Orders

•   Manage orders
  ^{See all 13 articles}

  • Cart History and Order History overview
  • Order and invoice history in Classic
  • Add order and order line notes
  • Set up order approval
  • Assign an order approver
•   Cart and checkout
  ^{See all 6 articles}

  • Get started with carts
  • Set up cart provider
  • Cart status label definitions
  • Saved orders and abandoned carts overview
  • Remove all items from a cart
•   Shipping and fulfillment
  ^{See all 18 articles}

  • Get started with shipping and carriers
  • Add a location
  • Assign a location to a website
  • Understand the order packager
  • Create a carrier
•   Quick order and order upload
  ^{See all 4 articles}

  • Quick Order
  • Order Upload
  • Set up order upload
  • Submit an order using Order Upload
•   Request for Quote
  ^{See all 8 articles}

  • Get started with Request for Quote
  • Configure Request for Quote
  • Manage sales representatives
  • Request for Quote notifications and messaging
  • Set a product to require a quote
•   Requisitions
  ^{See all 1 articles}

  • Manage requisitions
•   Manage lists
  ^{See all 6 articles}

  • Manage lists
  • Share lists
  • Upgrade wishlists to lists
  • Schedule email reminders for list reordering
  • Share lists with multiple customers
•   Manage budgets
  ^{See all 5 articles}

  • Budget Management overview
  • Configure a budget
  • Assign a budget
  • Review a budget
  • Add cost codes
•   Payments
  ^{See all 9 articles}

  • Payment process
  • Payment methods overview
  • Create and assign payment methods
  • Configure purchase orders
  • Submit a transaction
•   Taxes
  ^{See all 5 articles}

  • Get started with tax calculators
  • Set up the dual-rate tax calculator
  • Manage tax exemptions
  • Configure tax computation
  • Enable Value Added Tax (VAT)
•   Currencies
  ^{See all 9 articles}

  • Get started with currencies
  • Create a currency
  • Create multiple currencies
  • Assign a currency to a website
  • Create a currency conversion rate
•   Return merchandise authorization
  ^{See all 2 articles}

  • Get started with return merchandise authorization (RMA)
  • Set up return merchandise authorization (RMA)