorize & Connect button — no manual credential testing needed. Clicking it redirects you to the platform's authorization page; once you approve on the platform and return, the account is treated as connected.
▪ Test connection failed and I see a platform error message — what does it mean?
A failed test means the platform rejected the credentials you entered when the system verified them, usually because the credentials are wrong or lack sufficient permissions. If the message includes the platform's raw response (e.g. unauthorized, no permission), follow that message back to the platform's admin panel to confirm the API key or token is correct and has the right read/write permissions, fix it, then test again. On failure the status becomes Disconnected.
▪ I turned on Fetch Orders but can't save?
When "Fetch Orders" is on, "Fetch Schedule" must have at least one slot selected, otherwise you can't save. Pick 1 to 3 fetch times from the slot list.
▪ What should the push percentage be?
The push percentage defaults to 100, meaning all available stock is pushed to this platform. If a merchant sells across multiple platforms, you can lower the percentage to split the allocation. Note: across all of a merchant's "connected and push-enabled" platforms, if the percentages total at or above 100%, the system shows an oversell-risk warning after saving.
2.2 Important Notes
⚠️ Key Reminders
- E-commerce Platform cannot be changed after creation; a wrong choice means deleting and recreating the account, so confirm the platform before creating.
- An e-commerce account must bind a sales channel that belongs to the merchant; without a channel it cannot be created.
- Across a merchant's connected, push-enabled platforms, keep the total push percentage under 100% to avoid oversell risk.
💡 Tip: Authorization platforms (Shopee / Shopify / Liteshop) leave the system and redirect to the platform's authorization page; after authorizing they return automatically, so do not close the window during the process.
3. Related Features
| Feature | Description | Link |
|---|---|---|
| Create Sales Channel | Create the sales channel that an e-commerce account must bind to | Go |
| EC Account List | View and manage the merchant's e-commerce accounts | Go |
| EC Account Detail | View a single e-commerce account's connection and settings status | Go |
| Shipping Types | Set up warehouse-side shipping types for shipping code mappings | Go |