Navigating your Partner Overview page
Your Overview page is the first thing you see when you log in to Rokt Catalog. It's your home base—designed to surface the most important actions, track your onboarding progress, and give you a snapshot of how your store is performing. In this guide, you'll learn what each section of the Overview page does and how to use it to stay on top of your partnerships.
Before you startDirect link to Before you start
To access the Overview page, you need an active Rokt Catalog Partner account. If you haven't set one up yet, check out Onboarding to Catalog as a Partner on Shopify to get started.
Action itemsDirect link to Action items
At the top of the Overview page, you'll find a set of tiles highlighting items that need your attention. These update in real time and help you prioritize what to tackle first.
| Tile | What it means |
|---|---|
| Proposals to respond to | Brands have sent you product proposals that are waiting for your review. Select the tile to go directly to your Proposals page. |
| Messages to respond to | You have unread messages from brand partners in your Inbox. Select the tile to open your conversations. |
| Orders 5+ days unfulfilled | Orders that have been open for more than five days without fulfillment. Select the tile to review and take action on overdue orders. |
| Tasks to complete | Outstanding to-do items from your onboarding and operational checklists. Select the tile to see what's left. |
Each tile is clickable and takes you directly to the relevant page, so you can address items without hunting through navigation.
Start selling with Rokt checklistDirect link to Start selling with Rokt checklist
This checklist walks you through the essential steps to launch your first dropshipping partnership. A progress bar at the top shows how many steps you've completed. Each item includes a direct action button and a Learn more link for additional guidance.
Customize your selling preferencesDirect link to Customize your selling preferences
Configure how you want to handle email sharing, order forwarding, product additions, and other key settings. Select Review settings to open your Settings page.
Link a payment methodDirect link to Link a payment method
Add a payment method to pay your Brands for their cost of goods and any applicable fees. We recommend linking your bank account (ACH) to minimize processing fees. Select Get started to add your payment details.
Connect with a BrandDirect link to Connect with a Brand
You can invite your existing partners or browse Explore to find new Brand partners. Once you're connected, you can add their products to your store from the Inventory page.
Run a test orderDirect link to Run a test order
After a Brand approves your product proposal, place a test order to see how Catalog integrates with your ERP and fulfillment systems. This helps you troubleshoot common issues before going live with customers.
Check your tax implicationsDirect link to Check your tax implications
As the merchant of record, you're typically responsible for collecting and remitting taxes on dropshipped sales. Before you start selling, check with your tax professional to make sure your tax software is set up to handle these orders correctly.
Start sellingDirect link to Start selling
Once you've completed the steps above, it's time to go live. Edit your product detail pages (PDPs), set your products to active, and promote your new inventory to customers.
Complete your profile checklistDirect link to Complete your profile checklist
A complete profile helps Brands evaluate whether your store is a good fit for their products. The more thorough your profile, the more likely you are to attract quality partners.
- Add brand imagery and description: Upload a banner image and brand icon so Brands can easily identify your store. Select Edit profile to get started.
- Set your desired terms: These default terms are shown to Brands in the Catalog network if your profile is public. You can always negotiate different terms per partner.
- Add additional partnership resources: Upload supporting materials like an onboarding guide, pitch deck, or terms of service to help Brands evaluate a potential partnership.
- Get discovered by Brands: Fill out the opportunity details so Brands can find you in Explore and send you inbound partnership requests.
- Add marketplace goals and partner details: Share the types of Brands you're looking for. The more detail you provide, the less back-and-forth during partnership discussions.
Operational checklistDirect link to Operational checklist
These items help you get the most out of Catalog on an ongoing basis.
- Invite your team: Add team members and customize their access. Select Invite team to send invitations.
- Set your email preferences: Choose which notifications you receive, from order updates to proposal alerts. Select Manage email preferences to customize.
- Integrate the payment reporting API: Connect your ERP or custom reporting tools to Catalog's Payment History API for automated payment data syncing.
- Install the Supplier app: If you also sell your own products to other Partners, you can install the Supplier app to manage that side of the business from the same account.
Your last 30 daysDirect link to Your last 30 days
The performance snapshot at the bottom of your Overview page shows key metrics from the past 30 days. Select View all to open the full Reports page.
| Metric | What it shows |
|---|---|
| Net earnings | Your total earnings after Brand commissions and fees have been deducted. |
| Gross sales | The total dollar value of all orders placed through your store via Catalog. |
| Orders | The total number of orders placed in the last 30 days. |
| Units sold | The total number of individual product units sold across all orders. |
These numbers give you a quick read on store performance without leaving the Overview page. For detailed breakdowns by Brand or time period, head to Reports in the top navigation bar.
Proposals to respond toDirect link to Proposals to respond to
This section shows your most recent pending proposals. Each row displays the Brand name, the number of products included, and when the proposal was received. Select Respond now to review and accept, negotiate, or decline a proposal. Select View all proposals to see your full proposal queue.
Messages to respond toDirect link to Messages to respond to
This section lists your recent unread messages from Brand partners. You can see the partner name, the message subject, the date received, and how many days ago it was sent. Select Respond now to open the conversation in your Inbox, or select View all messages to see everything.
Tip: Responding to messages promptly builds trust with Brand partners and can speed up the proposal process.
My BrandsDirect link to My Brands
The My Brands section gives you a quick overview of your brand partnerships. It's organized into two tabs:
- Requests: Brands that have expressed interest in partnering with you or have sent you a proposal. Select View Proposal to review the details.
- Connected: Brands you've already established a partnership with. These are active partners whose products you can add to your store.
Each brand listing shows the brand name, domain, and a main action button. Select View all to see your complete brand roster on the Brands page.
Top navigation barDirect link to Top navigation bar
The top navigation bar is your main navigation for the Catalog app. From any page, you can access:
| Page | What you'll find there |
|---|---|
| Explore | Browse and search for new Brand partners by category, brand, or product. |
| Inventory | View and manage all products from your connected Brands. |
| Brands | See all your brand partnerships, including requests and active connections. |
| Inbox | Read and respond to messages from your Brand partners. |
| Proposals | Review, negotiate, and manage product proposals. |
| Reports | Access detailed performance data including earnings, orders, and payment history. |
You'll also find quick links to the Help Center, Settings, Customer Support, and Inspiration under the Resources section on the right side of the Overview page.