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Sales

  • How to add customers to RoasterTools
  • Upload your customers into RoasterTools via CSV
  • Introduction to the Wholesale Portal
  • Customer Payment Terms
  • How to approve Pending orders received from the Wholesale Portal
  • Introduction to automatic discounts
  • How to enable customers to receive recurring order now emails
  • Deactivating Old Customers and Products
  • Customizable Categories on the Portal
  • Applying a One Time Discount
  • Selling Online Retail Subscriptions
  • Order Search Feature
  • Importing Trade Orders
  • Cancelling Orders
  • Refunding Orders
  • Reverting a Cash or Check Payment
  • Order Minimums
  • Change Guide to the *New* Wholesale Portal
  • Unavailable and Exclusive Products in the Wholesale Portal
  • How to invite a customer to use your wholesale portal
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Categories

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  • Products
  • Sales
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  • Integrations
  • Support & Billing
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