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First Steps in Working with AIO

Learn the Process 📝 Register → 👥 Meeting → 📦 Import Inventory → 💳 AIO Pay → 🛡️ Warranty

Updated over 3 weeks ago

📝 REGISTER

Step 1: Register Your Account

Before anything else, let’s get you inside the platform. Registration is totally free and it sets up your system defaults so things run smoothly from day one.

👉 The more accurate you are with your info now, the less cleanup you’ll have to do later (though don’t stress—everything can be edited anytime).

How to do it:

  1. Click “Get Started”

  2. Follow the quick prompts—it only takes a minute

Once you’re done, you’ll be ready to explore the platform with your own settings already in place. 🚀



👥 Meet With Us

This is where we connect the dots. In a quick meeting, we’ll walk through your needs and show you exactly how our solutions fit your workflow. Think of it as a strategy session—so you don’t just get software, you get a setup that actually works for your business.

👉 What to expect:

  • A short call with our onboarding team

  • A chance to share your priorities and challenges

  • Tailored recommendations to get you moving faster

Ready to chat?


📦 Import Inventory

Go to Purchase Orders → click Receive Inventory → select Import by CSV

  1. Set Details → choose Stock Location, (optional) Storage Location, and Item Condition

  2. Upload File → drag & drop CSV (needs: Model Number, Brand, Quantity, Cost)

  3. Validate → review summary: ✅ Categorized models / ⚠️ Uncategorized models

  4. Fix if Needed → download flagged list, send to Skulytics, or register models yourself

  5. Done 🎉 → inventory is ready to use

💡 Tip: Use the provided CSV template to avoid errors.


📞 How to Reach Us

Got a question, an idea, or something that’s not working quite right? We’re just a click away. Watch this quick video to see the easiest ways to stay in touch and keep the conversation flowing.

👋 Let’s Talk
Got questions or just want to walk through things together? Click the link below—we’d love to chat and help you out.


📂 Existing Customer Directory

Already have a customer list you don’t want to retype? No problem—just send us your CSV file at [email protected]. We’ll handle the upload for you and let you know as soon as it’s ready. Easy. ✅


💳 Connect to AIO Pay

Get paid faster with AIO Pay—our all-in-one payment system. It’s secure, seamlessly integrated, and updates in real time. Use it for:

  • 🛒 Online payments

  • 💸 Consumer financing

  • 🏦 Bank transfers

We already support multiple payment methods and are adding more all the time. If you don’t see your preferred option, just ask—we can likely make it happen. 🚀

⚙️ How to Set Up AIO Pay

  1. Go to Settings → select Payment

  2. At the top of the page, click Register for AIO Pay

  3. Have these details ready:

    • 🏢 Registered Business Name & Address

    • 🆔 EIN & Tax ID Number

    • 🏦 Bank Account Information

That’s it—once submitted, your payment setup will be underway. 💳🚀


🌐 Website Build

Ready to stand out with a website that actually works for your business? You can build your own custom site that’s easy to use, looks great, and ties everything together. Best part? You can launch it in just minutes!

Your site will:

  • 💳 Make payments simple and seamless

  • 🚚 Connect with your delivery automation & scheduling

  • 🏷️ Sync with digital price tags

  • 🛒 Showcase your products beautifully

All the tools you need, fully integrated in one place.


🛡️ Protection Plans

Say goodbye to manual activations. Once your protection plan provider is connected, the system will automatically notify them every time a new plan is activated on an order—no extra steps from your team. That means less admin work and more time saved. ✅

We currently integrate with these providers (with more coming soon):

Already working with one of our supported providers? Here’s how to link them up:

  1. Go to the Integrations page

  2. Toggle on your provider

  3. Enter your Private Key and Public Key

  4. Send your rep’s email address to [email protected]

That’s it—your protection plans will start syncing automatically. 🛡️✨

🤝 No Provider Yet? No Problem.

If you’re not already connected with a protection plan provider, we’ll help you get set up during your onboarding call. We’ll introduce you to a rep who will:

  • Guide you through creating your account

  • Walk you through the setup

  • Send us the required info directly

That way, everything’s handled quickly and easily—no extra work on your end. 🚀


Wrap-Up

🎉 Great work! Once you’ve finished everything on this page, you’re ready to jump into ⚙️ Settings Configuration and start tailoring the system to fit your business.

🚀 This one-time setup is the foundation for everything that follows—you’re just a few clicks away from going live!

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