Initial Login Setup - Admin

After your initial login into the Portal, you'll be asked to enter in some information relevant to your company.

What you'll learn

• How to perform the initial setup of your company

TABLE OF CONTENTS

• Order Codes
• Division
• Territory

Order Codes

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.

Division

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.

Territory

Here you will add your first Territory. Fill in the required information, and click Save to complete the initial setup.