Onboarding: What to Expect in Your First Project

Starting with a new receiver sounds like a project in itself, but the setup is quick and mostly front-loaded. Here is what the first project looks like from the day you open an account to the day it installs.

Step 1: Open an account

Onboarding takes minutes. You share who you are and how you work, and the warehouse confirms the details that keep your projects organized: the ship-to address for your purchase orders and your sidemark convention. From that point, routing is automatic.

Step 2: Route your first purchase orders

Set the ship-to on each PO to the warehouse and put your sidemark on every order and carton. Vendors ship to the dock, and each shipment enters a real receiving process rather than a curbside drop.

Step 3: Receiving and inspection

As shipments arrive, each piece is inspected for visible damage, photographed, tagged to your sidemark, and staged with the rest of your project. You get a prompt arrival notification as each piece lands, so you always know what has arrived and in what condition.

Step 4: Storage while the project comes together

Pieces wait safely, wrapped and organized by project, until the full order is ready. Storage is billed monthly by size category, so you can fold it into the client quote. If a backorder hits, the rest of the project holds without pressure.

Step 5: The install day

When the project is complete, it ships as one coordinated install: pulled, detailed, wrapped, delivered, and placed room-of-choice to your plan, with debris removed. Deliveries are scheduled by mutual agreement, so the day lands when you and the client are ready.

What you need to bring

Very little: your purchase orders, a consistent sidemark, and client details for delivery. The receiver handles the rest. The best way to understand how it works is a twenty-minute tour of the warehouse before your first project ships. Trade Receiving welcomes designers to walk the floor any time.