Sellers - Sales Agency Admins
Account & Company Management
- Creating an Account - Admin
- Initial Login Setup - Admin
- Customizing the PDF Order Copy
- Enabling the "Flexible" Navigation Menu
- Managing Company Information - Admin
- Managing User Default Settings
Order Payments
- Browsing & Posting Invoices
- Check Log
- Posting Invoices & Commissions
- Balancing Checks
- Paying Salespeople
- Adding Miscellaneous Adjustments
Browsing Information
Salesperson Management
Miscellaneous Maintenance
- Managing Multi-Brand Shoppable Catalogs
- Managing Order Codes
- Managing Callouts
- Managing Item Categories
- Category Groups
- Managing Seasons
Item Management
- Printing Barcodes
- Importing Items as a Sales Agency
- Managing Manufacturer Item Categories (Collections)
- Additional Item Management Features
- Importing Size, Color, or Style options for Products
- Attaching Documents to an Item
Customer Management
- Steps for Retailers who need multiple Logins
- Browsing Customers
- Adding a New Customer
- Editing a Customer
- Merging Customers
- Managing Unassigned Customers
Reports & Analytics
Manufacturer Management
- Does your Manufacturer want to "take control" of their data?
- Adding a new Manufacturer
- Transfering Manufacturer Order History
- Browsing Manufacturers
- Duplicating a Manufacturer
- Manufacturer Quick Reports
Order Management
- Setting Order Default Options
- Transmitting Multiple Orders to Customers/Manufacturers
- Item Showcase
- Duplicating orders to members of a Parent Chain
- Managing Unassigned Orders
- Transmitting a Single Order to Customers/Manufacturers
B2B Website Settings
- Managing your B2B Website (Advanced)
- Managing Item Categories
- Managing Callouts
- Managing your B2B Website
- Managing B2B Website Registrants
- Managing Category Groups