Inventory Management Overview

Written by Ed Chang
Updated over a week ago

Inventory Assemblies / Group Items / Kits / Recipes

Written by Ed Chang
Updated over a week ago

Create a Stock Transfer

Written by Ed Chang
Updated over a week ago

Lot / Batch Tracking

Written by Puja Singh
Updated over a week ago

Create an Order

Written by Ed Chang
Updated over a week ago

Understanding Order States

Written by Ed Chang
Updated over a week ago

Enable / Disable Delivery Date Selection

Written by Ed Chang
Updated over a week ago

Order Processing Overview

Written by Ed Chang
Updated over a week ago

Repositioning Line Items On Orders

Drag and drop reordering of line items on sales orders and standing orders

Written by Puja Singh
Updated over a week ago

Weights and Prices on Purchase Orders

Written by Puja Singh
Updated in the last hour

Reports - View Your Sales Performance by Customer or Product

Written by Ed Chang
Updated over a week ago

Exporting Report Data

Written by Ed Chang
Updated over a week ago

Reports - View Your Total Sales Performance

Written by Ed Chang
Updated over a week ago

Inventory Detail and Summary Reports

Written by Ed Chang
Updated over a week ago

Production by Customer Report

Get an automatically generated production report, broken down by individual customer

Written by Ed Chang
Updated over a week ago

User Permissions

Written by Ed Chang
Updated over a week ago

Add a New User

Written by Ed Chang
Updated over a week ago

I am locked out of my account, what can I do?

Written by Ed Chang
Updated over a week ago

The photos I am uploading do not look good - what do you suggest?

Written by Ed Chang
Updated over a week ago

I cannot see my past orders - where can I find them?

Written by Ed Chang
Updated over a week ago

Chart of Accounts Categories

Written by Ed Chang
Updated over a week ago

Shipping Management Overview

Written by Ed Chang
Updated over a week ago

Managing Chart of Accounts

Written by Ed Chang
Updated over a week ago

Managing Tax Categories and Rates

Written by Ed Chang
Updated over a week ago

Customer-Specific Catalog Overview

Written by Ed Chang
Updated over a week ago

Create a Pricing Adjustment

Written by Ed Chang
Updated over a week ago

Variant Overview

Written by Ed Chang
Updated over a week ago

Edit a Product's Details

Written by Ed Chang
Updated over a week ago

Add A New Product

Written by Ed Chang
Updated over a week ago

Decimal Support

Ordering in multiples using decimal support

Written by Puja Singh
Updated over a week ago

Discontinue Products

Hiding, discontinuing or deactivating products

Written by Puja Singh
Updated over a week ago

Manage Product Images

Written by Ed Chang
Updated over a week ago

Product Display Name

Changing the display name of a product for your catalog

Written by Puja Singh
Updated over a week ago

Invite a Customer to Order via your B2B Portal

Written by Ed Chang
Updated over a week ago

Create a Customer

Written by Ed Chang
Updated over a week ago

Email Notification Management

Written by Ed Chang
Updated over a week ago

Categorize Your Customers By Type

Written by Ed Chang
Updated over a week ago

Bulk Customer Import (by CSV)

Written by Ed Chang
Updated over a week ago

Bulk Product Import (by CSV)

Written by Ed Chang
Updated over a week ago

Invoices Overview

Written by Ed Chang
Updated over a week ago

Weekly Invoice Feature

Written by Ed Chang
Updated over a week ago

Customizing The B2B Portal

Choosing what you want your customers to see and those that you want to hide

Written by Puja Singh
Updated over a week ago

Setting Up A Custom Domain

Written by Puja Singh
Updated over a week ago

Payment Methods

Cash, check, other payment methods

Written by Puja Singh
Updated over a week ago