How to's

Settings>Supplier Connections

To connect to a supplier, navigate to Settings>Supplier Connection.

Contacts

Duplicate a task

To duplicate a task, click on the ellipses on the task and select Duplicate. See Ellipses in the Add Task article.

View a Contact

Click Contacts on the left side of the screen, then click on the link for the contact you want to view.

Add or Edit a Contact

To add a contact, click Add Contact from the Contact List to display the Create Contact form. See Contact List for more information.

To edit a contact, locate the contact in the Contact List, then click on the contact name or click the More icon and select View Contact > Edit Details to display the Edit Contact form. See Contact List for more information.

Change a contact owner

From the contact's main page, click edit, then select a new owner from the dropdown menu.

Projects

Create a Project

Projects must be associated with an existing Contact.

To create a new project, click on the contact from the contact list. The Projects tab appears automatically on the contact's main page. From here, click on Create Project; then follow the onscreen prompts to name the project (so you can find it later in the contact list), and to create Quotes and Proposals for the project. See Create Project for more information.

View and Edit Projects

To view and manage projects for contacts, locate the contact in the Contact List, then click on the contact name or to open the contact's main page. From here you can view all projects related to the contact.

Tasks

Create a Task

To create a task, locate the contact in the Contact List, then click on the contact's name or click the More icon and select View Contact to display the Contacts page. From here, click on the Tasks tab where you can add, view, and manage tasks.

Quotes

Create a quote

Creating a quote is a multi-step process that begins with a project associated with a contact. To get started, open an existing project for a client, or create a new project, and select Quote from the project screen. See Create a Quote for more details.

Add products (missing products) to a quote

To add products to a quote, scroll down to the Products section and click Add Product.

See step 4 of Create a Quote for more details.

Calculate tax on a quote

If you have a Nexxus address that matches the shipping address, you are presented with the option to calculate tax when you share a quote. See step 13 of Create a Quote for more details.
You can calculate or recalculate taxes for a quote any time by clicking on the quote from the contact's main page, then click the More Actions drop-down and select get share link.

Share a quote

You can share a quote at the end of the Create a Quote process. To share the quote, click Share to get a link that you can copy and paste into an email or message to your client. See step 14 of Create a Quote for more details.
You can get a link to share a quote at any time by clicking on the quote from the contact's main page, then click the More Actions drop-down and select get share link.

Purchase Orders

Share a Purchase Order

POs are sent to connected suppliers as part of the Create a purchase order process. For suppliers that are outside the system and require you to Manually add a product, a sharing link is provided as part of the process. See Manually add a product for more information.

Create a Purchase Order from a Quote

To create a PO from a quote, select the related project under the contact main page and click Create purchase order under the relevant quote. See step 2 of Create a Purchase Order for more details.

Add a product to a Purchase Order

The option to add products to a PO is part of the Create a Purchase Order process. See step 4 of Create a Purchase Order for more details.

Products

Search for a Product

To search for a product, click Products on the left side of the Orders screen. From here, you can search by keyword or SKU, Category, Vendor, or Price Range. Click on a product to see more details.
Searching for products is typically part of the quote process. See step 4 of Create a Quote for more details.

View Product details

To view product details, click on the product during the product search. See step 6 of Create a Quote for more details.

Configure a product on a quote

Product configuration for a quote happens after you have added the product to the quote. Once the product is listed on the quote, click the product to configure it for your client. See step 7 of Create a Quote for more details.

Check inventory

There are multiple ways to check inventory:

- You can check inventory as part of both the Create a Quote and Create a Purchase Order processes.
- You can also check inventory for a product at any time by clicking on the product (from the PO or Quote) to view more details, and then selecting the Inventory tab to see real-time information from the supplier.
- On the PO screen, click the Check Inventory button at the bottom of the screen.

Additionally, inventory is verified automatically when you submit a purchase order. The system will provide feedback to let you know if inventory is still available.

Order product from a supplier / vendor that is not listed

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.

Updated May 20, 2025 16:34