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  1. Orderbot Support Help Center
  2. Guides

Guides

Articles on how use different orderbot functions

Products

  • Introduction to Products
  • Setup for Products
  • Adding Products
  • Add Products to Order Guides
  • 1:1 Bill of Material
  • Updating and Managing Products
See all 7 articles

Order Guide

  • Adding Order Guides
  • Managing Order Guides
  • Batch Edit Order Guide Pricing

Customer & Accounts

  • General Customer & Accounts
  • Create Customers and Accounts
  • Adding a Customer to an Existing Account
  • Searching for Customers
  • Default Customer Settings
  • Account Groups

CRM

  • What is CRM
  • CRM Notes
  • Creating a CRM Note

Inventory

  • Inventory Management
  • Inventory Adjust | Count from CSV

Orders

  • Order Basics
  • Understanding the Orderpad
  • Auto-check Stock Status on Orderpad
  • Order Other Charges
  • Deleting Orders
  • Changing Ship Date
See all 9 articles

Sales Reps and Users

  • New Users and Permissions

Shipping & Tax Settings

  • Adding a New Distribution Centre
  • Shipping Methods
  • Shipping Destinations
  • Shipping Charges
  • Tax Settings

Fulfillment

  • Backorder Allocation
  • Manage Shipping Response
  • Canada Post Integration

Accounting

  • Average Cost
  • Refunds
  • Payments: using a credit
  • Payments: Saving credit card on file (CIM) with Helcim
  • Clearing a Credit
  • Returns

Purchasing

  • Vendors
  • Purchase Order Basics
  • Generating Purchase Orders

Integrations

  • How to Return an Order from Shopify
  • How to Refund an Order from Shopify
  • Order Import: Amazon
  • Order Import: Shopify
  • Order Import: BigCommerce
  • Amazon Inventory Loader Format
See all 7 articles

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