General

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

How do I adjust the current inventory? How do I fill an order? How do I unfill a certificate? 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? 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 a certificates inventory history?

How do I add a certificate? How do I edit a certificate? How Do I Add/Edit/Delete Certificate Vendors? Vendors Certificate Categories

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

How Do I Add/Edit/Delete Scheduled Ordering Periods? How Do I Add/Edit/Delete Calendar(Fiscal) Years? How Do I Add/Edit/Delete Pickup 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

Getting Started 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