LEARN
Explore the Knowledgebase
Guides and videos are available to help you navigate all of PromoSoft's features. Browse the frequently asked questions or search for a specific topic below:
Where do I manage goals, commissions and Sales Reporting?
Where do I manage goals, commissions and Sales Reporting?
What settings are available in Settings?
What settings are available in Settings?
How to manage Purchasing & Receiving of goods for each order?
How to manage Purchasing & Receiving of goods for each order?
How do I handle Invoicing?
How do I handle Invoicing?
What is the customer's Public View?
What is the customer's Public View?
How do I manage the Fulfillment Queues?
How do I manage the Fulfillment Queues?
How do I create a Customer?
Creating Customers
How do I create a Quote?
Creating Quotes
How do I create an Order?
Creating Orders
How do I create a Purchase Order?
Creating Purchase Orders
How do I share the Customer's order page?
Sharing Customer Order Portal
Can I offer ACH and Credit Card Payments?
Payment Methods
How do I change the logo?
Branding & Logo
What is the general process workflow for fulfilling an order?
Understand the concept
How do I manage Items?
Build your own catalog or import brands
How do I create a Vendor?
Manage Vendor Relationships