Quick Start Guide
Follow this 5-step guide to configure your suppliers, categories, products, options, and pricing in Xada.
Step 1 – Configure Your Category Structure
Start by setting up your storefront categories.
- Review available categories from your supplier feed
- Select the categories you want to use and set them to Active
- Create new categories or modify existing ones using Create Category
- Define relationships (e.g. parent and subcategories)
A well-structured category tree is essential for organising your products effectively.
Step 2 – Assign Products to Categories
Use rules to automatically map supplier categories to your Xada categories.
- Go to Rules and create a category assignment rule
- Set conditions (e.g. supplier, supplier category)
- Assign products to the appropriate Xada category
This ensures products are consistently categorised without manual effort.
Step 3 – Activate Suppliers and Products
Activate the suppliers and products you want to publish.
Suppliers
- Enable suppliers from the supplier feed
- You can also create suppliers via CSV import
Products
- Use Rules to bulk activate products (e.g. all products from a supplier)
- Apply conditions to include or exclude specific products
- Review matched products before running the rule
Notes:
- You can manually activate products via the Products page or CSV
- Deleting a rule will reverse its changes
- If necessary, disable rules after use to prevent ongoing automatic updates
Step 4 – Configure Options and Additions
Set up product options and decoration additions.
- Activate relevant options (e.g. Screen Print, Digital Transfer)
- Assign additions to options where required
- Standardise naming for consistency across your storefront
Best practice:
- Use rules to automate activation and assignment
- Use CSV only for refinement or cleanup
This step ensures customers can select the correct configurations on your product pages.
Step 5 – Apply Pricing and Markups
Set up pricing for your products using rules.
- Create markup rules for suppliers or categories
- Apply pricing to options and additions
- Configure quantity breaks (including MOQ) if not provided by suppliers
This allows you to:
- Maintain consistent margins
- Scale pricing across your catalogue
- Avoid manual pricing updates
Summary
By following these steps, you will:
- Structure your categories
- Assign products automatically
- Activate suppliers and products
- Configure options and additions
- Apply scalable pricing rules
Together, these steps create a fully automated workflow that keeps your storefront accurate, consistent, and up to date.