The Save Order feature is available in the Company and Sales Rep views. On the Review Order screen of the order forms, the user has the opportunity to submit the order, which creates a Pending Order immediately. Saving the order…
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What is the difference between Submit Order and Save Order?
Posted in FAQ, Price Lists and Order Forms
Setting the Order Bridge or Web Connector to Log In to QuickBooks Automatically
The Now Commerce Order Bridge and the QuickBooks Web Connector can be set to log in to QuickBooks automatically. Close the Now Commerce Order Bridge and/or the QuickBooks Web Connector. Log into QuickBooks as Admin and switch to single-user mode.…
How to Create User Accounts for Employees
Go to Settings > Manage Company User Access > Add Company User. Verify that you have a valid email address for the employee. Select the invitation send method. Choosing Send invitation to the email listed above will send a system-generated…
Posted in FAQ, Manage Portal Access
Minimum User Access Levels in QuickBooks for Now Commerce Utilities
When running the QuickBooks Web Connector and the Now Commerce Order Bridge, the QuickBooks user that is logged in must at least have access to the “Sales and Accounts Receivable” and “Inventory” areas of QuickBooks. To check this, log in…
Upgrading to a Newer QuickBooks Product or Version
You should not run into any problems with Now Commerce when upgrading to a newer QuickBooks product or version. Because the QuickBooks Web Connector, the Now Commerce Order Bridge, and the Now Commerce Ship Bridge are all tied to a…
What’s the difference between the Enter New Order link and the Reorder link?
The Enter New Order link displays the order form with all of its items. The Reorder link displays the order form with previously invoiced items as a starting point. This makes it easy to find regularly ordered items. Items can be selected here…
Posted in FAQ, Price Lists and Order Forms
How can I remove the header and footer when printing in Now Commerce?
When we print from Now Commerce, there is a header and footer on every page showing the date printed and the URL. Is there a way to remove the header and footer when printing in Now Commerce? This is controlled…
Posted in FAQ
How do I add additional users to a customer’s account?
After the first user account has been set up for a customer, the customer can add additional buyers to their account themselves. Here are some instructions that you can edit as you see fit and pass on to your customer.…
Posted in FAQ, Manage Portal Access
Customer Portal User Guide
This information can be used to give your customers some basic instructions for using the customer portal. You can copy the contents and edit it to your liking before sending it to your customers. Online Customer Service Center The Online Customer Service…
Posted in FAQ, Manage Portal Access
Edit an Item on a Price List or Order Form
To edit an item on an existing price list or order form, go to Orders > Manage Lists and Forms > Edit. Select the Items tab and locate the item. Click Add or Edit to see the Edit Item Row…
Posted in FAQ, Price Lists and Order Forms
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