Orders

Commercio Orders Release Notes September 13, 2024 Enhancements The Orders Dashboard interface...

Account Setup When you first log in to Commercio Orders, you are presented with five set-up task...

Signing up for Commercio Orders is easy to do... From the website Commercio Order Management Too...

Commercio Orders is designed to provide CRM order management and competitive pricing specificall...

The Dashboard is the Orders landing page and provides a quick overview of activity and standings...

The Contact List is the first page you see when you log in to Orders. It is the starting point f...

See exactly where your POs are in the fulfillment process – without contacting your supplier – e...

Use the products page to browse through products offered by connected suppliers. Use the filters...

Add a Contact is the first step in the Quick Start process. Contacts must be added first because...

A project in Orders can be considered an electronic "folder" that contains quotes, purchase orde...

Creating Tasks is the fourth step in the Quick Start process (after Add a contact, Create a pro...

To create a Quote Go to the Contacts list. Select the contact for whom you would like to creat...

My contact list has disappeared Check to make sure you are logged in. The system times out after...

How do I... Duplicate a task? To duplicate a task, click on the ellipses on the task and selec...