How To Guides

Below is a list of the materials we currently have available for Customers & Accounts.

• Creating Accounts and Customers - an overview of the difference between customers and accounts, and creating a new customer/account
• Default Customer Settings - Change your new customer defaults
• Adding a Customer to an Existing Account - how to add a new customer to an account that already exists in Orderbot.
• Searching for Customers Searching customers and accounts with various filters
• Account Groups - assigning groups to your accounts
• Special Notes - what they're for and how to change them
• More coming soon! See below for our series of training videos

Training Videos

This series of videos is designed to help those unfamiliar with Orderbot, but will likely also be great refreshers for more experienced users

• Step 1 - Setting Up to Ship to and Bill to Customers
• Step 2 – Assigning a new Ship to an Existing Account
• Step 3 – Searching for Customers