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