What is Product Catalog and how to add new products in catalog? Go to the “ Product Catalog” page Select a customer from the customer drop down […]

Where to find invoices of submitted orders? Go to the “Invoices” page Click on the order you want to view the invoice of  Click the “View” button […]

Where to find the Submitted orders? Go to the “Submitted Orders” page Here you can find all your submitted orders  Click on an order, to view its […]

How to check and edit scheduled calls with your customers? Go to the “Customer(Account)” Page Select a customer Click the “Scheduled Call” button Click the “View” button […]

How to select a customer and add products & quantity to Cart? Go to the “Add to Cart” page Select Customer in the Drop down menu  Select […]

What is a call plan and how to use it? Call plan is the sales rep’s scheduled calls with each customer to renew their orders. To see […]

How can we add new items in our Product List? Click on “All Product” button Select “Add Product” button  Fill in all information in the empty fields  […]

How to add new products & quantities while making a new order?  Go to “Customer(Account) “ page Select a customer Click the “New Order” button  To add […]

How to add a New Order in Customer account ? Go to the “Customer(Account)” page  Select  customer for which you want to create the order  Click the […]

How can we add New Customers in our account? Go to the “Customer(Account)” page To add a new customer, click the “Add” button. Fill the customer’s contact […]