Sales
- How to Add Customers
- Customer Payment Terms, Methods and Creating Payments
- How to approve Pending orders received from the Wholesale Portal
- Discounts
- How to Enable Customers to Receive Sunday Order Reminder Emails
- Deactivating Old Customers and Products
- Customizable Product Groups / Categories on the Portal
- Applying a One Time Discount
- Online Retail Subscriptions and How to Set Them up in RoasterTools
- Order Search Feature
- Importing Trade Orders
- Cancelling Orders
- Refunding Orders
- Reverting a Cash or Check Payment
- Order Minimums
- Unavailable and Exclusive Products in the Wholesale Portal
- How to Invite Customer to Your Wholesale Portal
- How to Use Catalogs to Limit Wholesale Portal Products
- How to send automatic outreach emails to your customers
- How to Enable the Wholesale Portal