Settings>Company
How do I set my time zone?
To set or change your time zone, go to the Company tab in Settings and click Edit. See the Settings article.
Settings>User Management
How do I invite a new user?
New users can be invited from User management. Once you share the invite, a URL will appear for you to copy and paste into a message. The new user will enter in their email, receive a verification code, enter in their first and last name, define a password, and then they will be logged into your distributor account.
Settings>Supplier Connection
Can I add another supplier / vendor to the list?
Suppliers listed in the drop-down have negotiated prices and terms with Commercio Orders. If you would like to add product(s) from an outside supplier to your quote, follow the instructions for Manually adding a product.
What if a supplier I use a lot is not on the list?
You can manually add a supplier and a Product if you need to - but you will need to email the PO to them separately.
How are you going to get preferred (connected) suppliers?
The suppliers that are currently available are early adopters, but we are growing that list. We are open to feedback on what your supplier mix is.
Contacts
How do I change a contact owner?
From the contact's main page, click edit, then select a new owner from the dropdown menu.
Why is my contact list empty?
Check to make sure you are logged in. The system times out after a period of inactivity, and when you are logged out, your contacts do not appear.
Tasks
How do I duplicate a task?
To duplicate a task, click on the ellipses on the task and select Duplicate. See Ellipsis in the Add Task article.
How do I add tags to tasks?
To add tags that will appear on the initial view of the task card, click the more ellipsis on the task card, to open the details screen, then select tags from the drop down.
Purchase Orders
Where would I get the shipping quotes from? (In regard to freight charges)
Go to the supplier page -- they have tools for estimating shipping costs.
Products
How do I select product from one supplier and decoration from another? (third party decorator; "kitting" provider)
See Order User Interface > Quotes > Add a Product to a Quote > Add Third Party Provider
I am getting a product embroidered -- where do I put the stitch count in the decoration information?
Add the stitch count in the Imprint color section.
What if I get better EQP (End Quantity Pricing) than Facilisgroup?
If you have your own better EQP pricing, it will pull into Orders because your credentials are part of the system. Your pricing will not show up on the product page, but it will be reflected on the quote.
Knowledge Base
Can I download or print articles from the knowledge base?
Any of the articles in the knowledge base can be printed using common methods (i.e. right click and select print)
Integrations
Does this program integrate with QuickBooks?
Not now, but we are open to feedback.
Would I need to use this program and QuickBooks side to side?
Yes
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