What’s an opportunity? When a customer adds one of your products in his or her cart, you’ll receive a notification. This is called an Opportunity. Because the buyer showed interest in your products, you can take the opportunity to reach out to the buyer directly to facilitate the sale. You can view this […]
Can I make sure certain customers only see certain payment methods and payment terms?
Can I make sure certain customers only see certain payment methods and payment terms? Go to Showroom > Customer Settings. Your customer connections will appear here, if you have any. Click on a customer to access settings specific to this connection. In this example, you can hide or show certain […]
How do I customize what payment methods I allow?
How do I customize what payment methods I allow? Go to Showroom > Showroom Settings. You can choose the payment methods that you allow here. Scroll down to find the existing payment methods you allow. If you’d like to add a new method, click “Add”. Click “Save” at the bottom to finish.
How do I customize my payment terms?
How do I customize my payment terms? Go to Showroom > Showroom Settings. You can customize your payment terms here. Scroll down to find the Payment Terms. If you’d like to add a new payment term, click “Add”. Note that you may add any custom payment term you would like to add […]
How do I customize my terms of sale?
How do I customize my terms of sale? Go to Showroom > Showroom Settings. You can enter your Terms of Sale here. Scroll down to find the Terms of Sale. Click “Save” at the bottom to finish.
How do I customize my invoice address?
How do I customize my invoice address? Go to Showroom > Showroom Settings. You can enter your invoice address here.
How do I remove a collection?
How do I remove a collection? From the “Showroom” tab, click on “Collections” on the left hand navigation bar, and then click on the “trash can” icon on the row of the collection you want to delete.
How do I add a collection?
How do I add a collection? From the “Showroom” tab, click on “Collections” on the left hand navigation bar, and then click on “Add Collections”. From there, you can start filling in the details of your collection. You can add a collection image, a collection name, and also set the […]
How do I associate products with a collection I’ve created?
How do I associate products with a collection I’ve created? You can select products and select “Add to Collection > Your Collection Name” under the “More Actions” dropdown menu. Products that are already associated with a collection will have the collection name displayed in the “Collection” column header.
How do collections work?
How do collections work? A collection is a group of products that are placed together for the purposes of easier organization. Traditionally, a collection is a selection of products presented by a particular designer for a specified season. Here are some examples to get you started: The Fall/Summer/Spring/Winter Collection The Caribbean Collection […]