Sales

Creating Orders, Applying Discounts, Wholesale Portal and more!

Jon Ewalt avatar Zach avatar
20 articles in this collection
Written by Jon Ewalt and Zach
Wholesale Portal

Getting Started with the Wholesale Portal

Enable your wholesale portal on your account to easily sell to your wholesale customers online
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

How to send automatic outreach emails to your customers

Outreach allows you to automatically contact your customers to drive orders to your wholesale portal
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

How to approve Pending orders received from the Wholesale Portal

You must approve an order placed in the Wholesale Portal before it can be added to a Production Run
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

Customizable Categories on the Portal

Create custom categories to make it easier for your customers to find and order products on the wholesale portal
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

How to use a Catalog to limit products on your Wholesale Portal

Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

How to invite a customer to use your wholesale portal

You can enable portal access for individual wholesale customers, and optionally send them an invite email on using the wholesale portal
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

Unavailable and Exclusive Products in the Wholesale Portal

You can easily enable individual products to be shown or not shown in the wholesale portal, or make a product exclusive to just one customer
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

Change Guide to the *New* Wholesale Portal

Discover what's changed in the relaunch of the wholesale portal
Jon Ewalt avatar
Written by Jon Ewalt
Updated over a week ago

Order Minimums

How to set up order minimums for your portal
Zach avatar
Written by Zach
Updated over a week ago