Install and store setup

Before you start#

Have these to hand. None of them is required, and each one can wait:

• What you pay your vendors. Most shops have one split for nearly everyone, like 60% of each sale. Anyone on a different deal can be set up after.
• When you pay them. The 1st of every month is the most common answer.
• Whether you've already paid them for sales made before today.
• Your written agreement, if you have one, as a PDF or text you can paste.

Install VendorDue#

1. Find VendorDue on the Shopify App Store and press Install.

2. Shopify shows what VendorDue asks for: to read your orders, products and reports. Press Install to approve.

   VendorDue can't change your store, and it never asks for more than reading.

3. VendorDue opens inside your Shopify admin and starts reading your shop.

   You see "Reading your shop for the first time." Your vendors appear within a few seconds; older orders keep arriving for a few minutes.

VendorDue finds your vendors from Shopify itself: each product's Vendor field. Every name used there becomes a vendor in VendorDue. If a vendor is missing, see Set up your vendors.

Store setup#

The first time an admin opens VendorDue, Store setup opens. It asks four questions, one per screen, and shows on the right What every vendor will see as you answer. Every screen has Back, Skip and a button to the next screen, and I'll finish later at the top keeps what you've saved and opens the app.

1. What do your vendors earn?#

Type the share, for example Vendors earn 60% of revenue. The line under it shows what revenueRevenue What the customer paid for the item, less discounts and tax. In the glossary means: the listed price, less discounts, less tax.

• To pay on something other than revenue, press revenue and choose Listed priceListed price The price on the tag, before any discount. In the glossary, ProfitProfit Revenue less what the item cost you and any costs you set. In the glossary or Fixed price per unitFixed price per unit A price you agree for each item. The vendor gets it, whatever the item sold for. In the glossary. To use another shape, like tiersTiers A higher rate once a vendor's sales pass a line you set, counted each calendar month. In the glossary, press the percentage. See Rate shapes.
• Who gets it lists every vendor, all ticked. Untick anyone paid differently: they wait in Needs setup, and you set them up after with Vendor setup.
• New vendors from Shopify decides what happens when a new name appears in Shopify later: Get these terms puts them on your shop-wide terms straight away; Wait for me keeps them in Needs setup until you set them up.

What you type here becomes your shop-wide termsShop-wide terms The rate, schedule, holds and agreement every vendor follows, unless they have their own. In the glossary rate. It's saved in Settings › , then Terms, where you can change it any time.

2. When do you pay your vendors?#

Pick one of the common answers: Every month, Twice a month, Every week, Every two weeks, Some days after each sale or When they ask. More ways has the rest. Your pick reads back as a sentence, like Pay vendors every month on the 1st, for sales up to the day before. Press any underlined word in it to change that part.

Under it, What must a sale clear first? sets your holds: whether a sale waits until it ships, a return windowReturn window Days a sale waits after it ships, is delivered or sells, so a return comes off before you pay. In the glossary, and a minimum payoutMinimum payout The least a vendor is paid at once. Below it, their money waits for the next payout. In the glossary. An example underneath shows when a $120.00 sale made today would land. See Holds and Pay day schedules.

3. What do you agree with every vendor?#

• How long an agreement runs: with no end date, or a number of days or months, and what happens at the end. See Agreements.
• Written agreement: Start from my answers writes a draft from what you've told VendorDue so far; Write or paste takes your own; Attach a PDF uploads one; We don't use one says you don't have one. Vendors read it on their page and accept it with their name. See The written agreement.
• Do vendors pay you anything, like booth rent or a fee? No charges, or Add a charge for each one: its name, amount and how often. See Charges and bills.

4. Have you already paid your vendors for anything sold before today?#

This decides the day your record starts. VendorDue only works out sales from that day.

You can move this day until your first payout lands. After that it's fixed, and Settings shows it as Recording since.

Check it all#

The last screen, Here is what every vendor will see, lists every answer with Change beside it. Press Open VendorDue to finish. If you unticked vendors on the first screen, Set up the other 2 opens Vendor setup for them.

Choose a plan#

Once Store setup is done or put off, VendorDue shows what it has recorded so far and the plan that fits your number of vendors. Press Start free trial to choose it on Shopify's plan page. The first 14 days are free. See Plans, the trial and paused payouts.

Finish later#

Anything you skipped waits in the Store setup line on Overview: one chip per answer, the open ones first, each saying what it's set to when you point at it. Press a chip to answer it, or Continue for the first open one. A chip with a grey tick is using VendorDue's suggestion, like no charges, which you can keep.

Once every answer is in, the line leaves Overview. You can reopen Store setup any time from Settings › , then Store with Open it again, or by searching for "Store setup".

When it looks wrong#

Store setup didn't open#

Store setup opens for an Admin, on Overview, until it's finished or put off with I'll finish later. A Viewer goes straight to Overview, without the Store setup line. Ask an Admin to finish it, or to make you one. See Admin and Viewer.

No vendors were found#

VendorDue reads vendors from each product's Vendor field in Shopify. If your products don't have one, open them in Shopify and set it to the vendor's name. They appear in VendorDue the next time your catalog is read, within a few minutes. See Set up your vendors.

Sales from before today aren't there#

Your record starts on the day you chose on the fourth screen. Sales before it are never worked out. If you still owed vendors for them, add what you owed on each vendor's page as owed from before, or move the start earlier, which you can do until your first payout lands.

Common questions#

Can VendorDue change anything in my Shopify store?

No. It asks to read your orders, products and reports, and nothing else. More

Do I have to finish Store setup in one go?

No. Skip anything, or press I'll finish later. What's missing waits on Overview until you answer it. More

What if I skip choosing when I pay?

Nothing lands by itself until you choose. Sales still earn and show No date yet, and Pay now still works. More

How far back can VendorDue read my sales?

About 60 days, the most Shopify allows. Anything older can be added on each vendor's page as owed from before. More