Sales
- Payments: How to Set Up Customer Payment Terms and Methods
- How to Enable Customers to Receive Sunday Order Reminder Emails
- Discounts
- Customers: Adding, Managing and Deactivating
- Account Settings: How to Enable the Wholesale Portal for your Account
- Online Retail Subscriptions and How to Set Them up in RoasterTools
- Unavailable and Exclusive Products in the Wholesale Portal
- Introduction to the Wholesale Portal
- Third Party Order Platforms: Importing Trade Orders
- Orders: How to Cancel an Order
- Customizable Product Groups / Categories on the Portal
- How to Assign Customers to Production Days
- Processing a Refund
- How to Use Catalogs to Limit Wholesale Portal Products
- Order Minimums
- Reverting a Cash or Check Payment
- How to approve Pending orders received from the Wholesale Portal
- Applying a One Time Discount
- Order Page: Sort Orders Using Filters
- RoasterPay: How to Process Collectable Payments