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The OrderEZ Supplier Video Series
The OrderEZ Supplier Video Series

An A to Z on Critical Features & Functions

Mark Epchteine avatar
Written by Mark Epchteine
Updated over 4 months ago

Directory

Orders


Add New Order


Editing an Order


Accepting, Scheduling, and Completing an Order


Setting Filters & Exporting Order Documents


Entering a Credit Note


Products

Creating a New Product


Managing Inventory


Pricing, Explained


Product Tags


Inventory Settings & Warehousing


Order Fulfillment & Advanced Inventory Management


Single Product Overview


Setting Tier Pricing


Setting Product Par Levels


Setting Up Trade Deals


Customers

Creating a New Customer


Customer Setting Walkthrough


Displaying Inventory Settings


Customer Categories & Customer Category Pricing

Customer Tags


CRM & Reports

CRM - Account Activity


CRM - To Do's


CRM - Activities


CRM - Expenses


Utilizing Product & Customer Reporting


OrderEZ Mobile App

Creating a New Order - Mobile


Editing an Order - Mobile


Accepting, Scheduling, and Completing an Order - Mobile


Checking Stock Level on the OrderEZ Mobile App


CRM A to Z on the OrderEZ Mobile App


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