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Basics
Basics
Overview
Overview
Prerequisites
Prerequisites
Hardware, Software, Network
Security
Security
Physical Security
Application Security
Data Security
FAQs
Fundamentals
Fundamentals
The Platform
The Platform
Overview
Parties and Subscribers
Accounts
Accounts
Overview
Units
Units
Overview
Users
Users
Overview
Navigation
Navigation
General Layout
Profile Menu
Identity Menu
Account Control Panel
Unit Control Panel
Action Bar
Modules
Modules
Top View
Top View
Account Structure
Notesroom
Catalog
Inventory
Channel
Commercials
Transactions
Policies and Procedures
Policies and Procedures
Platform Agreement
Information Security Policy
Disaster Recovery Plan
Setup
Setup
Overview
Overview
Big Picture
Basics
Users
Accounts
Locations
Functions
Connections
Units
Positions
Entitlements
Access Rights
Users
Users
New Users
New Users
Sign-up
Invite
Existing Users
Existing Users
Sign-in
Forgot Password
Profile Menu
Sign-out
Manage Profile
Manage Profile
View Profile
Edit Profile
Upload Picture
Change Password
How-to
How-to
Sign-up as a New User
Invite Colleagues/ Acquitances to Sign-up
Add Profile Picture
Change Password
Recover Forgotten Password
Troubleshooting
Troubleshooting
Unable to Sign-up
Sign-up Email not Received
Unable to Sign-in
Password Recovery Email not Received
Invitation not Received by Colleague/ Acquaintance
Accounts
Accounts
New Accounts
New Accounts
Sign-up
Authorize
Account Activation
Account set up
Existing Accounts
Existing Accounts
Identity Menu
Control Panel
Action Bar
Action Menu
Manage Profile
Manage Profile
Account Profile
How-to
How-to
Sign-up for an Account
Authorize an Account
View all My Accounts
Access the Control Panel
Set Default Account
Switch to a Different Account
Switch to a Unit within an Account
Switch to a Different Unit within the Account
Troubleshooting
Troubleshooting
Unable to Sign-up for an Account
Unable to Authorize an Account
Structure
Structure
Locations
Locations
Overview
View all Locations
New Location
Functions
Functions
Overview
View all Functions
Bulk Upload
New and Edit
Downloading Functions
Users
Users
Overview
Types of Users
View all Users
Bulk Upload
New and Edit
Deactivating a User
Downloading Users
Connections
How-to
How-to
View all Locations
Add a Location
View all Functions
Upload Multiple Functions
Add a Function
Edit a Function
Download Function List
View all Users
Add a User
Edit a User
Deactivate a User
Upload Multiple Users
Download Information on Existing Users
Units
Units
Units
Units
Overview
Types of Units
View all Units
Bulk Upload
New and Edit
Deactivating a Unit
Download Unit List
How-to
How-to
Add a Unit
Edit a Unit
Deactivate a Unit
Assign a Unit Administrator
Unassign a Unit Administrator
Upload Multiple Units
Download Information on Existing Units
Positions
Positions
Positions
Positions
Overview
View all positions
Bulk Upload
New and Edit
Assign User to Position
Deactivating Position
Download Position List
How-to
How-to
New and Edit
Assign User to Position
Unassign User from Position
Deactivate a Position
Upload Multiple Positions Together
Download Information on Existing Positions
Access Rights
Access Rights
User Access Rights
User Access Rights
Overview
Viewing User Rights
Assigning User Rights
Unassigning User Rights
User Rights Report
Position Access Rights
Position Access Rights
Overview
Viewing Position Rights
Assigning Position Rights
Unassigning Position Rights
Position Rights Report
How-to
How-to
Assign Rights to a User
Unassign Rights for a User
Check Users with Specific Rights
Assign Rights to a Position
Unassign Rights for a Position
Check Positions with Specific Rights
Entitlements
Entitlements
Entitlements
Entitlements
Overview
View Entitlements
Edit Entitlements
Notesroom
Notesroom
Content
Content
Basics
Overview
Overview
Galleries
Many-to-many Links
Galleries
Galleries
Understanding Galleries
Searching within a Gallery
Downloading Gallery Content
Tagging in Galleries
Widgets
Pictures
Pictures
Pictures
Pictures
New and Edit
Picture Proportions
Bulk Upload
Pictures from Powerpoint Presentations
Picture Albums
Picture Albums
New and Edit
Picture Magnifier
How-to
How-to
Add a Picture
Replace a Picture
Deactivate a Picture
Search for a Picture
Tag a Picture
Find Pictures with a Specific Tag
Add a Picture Album
Edit a Picture Album
Search for a Picture Album
Tag a Picture Album
Find Picture Albums with a Specific Tag
Pages
Pages
Pages
Pages
New and Edit
Widget Design Options
Documents
Documents
Documents
Documents
New and Edit
How-to
How-to
Upload a Document
Replace a Document
Search for a Document
Tag a Document
Find Documents with a Specific Tag
Externally Linked Content
Externally Linked Content
Videos
Videos
New and Edit
Web Links
Web Links
New and Edit
Slideshows
Slideshows
New and Edit
Surveys
Surveys
New and Edit
Sites
Sites
Sites
Sites
New and Edit
Site Menu
Site Menu
New and Edit
Background Pictures
Access Rights
Access Rights
Access Rights
Access Rights
How it Works
Content Sharing
Content Sharing
Content Sharing
Content Sharing
How it Works
Campaigns
Campaigns
Campaigns
Campaigns
How it Works
New and Edit
Portals
Portals
Basics
Basics
Portals
Portal Classification
Portal Classification
Portal Classification
Overview
Overview
About Portal Classification
Managing Portal Classification
Managing Portal Classification
Bulk Upload
Downloading Portal Classification
Portals
Portals
Overview
Overview
About Portals
Managing Portals
Managing Portals
Viewing Portals
New and Edit
Catalog
Catalog
Basics
Basics
Overview
Brands
Item Categories
Measurement Classes
Units of Measure
Item Conditions
Items
Item Variants
Brands
Brands
Overview
Overview
Primary Brand
Secondary Brands
Managing Brands
Managing Brands
Viewing Brands
Bulk Upload
New and Edit
Downloading Brands
Item Categories
Item Categories
Overview
Overview
About Item Categories
Managing Item Categories
Managing Item Categories
Viewing Item Categories
Bulk Upload
New and Edit
Deactivating an Item Category
Downloading Item Categories
Measurement Classes
Measurement Classes
Overview
Overview
About Measurement Classes
Managing Measurement Classes
Managing Measurement Classes
Viewing Measurement Classes
New and Edit
Units of Measure
Units of Measure
Overview
Overview
About Units of Measure
Managing Units of Measure
Managing Units of Measure
Viewing Units of Measure
New and Edit
Downloading Units of Measure
UOM Conversion
Item Conditions
Item Conditions
Overview
Overview
About Item Conditions
Managing Item Conditions
Managing Item Conditions
Viewing Item Conditions
New and Edit
Downloading Item Conditions
Items
Items
Overview
Overview
Products
Services
Accessories
Components
Kits
Managing Items
Managing Items
View Items
Bulk Upload
Adding an Item
Editing an Item
Download Item List
Variants
Variants
Overview
Overview
Regular Variants
Kit Variants
Managing Variants
Managing Variants
Bulk Upload
Adding a Variant
Editing a Variant
Download Variant List
UOM Conversion
Retail Stocking
Inventory Management
Inventory Management
Basics
Basics
Overview
Types of Inventory
Inventory Actions
Managing Inventory
Managing Inventory
Uploading Inventory
Scanning Inventory
Viewing Inventory
Finding Specific Inventory Items
Viewing Inventory Details
Downloading Inventory
UOM Conversion
Retail Stocking
Adjusting Inventory
Adjusting Inventory
Adjustment Types
Adjustment Types
Overview
Viewing Adjustment Types
New and Edit
Adjustments
Adjustments
Recording Adjustments
Monitoring Inventory
Monitoring Inventory
Stock Levels
Stock Levels
Overview
Configuring Stock Levels
Viewing Stock Levels
Reports
Reports
Inventory Distribution
Expired Inventory
Inventory Nearing Expiry
Commercials
Commercials
Basics
Basics
Overview
Framework
Order Types
Commercials Types
Commercials Lists
Order Types
Order Types
Overview
Overview
About Order Types
Managing Order Types
Managing Order Types
View Order Types
New and Edit
Approving Order Types
Commercials Types
Commercials Types
Overview
Overview
About Commercials Types
Managing Commercials Types
Managing Commercials Types
View Commercials Types
New and Edit
Approving Commercials Types
Commercials Lists
Commercials Lists
Overview
Overview
About Commercials Lists
Managing Commercials Lists
Managing Commercials Lists
View Lists
Upload Lists
Modify Lists
Download Lists
Commercial Mappings
Commercial Mappings
Default Mappings
Default Mappings
Overview
View Default Mappings
Configure Default Mapping
Modify Default Mapping
Approve Default Mapping
Market Mappings
Market Mappings
Overview
View Market Mappings
Configure Market Mapping
Modify Market Mapping
Approve Market Mapping
One-to-one Contracts
One-to-one Contracts
Overview
View One-to-one Contracts
Configure One-to-one Contracts
Modify One-to-one Contracts
Approve One-to-one Contract
Reviewing Commercials
Reviewing Commercials
Review Commercials Lists
Accept Commercial Contracts
How-to
How-to
Upload Commercials Lists
Modify Commercials Lists
Download Commercials Lists
Review Commercials Lists
Accept Commercial Contracts
Channel Design
Channel Design
Basics
Basics
Overview
Channel Partners
Principals
Customers
Suppliers
Counterparties
Transporters
Channel Partners
Channel Partners
Overview
Overview
About Channel Partners
Managing Channel Partners
Managing Channel Partners
Viewing all Channel Partners
Appointing a Channel Partner
Authorizing a Channel Partner
Viewing Channel Partner Details
Deactivating a Channel Partner
Unit Mappings
Unit Mappings
Units as Compartments
Assign Items to Channel Partner
Assign Market Areas to Channel Partner
Appoint Channel Partner as Transfer Agent
Assign Order Types to Channel Partner
Privacy Settings
Privacy Settings
Overview
Monitoring Channel Partner Inventory
Monitoring Channel Partner Transactions
Monitoring Channel Partner Commercials
Principals
Principals
Overview
Overview
About Principals
Managing Principals
Managing Principals
View all Principals
Authorizing a Principal
Viewing Principal Details
Unit Mappings
Unit Mappings
Viewing Delegated Items
Viewing Delegated Market Areas
Configuring Privacy Settings
Customers
Customers
Overview
Overview
About Customers
Managing Customers
Managing Customers
Viewing all Customers
Adding a Customer
Authorizing a Customer
Viewing Customer Details
Deactivating a Customer
Unit Mappings
Unit Mappings
Units as Compartments
Assign Items to Customer
Assign Order Types to Customer
Suppliers
Suppliers
Overview
Overview
About Suppliers
Managing Suppliers
Managing Suppliers
View all Suppliers
Authorizing a Supplier
Viewing Supplier Details
Unit Mappings
Unit Mappings
Viewing Delegated Items
Counterparties
Counterparties
Overview
Overview
About Counterparties
Managing Counterparties
Managing Counterparties
Viewing all Counterparties
Bulk Upload
New and Edit
Downloading Counterparty List
Transporters
Transporters
Overview
Overview
About Transporters
Managing Transporters
Managing Transporters
Viewing all Transporters
Bulk Upload
New and Edit
Downloading Transporter List
Order Management
Order Management
Basics
Basics
Overview
Framework
Order Generation
Order Generation
Generate an Order
Review an Order
Modify an Order
Confirm an Order
Order Acceptance
Order Acceptance
View Orders
Review an Order
Accept an Order
Decline an Order
Put Order on Hold
Order Fulfillment
Order Fulfillment
View Allocations
Allocate Stock
Pick Stock
Confirm Packing
View Dispatches
Dispatch Order
Receiving Orders
Receiving Orders
View Dispatches
Receive Order
Returns
Returns
View Returns
Start Return
Confirm Return
Dispatch Return
Return Processing
Return Processing
View Returns
Accept Return
Contact
Contact
User Support
Basics
Overview
Prerequisites
Hardware, Software, Network
Security
Physical Security
Application Security
Data Security
FAQs
Fundamentals
The Platform
Overview
Parties and Subscribers
Accounts
Overview
Units
Overview
Users
Overview
Navigation
General Layout
Profile Menu
Identity Menu
Account Control Panel
Unit Control Panel
Action Bar
Modules
Top View
Account Structure
Notesroom
Catalog
Inventory
Channel
Commercials
Transactions
Policies and Procedures
Platform Agreement
Information Security Policy
Disaster Recovery Plan
Setup
Overview
Big Picture
Basics
Users
Accounts
Locations
Functions
Connections
Units
Positions
Entitlements
Access Rights
Users
New Users
Sign-up
Invite
Existing Users
Sign-in
Forgot Password
Profile Menu
Sign-out
Manage Profile
View Profile
Edit Profile
Upload Picture
Change Password
How-to
Sign-up as a New User
Invite Colleagues/ Acquitances to Sign-up
Add Profile Picture
Change Password
Recover Forgotten Password
Troubleshooting
Unable to Sign-up
Sign-up Email not Received
Unable to Sign-in
Password Recovery Email not Received
Invitation not Received by Colleague/ Acquaintance
Accounts
New Accounts
Sign-up
Authorize
Account Activation
Account set up
Existing Accounts
Identity Menu
Control Panel
Action Bar
Action Menu
Manage Profile
Account Profile
How-to
Sign-up for an Account
Authorize an Account
View all My Accounts
Access the Control Panel
Set Default Account
Switch to a Different Account
Switch to a Unit within an Account
Switch to a Different Unit within the Account
Troubleshooting
Unable to Sign-up for an Account
Unable to Authorize an Account
Structure
Locations
Overview
View all Locations
New Location
Functions
Overview
View all Functions
Bulk Upload
New and Edit
Downloading Functions
Users
Overview
Types of Users
View all Users
Bulk Upload
New and Edit
Deactivating a User
Downloading Users
Connections
How-to
View all Locations
Add a Location
View all Functions
Upload Multiple Functions
Add a Function
Edit a Function
Download Function List
View all Users
Add a User
Edit a User
Deactivate a User
Upload Multiple Users
Download Information on Existing Users
Units
Units
Overview
Types of Units
View all Units
Bulk Upload
New and Edit
Deactivating a Unit
Download Unit List
How-to
Add a Unit
Edit a Unit
Deactivate a Unit
Assign a Unit Administrator
Unassign a Unit Administrator
Upload Multiple Units
Download Information on Existing Units
Positions
Positions
Overview
View all positions
Bulk Upload
New and Edit
Assign User to Position
Deactivating Position
Download Position List
How-to
New and Edit
Assign User to Position
Unassign User from Position
Deactivate a Position
Upload Multiple Positions Together
Download Information on Existing Positions
Access Rights
User Access Rights
Overview
Viewing User Rights
Assigning User Rights
Unassigning User Rights
User Rights Report
Position Access Rights
Overview
Viewing Position Rights
Assigning Position Rights
Unassigning Position Rights
Position Rights Report
How-to
Assign Rights to a User
Unassign Rights for a User
Check Users with Specific Rights
Assign Rights to a Position
Unassign Rights for a Position
Check Positions with Specific Rights
Entitlements
Entitlements
Overview
View Entitlements
Edit Entitlements
Notesroom
Content
Basics
Overview
Galleries
Many-to-many Links
Galleries
Understanding Galleries
Searching within a Gallery
Downloading Gallery Content
Tagging in Galleries
Widgets
Pictures
Pictures
New and Edit
Picture Proportions
Bulk Upload
Pictures from Powerpoint Presentations
Picture Albums
New and Edit
Picture Magnifier
How-to
Add a Picture
Replace a Picture
Deactivate a Picture
Search for a Picture
Tag a Picture
Find Pictures with a Specific Tag
Add a Picture Album
Edit a Picture Album
Search for a Picture Album
Tag a Picture Album
Find Picture Albums with a Specific Tag
Pages
Pages
New and Edit
Widget Design Options
Documents
Documents
New and Edit
How-to
Upload a Document
Replace a Document
Search for a Document
Tag a Document
Find Documents with a Specific Tag
Externally Linked Content
Videos
New and Edit
Web Links
New and Edit
Slideshows
New and Edit
Surveys
New and Edit
Sites
Sites
New and Edit
Site Menu
New and Edit
Background Pictures
Access Rights
Access Rights
How it Works
Content Sharing
Content Sharing
How it Works
Campaigns
Campaigns
How it Works
New and Edit
Portals
Basics
Portals
Portal Classification
Portal Classification
Overview
About Portal Classification
Managing Portal Classification
Bulk Upload
Downloading Portal Classification
Portals
Overview
About Portals
Managing Portals
Viewing Portals
New and Edit
Catalog
Basics
Overview
Brands
Item Categories
Measurement Classes
Units of Measure
Item Conditions
Items
Item Variants
Brands
Overview
Primary Brand
Secondary Brands
Managing Brands
Viewing Brands
Bulk Upload
New and Edit
Downloading Brands
Item Categories
Overview
About Item Categories
Managing Item Categories
Viewing Item Categories
Bulk Upload
New and Edit
Deactivating an Item Category
Downloading Item Categories
Measurement Classes
Overview
About Measurement Classes
Managing Measurement Classes
Viewing Measurement Classes
New and Edit
Units of Measure
Overview
About Units of Measure
Managing Units of Measure
Viewing Units of Measure
New and Edit
Downloading Units of Measure
UOM Conversion
Item Conditions
Overview
About Item Conditions
Managing Item Conditions
Viewing Item Conditions
New and Edit
Downloading Item Conditions
Items
Overview
Products
Services
Accessories
Components
Kits
Managing Items
View Items
Bulk Upload
Adding an Item
Editing an Item
Download Item List
Variants
Overview
Regular Variants
Kit Variants
Managing Variants
Bulk Upload
Adding a Variant
Editing a Variant
Download Variant List
UOM Conversion
Retail Stocking
Inventory Management
Basics
Overview
Types of Inventory
Inventory Actions
Managing Inventory
Uploading Inventory
Scanning Inventory
Viewing Inventory
Finding Specific Inventory Items
Viewing Inventory Details
Downloading Inventory
UOM Conversion
Retail Stocking
Adjusting Inventory
Adjustment Types
Overview
Viewing Adjustment Types
New and Edit
Adjustments
Recording Adjustments
Monitoring Inventory
Stock Levels
Overview
Configuring Stock Levels
Viewing Stock Levels
Reports
Inventory Distribution
Expired Inventory
Inventory Nearing Expiry
Commercials
Basics
Overview
Framework
Order Types
Commercials Types
Commercials Lists
Order Types
Overview
About Order Types
Managing Order Types
View Order Types
New and Edit
Approving Order Types
Commercials Types
Overview
About Commercials Types
Managing Commercials Types
View Commercials Types
New and Edit
Approving Commercials Types
Commercials Lists
Overview
About Commercials Lists
Managing Commercials Lists
View Lists
Upload Lists
Modify Lists
Download Lists
Commercial Mappings
Default Mappings
Overview
View Default Mappings
Configure Default Mapping
Modify Default Mapping
Approve Default Mapping
Market Mappings
Overview
View Market Mappings
Configure Market Mapping
Modify Market Mapping
Approve Market Mapping
One-to-one Contracts
Overview
View One-to-one Contracts
Configure One-to-one Contracts
Modify One-to-one Contracts
Approve One-to-one Contract
Reviewing Commercials
Review Commercials Lists
Accept Commercial Contracts
How-to
Upload Commercials Lists
Modify Commercials Lists
Download Commercials Lists
Review Commercials Lists
Accept Commercial Contracts
Channel Design
Basics
Overview
Channel Partners
Principals
Customers
Suppliers
Counterparties
Transporters
Channel Partners
Overview
About Channel Partners
Managing Channel Partners
Viewing all Channel Partners
Appointing a Channel Partner
Authorizing a Channel Partner
Viewing Channel Partner Details
Deactivating a Channel Partner
Unit Mappings
Units as Compartments
Assign Items to Channel Partner
Assign Market Areas to Channel Partner
Appoint Channel Partner as Transfer Agent
Assign Order Types to Channel Partner
Privacy Settings
Overview
Monitoring Channel Partner Inventory
Monitoring Channel Partner Transactions
Monitoring Channel Partner Commercials
Principals
Overview
About Principals
Managing Principals
View all Principals
Authorizing a Principal
Viewing Principal Details
Unit Mappings
Viewing Delegated Items
Viewing Delegated Market Areas
Configuring Privacy Settings
Customers
Overview
About Customers
Managing Customers
Viewing all Customers
Adding a Customer
Authorizing a Customer
Viewing Customer Details
Deactivating a Customer
Unit Mappings
Units as Compartments
Assign Items to Customer
Assign Order Types to Customer
Suppliers
Overview
About Suppliers
Managing Suppliers
View all Suppliers
Authorizing a Supplier
Viewing Supplier Details
Unit Mappings
Viewing Delegated Items
Counterparties
Overview
About Counterparties
Managing Counterparties
Viewing all Counterparties
Bulk Upload
New and Edit
Downloading Counterparty List
Transporters
Overview
About Transporters
Managing Transporters
Viewing all Transporters
Bulk Upload
New and Edit
Downloading Transporter List
Order Management
Basics
Overview
Framework
Order Generation
Generate an Order
Review an Order
Modify an Order
Confirm an Order
Order Acceptance
View Orders
Review an Order
Accept an Order
Decline an Order
Put Order on Hold
Order Fulfillment
View Allocations
Allocate Stock
Pick Stock
Confirm Packing
View Dispatches
Dispatch Order
Receiving Orders
View Dispatches
Receive Order
Returns
View Returns
Start Return
Confirm Return
Dispatch Return
Return Processing
View Returns
Accept Return
Contact
User Support
Sign in with Hotlink
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Platform Overview
Platform Users
Accounts
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Hotlink Help Center
Help Center
Navigation
Navigation Structure
Profile Menu
Identity Menu
Account Control Panel
Unit Control Panel
Action Bar
Modules
Constructor
Notesroom
Cataloger
Networker
Warehouser
Pricer
Transacter