Back To integrate Shippo online: 'Shipped' option must first be added to a Customer's Online Ordering setup  Shipping Box/Weight has to be setup on the online Product Adding t...

Back Products may not be visible online for a number of reasons.  It may be that the Contact does not have access to view these products   1.        Select {CRM} and then select the Contacts...

Back To navigate to a Variable Template: Step      Action   1.        Select {Settings} and then select {Variable Templates} from the Online Ordering section.   2.        Use search filters to...

Back Before companies can be added to a portal, the portal must first be setup. For more information, see Online Configuration - Portals. Once the portal has been setup, companies can be added by...

This is a blueprint for setting up Online Ordering. It will guide you through setting up a portal, adding customers/contacts to that portal, and configuring it with products. The order in which yo...

Back There are two main ways to grant portal access to multiple contacts. The method you use depends on whether or no these Contacts already have a Username and Password. To Grant Portal Access...

Back Defaults are a set of preselected options for use each time a new customer is created. These options are then applied each time a contact is created for that customer or a quote/order is pla...

Back DocketManager supports single sign in, allowing contacts to login to the company portal page and be redirected from there to an individualized default portal. For more information, see Onlin...

Back A Root Theme is a preset base theme used to prefill HTML/CSS/JS for layout and design when setting up the themes used on online portals.   There are several preset Root Themes availabl...

Back A Theme is used to control the layout and design when setting up an online portal.   The theme can be created using a combination of a root theme preset in DocketManager and customizat...