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Done for you in 5 minutes.
Walk away with a professional, comprehensive onboarding guide to send to new retail partners. This document outlines your ordering processes, payment terms, and logistics policies to streamline wholesale partnerships from day one.
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Landing your first major retail accounts is an exciting milestone for any product brand, but the real challenge lies in keeping those relationships running smoothly. A Retailer Onboarding Playbook is the foundational document that bridges the gap between a signed wholesale agreement and a flawless first delivery. You need this playbook the moment you start scaling beyond a handful of accounts, ensuring you do not drown in repetitive emails about order deadlines, minimums, or shipping carrier preferences. A truly great playbook does more than just list rules; it acts as a warm welcome to your brand family while establishing crystal-clear operational boundaries. It outlines exactly how to place orders, when payments are due, how you handle damages, and what to expect during peak seasons. By setting these professional expectations upfront, you protect your cash flow, streamline your warehouse logistics, and show your retail partners that you are a reliable, highly organized vendor they will want to work with for years to come.
A professional onboarding playbook should be between four and eight pages long. This length provides enough space to cover ordering, payment, and logistics without overwhelming the buyer. Use clear headings, bullet points, and bold text so busy retail buyers can scan the document quickly.
The industry standard is five business days from the date of delivery. Requiring photographic proof of both the damaged product and the external shipping box within this window protects your business from carrier disputes. Explicitly state this deadline in your playbook to prevent delayed claims.
Yes, your MAP policy must be explicitly stated in the onboarding playbook to protect your brand equity and prevent price wars among your stockists. Include the specific consequences for violating this policy, such as the immediate suspension of ordering privileges. You should also require the retailer to sign an acknowledgment of this policy before shipping their first order.
FOB Origin means the retailer owns the goods and assumes all liability once they leave your warehouse, meaning they pay for shipping and file any damage claims. FOB Destination means you retain ownership and liability until the shipment safely arrives at the retailer's dock. Clearly stating which policy you use in your playbook prevents costly disputes over lost or damaged freight.
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