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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 recurring order now 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
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Categories

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  • Insights
  • RoasterPay
  • Roaster Tools 101
  • Operations
  • Sales
  • Portal
  • Products
  • Integrations
  • Support & Billing
  • (OLD VERSION) Production Runs
  • Status
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