Operations Portal
Account
Notifications
Set Up Notifications - A Job is About to Expire
Set Up Notifications - New Shipto Added On Web
Set Up Notifications - New Shipto Added in ERP
Set Up Notifications - Updating Assigned Sales Reps to Quotes or Orders
Set Up Notifications - Creating Quote Comment
Set Up Notifications - Credit Status Change
Set Up Notifications - Assigned to Company
Set Up Notifications - Customer Comments on Content Pages
Set Up Notifications - An Order Was Placed Under an Assigned Company
Set Up Notifications for your Store Email Address
General Pages
Add Favorites to Your Homepage
Inventory
Showing Net Available Inventory to Customers
AR & Payment Solutions
Explore AR & Payment Solutions
Accounts Receivable Screen Overview
Digital Credit Application
Card, ACH, and EFT Payments
Credit Card Surcharges & Convenience Fees
ACH & Card Payments Reporting and Batch Cutoff Times
Exporting Payment Remittance Files
Nightly Invoice Emailing & Mailing
Emailing & Mailing Monthly Statements
Initiating Payments and Adding Payment Methods on Behalf of Customers
Card Payment Attempts Reporting
Responding to NACHA Audit Requests
Configure AR & Payment Solutions
AR Screen Overview
Creating Accounts Receivable Sticky Filters on the Search Screen
Export Accounts Receivable Data (Search Screen)
View Customer Web Account Payments
Creating Customer Payment Type Filters
Search For and View Invoices by Orders
Search For and View Invoices - By Companies
View Open Invoices and Balances by Company
Download Invoiced Orders
Download / Export Payments
Attaching Files to Invoices
Save Monthly Job Statement As a Customer File
Commenting On Invoices
Paying Customer's Open Invoices
Paying for an Order on behalf of a Customer
Void Payment and Roll Back Invoices
Issue a Credit
Issue a charge on a credit card
Send an Invoice Manually by Email
Enabling Short Pay for Customers (Global)
Adding or Updating Short Pay Reasons (Global)
Viewing Short Pay Reasons
Enabling Schedule Pay (Global)
Cancel a Customers Scheduled Payment
Viewing Scheduled Payment Errors
Find Scheduled Pay Errors (Global)
Enable the Customer Deposit Feature (Company)
Enable Customer Deposit Feature (Global)
Finding Customer Deposit Transactions in the Operations Portal
Set Batch Out Time
Set Up ACH Credentials
Set Up ACH Payment Methods (Company)
Set Up ACH Payment Methods (Global)
Enable Customer ACH Payments through Priority Payments
ACH Payment Response Codes & ACH Notifications of Change
Set Up Email Alerts - ACH Payment Returned by the Processor (Company)
Set Up Email Alerts - ACH Payment Returned by the Processor (Global)
Handling ACH Payments that are NSF
Vault ACH Payment Method When Issuing a Charge
NACHA ACH Compliance Requests
Issue an ACH Credit to a Company
Authorization for Direct ACH Payment & Sample Download
Set Up Canadian EFT Payments (Global)
Set Up Canadian EFT Payments (Company)
Configure Canadian EFT Payment Credentials
Set Up Credit Card Payment Methods (Company)
Set Up Credit Card Payment Methods (Global)
Priority Payments Merchant Processing Chargebacks
Set Up CenPOS Credentials
View Payment Attempts and Error Codes
Set Up Converge Credentials
Set Up Converge API User
View & Download Credit Card Surcharges & Convenience Fees
Card Payment Response Codes
Set Up Email Alerts - Credit Status Change (Global)
Set Up Email Alerts - Credit Status Change (Company)
Set Up Email Alerts - Customer Commented on Invoice (Company)
Set Up Email Alerts - Customer Commented on Invoice (Global)
Set Up Email Alerts - Payment Made (Company)
Set Up Email Alerts - Payment Made (Global)
Set Up Email Alert - Scheduled Payment Error
Customer Payments - Add, Edit, or Delete a Payment Method
Customer Payments - Reset Card Payment Attempts
Setting Payment Period for Last Day of Month as Start Date
AP & AP Solutions
About AP Automation
Digital Credit Application
Microsoft 365 Email Forwarding
Configure Vendors
Adding Products to Vendor Invoices
Copy Vendor Invoices
Delete Vendor Invoices
Setting Payment Terms on Vendors
Update Vendor Logos
Update Vendor Payment Term Setting
Vendor Internal Comments
Vendor Internal Files
Vendor Invoice Comments
Vendor Invoice Drag & Drop
Business Intelligence
Customers
Sign Up a New Customer
Delete a Customer
Adding Customers to Accounts
Auto-Select Shipto on Customer Login
Mass Import Customers
Unlock Customer’s Account After Too Many Login Attempts
Enable Automatic Reset Password Email after Failed Login Attempts
Add or Delete Roles to Customers
Import Customer Roles
Companies
Search or Filter on a Company
View Orders by Company
Delete a Company
Add a Customer to a Company
View Customers Under a Company
Set Up and Remove Linked Accounts - Parent Company
Export Company Addresses by CompanyID
CRM
Add Additional Charges to Quotes, Cash Quotes, and Orders
Employee Mobile App
Explore Employee Mobile App
Inventory
Pricing
Activities
Employee Mobile App: Tickets
Quick Order
My Chats
Configure Employee Mobile App
Download the App & Log In
Create, Update, & Delete Filters
Save Search Filters
View and Update Company General Info
View and Update Company Info
View and Update Company Contact Info
View and Update Company Address Info
View and Update Company Shipping Info
View and Update Company Accounting Info
View and Update Company Payment Info
View Customers Under a Company
Find Products and View Inventory Details
Customize Price Check and Inventory Screens
View Product Pricing
Viewing Timelogs on Tickets
Create Activities
Update Activity Details
View or Add Internal Comments when using Activities
Find Activities
Find an Order
Begin a New Order
Add Items to an Order
Placing an Order and Checking Out
Add Notes to Quick Orders
Find Tickets (By Company)
Create a New Ticket
Apply Filters to the Ticket Screen
Edit a Ticket
Assign Tickets
Save or Edit a Ticket Filter
Comment on Tickets (Internal)
Comment on Tickets (Customers)
Make Tickets Visible to Customers (Ticket Screen)
Make Tickets Visible to Customers (By Company)
View and Update Leads
Use Leads Internal Comments
Add Internal Files to Leads
Use Barcode Scanner to Find Products
Using My Chats
Services
Ticket Templates
Configure Ticket Templates
Create Ticket Template
Edit a Ticket Template
Delete a Ticket Template
Create New Tickets from Existing Templates
Ticketing System Notifications
Ticket Interceptors
Order Management
Configure Order Management
Setting Pricing Warehouse
Attaching Files to Orders
Delete Customer File from an Order
Commenting On Orders
Issue a Refund on an Order
Hide Orders Using the Customer Status
Customize Customer Order Status Values
Update Cash Quotes and Orders as Non-Taxable
View Inventory Levels When Changing Order Item Warehouse
Customer Returns - General Flow
Logistics
Proof of Delivery
Driver Delivery App V2 Workflow
Driver Delivery App V3 Workflow
Driver Delivery Mobile App
Logging in to the Driver Delivery App
View Delivery Details
Update Delivered Quantities
View Trips
Collect POD Signature
Switch to Spanish Using the Driver Delivery App
Switch to French Using the Driver Delivery App
Employees
Sign In To Your Account
Logging into the Operations Portal with Google
Reset Your Password
Managing Employees
New Employee Account Activation Email
Clearing Employee Failed Login Attempts
Viewing User Roles and Permissions that are Needed
PIM
Explore PIM
Products
Screen Overview
Product Details Overview
Workflow
PIM Workflow Settings
Default Category View on Commerce Site
Product Languages
Categories
Category Tree
Category Languages
Filter Categories
Attributes
Managing Product Data via External PIM Integrations
Configure PIM
Product Maintenance
Updating Product Information
Adding Products
Updating Product Detail Information
Updating Product Information in Grid
Product Specification Import Options
Import Product Specifications
Update Product Specifications
Mass Upload Product Images and Media Files
Order Product Images
Adding or Deleting Images and Media Files to Products
Save and Search Your Own Product Codes
Updating the Supplier Code and Supplier Part Number on a Product Page
Updating the Supplier Code and Supplier Part Number on Products Using the Data Grid
Updating the Supplier Code and Supplier Part Number on Products by Import
Adding Resource Files to Products
Adding Resource Files to Products by Import
Mark Products as Digital
Mass Update Products as "Digital"
Mass Update Products as "Digital" by Import
View Products that are Marked as "Digital"
Order Products using the Category Product Grid
Display Substitute, Options, and Upgrades Products
Setting up Product Kits
Additional Product Kit Setup
Working With Product Data
Exporting Product Data
Export All Products Assigned to a PIM Category
Export Categories by External ID
Product Revisions
Product Order
Active and Display Product Settings
Update the Display Setting on Products
Update the Display Setting on Products Using the Data Grid
Mass Update the Product Display Setting by Import
Display Recommended Products
Check & Review Imports
Add Square Footage Display Feature to Commerce Products
Mass Delete Products by Import
Featured Products Slider
Display Subcategory Sliders
How to Find Added Products
Assigning Attributes to Products
Assign Attributes By Importing
Assign Attributes in Data Grid
Assign Attributes By Code
Working with Product Attribute Assignments
Exporting Attribute Assignments
Mass Delete Attribute Assignments
Viewing Over 20+ Product Attributes
Assigning Products to Categories
Adding Products to Categories Manually
Add Products to Categories by Importing
Working with Product Category Assignments
Exporting Product Category Assignments
Export All Products Assigned to One Category (Category Assignment Tab)
Export All Products Assigned to One Category (Categories)
Mass Delete Product Category Assignments
View All Products Assigned to One Category (Data Grid)
PIM Workflow
Setting Up Product Data for Workflow
Updating PIM Settings
Categories
Creating Product Category Structure
View All Product Categories
Edit a Category
Create a Category Tree
Creating Product Categories Manually
Creating Product Categories by Importing
Edit Products Within a Category using the Category Grid
Category Order
Configure Custom Category Order
Configure Custom Category Order by Import
Update Category Order by Product Count
Import Categories by External ID
Exporting Categories
Setting Up a Product Category Banner
Viewing Products in a Specific Category
Hide All Products in a Category
Deleting One Product Category
Deleting Multiple Product Categories
Deleting Unselected Categories
Deleting Categories with Child Categories
Mass Delete Product Categories by Import
Update the Default Category View
Update Category Default View
View and Restore Product Category Revisions
Using the Primary Category Column
Mass Update Product Order Within a Category using Category Assignment (Import)
Assign and View Categories by Host (Multisite)
Setting Up Subcategory Slider
Filter Categories
Creating Filter Categories (Manual)
Create Filter Categories (Import)
Creating the "Category" Filter Category
View All Filter Categories
Exporting Filter Categories
Updating Filter Category Order
Updating Filter Category Order (Import)
Update Filter Categories as Non-Searchable
Edit a Filter Category
Delete a Filter Category
Mass Delete Filter Categories by Import
View All Attributes Assigned to a Filter Category
View All Attributes Assigned to a Filter Category (Attribute Screen)
Display Filter Categories on Product Catalog View
Attributes
Creating Attributes (Manual)
Set the Primary Image on Product Attributes
Creating Multiple Attributes (Import)
Configure Your Attribute Order by Count
Configure Your Attribute Order by Name
Configure Your Attribute Order by Category Order
Configure Your Attribute Order (Import)
Update Attribute Order if Filter Category = Category Order (Manual)
Update Attribute Order if Filter Category = Category Order (Attribute Grid)
Update Attribute Order if Filter Category = Category Order (Import)
Delete an Attribute
Mass Delete Product Attributes by Import
Edit an Attribute
View All Attributes
Export All Attributes
View All Attributes Assigned to a Product (Product Details)
View All Products Assigned to an Attribute (Data Grid)
View All Products Assigned to an Attribute (Filter Categories)
Assign Multiple Products to One Attribute (Import)
Exporting All Products Assigned to One Attribute
Product Languages
Category Languages
CMS
Explore CMS
Content Management System Overview
CMS Menus
CMS Customizer
CMS Pages
CMS Blog Posts
Create CMS Blocks
CMS Common Block Types
CMS Page Drafts
CMS Page Layouts
CMS Page Templates
CMS Page Tree
CMS Widgets
CMS Media
Exporting and Importing Content Pages
SEO Capabilities Within the Kodaris CMS
CMS Branding Capabilities
Configure CMS
Block Editor
Adding a New Block
Color Settings Overview
More Rich Text Editing Options
Moving Blocks
Preview Feature
Typography Settings Overview
Work with Blocks
Configure CMS Page Internal Comment Notifications
Design Blocks
Buttons Block
Columns Block
Form Block
Group Block
Product Slider Block
Separator Block
Spacer Block
Table Block
Add a Map Block
Customize Your CMS Map Block
Pages
Add a New CMS Page
Delete a CMS Page
Find a CMS Page
Preview a Page
Mark CMS Pages Inactive
Editing Existing CMS Pages
Ordering CMS Pages
Use the Draft Feature on New CMS Pages
Use the Draft Feature with Existing CMS Pages
Embed Vimeo Video Links on Pages
Add Videos to Homepage Banner
Internal Page Comments
Set a Status on CMS Pages
Set Up CMS Page Statuses
Add CMS Page to Menu
Remove a Page From your CMS Menu
Import and Export Content Pages
Export Content Pages
Find a CMS Blog Post
Preview a Blog Post
Edit a Blog Post
Create Parent Blog Page
Create a Blog Post
Customize Blog Post Tile Images
Add a New CMS Page Layout
Set Up Career Pages
Draft Pages
Create a Draft Page
Delete a Draft Page
Save a CMS Draft Page
Search for a Draft Page
Edit an Existing Draft Page
Preview a CMS Draft Page
Create Custom Blocks
CMS Image Guidelines
Search Engine Optimization
Create CMS Contact Forms
Forms - Add & Remove Fields
Enable Multiple File Uploads on CMS Forms
Custom Form Processing
Custom Form Processing - Send Emails Based on Form Values
Update Form Success and Error Messages
Update Your CMS Header Menu
Update CMS Footer Menu
Update CMS Home Slider (Banner)
Update Your Home Content Tiles
Remove Custom Link URLs from your CMS Menu
Display Top Categories
Top Brands Slider
Import CMS Widgets
Export CMS Widgets
View and Restore CMS Widget Revisions
Fraud
Explore the Operations Payment Fraud Module
Enable Fraud Check
System Settings
Emails
Configuring Office 365 Email Credentials
Scheduling an Email
Update or Personalize the From Name For All Store Emails
Resend Emails Directly from the Operations Portal
Send Emails to Employees via the Operations Portal
View and Edit Email Templates
Set the “Reply To” email address for all store emails
View / Confirm Sent Emails
System Settings
Send Email Alerts Every 5 Minutes If Orders are not Released to ERP
Integrations
Avalara Integration
MaxRecall Integration
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Topics:
Account
General Pages
Inventory
AR & Payment Solutions
AP & AP Solutions
Business Intelligence
Customers
Companies
CRM
Services
Order Management
Customer Returns - General Flow
Logistics
Employees
PIM
CMS
Fraud
System Settings
Integrations
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MaxRecall Integration
