Foodrazor & OrderEZ

My customer has completed the Account Opening Form but is not able to see any products.

Premium Customers vs Freemium Customers vs Target Account - What do they all mean in OrderEZ?

Types of Customers

Temporarily Stop Customers from Ordering

Here’s where you can add all your buying accounts or send account opening forms to potential new customers.

Adding Customers

Give your customers a lil nudge and let them know you're on OrderEZ!

Connecting to Premium Customers

For Suppliers to add bulk add new customers to OrderEZ

Bulk Upload Customers

Accept a connection request with a Customer so that they will be able to place orders with you!

Accept Connection Request

Keep OrderEZ up to date on who the key people are at each customer so that everyone knows who to talk to about what.

Managing Contacts for Customers

Edit customer information and sales settings of your customers

Managing Customers

An introduction to a nifty CRM feature in OrderEZ.

Target Accounts

How to onboard your target accounts and set them up on OrderEZ

Onboarding New Target Accounts

Use categories to appropriately label your customers, and assign pricing tailored specifically for those categories.

Customer Categories & Customer Category Pricing Catalogs

How to set up and utilize our customer tagging feature.

Customer Tagging

Jeffrey Meese

Customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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