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
Attach a Customer File to a Ticket
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
View and Print Manually Created Invoices
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
Authorization for Direct ACH Payment & Sample Download
Issue an ACH Credit to a Company
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
Send COD Payment Link to Customer using Email Icon
Enable ACH / EFT Payment Method on COD Payments for Customers
View and Use Unapplied Cash Records
AP Solutions
About AP Automation
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
Mass Update Company Addresses by Import
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
Create a Quote within a Lead
Copy a Quote
Export Cash Quotes Data
Delete a Cash Quote
Add Additional Charges to Quotes, Cash Quotes, and Orders
Send and Schedule Emails from Customers Screen
Sales Territory Assignment
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
Filter Inventory by Warehouses
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
Create a New Ticket
Find Tickets (By Company)
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 Module
Tickets
Configure Tickets
Create a New Ticket Without a Template
Use the Editor Toolbar in Ticket Description
Clone a Ticket
Add an Assignee to a Ticket
Link Tickets to a Ticket
Adding Internal Comments to Tickets
Attach an Internal File on Tickets
Unlink Tickets
View Internal Comments on Tickets
Set Up the Allowed Files Types for Customer Tickets
Compose an Email from a Ticket
Display Ticket to Customer
Add a Customer Comment on Tickets
View Customer Comments on Tickets
Set Up Notifications: Enable Customer Ticket Notifications
Add an Email Address to Receive Notification Emails from a Ticket
Add a Snippet on Ticket Comment
Edit a Snippet on Ticket Comment
Remove a Snippet on Ticket Comment
View Internal Files on a Ticket
View Customer Files on Tickets
Logging Time On a Ticket
Assign a Ticket to a Company
Set the Work Status on a Ticket
View the Work Status for Tickets Under a Company
Merge a Ticket With Another Ticket
Delete a Ticket
Explore Tickets
Clone Activities and Tickets
Ticket Formatting Options
Using the Editor Toolbar on Long Ticket Descriptions
View and Attach Videos to Tickets
Attach and View Videos on Customer Portal Tickets
Last Modified Date is Updated after Comments are Left on Tickets
View the Work Status for Tickets under a Company
Set the Values for the Work Status Field
View and Set Work Status on Tickets
Customer Tickets Project Field
Add Email Addresses to a Ticket for Notifications
View All Emails Sent for a Ticket
Ticketing System Notifications
Ticket Templates
Manage and Use Ticket Templates
Configure Ticket Templates
Delete a Ticket Template
Create Ticket Template
Edit a Ticket Template
Delete a Ticket Template
Create New Tickets from Existing Templates
Ticket Interceptors
Order Management
Explore Order Management
View & Recalculate Available Inventory on Orders
Cancel an Order
View, Edit, and Delete All Order Notes in the Operations Portal
View Inventory Levels When Changing Order Item Warehouse
Order Entry - Search Products When Changing Order Item Code
Re-Push Order Tender to the ERP
Bulk Order PDF Download Options
Download Order PDF Files in Bulk
Order Entry - Product Search Options
Global Customer Comments
Unit Standard Setting
Child Line Items
Download Order PDF Files in Bulk by Company
Orders - Send Email Alerts Every 5 Minutes if Orders are Not Yet Released to the ERP
Notify Store or Warehouse when Orders are Placed
Orders - Validate Delivery Address via Avalara Before Releasing an Order to the ERP
Void and Reset Payments in the Portal
COD Payment Link - ACH / EFT
Issue a Charge via Credit Card
Manage Company Payment Methods
Edit Your Monthly Payment Statement Template
Company Catalog Price List Download
COD Payment Link Overview
Order Settings for Child Items
Customer Portal - Exclude Orders by Status
View and Print Manually Created Invoices
Add Products from a Catalog to an Order, Cash Quote, or Quote
Large Price List Downloads
Setup & Manage Product Lists
Order Entry in the Operations Portal
View System Events for Companies, Customers, and Orders
Configure Countries & States
Discount Records and Add-ons
View & Filter by ERP Order Type in Both the Operations Portal & Customer Portal
Tag and Filter Orders by Sales Rep
Display Scheduled Delivery Date in the Customer Portal
Automatically Assigning Guest Orders to a Cash Account
Order Approval Workflow - Send Notifications Based on Shipto
Order Approval Workflow
Orders - Monitoring & Releasing Orders to your ERP
Receive Order Placed Notifications for Assigned Customer Accounts
Order Automation in the Operations Portal
Add, Edit, and Remove Addons on an Order
View Inventory on Order Items
Creating Backorders
Customer Returns - General Flow
Configure Order Management
Setting Pricing Warehouse
Setting up Additional Charges for Quotes, Cash Quotes, and Orders
View Product Purchase History During Order Entry
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
Update Payment Terms on Orders and Cash Quotes
View Inventory Levels When Changing Order Item Warehouse
Display ERP Quotes in the Customer Portal
Logistics
Proof of Delivery
About Our Driver Delivery Apps
Driver Delivery App V2 Workflow
Driver Delivery App V3 Workflow
Driver Delivery Mobile App
Find and Download the Driver Delivery App V2
View Delivery Items in Driver Delivery App
Capture POD Photos in Driver Delivery App
Logging in to the Driver Delivery App
View Delivery Details
Update Delivered Quantities
Update Delivery Status
View Trips
Update Trip Status
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
Related Products
Product Details Overview
Workflow
PIM Workflow Settings
Product Specifications
Default Category View on Commerce Site
Product Languages
Categories
Category Tree
Category Languages
Filter Categories
Attributes
Managing Related Products
Maintain & Display Related Products From Your ERP
Tracking Related Products
Managing Product Data via External PIM Integrations
Configure PIM
Product Maintenance
Updating Product Information
Manually Add Media Files to Products using Public Files
Adding Products
Add, Remove, and Update Product Resource Files
Add Related Products Manually
Updating Product Detail Information
Updating Product Information in Grid
Product Image Recommendations
Product Specification Import Options
Import Product Specifications
Update Product Specifications
Mass Upload Product Images and Media Files
Adding or Deleting Images and Media Files to Products
Order Product Images
Updating the Supplier Code and Supplier Part Number on a Product Page
Save and Search Your Own Product Codes
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
Restrict Products to Designated Customer Accounts
Remove Existing Product Resources
Working With Product Data
Adding Product Kits to an Order
Exporting Product Data
Export All Products Assigned to a PIM Category
Export Categories by External ID
Product Revisions
Product Order
Active and Display Product Fields
Update the Display Field on Products
Update the Display Field on Products Using the Data Grid
Mass Update the Product Display Field 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
View Cross Reference Products
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
Assign Products to a Category by Import (Category Products Tab)
Add Products to Categories by Importing
Working with Product Category Assignments
Exporting Product Category Assignments
Delete Primary Category Assignment by Importing
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
Related Products
Add Related Products Manually
Add Related Products via Import
Related Products Slider Order (Manually)
Categories
Creating Product Category Structure
Adding Category Images
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
Find Filter Categories by Display, Product Display, and Searchable Value
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
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
View Parent Page Names in the Spreadsheet View
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
Update Content Pages by Importing
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
Editing Menus, Widgets, and Pages in Multi-Site Mode
Configure CMS Page Internal Comment Notifications
Fraud
Explore the Operations Payment Fraud Module
Enable Fraud Detection
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
Punchout
Punchout Documentation
Punchout Customization Guide
Punchout Settings and Configuration Guide
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