OmniPoint Order Management

Guides

• Products

  • Introduction to Products
  • Setup for Products
  • Adding Products
  • Add Products to Order Guides
  • 1:1 Bill of Material
  • Show more

• Order Guide

  • Batch Edit Order Guide Pricing
  • Managing Order Guides
  • Adding Order Guides
  • Order Guide Price + Original Price Upload in Bulk

• Customers & Accounts

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

• CRM

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

• Inventory

  • Inventory Insight Panel
  • Inventory Adjust | Count from CSV
  • Inventory Management

• Orders

  • Order Basics
  • Understanding the Orderpad
  • Auto-Check Stock Status on Orderpad
  • Order Other Charges
  • Deleting Orders
  • Show more

• Sales Reps and Users

  • New Users and Permissions

• Shipping & Tax Settings

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

• Fulfillment

  • Pick Pack Process
  • Payment Processing with Card on File (CIM)
  • Generate Purchase Orders from Backorders
  • Manage Shipping Response
  • Backorder Allocation

• Accounting

  • Returns
  • Clearing a Credit
  • Payments: Saving Credit Card on File (CIM) with Helcim
  • Payments: Using a Credit
  • Refunds
  • Show more

• Purchasing

  • Generating Purchase Orders
  • Purchase Order Basics
  • Vendors

• Integrations

  • Product/Inventory Export: Shopify
  • Amazon Inventory Loader Format
  • Order Import: BigCommerce
  • Order Import: Shopify
  • Order Import: Amazon
  • Show more

• Logs

  • Product Import Log
  • Product Schedule Log
  • Order Log Report

• CMS (Content Management System)

  • Shop By Menu
  • Product Visibility
  • Website Settings
  • CMS (Content Management System)

Getting Started

• Troubleshooting

  • Error Messages
  • Average Cost FAQ
  • Frequently Asked Questions (FAQ)

• Training Videos

  • Accounting Training Videos
  • Customers Training Videos
  • Preferences Training Videos
  • Product Training Videos
  • Shipping Training Videos
  • Show more

• Getting Started