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.
What’s an opportunity?
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.