Supplier Center

Learn the ins and outs of running your distribution business on OrderEZ.

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30 articles in this collection
Written by Jeffrey Meese and Kelsey Koh

Price Proposal

What to do when you receive a price proposal from an Outlet.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Target Accounts

An introduction to a nifty CRM feature in OrderEZ.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Team Activity and Expenses

Track team activities and expenses to learn more about the profitability of your accounts.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Start here, <1 minute read.

The tools and analytics you need to sell more are right here.
Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Supplier - beginning

What do you need to prepare and set up before you start your journey with OrderEZ
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Supplier Process

Here's a quick summary of how the sales process will looks for Suppliers using OrderEZ.
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Written by Kelsey Koh
Updated over a week ago

Supplier Info

Start things off by introducing yourself to OrderEZ. Who's running things, where you are, etc.
Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Onboarding Settings

Setup your account opening forms terms and conditions.
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Written by Jeffrey Meese
Updated over a week ago

Integrations

Integrating with Xero, Quickbooks Commerce (formerly known as TradeGecko) and more to come.
Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Setting Users and Roles for Supplier

Adding new users and assigning permissions for Suppliers
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Written by Jeffrey Meese
Updated over a week ago

Setting up your warehouses & tracking inventory.

To track inventory or not to isn't really a question, but how you do it is. This is our simple and straightforward approach.
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Written by Jeffrey Meese
Updated over a week ago

Warehouses

Everything you need to know about warehouses and OrderEZ.
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Written by Jeffrey Meese
Updated over a week ago

Adding Products

It’s time to showcase your wares.
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Written by Jeffrey Meese
Updated over a week ago

Here's why you definitely need to use SKUs to manage your inventory

A starter guide to SKUs and the importance of them.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Product Pricing

Learn how you can setup tier pricing and special tier pricing to segment the product pricing based on Outlets
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Managing Stock Levels and Inventory

Knowing if you can fulfil an order (before accepting an order) is key to great customer success, learn how to use our inventory system.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Adding Outlets

Here’s where you can add all your buying accounts or send account opening forms to potential new customers.
Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Managing Outlets

Edit outlet information and sales settings of your customers
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Connecting to Outlets

Give your customers a lil nudge and let them know you're on OrderEZ!
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Written by Kelsey Koh
Updated over a week ago

Accept Connection Request

Accept a connection request with an Outlet so that they will be able to place orders with you!
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Written by Kelsey Koh
Updated over a week ago

Orders, an intro

The lifeblood of the system and where all the magic begins.
Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Adding New Orders

Plan = Outlets placing orders themselves, Backup Plan = Suppliers catching orders however they come in and placing them on their behalf.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Accepting or Declining Orders

Let your customers know if you are able to fulfil the orders! Automate your communication and reduce customer services questions.
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Schedule a Delivery

So that your Outlets won't have to call you every 5 minutes asking, "When will I get my stuff?"
Kelsey Koh avatar
Written by Kelsey Koh
Updated over a week ago

Sales Dashboard, an introduction

Reports are incredibly useful to running your business, knowing who’s buying what and when.
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Written by Jeffrey Meese
Updated over a week ago

I'm getting POs from a customer using OrderEZ...what do I need to know?

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Written by Jeffrey Meese
Updated over a week ago