Advanced and Settings

User Accounts

• Associate Rep Users to Territories/Customers
• Managing User Settings
• Create a Portal User
• Create a Multi Portal/Dashboard User

Administration

• Deleting a pricelist
• Setting up System Price
• How to Create a Purchase Order
• Setting up Tax Regions
• Setting up Carrier
• Setting up Shipping Terms

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Utilities

• Upload Linelist via Copy and Paste Excel
• Tax Rate Audit Options
• SKU Updater
• Substitute SKUs
• Uploading Inventory Transfers via Copy / Paste
• Upload Orders by Mass Upload

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