How to Permanently Delete Dealers
This feature is available only to Private Label Manufacturers. Since dealers that work with private label manufacturers can only work with that manufacturer and the manufacturer is the one paying for the app, it’s convenient for manufacturers to remove the dealer completely from the system if they decide so. To permanently delete a dealer, first, […]
How to Configure Login Screen Content for Branding as a Private Label Manufacturer
This is an option available only to Private Label Manufacturers that allows them to set customized content on the login screen for branding purposes. Page content can be entered by going to the Settings > General page and entering the desired text into the rich text editor. Branding and personalization are some of the key […]
Acknowledgement Contracts Enhance Ordering Experience for Dealers
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 […]
How to Use Stripe to Simplify Credit Card Payments
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).
How to Review Dealer Account Aging Report
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 […]
How to Manage Dealer Locations
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. You can also choose to transfer details of […]
How to Monitor Inventory Changes
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.
How to Download Dealers in CSV Format
To download your dealers, navigate to the Dealers page and click the download button in the upper right-hand corner.
How to Create Assets and Liabilities
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 […]
How to Initiate and Process Return Merchandise Authorizations
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. […]