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How do I update a quote?
How do I view an inquiry and send a quote?
How do order milestones work?
How do I update a status of an order?
Do I have to be logged into the platform to confirm purchase order milestones?
How do I undo a milestone confirmation?
Who gets notified when I confirm, change, or undo a milestone?
How do I add a shipment tracking number to an order?
How do I notify my customer that the quantity shipped differs from the quantity ordered?
How do I suggest a split shipment?
How do I add, edit, and assign a task for my team or brand?
How do I view all of the tasks for my organization or assigned to me?
Do I have to be logged into the platform to add a file to a purchase order?
How do I upload files related to my client's purchase order?
How do I upload, attach, or add a file to an inquiry?
What are the suggestions that are showing up next to my messages?
How do I send a message to someone who submits an RFQ?
How do I send a message to someone who issues a PO?
How do I control who sees the messages I send?
How do I get invoices paid faster?
Dashboard & Reporting
How do I see my performance data that is shared with my customers?
What analytics about me are provided to my customers?
How do I add a team member?
How do I create an account?
Do I need to pay for this service?