Please view video below to walk through managing your order types.
Check out this video: https://share.vidyard.com/watch/Dxv9kHw23SA1eYBMTHLoAY?
Managing Your Order Types Tutorial
-
Getting Started
- New User Demo
-
FAQ
- How Do I Start an Order?
- How do I add a create a new user?
- I forgot my password.
- How do I update my billing or shipping information?
- What is the difference between draft, submitted and valid status in My Orders?
- How do I show future availability on a line sheet.
- How to Request Access
- Virtual Showroom Walkthrough
- Split Orders Feature Update
- Key Icons of RepSpark - Definitions
- Adding Products Using the UPC Upload
- Tips and Tricks
- Trouble Shooting
- Images and Videos
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Data Management
- Export ATS to Excel
- Excel Import Export
- SFTP
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Wholesale Order Entry
- Multi Order Validation
- Filters and Sorting Products
-
Order Entry
- How to Enter an Order
- Discounting Products with Different Discounts
- How to Start An Order Tutorial
- Sizing Summary Table in the Cart and Review Page
- Order Review Excel Export for Multi-Dim Clients
- Split Orders - Creating new order for items not in stock
- Split Order - Beginning a separate Draft Order with unavailable items
- Split Orders - modify the dates of the orders and the products within the split orders
- How to Copy an Order
-
Assortments & Catalogs
- Wish List Tutorial
- How to Create an Assortment
- Wish List Cover Images
- New Wish List Features
- FAQ's
- Adding Items to Shared Catalogs/Assortments
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Digital Catalog Editor-Creating Your Digital Catalog
- Setting Up Your Digital Catalog
- Building Your Digital Catalog
- Tutorial on How to Create a Quick Automated Catalog
- Creating a Quick Automated Digital Catalog
- FAQ- What is the ideal image size for marketing, feature and cover pages in the catalog?
- Use Alternate images in Digital Catalog
- Catalog Enhancements
- Update Product Details in Digital Catalog
- Creating a Global Link to Share the Catalog Outside the User Base
- Step By Step Guide to Starting to Build a Catalog
- Building Table of Contents and Creating Tabs in Your Digital Catalog
- Product Video viewed in a Catalog
- How to Start a Digital Catalog or Linesheet
- Reordering Your Digital Catalogs
- Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
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Ordering From the Digital Catalog
- Adding to Cart- Direct Ordering from the Digital Catalog
- Ordering from Assortment and Digital Catalog
- Sharing Digital Catalog to customers & how customers can place order.
- Placing orders using MY BAG feature (you also can reset orders)
- Catalog Multidate Ordering: Adding units and pricing to multidate board
- Multi-Date Boards : Product Pop up Feature
- Multi-Date Boards: Create a Planogram with Canvas
- Exporting to Excel from a Digital Catalog
- Setting Permissions
- Adding a Canvas Page
- New Assortments Tab
- Creating an Assortment with Embroidery
- Favorites List Workflow
- Catalog- Single Page Mode for Smaller Form Factors
- Creating Order From Favorites- Using the Multi Delivery Board
- Multidate Orders using the Digital Catalog Enhancement
- Video Demo of Virtual Showroom
- Linking a Showroom or Technical Video to a Feature Page
-
Microsites
-
Setting Up Your Event
- This is How You Set Up an Event (Admin Only)
- Image Placement Overview
- Event & Insignia upcharge: Adding logos to the product level for an event order.
- Events : Added columns to show RSK# and Event Order# (For Admin)
- Tournament Events: Add inventory to validate against(hold) for Event
- Events: Export Submitted Orders
- Events: Enable Bulk orders or Separate orders for Events
- Events: Show Event Orders Only
- Events: Creating an event based on POINTS
- Events: Export ALL Submitted Orders PDFs from Event (SOW)
- Event Hold Inventory Improvements
- Events: Add checkbox for Email Opt-In
- Events: Enabling Live Inventory for an Event
- Events: Show Multi-Dimensions for Products that apply
- Events: Add Notes per Package
- Events: Add Product Sort Options to Packages
- Events: Display "points" cost on microsite UI
- Examples of Buying from Different Event Set Ups
- Exporting Orders During and Post Event
-
Setting Up Your Event
- RepSpark Pay
-
Integrations
- Tournament Management
-
Reporting & Analytics
- Availability Report
- Order Summary Report
- Order Detail Status
- Top Accounts
- Customer List Report
- Multi Currency Display - Order Status/Invoice
-
Community
-
Setting Up
- Setting Up Your Profile To Attract Buyers
- Receiving and Managing Access Requests
- Setting Up Your Community Profile for Success
- Bypassing MyBrands page for SalesReps and Managers
- New users see Brands in their vertical when they sign up
- Opting out of the Community
- Default login based on user role when accessing community page
- Default login based on user role when accessing community page
- Embed Chart showing Brand Clicks and Impressions
- New Brands, Trending Brands and Recommended Brands
- Community 101- Setting Up for Success
- Am I visible in Community and is it set up correctly?
- Adding Reseller Program Information
- For Buyers
-
Setting Up
-
Admin
-
Admin Panel
- Admin Panel- Configuring Your Site Step By Step
- How to show/hide Brands for Users to view in Community
- Configure Site - Customer Service Que
- Client Support triage and Multiple 3rd party Chat Integrations
- Customize automatic emails sent from the RepSpark Platform
- Configure Site - Adding Representative Email and Corporate Address
- Cart Abandonment Emails
- Admin Panel - Data Maintenance
- Minimum dollar amount required for an Order
- Minimum dollar amount required for an Order
- Accelerate-Insignia Setup in RepSpark Panel
- Show/Hide Retail Price on Review Page as an option by role
- Insignia Setup: Ability to toggle on/off Color options & Finish Type options
- Admin Panel - Add/Update Default Order Type
- Admin Panel - Provide Brand Support when a customer receives error message
- Admin Panel - Adding multiple Brand/Division Logos
- Locating Your Custom url
- How to Set Up Google Analytics API Secret Key to Track Purchase Events on your B2B Site
- Approving a New User
- Wish List Maintenance Webinar
- Managing Users
- Managing Documents
- Marketing Admin
- Marketing Tab
- Data Maintenance Tab
- Verifying Users
- App Set Up
- Managing and Inviting Your Users
- RepSpark Tool Tips
-
Admin Panel
-
Accelerate
-
Getting Started
- Admin Dashboard Overview
- Shopify Integration Instructions
- Commonly used Tags in Shopify
- Shopify Product and Customer Data Management
- Shopify Enhancement : Insignia Lite
- Adding Images to your Site
- Accelerate for Shopify Tags
- Setting Your Filters
- Sizing Summary Table in the Cart and Review Page
- Split Orders - Creating new order for items not in stock
- Split Order - Beginning a separate Draft Order with unavailable items
- NEW Split Orders Feature
- Shopify Users - Adding Alternate Images for your Variants
- Allowing Admins and Assortment owners to Add items to Shared Catalogs/assortments
- Shopify: Increase country field's max length to 80 characters
- Search Product by color name or color code
- Split Orders - modify the dates of the orders and the products within the split orders
- Approving Users Quick Guide
- Branding Your Site
- Adding Future Inventory to Products in Shopify
- Adding Future Inventory to Accelerate
- Accelerate- Archiving Products to Not Show in RepSpark
- Setting Up New Users in RepSpark
- Commonly used Tags in Shopify
- Connecting API and Your Data
- Organizing Your Products Part 1: Product Tags in RepSpark
- How to Set Up Your Community Profile for Success
- How To Approve or Deny Retailer Requests- Quick Add to Shopify
- Part 1: How To Take Your First Order
- How to take your first order-Part 2
- Filling In and Uploading the Excel Sheets
- Exporting My Orders
- Adding My Images
- FAQ's- Really, FAQ's
-
Setting Up and Managing My Users
- Approving a New User (Admin)
- Approving New Users- Video Tutorial
- Inviting Buyers
- New Manage Users Enhancements
- Managing Users - Track where your users Registered or Requested Access
- Adding Users Warning when over Contract Amount
- Approving and Setting up New Users
- Setting Up Users in RepSpark when Requesting Access
- Branding My Site
-
Creating My Digital Catalog
- Setting Up the Digital Catalog- Starting with an Assortment to Catalog Editor Creation
- Building My Catalog- Using the Catalog Editor
- Creating a Global Link to Share My Catalog with ALL Buyers
- Product Video viewed in a Catalog
- Catalog Multidate Ordering: Adding units and pricing to multidate board
- Placing orders using MY BAG feature (you also can reset orders)
- Building Table of Contents and Creating Tabs in Your Digital Catalog
- Multi-Date Boards: Create a Planogram with Canvas
- Multidate orders in the Digital Catalog - Enhancement
- Catalog Header displays in PDF
- Edit your Favorites List after you name it.
-
Admin Dashboard
- Admin Dashboard
- Configure Site - Customer Service Que
- Client Support triage and Multiple 3rd party Chat Integrations
- Customize automatic emails sent from the RepSpark Platform
- Cart Abandonment Emails
- Minimum dollar amount required for an Order
- Allow Clients to manage payment methods from the Admin panel
- Tiered Discount
- Show/Hide Retail Price on Review Page as an option by role
- Insignia Setup: Ability to toggle on/off Color options & Finish Type options
- Admin Panel - Add/Update Default Order Type
- Admin Panel - Provide Brand Support when a customer receives error message
- RepSpark Go App
- Exporting ATS to Excel
- Filters and Sorting Products
- Reporting
-
Getting Started
-
B2B Users
- Getting Started
- FAQ
- Order Status
- Tracking Information
- API
-
Marketing
- Changing the Background Image
- Marketing
- Adding Videos Per Product
- CCH- Customer Communication Hub
-
PGA x Accelerate
- Video- For Attendees
-
Video- For Exhibitors
- How to Get Started With Accelerate (Webinar)
- Using the Embed Code on the PGA Site
- Inviting Users Via Admin Dashboard
- Customer, Sales and User Accounts
- How to Move An Attendee to a Guest User
- How to Create an Assortment- For Exhibitors
- Creating a Quick Line Sheet- For Exhibitors
- Creating A Digital Catalog- For Exhibitors
- Inviting Buyers- For Exhibitors
- Inviting Sales Rep Users- For Exhibitors
- Customer Datasheet Explained-For Exhibitors
- PGA Show - Site setup for exhibitors
- Guides
-
Software Updates
- 2021
- 2020
- Using the Zoom
- Branded Landing Page
- Thank You Modal
- Manage Users New Features for Admins