How to View All Transactions for Any of Your Dealers
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.
How to Export Purchase Orders Into Excel
To export a purchase order, navigate to the Edit page of a single purchase order. Then click on the Download button as shown in the image below. This will download all ordered items in a CSV format, and include cubic feet information as well.
How to Export Dealer Payments
To export dealer payments, navigate to the edit page of a dealer whose payments you want to export. When you locate the dealer, click on the Download button within the Payments tab. This will start the download of all payments in a CSV format.
How to Manage Assembly and General Settings
General and assembly settings can be found and set on the Settings > General page. If parts are assembled by default, toggle the ‘Price includes assembly’ ON. In this case, enter 0 in ‘Assembly charge per item’ and provide a knockdown discount. If parts are not assembled by default, toggle the ‘Price includes assembly’ OFF. […]
How to Process Return Merchandise Authorizations (RMAs)
To process your dealers’ return merchandise authorizations, go to the RMA page. Here you can filter return merchandise authorizations by dealer, number, and status. To view and edit each return merchandise authorization, click the edit icon in the table. On the RMA page, you can see the items returned, what style they are, the reason […]
How to Manage Announcements
To manage announcements and notify your retailers about any news or updates, go to the Announcements page. Here you can also see the list of all previously created announcements. To send notifications to your dealers, click the ‘New Announcement’ button on the top right-hand corner of the Announcements page. Next, provide the Title and Content […]
How to Manage Resources
You may want to have commonly used files such as PDFs, brochures, or application forms inside the application so they are conveniently available for quick access to all manufacturer users. Manage these useful files on the Resources page. Here you can see the list of all resources, view/edit/delete/download them, or create a new resource. To […]
How to Manage Users
To view all users, go to Settings > Users page. From here, you can search for users by name or email, you can edit or delete them, and you can add new users. To add a new user, click the ‘Add user’ button in the top right-hand corner of the page. While creating or editing […]
How to Manage Modifications for Cabinets Series
There are special modifications for each cabinet series. To effectively manage modifications available within a series, go to the Styles page and click on the Modifications link located on the upper right-hand corner of the page. Similarly to managing parts, here you also have an option to scale all prices (see How to Manage Cabinet […]
How to Manage Cabinets Series, Collections, and Gallery
To manage any cabinet series or collections, go to the Styles page. Add New Cabinets Series To add a new cabinet series, simply click the plus + button at the bottom of the page and provide a name for it. Create a New Collection within a Series Once you’ve created a new cabinet series, you […]