Features Pricing Demo Support

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Knowledge Base

Setting Up Your Program

How do I use the Manage Order page? Cleaning Up Your Order Form Dropdowns How do I add an order? How do I use the Order Form? How do I use Counter Sales Form? Order Statuses Standing Orders

User Profile How do I add a user? Archived Users How Do I Add/Edit/Delete User Groups? How do I approve new user registrations? How Do I Import Users?

How do I add a gift card? How do I edit a gift card? How Do I Add/Edit/Delete Gift Card Vendors? Gift Card Categories

How do I adjust the current inventory? How do I fill an order? How do I unfill a gift card? How do I create a new purchase order? How do I use the Purchase Order Form? How do I view/change the inventory used? What is Minimum Inventory? What is Projected Inventory? How do I view Inventory History?

How do I post a payment? Can I post multiple payments to an order? How do I post a credit? Can I post multiple credits at once? How Do I Add/Edit/Delete a Miscellaneous Credit? How do I record other expenses? Why don't credits earned equal credits unposted?

Available Reports How do I view orders? How do I view Inventory History?

How Do I Add/Edit/Delete Scheduled Ordering Periods? How Do I Add/Edit/Delete Calendar(Fiscal) Years? How Do I Add/Edit/Delete Delivery Options? How Do I Add/Edit/Delete Content Pages? How Do I Add/Edit/Delete Announcements? How Do I Add/Edit/Delete F.A.Q.s? Thresholds

How do I set up online payments? What costs are there? How long does it take to receive the money in our bank account? Can we pass along the transaction fees to our families? Can I limit my online payments to just ACH or credit cards? Verifying Bank Accounts

Mailings

Why are certain gift cards not in the add selection box for a purchase order? Can I display the percentages on the gift card list? Can I post multiple credits at once? Can I make Raise Right the default vendor and remove the others? What is the difference between scheduled and non scheduled ordering? Can we add a contact name/phone and account number to our purchase orders? Can we add/change shipping and handling to our purchase orders? How are order credits calculated?

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