Please enter an Acknowledgement contract under Settings > General. This contract will be displayed to your dealer during order approval. Furthermore, the acknowledgment email sent to retailers will now include a link to the order where they can see the manufacturer contract, review the order, and approve or reject the order. After your dealer approves […]
Integration with Stripe allows your dealers to pay directly using credit cards. As a manufacturer, you can choose whether you want to accept credit card payments from your dealers under Settings > Payments. To enable payments, check the “Accept credit card payments from dealers” option and enter your Stripe credentials (publishable key and secret key).
Cabinet manufacturers can now see and review the average age of unpaid orders per dealer. It is a receivable aging report, a record that shows the unpaid invoice balances along with the duration for which they’ve been outstanding. To review account aging reports for each of your dealers, navigate to Reports and choose the Account […]
To create, update or remove dealer locations, navigate to the dealer edit page. There, you will see an option to add a new location by clicking on the ‘Plus’ button, select which location you want to update from the location dropdown, as well as remove any locations.
All inventory changes are displayed on the page Inventory > Activity. In case you need to check a specific case, you can filter the results by part, collection, or time frame.
To download your dealers, navigate to the Dealers page and click the download button in the upper right-hand corner.
Right below the proposal details in the third step of creating a proposal, you can see a section “Contact info”. To add a new contact, simply click on the button in the right-hand corner and fill in the contact details. To view more contact details, update or remove the contact, simply expand it by clicking […]
Find Balance report under Reports > Balance. Assets and Liabilities are managed through the Accounting > Accounts page. All categories and values visible in the balance report are coming from existing accounts. There will be default assets and liabilities structure with some placeholder categories and values when you first start using the software. You should […]
To return order items, the order status must be Shipped/Picked up. If it’s not already, you must update the status first in order to complete this process. Select the Items You Wish to Return When the order status is set as Shipped/Picked up, you will be able to select the items you wish to return. […]
To view all transactions for any dealer, please navigate to the Dealer Edit page, and click the button “Transactions”. This will display all money movements caused by actions such as Order approved/rejected, Payment created/deleted, RMA completed, as well as by any manual changes of a dealer balance.