Contacts

Suppliers, customers, warehouses, and sales reps.

Suppliers

Create & edit a supplier — add a supplier and manage its contacts, purchasing defaults, automation, and warehouses.
Track supplier inventory — the supplier's own stock alongside yours, with import and export.
Track a supplier's payables — invoices, payments, credits, deposits, and the vendor statement.
Merge duplicate suppliers — combine two records without losing history.
Import suppliers from a spreadsheet — create or update many suppliers at once, including setting tax rate and currency in bulk.
Export suppliers — pull your suppliers out as a re-importable spreadsheet.
Importable supplier columns reference — every column the importer accepts and its validation.
The suppliers list: columns, filters & inline edit — which columns you can show, filter, and edit.
Supplier detail page reference — every tab on the supplier detail page.

Create & edit a customer — details, defaults, addresses, paying on account, and the store credit wallet.
Tag a customer — group and segment customers with shared tags.
Set a customer's payment terms and credit limit — default due dates, credit limits, available credit, and tax exemption.
Import customers from a spreadsheet — bulk-create or update, with ID/email matching.
Export customers — the full customer book as a re-importable CSV.
Importable customer columns reference — every column the importer accepts.
The customers list — columns, filters & bulk actions

How tax exemption certificates work — when tax comes off a tax-exempt customer's order, and what each certificate status means.
Add and approve a resale certificate — review and approve a certificate, or add one from a file or a link.
Track expiring certificates and request renewals — find what's running out, email customers for renewals, and edit that email.

How the Customer Portal works — what buyers see, their roles, and how portal orders reach you.
Invite buyers to the Customer Portal — put a customer on the portal and add its buyers.
Review portal account applications — approve or reject wholesale applications.
Restrict what buyers see with portal catalogs — include and exclude rules per account.
Require approval for portal orders — buyer-side sign-off before an order is placed.
Sell in case quantities on the portal — whole-case ordering.
Saved lists and reorders on the portal — reusable lists and one-click reorder.
Share an inventory feed with a buyer — a stock and price feed a buyer can pull.
Notify buyers when stock returns — back-in-stock emails for out-of-stock products, and who is waiting.
Track portal and B2B sales — Portal Analytics and channel reporting.

Create & edit a warehouse — Direct and 3PL warehouses, routing and dispatch automation.
Manage warehouse locations — bins, zones, barcodes, and bulk layout tools.
Set a warehouse's initial inventory — load opening stock from a CSV.
Monitor a warehouse's inbound — incoming purchase orders and partner turnaround.
Warehouse detail page reference — every tab, mapped.

Manage sales reps — add reps, link user accounts, and credit orders.
Track sales rep commissions — commission rates, rep groups, and what each rep earned.

Last verified: 2026-09-25

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