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Training Videos/Articles: Allocation/DTC Manager
Are you new to Commerce7? Are you a DTC/Allocation Manager? Then you're in the right place
Welcome! Start Right Here:
Table of Contents for this Article:
Getting around in Commerce7: General Architecture & Orientation
Getting Around in Commerce7: General Architecture
- Want to see more? See videos for all Menu Tabs here.
Orders
Creating & Managing Orders
- Adding an Order in the Admin Panel
- Refunding Orders
- Changing a Pickup Order to a Shipping Order
- Filtering and Searching Orders
- Order Bulk Actions
- Exporting Orders
- Duplicating an Order
- Order Channels
- Adding a Requested Ship Date
- Creating a Website Link to a Cart
Fulfillment
Corporate Gifts
Want to know more? Take a look at our recent webinar all about Corporate Gifts:
Products
Creating & Managing Products
- Creating Products
- Creating a Wine or Tasting Product
- Creating a General Merchandise Product
- Creating a Bundle Product
- Creating a Rebate Product
- Creating a Collateral Product
- Creating a Donation Product
- Duplicating Products
- Managing Product Statuses
- Deleting Products
Filtering & Exporting Products
Discounts: Promotions & Coupons
Managing Inventory
Gift Cards
Allocations
- Creating & Managing Allocations
- Want to know more? Take a look at our recent webinar all about Allocations:
CRM
- Adding Customers
- Managing Addresses on a Customer Record
- Edit History on a Customer Record
- Exporting Customers
- Merging Customers
- Assigning Multiple Phone Numbers and Email Addresses to a Customer
- Creating Website Logins for your Customers
Reporting & Queries