I want to…
Find the page for the task in front of you. Each row goes straight to the section that answers it.
Sell
| I want to… | Go to |
|---|---|
| Start my day with what needs doing | Action Hub |
| See what a customer sees and pays | Product Catalogue, then pick the company and contact |
| See how a customer's price was calculated | Product Detail Page |
| Create a quote for a contact | Company Details |
| Give a customer a discount | Give a discount on a quote or order |
| Add what a customer ordered before | Create Quote, Order history |
| Check a quote's margin before I send it | Workflows & AI Agents with the Margin validator |
| Send a quote to the customer | Create Quote |
| Turn a quote request into a quote or order | Quote Requests |
| Change an order's status, or cancel it | Change the status of an order |
| See where an order's shipment is | Create Order |
| Find quotes that expire soon | Quotes, sort by Valid Until |
| Only see my own companies | Companies |
| Give a contact webshop access or resend the invitation | Company Details |
| Prepare a reorder list for a customer | Favorite Lists |
Manage products
| I want to… | Go to |
|---|---|
| Add or edit a product | Product Details |
| Hide a product from the webshop, or delete it | Hide or delete a product |
| Put a product in more than one category | Product Details |
| Set the order of products in a category | Categories |
| Sell sizes or colours as one product | Clusters |
| Show accessories or alternatives with a product | Product Details |
| Import products from a CSV file | Data Import |
| Add my own field to products, companies or orders | Attributes |
Set prices
| I want to… | Go to |
|---|---|
| Give a customer their own prices | Price Sheets |
| Give a lower price for larger quantities | Product Details |
| Run a promotion, for example buy 2 get 1 free | Incentives and Build a tiered discount |
| Control which products a customer can order | Order Lists |
| Add a recycling or packaging fee | Surcharges |
| Set VAT per country | Tax Rates |
Handle orders and shipping
| I want to… | Go to |
|---|---|
| Create or track a shipment | Shipments |
| Define which statuses an order goes through | Order Statuses |
| Decide which carriers a customer can pick | Carriers |
| Decide which payment methods a customer can pick | Payment Methods |
| Set what shipping costs | Shipping Costs |
| Send an order confirmation email | Templates and Event Actions |
| Notify another system when an order changes | Event Actions |
Set up and administer
| I want to… | Go to |
|---|---|
| Create a Backoffice user and set what they can do | Backoffice Users |
| See what each role can do | Roles and permissions |
| Create an API key for an integration | API Keys |
| Add an AI agent or workflow | Agent Hub |
| Switch environment or change the interface language | Your account |
| Turn on two-factor authentication | Enable two-factor authentication |
| See what changed in the last release | Release Notes |
| Look up a word I do not know | Glossary |