How do I customize my company profile? Click on the “My Account” menu on the right hand side, and select “Company Profile” in the dropdown. Alternatively, you can click on “Profile” on the top menu bar and click on “Company Profile”. Here, you’ll see your profile page. It’s pretty empty for now […]
Can I restrict access privileges to my co-workers?
Can I restrict access privileges to my co-workers? Click on the “My Account” menu on the right hand side, and select “Settings” in the dropdown. Then click on “Manage Users”. You should see yourself and your coworkers, if any of them have joined the digital community. In this example, you […]
My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item?
My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to a product and click on the “Actions” button. Click on […]
My customer submitted an order. I don’t want to go through with it. How do I revert the order?
Click into the “Orders” tab. Select the order number. Scroll to the bottom and click “Revert Order”.
My customer submitted an order / created an opportunity. How do I send them a note?
My customer submitted an order / created an opportunity. How do I send them a note? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll down to the bottom and click “Edit Seller Note”. Enter in your note and click “Save”.
My customer submitted an order / created an opportunity. How do I give them a discount?
My customer submitted an order / created an opportunity. How do I give them a discount? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to the bottom to find the shaded gray box with the subtotal and click “Edit”. From this screen, you can […]
My customer submitted an order / created an opportunity. How do I factor in shipping costs?
My customer submitted an order / created an opportunity. How do I factor in shipping costs? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to the bottom to find the shaded gray box with the subtotal and click “Edit”. From this screen, you can […]
My customer submitted an order / created an opportunity. How do I add tax to it?
My customer submitted an order / created an opportunity. How do I add tax to it? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to the bottom to find the shaded gray box with the subtotal and click “Edit”. From this screen, you can […]
How do I export my orders?
How do I export my orders? Go to Orders and click on the orders you would like to export. Or click the first box next to the order column to select all orders. Then, click on the “Export to CSV” button.
A customer submitted an order. Now what?
A customer submitted an order. Now what? Click into Orders > Orders. Select the order number. By clicking on an order, you can add seller notes, update product quantities, offer discounts, determine shipping and tax, or revert the order back to the buyer.