Create Account & Set Up Your Store
1. Plugin Activation & License Creation
After installation and activation of the extension on your store, you will have to create an account and connect Shelf Planner to your store. On the plugin pages in your store, you can either use the 'Complete setup' notification on top of the page, or the 'Get Started' link in the plugin description:
Both of these link will initiate the store setup guide, where you create your account and enter the basic parameters for your site.
2. Create Your Account
After installation of the extension (plugin) to the customer's site, a link to my.shelfplanner opens to the 'Create Account' page:
Enter your email, password and create your account.
You can choose between a two week free trial, or the annual subscription. If you chose the 2 week free trial, you will automatically be notified in the app when you trial period has ended.
Terms & Conditions
A link on the Create Account page leads to a new page (opens in new tab) with Shelf Planner's Terms & Conditions.
Customers that have already created an account can use the link for existing customers.
3. Confirm Your Account
After creating your account on my.shelfplanner you will receive a confirmation mail:
To confirm your email address, click the button in the email. If this doesn’t work, you can also copy the link at the bottom of the email to activate your account.
4. Set Up Your Store
After confirming your email address, a start up wizard opens to set up your store. Shelf Planner is a plug and play solution and we promise there will never be any coding required.
Roles & Ownership
In my.shelfplanner, users can have different roles and authorization profile - we differentiate between Business Owners, Site Developers, and Merchants or Buyers:
Business Owners
As a Business Owner, you have control of team members and payment details. Business Owners can invite other Team Members, can invite Site Developers and also have access to the payment sections in the app.
Site Developers
If you are a Site Developer, you can invite other team members and get the store set up, but you cannot change any of the parameters or product data in the app. You can also not create and complete any purchase orders.
Merchants / Buyers
Merchants have full access to all functionality in the tool, but do not have access to the Payment Section, nor can they add extensions or add-ons in the app.
Below, we’ve highlighted some user-specific authorisations and restrictions:
| Store Owner | Site Developer | Merchants / Buyers | |
| Invite Team Members | Yes | Yes | No |
| Payment Details | Yes | No | No |
| Install Add-Ons* | Yes | Yes | No |
| Set Up Store Parameters | Yes | No | Yes |
| Manage Products, Stock, Cost Prices, etc. | Yes | No | Yes |
| Create and Confirm PO's, Update Stock Qty's | Yes | No | Yes |
* Add Ons are extensions in the app, such as Bill of Materials, Multi Sites and Campaigns & Events.
Invite Team Members
The second step in the onboarding is to invite Team Members for your store. You can do this as part of the onboarding, but you can also choose to do this at a later stage. (For more information on how to do this, please have a look at the support pages Invite Your Team).
If you want to invite your team members at this stage, simply enter the mail address and select the role for the user. You can choose between Store Owner, or Team Member. Team Members have the same user rights as Merchants / Buyers.
Order Frequency
The next steps is the 'Order Frequency'. This basically means how often you place orders for your store. The order frequency is very store and even industry specific.
If you are just getting started and don't know yet how often you will review your order recommendations, the system will automatically set a default based on your store's industry and categories.
Finished Goods or Own Manufacturing
Shelf Planner allows you to create Bill of Materials (BOM). If you produce your own products, or assemble components for your products, we will activate the BOM and Material section by default.
The Bill of Material section is in beta testing phase and for the time being, we will offer this feature to all users free of charge. If you don't need it, simply choose 'Finished Goods' and the Bill of Material pages will be disabled.
Analysing History & Forecast Generation
The final step is to analyse your products, categories and history. This will allow us to generate the first sales forecast for your store, and also prepare the first order recommendations.
Depending on the size of your assortment and the order volume you have in the past year, this process can take anything from 2 minutes to 20 minutes.
Once the process is completed, your store is set up and you can start using the tool.
Failed Installation
It can happen the installation and set up cannot be completed. This can happen for example when product data is corrupted, or when the sync is interrupted.
In that case, our support team will automatically receive a notification and reach out to you to support. You can still use the app to get familiar with the functionality, or for example set up suppliers.
Login (Existing User)
Existing Users can login directly by going to my.shelfplanner.com. From there, you can enter directly into the app. Your store data is automatically synchronised with your WooCommerce store, so there is no need to connect to your store's admin.
If you have forgotten your password, you can request a password request link by following the link 'Forgot Password':
Simply enter your email and a reset link will be sent to your mail. After creating a new password, you will have access to the app again.