Quick Start Guide

Get up and running with Tether in minutes

Quick Start Guide

This guide walks you through the essential steps to set up Tether for your organization. By the end, you’ll have your first warehouse, collection, SKUs, and sales channel configured.

This guide assumes you have Admin access. If you’re a Sales Rep user, some features may not be available to you. See User Roles & Permissions for details.

Prerequisites

Before you begin, ensure you have:

• Admin access to your Tether account
• Basic information about your products (names, SKU codes)
• Your warehouse location(s)
• Sales channel information

Setup Checklist

1. Create Your First Warehouse

   Warehouses are where your inventory is stored. You need at least one warehouse to track inventory.

   1. Navigate to Inventory in the sidebar
   2. Click the Warehouses tab
   3. Click Create Warehouse
   4. Enter the warehouse details:
      • Name: A descriptive name (e.g., “Main Warehouse”)
      • Code: A short identifier (e.g., “MAIN”)
      • Address: Physical location (optional but recommended)
   5. Click Save

   Use clear, consistent naming conventions for warehouses. This helps when you have multiple locations.

2. Create a Collection

   Collections group related products together and define shared attributes like dimensions.

   1. Navigate to SKUs in the sidebar
   2. Click the Collections tab
   3. Click Create Collection
   4. Enter collection details:
      • Name: Descriptive name (e.g., “T-Shirts”, “Electronics”)
      • Description: Optional details about the collection
   5. Click Save
3. Set Up Dimensions (Optional)

   Dimensions define product attributes like Size or Color. This is optional but powerful for managing variants.

   1. Open your newly created collection
   2. Go to the Dimensions tab
   3. Click Add Dimension
   4. Create dimensions like:
      • Size: S, M, L, XL
      • Color: Red, Blue, Black
   5. Save each dimension

   Dimensions enable the SKU Generator, which can automatically create all variant combinations for you.

4. Add Your First SKUs

   SKUs are individual products in your catalog. You can create them manually or generate them from dimensions.

   Option A: Create Manually

   1. Navigate to SKUs in the sidebar
   2. Click Create SKU
   3. Enter SKU details:
      • Name: Product name
      • SKU Code: Unique identifier
      • Type: Usually “Finished Good” for sellable products
      • Collection: Select your collection
   4. Click Save

   Option B: Generate from Dimensions

   1. Open your collection
   2. Go to the SKUs tab
   3. Click SKU Generator
   4. Select the dimension values to include
   5. Click Generate to create all combinations
5. Configure a Sales Channel

   Channels represent where you sell products (Shopify, Amazon, wholesale, etc.).

   1. Navigate to Channels in the sidebar
   2. Click Create Channel
   3. Enter channel details:
      • Name: Channel name (e.g., “Shopify US”, “Amazon”)
      • Type: Select the appropriate type
   4. Click Save
6. View Your Inventory Dashboard

   Now that you have the basics set up, explore your inventory dashboard.

   1. Navigate to Inventory in the sidebar
   2. The Overview tab shows:
      • Inventory health alerts
      • Stockout risks
      • Safety stock breaches
   3. Use filters to focus on specific warehouses or collections

   Inventory levels will show as zero until you import data or set up integrations.

What’s Next?

Now that you have the basics configured, explore these areas:

Import Inventory Data

Connect your systems to automatically sync inventory levels

Set Up Suppliers

Add suppliers and configure lead times for replenishment planning

Configure Demand Forecasting

View and adjust demand forecasts for your products

Explore Supply Planning

See system-recommended replenishment orders

Common Setup Tasks

Adding More Users

If you need to add team members:

1. Go to Settings → User Access
2. Click Add User
3. Enter their email and assign a role (Admin or Sales Rep)
4. Configure channel access as needed

Customizing Terminology

Tether allows you to customize terminology to match your organization’s language:

1. Go to Settings → Terminology
2. Rename terms like “SKU”, “Collection”, or “Channel”
3. Save changes

Setting Up Integrations

To automatically sync data from external systems:

1. Go to Integrations in the sidebar
2. Click Create Integration
3. Follow the setup wizard for your data source
4. Configure field mappings
5. Run your first sync

Need Help?

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