Introduction to Merchant360

📘 Dealer edition. This is the Merchant360 for Dealers guide — it covers the Dealer experience of the platform. Merchant360 also serves wholesalers (and, soon, retailers), each with its own portal and its own guide.

Welcome to Merchant360 — the platform that runs your business from the first customer click to cash in the bank.

Merchant360 brings your storefront, customers, orders, suppliers, inventory, and finances together in one connected system. Instead of juggling separate tools for selling, buying, invoicing, and reporting, you work from a single dealer portal where every part of your operation stays in sync. This guide will help you get the most out of it — but first, here’s the big picture.

• What is Merchant360?
• What Merchant360 does for you
• Business capabilities at a glance
• How it all fits together
• Where to go next

What is Merchant360?

In business terms, Merchant360 is a complete commerce and trading platform for dealers. It lets you sell to your customers, buy from your suppliers, manage the money flowing both ways, and see the health of your whole business at a glance — all under your own brand.

In functional terms, Merchant360 is a multi-channel, multi-site commerce system that unifies:

• Selling — your online storefront(s), quotes, orders, and returns.
• Buying — connections to wholesalers and external trading partners, purchase orders, and restocking.
• Money — customer invoicing and collections (receivables) and supplier bills and payments (payables).
• Insight — a live dashboard, activity stream, and reports that turn day-to-day activity into decisions.

You operate it through the Dealer Command Center — your home dashboard — and a clear left-hand navigation that mirrors how your business actually runs. Whether you’re a one-person operation or a team with dedicated roles for sales, fulfillment, and finance, Merchant360 scales to fit.

💡 The short version: Merchant360 is the single place where you sell to customers, source from suppliers, get paid, pay your bills, and understand your business.

What Merchant360 does for you

Merchant360 is built to make you faster, more confident, and more professional — without adding complexity. Here’s what that means in practice:

The result: fewer tools, fewer manual steps, fewer surprises — and more time spent growing your business instead of running spreadsheets.

Business capabilities at a glance

Merchant360 covers the full commerce lifecycle. At a high level, the platform provides:

Sell

• Branded, multi-site online storefronts with themes, content, and per-site product assortments
• Customer accounts with self-registration approval and multi-user portal access
• Quotes that convert straight into orders
• Order management with a controlled approval and fulfillment workflow
• Returns (RMAs) from request through refund

Price & promote

• Customer-specific pricing, customer groups, and pricing tiers
• A pricing simulator to preview what any customer pays
• Deals, sales, and coupons, plus a loyalty program

Source & stock

• Supplier connections to wholesalers and external PartnerConnect trading partners
• Combined catalog browsing across all your suppliers
• Purchase orders and live stock/availability checks
• Inventory tracking and restock orders into your own warehouse

Get paid & pay

• Customer invoicing, statements, and aging
• Accounts receivable, disputes, and collections
• Supplier bills, statements, disputes, and payments
• Accounts payable with due-date and overdue visibility

Grow & connect

• A B2B network to sell to other businesses and discover suppliers
• Tiered business pricing and buyer management

Know your business

• The Dealer Command Center dashboard with real KPIs
• A live activity stream and searchable history
• Reports on sales, profit, top items, customers, and inventory — exportable to CSV

Run it your way

• Roles & permissions for administrators and staff
• Configurable settings for payments, shipping, returns, taxes, and email
• Customizable email notifications and templates

How it all fits together

Merchant360 sits at the center of three relationships:

        YOUR SUPPLIERS                 YOU (the dealer)                YOUR CUSTOMERS
   Wholesalers & PartnerConnect  ─►   Merchant360 portal   ─►   Storefront shoppers & B2B buyers
   (you buy / restock from them)      (sell, source, bill)       (they order, you fulfill & invoice)

• You source products from suppliers and stock or dropship them.
• Your customers buy through your storefront (or you place orders for them).
• Merchant360 keeps orders, inventory, invoices, and payments in sync across both sides — so approving an order, sourcing it, shipping it, invoicing it, and collecting on it all happen in one continuous flow.

A typical day — from a new customer to cash in the bank — is walked through step by step in Getting Started → End-to-end scenario.

Where to go next

• Just want to get productive fast? → Quick Start — Your First Day
• Setting up your account? → Getting Started
• Learning a specific area? → jump to any chapter; the guide follows the same order as the portal’s navigation.

Next: Quick Start — Your First Day →

Quick Start — Your First Day

This is the fast path. It gets you productive in Merchant360 in about 15 minutes. For full detail on any step, follow the links into the rest of the guide.

1. Log in

1. Go to your dealer portal URL and sign in with the email and password provided by your administrator.
2. You land on the Dealer Command Center (your dashboard).

If you can’t log in after several attempts, your account may be temporarily locked for security — wait a few minutes or ask your administrator. See Getting Started → Logging in.

2. Learn the layout

• The left navigation is grouped by area: Overview, Sales, Customer Pricing, Promotions, Procurement, Inventory, Finance (Receivables & Payables), Network, Administration.
• The top bar has your account menu and quick actions.
• Your role determines what you can see. Administrators see everything; Staff see day-to-day operational areas. See Roles & permissions.

3. Read your dashboard

The Dealer Command Center shows, at a glance:

• KPIs — revenue, open orders, receivables, active customers.
• Action Center — what needs your attention (orders to review, quotes awaiting response, outstanding invoices).
• Live Activity Stream — real-time events across your business (with a history view — click the clock icon).
• AR / AP snapshots, fulfillment health, and a Sales & Order Flow chart.

Full detail: Dashboard & Reports.

4. The five things you’ll do most

5. Before you sell — the setup checklist 🔑 Admin

If you’re an administrator setting up the account, complete these once (details in Getting Started → First-run setup):

• [ ] Business profile and warehouse/business address (required before restocking)
• [ ] Payment (Stripe) configuration (required to charge cards at checkout)
• [ ] Email/notifications settings
• [ ] Tax, shipping, and returns policy settings
• [ ] Storefront site(s) created and given products (Sites)
• [ ] Supplier connections established (Procurement)
• [ ] Staff users invited and assigned roles

Key rules to remember

⚠️ Credit-card-only customers must pay by card at checkout. They cannot complete an order without a valid card.

⚠️ Set your warehouse (or business) address before creating a restock order — the supplier needs a ship-to address.

⚠️ Customers must be approved before they can place orders. Self-registrations wait in Pending until you approve them.

Next: Getting Started →

Getting Started

This chapter covers logging in, finding your way around, understanding who can do what, and the one-time setup that gets your account ready to sell.

• Logging in
• The portal layout
• The Dealer Command Center (dashboard)
• Roles & permissions
• First-run setup
• End-to-end scenario

Logging in

The dealer portal sign-in screen.

1. Open your dealer portal URL in a browser.
2. Enter the email and password provided by your administrator, then Sign in.
3. You’ll arrive at the Dealer Command Center.

Security notes

⚠️ Account lockout. For your protection, too many failed sign-in attempts temporarily lock the account. Wait for the lockout window to pass, or ask an administrator to reset it. (Lockouts are recorded in your activity history.)

• Forgot your password? Use the Forgot password link on the sign-in page to receive a reset email.
• Staff accounts are created and managed by your administrator (see Roles & permissions).

The portal layout

The portal has three zones:

• Left navigation — your main menu, grouped into sections. What you see depends on your role.
• Top bar — account menu, and quick actions such as Refresh.
• Main content — the page you’re working on.

The left navigation is organized like this (this guide follows the same order):

💡 Tip: If a menu section isn’t visible to you, it’s usually a permissions matter — ask your administrator.

The Dealer Command Center

Your dashboard is the home base. It surfaces the most important information first. (Full detail in Dashboard & Reports.)

The Dealer Command Center — your home base, surfacing priorities, KPIs, and live activity.

• KPI cards — Sales Revenue (with trend), Open Orders, Awaiting Approvals, Receivables Outstanding, Payables Due, Active Customers.
• Daily Briefing — a plain-language summary of what’s happening today.
• Sales & Order Flow — a chart of revenue and order volume (Daily / Weekly / Monthly).
• Live Activity Stream — real-time business events (orders placed/approved, payments, shipments, registrations, and more). Click the clock icon to open Activity History, where you can search, filter, page through, and export past events.
• Action Center — items needing attention: orders pending review, quotes awaiting response, outstanding invoices.
• Fulfillment Health — your order pipeline by state.
• Accounts Receivable / Accounts Payable snapshots — top open invoices and bills.
• Supplier Connection Health — the status of your supplier feeds.
• Financial Snapshot — AR outstanding, AP due this week, collected this month, AR past due.

Roles & permissions

Merchant360 controls what each user can do through roles. There are two core dealer roles, plus optional specialized roles.

The two core roles

🔑 Admin-only actions

The following are restricted to Dealer Administrators:

• Settings (all of it — profile, warehouse, payment, email, shipping, returns, integrations)
• Staff / user management and role assignment
• Sites administration (creating/removing storefronts, custom domains)
• Voiding invoices and processing refunds
• Financial reports and data exports (varies by permission)
• Subscription & billing changes

What Staff can do

• View and update orders (e.g. advance status); create quotes
• View customers, inventory, catalog
• Manage shipments; send invoices
• View operational reports and the dashboard

Note on granularity. Permissions are per-feature, not per-record. Any user who can view orders sees all of your orders (there’s no per-customer or per-territory restriction). Plan role assignments accordingly.

Specialized roles (optional)

Beyond Admin/Staff, administrators can assign more focused roles to tailor access — for example: Manager, Operations, Customer Support, Catalog Manager, Finance, Collections Specialist, and Read Only. Administrators can also create custom roles with specific permission sets.

Managing staff 🔑 Admin

1. Go to Administration → Settings → Users.
2. Invite a new staff member by email (or create the account directly).
3. Assign one or more roles.
4. Change roles at any time; deactivate a user to remove all their access.

See the full permissions matrix in the Reference.

First-run setup

If you’re an administrator preparing a new account, complete these once. Most live under Administration → Settings.

1. Business profile & addresses 🔑 Admin

Set your company name, contact details, and tax ID. Then set your business address and warehouse address(es) — you can add multiple warehouses and mark a default.

⚠️ A valid warehouse or business address is required before you can create a restock order — your supplier needs somewhere to ship.

2. Payments (Stripe) 🔑 Admin

Connect Stripe (publishable/secret keys and webhook secret). The platform detects test vs. live mode.

⚠️ Without a working payment configuration, credit-card checkouts can’t be authorized — and credit-card-only customers won’t be able to order.

3. Shipping 🔑 Admin

Choose your shipping model:

• Flat rate (Economy / Standard / Express tiers, each toggleable), or per-source.
• Optional free shipping threshold.
• Delivery zones — assign ZIP codes, set fees and per-zone free thresholds, and enable local delivery.
• Optional ShipStation integration (API key, default warehouse, carriers).

4. Returns policy 🔑 Admin

Enable returns and set the return window, restocking fee %, approval requirements (require approval / auto-approve / auto-approve defectives), return address, instructions/policy text, and optional prepaid labels.

5. Email & notifications 🔑 Admin

Set your sender display name and channel-specific reply-to addresses (Orders, Invoices, Quotes, Support, Collections). Optionally configure a custom email domain for branded sender addresses. You can also customize email templates — see Notifications.

6. Tax 🔑 Admin

Configure your tax settings so orders calculate tax correctly. Tax-exempt customers can be flagged on the customer record.

7. Storefront & catalog

• Create your storefront site(s) and choose a theme — see Storefront & Sites.
• Decide what each site sells (assortment).
• Connect to suppliers so you have products to sell — see Procurement.

8. Staff 🔑 Admin

Invite your team and assign roles (above).

End-to-end scenario

Here’s how the pieces fit together in a real day. Each step links to its chapter.

“From a new customer to cash in the bank”

1. A customer self-registers on your storefront. It appears in Sales → Customers → Registrations as Pending. → You approve it; the platform creates their account and login and emails them a welcome. (Customers)
2. The customer places an order on your storefront (or you create one for them). It arrives as Submitted / Under Review. → You approve the order to begin fulfillment. (Orders)
3. Fulfillment:
   • If the item ships from a wholesaler, a purchase order (WPO) is created automatically.
   • If it’s a PartnerConnect item, you place it via the order’s Process / distribution-center step. The supplier confirms, ships, and delivers. (Procurement, Orders)
4. You invoice the customer and they pay (by card at checkout, or on terms). → Track it under Receivables; overdue balances flow into Collections. (Receivables)
5. You pay your supplier for the goods — tracked under Payables. (Payables)
6. Throughout, the Live Activity Stream and Reports keep you informed. (Dashboard & Reports)

Next: Customers →

Customers

Navigation: Sales → Customers

Your customers are the business accounts that buy from you. This chapter covers adding and managing customer accounts, approving customers who sign up on your storefront, and understanding the portal users (logins) within each customer company.

The Customers list — search, status, and quick access to each account.

• Customer accounts
• Approving customer registrations
• Portal users & their roles
• Payment terms & credit
• Blocking a customer

Customer accounts

A customer account represents a company you sell to. Each account can have multiple portal users (the individual people who log in), its own pricing, and its own payment terms.

Customer status

Every account has a status:

The customer detail page

Open a customer to see their profile, contacts, recent orders, outstanding balance, catalog access, and a Portal Access card listing their login users and roles. From here you can edit details, manage users, and create an order on their behalf.

The customer detail page, including the Portal Access card that shows login users and their roles.

💡 Tip: The detail page shows whether each portal user is a Company Admin — useful when you need to know who the customer’s decision-maker is.

Creating a customer directly

Besides approving self-registrations, you can add a customer yourself from Sales → Customers → Create — enter the company, primary contact, pricing tier, and payment terms.

Creating a customer account from the back office.

Approving customer registrations

Customers can self-register on your storefront. Those requests don’t become active automatically — you review them.

⚠️ A customer can’t place an order until you approve them. New registrations sit in Pending.

Pending customer registrations waiting for review.

To review and approve 🔑 typically Admin/Manager

1. Go to Sales → Customers and open the Registrations view (a pending-count badge shows how many are waiting).
2. Click a registration to see the company and contact details they submitted.
3. Choose:
   • Approve — the platform creates the customer’s account and a login user, and emails them a welcome/notification. Their status becomes Active.
   • Reject — enter a reason; the applicant is notified and the registration is not activated.

Note: On approval, the first login user is created as the customer’s Company Admin (see below).

Portal users & their roles

Within a customer company, individual people log in as portal users. Each has a role that controls what they can do on your storefront (this is separate from your dealer staff roles):

Use Manage Users on the customer detail page to invite additional users and set their roles.

Managing a customer’s portal users and their roles.

Payment terms & credit

Each customer account has payment terms that determine how they pay:

⚠️ Credit-card-only customers cannot check out without a valid card. If you switch a customer to Net terms, they can place orders on account and you’ll invoice them.

You can also mark a customer tax-exempt (with a certificate) and set a credit limit. Changes to credit terms appear in your activity history.

Blocking a customer

If needed, you can block a customer from ordering (for example, for non-payment). While blocked, they can’t place new orders. This is reversible — unblock them to restore ordering.

🚫 Blocking is significant — the customer will be unable to buy until unblocked. Coordinate with your collections process. See Collections.

Related: Customer-specific pricing · Orders · Receivables Next: Orders →

Orders

Navigation: Sales → Orders

Orders are the heart of your business. This chapter explains how orders arrive, how you approve and fulfill them, and what every status means.

The Orders list — every order with its status, customer, and total.

• Where orders come from
• The order lifecycle
• Order statuses
• Approving or rejecting an order
• Fulfilling an order
• Payments

Where orders come from

An order can be created two ways:

• A customer places it on your storefront, or
• You create it for a customer from the back office (Orders → Create, or from the customer’s detail page).

Either way, every order starts in “Under Review” and waits for you to approve it. There is no auto-approval.

Creating an order on a customer’s behalf from the back office.

The order lifecycle

Under Review ──approve──► Approved ──fulfill──► In Progress ──► Shipped/Partially Shipped ──► Delivered ──► Invoiced
      │
      └──reject──► Cancelled

1. Order placed → Under Review.
2. You approve → Approved (customer is notified). Or reject → Cancelled.
3. Fulfillment begins → In Progress. You route each line to a source:
   • a wholesaler (creates a purchase order — a WPO),
   • a PartnerConnect supplier (via the Process / distribution-center step), or
   • your own inventory (a “force-fill” from stock).
4. The supplier confirms, ships, and delivers; as lines ship, the order becomes Partially Shipped then Shipped, and finally Delivered.
5. On delivery an invoice is created; you review and send it. See Receivables.

Order statuses

Approving or rejecting an order

1. Open Sales → Orders and select an order in Under Review. (The dashboard Action Center also lists orders awaiting review.)
2. Review the line items, customer, pricing, and shipping.
3. Click Approve to move it to Approved (the customer is emailed), or Reject and provide a reason (the customer is emailed the reason and the order becomes Cancelled).

An order’s detail page — line items, customer, totals, and the approve/reject and fulfillment actions.

Note: Approving is required before fulfillment. Who can approve depends on your role — some staff roles can update orders but not approve; see Roles & permissions.

Fulfilling an order

After approval, open the order and choose how each line is sourced.

Wholesaler lines

The platform can generate a Wholesaler Purchase Order (WPO) grouping lines by wholesaler. The WPO then follows its own lifecycle:

Pending → Submitted → Confirmed → Shipped → Delivered (the wholesaler can also Reject). You’ll see a confirmation number once the wholesaler confirms. See Procurement.

PartnerConnect lines

For PartnerConnect (trading-partner) items, use the order’s Process / distribution-center step:

1. For each PartnerConnect group, choose the fulfillment mode (Dropship or WrapNLabel), the distribution center, and the shipping tier.
2. This creates a WPO per split and submits it to PartnerConnect.

⚠️ PartnerConnect orders are placed through this Process/DC step — not automatically. If a PartnerConnect group hasn’t been processed yet, it won’t ship.

From your own inventory

Lines you stock yourself can be force-filled from inventory. Stock is deducted when the fill is created. See Inventory.

Shipments & tracking

As goods ship, shipments progress Pending → Label Created → Shipped → In Transit → Out for Delivery → Delivered (with Exception, Voided, or Returned as needed). The order’s status updates automatically from its lines.

A printable packing list for an order’s shipment.

A delivered order — all lines shipped and received, ready to invoice.

Payments

• Credit-card customers are charged at checkout — the card is authorized when the order is placed.

  ⚠️ A credit-card-only customer can’t complete checkout without a valid card, and card authorization requires your Stripe configuration.

• Net-terms customers are invoiced; payment is due per their terms and tracked under Receivables.
• Refunds are an 🔑 Admin-only action.

Related: Quotes · Returns · Procurement · Receivables Next: Quotes →

Quotes

Navigation: Sales → Quotes

A quote is a priced proposal you send a customer before they commit. Once accepted, it converts straight into an order.

The Quotes list with each quote’s status.

• The quote lifecycle
• Quote statuses
• Creating and sending a quote
• Acceptance & conversion

The quote lifecycle

Draft ──► Awaiting Customer Review ──customer accepts──► Accepted ──convert──► Converted to Order
                                          │
                                          └──► Declined / Expired / Cancelled

1. Create a quote (from a cart or manually) → Draft.
2. Send it to the customer → Awaiting Customer Review.
3. The customer accepts → Accepted (you’re notified), or declines.
4. Convert the accepted quote to an order → the quote becomes Converted to Order and the new order enters the normal order lifecycle.

Quote statuses

Creating and sending a quote

Building a quote — add products, set quantities, and an optional expiration.

1. Go to Sales → Quotes → Create (or build a cart and choose “Request/Create quote”).
2. Add products and set quantities; pricing reflects the customer’s applicable pricing.
3. Optionally set an expiration date and add notes.
4. Send to customer — they receive an email and can review it in their portal.

Editing a draft quote — adjust products, quantities, and pricing before sending.

💡 Tip: Quote Only portal users on the customer side can request quotes but not place orders directly — quotes are how you serve them.

Note: Some staff roles can create quotes but not approve orders. Approval authority is a separate permission — see Roles.

Acceptance & conversion

A quote’s detail page — line items, totals, status, and its actions.

• When the customer accepts, the quote status becomes Accepted and you’re notified.
• Convert to order: you (or the customer at checkout) turn the accepted quote into an order. The quote becomes Converted to Order, and the order proceeds through approval and fulfillment like any other.
• Expiry: a quote past its expiration date becomes Expired and can’t be converted — extend the expiration or issue a new quote if needed.

Related: Orders · Customer-specific pricing Next: Returns →

Returns (RMAs)

Navigation: Sales → Returns

When a customer needs to send something back, they open a return request (RMA). You review it line by line, receive and inspect the goods, and resolve it with a refund, credit, or replacement.

The Returns list — each RMA and where it is in the process.

• The return lifecycle
• Return statuses
• Reviewing a return
• Receiving & resolving
• Returns policy settings

The return lifecycle

Submitted ──► Under Review ──approve──► Approved/Partially Approved ──► Awaiting Shipment
   │                                                                          │
   └──deny──► Denied                                     In Transit Back ─────┘
                                                                │
                          Received (Pending Inspection) ──► Inspection Complete ──► Resolved ──► Closed

1. Customer submits a return → Submitted.
2. You review each line → Approved, Partially Approved, or Denied.
3. For approved lines, set the return method and address → Awaiting Shipment.
4. Customer ships items back → In Transit Back → Received (Pending Inspection).
5. You inspect → Inspection Complete, then resolve (refund/credit/replacement) → Resolved → Closed.

Return statuses

Reviewing a return

1. Open Sales → Returns and select a request in Submitted.
2. For each line, decide: approve (a quantity), deny, or approve partially.
3. Set how the customer returns the goods:
   • Customer ships (optionally with a prepaid label, if enabled),
   • Pickup at a location, or
   • Keep item (no return needed) — this resolves the line immediately.
4. Confirm the return address (your warehouse or another location).

Note: If you need more from the customer first, set the request to Info Requested.

Receiving & resolving

• When items arrive, mark the request Received (Pending Inspection).
• Inspect the goods and record the outcome → Inspection Complete.
• Resolve by issuing a refund, store credit, or replacement → Resolved, then Close the request.

⚠️ Expired returns can’t be refunded. If the customer doesn’t ship approved items within the return window, the request becomes Expired.

Returns policy settings 🔑 Admin

Configure how returns behave in Administration → Settings → Returns:

• Enable/disable returns; set the return window (days).
• Restocking fee (%).
• Approval mode — require approval, auto-approve, or auto-approve defectives only.
• Return address, instructions/policy text, and prepaid label options (offer labels, deduct cost from refund).

Related: Orders · Receivables · Settings Next: Customer-specific pricing →

Customer-Specific Pricing

Navigation: Customer Pricing → Customer Groups, Price Plans, Pricing Simulator

Merchant360 lets you charge different customers different prices. This chapter explains the building blocks — groups, price plans, and tiers — and the simulator you use to check the price a given customer will actually see.

• How pricing fits together
• Customer Groups
• Price Plans
• Pricing Tiers
• Pricing Simulator

How pricing fits together

Your price to a customer is built from layers:

1. A product’s base/list price (from your catalog).
2. Pricing tiers — broad customer tiers (e.g. Standard/Silver/Gold) with default discounts.
3. Customer groups + price plans — targeted pricing for specific sets of customers or products.
4. Promotions (deals, sales, coupons) applied at checkout — see Promotions.

Because several layers can apply, use the Pricing Simulator to confirm the final price a customer will see.

Customer Groups

Navigation: Customer Pricing → Customer Groups

Customer Groups — named sets of customers you price together.

A customer group is a named set of customers you want to price together (for example, “Schools,” “Preferred Accounts,” or “Wholesale Buyers”). Grouping lets you apply the same price plan to everyone in the group instead of pricing customers one by one.

Typical tasks

• Create a group and give it a clear name.
• Add or remove customer accounts.
• Attach a price plan to the group.

💡 Tip: Put your special-pricing customers into groups early — it makes ongoing price management much simpler.

Price Plans

Navigation: Customer Pricing → Price Plans

Price Plans — the actual discounts and fixed prices applied to a group.

A price plan defines the actual prices or discounts for a group (or specific customers). Use price plans to set negotiated pricing, category discounts, or fixed prices for particular products.

Typical tasks

• Create a price plan and define its rules (discounts and/or fixed prices).
• Assign it to a customer group or specific customers.
• Update it as agreements change.

Note: Changes to a customer’s effective pricing (including credit terms) are recorded in your activity history.

Pricing Tiers

Navigation: Network → Pricing Tiers (also used for your own customers)

Pricing tiers are broad classifications (for example Standard, Silver, Gold) each carrying a default discount and, optionally, a minimum order amount. Assigning a customer to a tier gives them that tier’s baseline pricing without building a full price plan.

Use tiers for simple, across-the-board differentiation; use groups + price plans when you need targeted, product- or category-specific pricing.

Pricing Simulator

Navigation: Customer Pricing → Pricing Simulator

The Pricing Simulator — the real price a chosen customer sees on a product.

Because pricing is layered, the simulator is your source of truth. Pick a customer (or group) and a product, and the simulator shows the price that customer will actually be charged, including the tier, group/plan, and any applicable discounts.

Use it to:

• Verify a newly created price plan behaves as intended.
• Answer a customer’s “what’s my price on X?” question with confidence.
• Troubleshoot unexpected prices before a customer complains.

Related: Customers · Promotions & Loyalty · Network Next: Promotions & Loyalty →

Promotions & Loyalty

Navigation: Promotions → Deals, Sales, Coupons, Loyalty Program

These tools help you drive demand: time-limited deals, storewide or category sales, discount coupons, and a points-based loyalty program.

• Deals
• Sales
• Coupons
• Loyalty Program

Deals

Navigation: Promotions → Deals

Deals — featured, time-limited offers.

Deals are featured, time-limited offers you promote to customers (for example, a highlighted product at a special price for a set period). Create a deal, set its price/discount and its start/end window, and it appears to shoppers on your storefront during that period.

Typical tasks

• Create a deal for one or more products.
• Set the promotional price/discount and the active dates.
• Enable/disable or end a deal early.

Sales

Navigation: Promotions → Sales

Sales — broader storewide or category discounts.

Sales promotions apply broader discounts — for example a storewide or category-wide percentage off for a promotional period. Use sales for seasonal events and clearance.

Typical tasks

• Create a sales promotion and choose its scope (store, category, or selection).
• Set the discount and active dates.
• Monitor and end it when the period closes.

Coupons

Navigation: Promotions → Coupons

Coupons — discount codes with validity and usage limits.

Coupons are codes customers enter at checkout for a discount. You control the discount type and amount, validity window, usage limits, and where the coupon is advertised.

Typical tasks

• Create a coupon code with a discount (percentage or fixed amount).
• Set validity dates and usage limits.
• Track redemptions and usage statistics.

💡 Tip: Coupon usage is recorded per order, so you can measure which codes actually drive sales.

Loyalty Program

Navigation: Promotions → Loyalty Program

The Loyalty Program — points earning and redemption.

The loyalty program rewards repeat customers with points they earn on purchases and redeem for value. Configure how points are earned and redeemed, then let the system track balances automatically.

Typical tasks

• Configure the program (earning and redemption rules).
• Monitor customer point balances and activity.

Note: Loyalty configuration is an administrative area; day-to-day, points accrue and redeem automatically as customers buy.

Related: Customer-specific pricing · Storefront & Sites Next: Your storefront(s) →

Your Storefront(s)

Navigation: Administration → Sites, and each site’s Site Settings

Your storefront is where customers browse and buy. Merchant360 supports multiple storefronts under one dealer account — each with its own address, theme, and product selection.

Your storefront sites — the primary site plus any secondary sites.

• Multi-site basics
• Creating a site 🔑 Admin
• Site addresses (subdomains & custom domains)
• Site Settings — theme, content & branding
• What each site sells (assortment)
• Enabling, disabling & removing sites

Multi-site basics

• Your first site is the primary site — the main storefront and the fallback address.
• You can create additional secondary sites (e.g. a “Stationery” storefront) that share your account but present a different theme and/or product assortment.
• Each site has its own subdomain, optional custom domain, theme, and assortment.

Creating a site 🔑 Admin

The New Site dialog — name, slug (with the address preview), theme, and optional custom domain.

1. Go to Administration → Sites and choose New site.
2. Enter a site name, a slug (a short identifier, lowercase, no spaces), a theme, and optionally a custom domain.
3. As you type the slug, the form shows the full resulting address and checks availability in real time.
4. Create the site. New sites start empty — you then choose what they carry (see assortment).

Site addresses

A secondary site’s web address extends your primary site’s address. If your primary storefront is alpha-dealer-bf75ae, a secondary site with the slug stationery is addressed as alpha-dealer-bf75ae-stationery.

• Because your primary subdomain is unique, your secondary slugs only need to be unique within your account — two different dealers can each have a “stationery” site.
• Optionally attach a custom domain (e.g. shop.yourcompany.com) — custom domains are the public address customers use and must be unique across the platform.

Note: The slug is used internally and as a fallback address; the custom domain is what you’d advertise to customers.

Site Settings

Navigation: open a site → Site Settings

Site Settings — theme, branding, content sections, and pages.

Site Settings control how a storefront looks and reads. Highlights:

• Theme & colors — primary/secondary/accent colors, fonts, navigation and search styling.
• Branding — store name, logo, favicon, tagline, logo size.
• Promo banner — show/hide, message, and link.
• Hero carousel — slides (image, title, subtitle, button), autoplay, arrows/dots, height.
• Product sections — Featured Products, Best Sellers, New Arrivals, Category Showcase (each show/hide, title, source, count).
• Navigation & footer — custom nav links, footer text, social links.
• Contact & About — contact info and an About page.
• SEO — default meta description and Google Analytics ID.
• Pages — system pages (Home, Catalog, About, Contact) plus custom pages you can create, preview, and publish.

💡 Tip: Use Preview before publishing page or content changes so you see exactly what shoppers will see.

What each site sells (assortment)

A site’s assortment — the products it carries, managed individually or by rules.

Each site has its own assortment — the set of products it offers. Open a site’s Products page to manage it:

• Browse all available products (search, filter by category) and add/remove them individually or in bulk.
• Create assortment rules — include products by category, wholesaler, supplier, brand, or “all products.” Rules keep a site’s catalog current automatically as products come and go.

This lets a “Stationery” site show only stationery while your main site shows everything, without duplicating product data.

Enabling, disabling & removing sites

• Disable a non-primary site to take it offline (it stays in the system but customers can’t reach it). Re-enable any time. 🔁 Reversible.
• Remove a non-primary site that has no orders/customers.

  🚫 Removing a site is permanent. You can only remove non-primary sites with no orders or customers.

Related: Procurement (getting products to sell) · Customer-specific pricing · Customers (storefront login & registration) Next: Suppliers & procurement →

Suppliers & Procurement

Navigation: Procurement → Browse Products, My Catalog Pricing, Supplier Connections, Supplier Claims

Procurement is how you get products to sell. You connect to suppliers — wholesalers and PartnerConnect trading partners — browse their catalogs, and buy from them (directly for a customer order, or to restock your own inventory).

• Two kinds of suppliers
• Connecting to a wholesaler
• PartnerConnect suppliers
• Browsing products & your catalog pricing
• Purchase orders (WPOs)
• Supplier Claims

Two kinds of suppliers

Both feed products into your catalog; both can fulfill customer orders or restocks.

Connecting to a wholesaler

Navigation: Procurement → Supplier Connections (and Network → Discover Sellers / My Suppliers)

Supplier Connections — your wholesalers and their connection status.

1. Find a supplier under Discover Sellers / Supplier Connections.
2. Send a connection request. Its status moves through:

⚠️ You must be Approved before you can place purchase orders with a wholesaler. If the relationship is suspended or your account is blocked by them, you can’t create new POs.

PartnerConnect suppliers

PartnerConnect connects you to external trading partners. Access is granted by an approved subscription:

Once approved, PartnerConnect items appear in your catalog. When fulfilling a PartnerConnect order line, you use the order’s Process / distribution-center step to choose the fulfillment mode and distribution center and submit the order to the partner (see Orders → PartnerConnect lines). Live stock checks and freight lookups are available for supported partners.

Browsing products & your catalog pricing

• Browse Products — search the combined catalog of everything your connected suppliers offer; add items to a cart to build an order or a restock.
• My Catalog Pricing — review your cost (dealer cost) on catalog items, so you can see your margin against what you charge customers.

Browse Products — the combined catalog across your connected suppliers.

My Catalog Pricing — your dealer cost on catalog items.

Purchase orders (WPOs)

When you buy from a wholesaler — whether for a customer order or a restock — the platform creates a Wholesaler Purchase Order (WPO). From your side it moves through:

Pending → Submitted → Confirmed → Shipped → Delivered (the wholesaler can also Reject).

• You’ll see a confirmation number once the wholesaler confirms.
• When a WPO is marked Delivered, a supplier invoice is generated for you to pay (see Payables).

Supplier Claims

Navigation: Procurement → Supplier Claims

If something’s wrong with a supplier shipment (damaged, short, incorrect), file a supplier claim to seek resolution or credit from the supplier. Track the claim’s progress here.

Supplier Claims — issues raised against supplier shipments.

Related: Orders · Inventory & restocking · Payables · Network Next: Inventory & restocking →

Inventory & Restocking

Navigation: Inventory → Inventory Items, Restock Orders

If you stock and ship products yourself, this is where you track what you have and replenish it. Restocking buys goods from a supplier into your own warehouse.

• Inventory Items
• How restocking works
• Creating a restock order
• Receiving goods into inventory

Inventory Items

Navigation: Inventory → Inventory Items

Inventory Items — quantity on hand, cost, and low-stock indicators.

Inventory Items are the products you hold in stock. For each item you can see quantity on hand, cost, and low-stock indicators. Items you stock can be used to force-fill order lines from your own shelves (stock is deducted when you fill), instead of buying from a supplier for that order. See Orders → From your own inventory.

How restocking works

Restock Orders — your replenishment purchases and their fulfillment status.

A restock order is how you replenish your inventory. Under the hood it’s handled like an order, but with important differences:

• It’s an internal purchase — priced at dealer cost, not customer prices.
• It ships to your warehouse, not to a customer.
• Depending on the supplier:
  • Wholesaler — a purchase order (WPO) is created automatically.
  • PartnerConnect — you place it via the order’s Process / distribution-center step (same as a customer PartnerConnect order).

⚠️ Set your warehouse (or business) address before creating a restock order — the supplier needs a ship-to address, or the restock can’t be created. See First-run setup.

Creating a restock order

Creating a restock order — choose a supplier and the items to replenish, priced at dealer cost.

1. Go to Inventory → Restock Orders → Create.
2. Choose the supplier (a wholesaler or a PartnerConnect partner).
3. Add the products and quantities you want to replenish (priced at your dealer cost).
4. Submit.
   • For a wholesaler, the WPO is created automatically and follows Pending → Submitted → Confirmed → Shipped → Delivered.
   • For PartnerConnect, open the order’s Process/DC step to choose fulfillment mode + distribution center and submit to the partner.

Receiving goods into inventory

1. When the supplier ships and the goods arrive, mark the WPO Shipped then Delivered.
2. On delivery, the received units are posted into your inventory automatically — each line increases your stock for that item.
3. The receipt is recorded for audit (you’ll see a restock received entry in your activity history).

Note: Restock receiving is idempotent — a given delivery posts to inventory once, so you won’t double-count stock.

Related: Suppliers & procurement · Orders · Payables Next: Receivables →

Receivables (Money Customers Owe You)

Navigation: Receivables → Customer Invoices, Customer Statements, Aging Report, Accounts Receivable, Customer Disputes, Collections

Receivables is the money side of selling: invoicing customers, tracking what’s outstanding, and chasing overdue balances.

• Customer Invoices
• Invoice statuses
• Recording payments
• Accounts Receivable & Aging
• Customer Statements
• Customer Disputes
• Collections

Customer Invoices

Navigation: Receivables → Customer Invoices

When an order is delivered, an invoice is created (initially a Draft). You review and send it to the customer; they pay by card or on account terms.

Customer Invoices — status, amounts, and due dates.

Typical tasks

• Review a draft invoice and send it to the customer.
• Record a payment against an invoice.
• Void an invoice — 🔑 Admin only.

Invoice statuses

Recording payments

For customers on Net terms, record payments as they come in:

An invoice’s detail page — line items, balance due, and the Record Payment / Send actions.

1. Open the invoice in Customer Invoices (or Accounts Receivable).
2. Record payment — enter the amount, date, and method.
3. When fully paid, the invoice becomes Paid (or Partially Paid for a partial amount).

Note: Card payments from credit-card customers are captured at checkout automatically — you don’t record those manually.

A printable/PDF version of an invoice to send or file.

Accounts Receivable & Aging

Navigation: Receivables → Accounts Receivable, Aging Report

Accounts Receivable — outstanding, past due, DSO, and open invoices by aging bucket.

• Accounts Receivable gives you the full picture: total outstanding, past due, open invoice count, average days-to-pay (DSO), and collection rate — plus a filterable list of open invoices by customer and aging bucket.
• The Aging Report breaks outstanding balances into buckets: Current, 1–30, 31–60, 61–90, 90+ days.

💡 Tip: Your dashboard’s AR snapshot and Financial Snapshot summarize this at a glance — use the full pages here to drill in.

Customer Statements

Navigation: Receivables → Customer Statements

Generate and send statements summarizing a customer’s account activity and balance over a period — useful for month-end and for customers who reconcile against statements.

Customer Statements — period account summaries you can send.

Customer Disputes

Navigation: Receivables → Customer Disputes

When a customer disputes an invoice, track it here through to resolution (acknowledge, request info, resolve, issue credit). Keeping disputes moving protects your collection rate.

Customer Disputes — invoice disputes and their resolution.

Collections

Navigation: Receivables → Collections

Collections — overdue accounts, dunning, and escalation.

Collections helps you recover overdue balances systematically:

• Dunning — automated payment reminders go out on overdue invoices per your settings.
• Escalation — accounts can escalate through levels as they age.
• Assign collectors, add notes, and (if necessary) block a customer from ordering until they settle (see Customers → Blocking).

Settings: 🔑 Admin — configure dunning (when reminders fire), escalation thresholds, and statement settings under Administration → Settings.

Related: Customers · Orders · Payables Next: Payables →

Payables (Money You Owe Suppliers)

Navigation: Payables → Supplier Invoices, Supplier Statements, Supplier Payments, Invoice Disputes, Accounts Payable

Payables is the other side of the ledger: the bills your suppliers send you for goods, and the payments you make to them.

• Supplier Invoices (bills)
• Accounts Payable
• Supplier Payments
• Supplier Statements
• Invoice Disputes

Supplier Invoices (bills)

Navigation: Payables → Supplier Invoices

When a supplier’s purchase order (WPO) is Delivered, that supplier bills you. Those bills appear here with their amounts, due dates, and status. Review them and pay per your terms with the supplier.

Each bill carries an aging bucket (Current, 1–30, 31–60, 61–90, 90+) and an overdue flag so you can prioritize.

Accounts Payable

Navigation: Payables → Accounts Payable

Accounts Payable — what you owe, due dates, overdue, and bills by supplier.

The AP overview shows what you owe across all suppliers: total payable, due today / this week / this month, total overdue, and open bill count — plus a filterable list of bills by supplier and aging.

💡 Tip: Your dashboard’s AP snapshot and Financial Snapshot surface “due this week” and overdue at a glance; use this page to work the full list.

Supplier Payments

Navigation: Payables → Supplier Payments

Record and track the payments you make to suppliers. Payments reduce the outstanding balance on the corresponding supplier invoices and feed your supplier statements.

Supplier Statements

Navigation: Payables → Supplier Statements

Statements reconcile your account with a supplier over a period — the bills, the payments, and the running balance. Use them to verify what you owe before paying and at period-end.

Supplier Statements — reconcile bills, payments, and balance per supplier.

Invoice Disputes

Navigation: Payables → Invoice Disputes

Invoice Disputes — bills you’ve disputed with a supplier and their status.

If a supplier’s bill is wrong (price, quantity, damaged goods), open a dispute. Disputes move through a defined flow — submitted, acknowledged, information requested, resolved, and (if applicable) a credit issued. There’s a response SLA, and you’ll be reminded as a deadline approaches.

Related: For problems with the shipment itself (short, damaged, incorrect), also see Supplier Claims.

Related: Suppliers & procurement · Inventory & restocking · Receivables Next: Network →

Network

Navigation: Network → B2B Catalog, Pricing Tiers, My Buyers, Discover Sellers, My Suppliers, Network Settings

The Network area is your hub for business-to-business trading relationships. It has two sides:

• You as a seller — offering a catalog to other businesses (B2B Catalog, Pricing Tiers, My Buyers).

• You as a buyer — finding and managing your own suppliers (Discover Sellers, My Suppliers).

• Selling to businesses (B2B)

• B2B Catalog

• Pricing Tiers

• My Buyers

• Finding suppliers

• Network Settings

Selling to businesses (B2B)

Beyond your storefront, Merchant360 lets you act as a supplier to other businesses on the network. You publish a B2B catalog, set tiered pricing for business buyers, and manage the buyers who purchase from you.

B2B Catalog

Navigation: Network → B2B Catalog

Your B2B catalog is the set of products and prices you offer to business buyers on the network (distinct from your consumer-facing storefront assortment). Curate which products are available and at what business pricing.

Your B2B Catalog — the products and business pricing you offer to network buyers.

Pricing Tiers

Navigation: Network → Pricing Tiers

Pricing Tiers — baseline pricing classes you assign to buyers and customers.

Pricing tiers (e.g. Standard / Silver / Gold) let you offer different baseline pricing to different classes of buyer. Assign a buyer to a tier to give them that tier’s default discount and terms. (Tiers also apply to your own customers — see Customer-specific pricing.)

My Buyers

Navigation: Network → My Buyers

My Buyers are the businesses that buy from you through the network. Review connection requests, approve or manage buyers, and see their activity. This is the seller-side counterpart to the buyer connecting to you.

Finding suppliers

Navigation: Network → Discover Sellers, My Suppliers

• Discover Sellers — browse suppliers on the network you could connect with, and send connection requests.
• My Suppliers — manage your existing supplier relationships and their status.

My Suppliers — your connected sellers/distributors and their connection status.

These work hand-in-hand with Procurement → Supplier Connections. A connection request moves through Pending → Approved (or Rejected/Suspended/Revoked), and you must be Approved before buying from a supplier.

Network Settings

Navigation: Network → Network Settings

Configure how you participate in the network — your visibility to other businesses, default terms for buyers, and connection preferences.

Related: Procurement · Customer-specific pricing · Payables Next: Administration →

Administration

Navigation: Administration → Sites, Settings

Administration is where you configure the account and manage your team. Most of this area is 🔑 Admin only.

• Settings overview
• Staff & user management
• Subscription & billing
• Sites

Settings overview 🔑 Admin

Navigation: Administration → Settings

Settings — the control panel for your business, organized into tabs.

Settings is the control panel for your business. The main areas:

See First-run setup for the recommended setup order.

The main Settings tabs:

Business profile	Payments / Integrations
Shipping & delivery zones	Returns
Email & notifications	Delivery zones
Users	Roles

Staff & user management 🔑 Admin

Navigation: Administration → Settings → Users

1. Invite a staff member by email (or create the account directly).
2. Assign one or more roles — the two core roles are Dealer Administrator and Dealer Staff, plus specialized roles (Manager, Operations, Customer Support, Catalog Manager, Finance, Collections Specialist, Read Only) and any custom roles you create.
3. Change roles at any time; deactivate a user to revoke all access.

Note: Permissions are per-feature, not per-record — a user who can see orders sees all orders. See the permissions matrix.

Email templates 🔑 Admin

Under Settings → Email templates, customize the subject and HTML body of any notification (order confirmation, invoice, reminders, registration, etc.), preview with sample data, and reset to the system default. See Notifications for the full list.

Email templates — customize and preview the notifications your business sends.

Subscription & billing 🔑 Admin

View your current plan, status, next billing date, and payment method; change plans or manage billing under Settings → Subscription.

Sites

Navigation: Administration → Sites

Create and manage your storefront(s). Covered in its own chapter — see Your storefront(s).

Related: Getting Started → First-run setup · Storefront & Sites · Reference → Permissions Next: Dashboard & Reports →

Dashboard & Reports

Navigation: Overview → Dealer Command Center (dashboard), Reports

This chapter explains how to read your dashboard, use the Live Activity Stream and its history, and run the available reports.

• The Dealer Command Center
• Live Activity Stream
• Activity History
• Reports

The Dealer Command Center

The Dealer Command Center — KPI cards, Daily Briefing, Sales & Order Flow, and the Live Activity Stream.

Your dashboard leads with what matters most:

• KPI cards — Sales Revenue (with % change and a 7-day trend), Open Orders, Awaiting Approvals (orders + customer registrations), Receivables Outstanding, Payables Due, Active Customers.
• Daily Briefing — a plain-language summary generated from your real numbers (priorities, finances, operations).
• Sales & Order Flow — a chart of Revenue and Orders you can view Daily / Weekly / Monthly.
• Action Center — orders pending review, quotes awaiting response, and outstanding invoices, with quick links.
• Fulfillment Health — your order pipeline by state (awaiting approval, in progress, shipped, delivered, on hold).
• AR / AP snapshots — top open customer invoices and supplier bills.
• Supplier Connection Health — connected suppliers, last sync, products synced, and sync failure rate.
• Financial Snapshot — AR outstanding, AP due this week, collected this month, AR past due.

Use Refresh (top bar) to reload; most figures reflect your live data.

Live Activity Stream

The Live Activity Stream shows real business events as they happen — orders placed/approved/rejected, payments captured or failed, shipments, invoices paid, customer registrations, supplier events, and more. It updates on its own (polling every ~25 seconds); the “Live” indicator shows it’s connected.

Events are color-coded by importance and grouped so you can scan quickly. Each event shows who did it (a staff member, a customer, or System for automated/inbound events) and when.

Activity History

Click the clock icon on the Live Activity Stream to open Activity History — a searchable, filterable record of past events (not live).

Activity History — filter by date, category, actor, and severity; search and export to CSV.

• Filter by date range, category (Money, Fulfillment, Growth, Risk, People), actor (Staff / Customer / System), severity, and event type.
• Search free-text across summaries and people.
• Results are grouped by day, paged (up to 100 per page), and many rows link through to the underlying order/invoice/quote/return.
• Export CSV of the filtered results for record-keeping.

Note: History goes back as far as your retention window (the modal states the exact number of days). Older events are trimmed automatically; use Export if you need a longer-term record.

Reports

Navigation: Overview → Reports

Reports — sales, profit, top items, customers, and inventory, most exportable to CSV.

Available reports include:

Note: Financial reports and data exports may be 🔑 Admin-only depending on your permissions.

💡 Tip: Most reports support a date range — set it before reading totals and trends.

Related: Getting Started → Dashboard · Receivables · Payables Next: Reference →

Reference

Quick-lookup reference for the whole guide.

• Glossary
• Status reference
• Notifications
• Permissions matrix
• Troubleshooting & FAQ

Glossary

Status reference

Order

Draft → Submitted / Under Review → Approved → On Hold → In Progress → Partially Shipped → Shipped → Delivered → Invoiced; Cancelled at any gate.

Quote

Draft → Submitted / Under Review → Awaiting Customer Review → Accepted → Converted to Order; also Declined, Expired, Cancelled.

Invoice (customer)

Draft → Issued → Sent → Partially Paid → Paid; also Overdue, Cancelled, Closed.

Payment

Pending → Authorized → Captured; also Failed, Refunded, Partially Refunded, Cancelled.

Shipment

Pending → Label Created → Shipped → In Transit → Out for Delivery → Delivered; also Exception, Voided, Returned.

Wholesaler Purchase Order (WPO)

Pending → Submitted → Confirmed → Shipped → Delivered; also Rejected, Partially Fulfilled, Fulfilled, Cancelled.

Return (RMA)

Draft → Submitted → Under Review → Approved / Partially Approved / Denied → Awaiting Shipment → In Transit Back → Received (Pending Inspection) → Inspection Complete → Resolved → Closed; also Info Requested, Cancelled, Expired.

Supplier connection (Merchant–Wholesaler)

Pending → Approved; also Rejected, Suspended, Revoked, Cancelled.

PartnerConnect subscription

Pending → Approved; also Denied, Suspended.

Customer account

Pending → Active; also Inactive, Suspended.

Customer portal user roles

Company Admin, Approver, Buyer, Finance Manager, Finance Viewer, Quote Only, Returns Only, Viewer.

Payment terms

Credit Card Only, Net 15, Net 30, Net 60, Net 90.

Notifications

The platform sends these emails automatically. 🔑 Admins can customize each template’s subject/body under Settings → Email templates.

Permissions matrix

Two core roles; Admin can do everything, Staff covers day-to-day operations.

Administrators can also assign specialized roles (Manager, Operations, Customer Support, Catalog Manager, Finance, Collections Specialist, Read Only) or create custom roles for finer control. Permissions are per-feature, not per-record.

Troubleshooting & FAQ

A customer can’t check out / “a valid credit card is required.” The customer is on Credit Card Only terms and hasn’t provided a valid card, or your Stripe configuration is incomplete. Confirm payment setup, or switch the customer to Net terms if you extend them credit. See Customers → Payment terms.

A new customer says they can’t place an order. They’re probably still Pending — approve their registration under Sales → Customers → Registrations. See Customers.

I approved an order but nothing shipped. Fulfillment is a separate step. For PartnerConnect lines, you must use the order’s Process / distribution-center step to submit to the partner. For wholesaler lines, a WPO is created; the wholesaler must confirm and ship. See Orders → Fulfilling.

I can’t create a restock order. Set your warehouse (or business) address first — the supplier needs a ship-to. See Inventory & restocking.

I can’t place an order with a wholesaler. Your connection must be Approved (not Pending/Suspended/Revoked), and your account must not be blocked by them. See Procurement.

A menu section is missing for me. It’s almost always permissions — you may not have an Admin role or the relevant permission. Ask your administrator. See Roles & permissions.

Why is my supplier feed “degraded”? The dashboard’s Supplier Connection Health flags feeds whose last sync failed. Open Procurement → Supplier Connections to review that supplier’s integration status.

My activity history doesn’t go back far enough. History is limited to your retention window (shown in the Activity History modal). Export CSV for a longer-term record. See Dashboard & Reports → Activity History.

I got locked out of my account. Repeated failed sign-ins trigger a temporary lockout. Wait for the window to pass or ask an administrator. See Getting Started → Logging in.

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