Settings Configuration
Customize Once, then Let the System Do the Work!
17 articles
Building Your Foundation
Basic Elements for Daily Operations
Company Details & LocationsCompany Details - Locations - Adding Users - Assigning Roles, Product Catalogue and Installs.
User Roles & PermissionsEverything you need to know about User Roles and Permissions
Adding Users & Assigning RolesTime to get your employees loaded in the system!
Product CatalogLet's get your brands in, review your categories, and set up all of your conditions!
Product PricingThis is a crucial step before your website goes live!
Add & Edit InstallsLet's Configure Your Install Settings!
Core Settings
Essentials that Power Your Platform
PaymentsLet's Configure Your Payment Settings
Terms & ConditionsLet's Configure Your Settings for Terms & Conditions
Delivery ScheduleLet's Configure Your Delivery Schedule Settings!
AccountingLet's configure your Delivery Schedule!
Delivery & AutomationLet's configure all of your Logistics Automations!
Advanced Features
Enhancements to Maximize Efficiency & Automation
NotificationsTime to Set Up All of your Notifications!
How To Activate Your Protection PlansA Guide To Activate Your Protection Plans
PromosDiscover Instant Rebates & Coupons
EquipmentDigital Price Tags, Payment Terminals & Gateways
Adding Custom ItemsNeed to add irregular items to your inventory & easily add to orders?
Creating Package DealsGroup appliances into packages for bundled deals and faster quoting.