After your initial login into the Portal, you'll be asked to enter in some information relevant to your company.
This information can be changed at any time after this process.
What you'll learn
- How to perform the initial setup of your company
TABLE OF CONTENTS
Here you will choose from the default Order Codes to be used by your company, and/or create your own.
Start by checking the Order Codes you'd like (1), and setting the default commission rate for that Order Code (2).
If adding your own Order Codes, click the Add Your Own Order Code tab and fill out the required information.
Once finished, click the Save button to continue to the next step.
Here you will be able to add a Division for your company. If your company only has one division, entering in the name of your company in the Name field is sufficient.
Once finished, click the Save button to continue to the final step.
Here you will add your first Territory. Fill in the required information, and click Save to complete the initial setup.