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Onboarding
Pre Launch Checklist
Lead Commerce Onboarding Process
Training 1: Importing Products
Training 2: Updating SKUs
Training 3: Setting Up Shipping Providers
Training 4: Setting up Payment Methods
Getting Started with Lead Commerce
Getting Started Supplemental
Training Topics
Orders
Canceling Orders in Lead Commerce
Viewing Batch Records on Orders
RMA Email Option
How to Issue, Receive, and Refund an RMA
How to Process Drop Ship Orders
How to Use the Invoicing Feature
How to search for a RMA ID on a sales order
How to turn on or off the order and shipping confirmation emails
How to create a quote and order
Basic CSV Export from Lead Commerce
Importing Orders into Lead Commerce
How to view Lot, Lot2 and Serial Data on a Fulfillment
Why an Upcharge/Discount Doesn't Show Up As a Line Item On Invoice
How to Add a Discount/Upcharge to an Order
How to use Sales Adjustments in Lead Commerce
Using Filters: Invoice Status
Catalog
Setting up Assembly Product Types
How to Update SKUs
Product Variations vs Non Variations
Inventory Adjustments Using CSV Files
How to Add/Map New Warehouses to Products and SKUs
How to Import a New Product File
How to Create an Attribute Within the Catalog
What comes first - Products, warehouses, or vendors?
How to Add Vendors to Lead Commerce
How to Process a Work Order
How to Map Warehouses & Vendors to Products & SKUs
How to Use Case Packs
How to import Vendors
How to setup products as Kits
How to create a purchase order (PO)
How to create a new product
How to view Lot, Serial and Batch information
Why a Vendor is Not Showing Up in PO
How to Create a Category and Subcategory
How to Create an Inventory Transfer
How to Create Product Variations
Receive Items on Single PO To Separate Locations
How to Cancel a Work Order
Why Can't I Adjust In-Stock Inventory?
How Do I Change the Value of Inventory After it Has Been Received?
Where does the Vendor Part Number come from on a PO?
How to Adjust Over/Under-Received Purchase Orders
Understanding Purchase Order Status
How to Manually Receive a PO
Why Can't I Create SKUs Independently of Products?
How to Import Purchase Orders
How to Bulk Receive on a PO
How to Map Dropdown and Checkbox Attributes to Category Faceted Navigation
How to Reset Subcategory Hierarchy
Why Category and Subcategory Page Templates Do Not Display in the Page Template Dropdown Menu
How to Use Purchase Order Vendor Returns
How to Use Purchase Order Receipts
How to Use Masterpacks
Updating Cost & Price on SKUs & Products
Barcode Scanner and Scanning
Barcode Scanner FAQ
How to use the barcode Pick and Pack option
How to add barcodes to templates
How to receive purchase orders using the barcode scanner option
Supported Mobile Devices and Browsers
How to create barcodes from your Lead Commerce SKUs
How to create a pick list with barcode scanning
App Connectors
Sage Integration Resources
How to Set Up Your Bigcommerce Channel
How to Map Bigcommerce to Lead Commerce
How to Retrieve Woo Commerce IDs
How to setup Amazon to Lead Commerce
How to setup Shopify to Lead Commerce
Shopify Connector Go-Live
How to Setup Amazon Connector Credentials
How to Setup Ebay to Lead Commerce
Typical Import Issues
Typical Export Issues
Customers
How to Import Customers
Setting Up Customers with Different Price Levels
Using Tiered Pricing
How to send your customers a password reset
How to assign ownership to customers
Changing Customer View Types
Understanding Customer Address Status
How to Set Tax Exempt Status Customers
How to Set Up Customer Types
How to create a new customer
Reports
How to create an inventory value report
How to create a sales rep commission report
Where to Find Required Fields
How to Create a Payment Report
How to create a Low Stock Report
Theming
Importing & Exporting Templates
Basic Website Editing Guide
How Product Templates Work
Settings
Configuring Email
How to Retrieve your Customer Service PIN
Creating a System User
How To Control System Notifications Within Lead Commerce
Content
How to create a template page
Using the Default Login Redirect
Payments
Setting up Authorize.net
How to Setup Stripe
Test Modes
International Processing of Credit Cards
How to Add Payment Methods
How to Create a New Refund Payment Method
How to Issue Vouchers
How to Process a Return Without Issuing a Refund
Authorize.net Test Credit Card Numbers
How to apply payments to an order
Shipping
Setup UPS for Lead Commerce
Setup FedEx For Lead Commerce
Configure Stamps.com (USPS)
How to Signup for Stamps.com (USPS) using Lead Commerce
How To Correct A Customers Address
Scheduling Shipping Pickups
Shipping Methods Appear To Be Missing
Viewing Shipping Cost
Thermal Printing Setup Instructions
How to Bypass Address Validation
Processing Fulfillments in an Order
How to Ship an Order in Lead Commerce
UPS Rates Tool
Setting up a scale to use with Lead Commerce
FedEx Certification Steps
How to Turn Sales Tax On or Off for Shipping
How does Bulk Processing work
Adding Shipping Providers to Sales Channels
Turning Shipping Providers on or off on Sales Channels
How to use the Thermal Printing option
How to enter in an override weight on a Fulfillment
How to Create a Custom Shipping Provider
Setup Old Dominion for Lead Commerce
Setup GSO for Lead Commerce
Shipping vs. Fulfillments
Why Can't I Print Shipping Labels for Specific Shipping Provider?
How to Use Auto Invoicing in Lead Commerce
How to Use Batches
How to Use Override Shipping Function
What controls the return address on shipping labels
Troubleshooting Zebra Printers for Thermal Labels
Why Can't I Select My Shipping Provider?
How to Zero Out Shipping Cost On a Returned Order
Using Print Label vs. Print Thermal Options
How to Create Tax Regions and Tax Region Zip Code Tax Rates
How to Generate Shipping Documents
Live vs Custom Shipping Providers
How to Choose Packaging Types on a Fulfillment
Bulk Processing: Why Am I Getting "Empty Batch" Emails?
Customizing Shipping Label CSS
How to Configure & Use FedEx OneRate
Domains
GoDaddy A Record Instructions
Creating a CloudFlare Account for SSL
Managing DNS and SSL with CloudFlare
Using a Custom Domain Name
Migration Overview
Customization
Approved Hardware (Barcode Scanners, Scales & Thermal Printers)
QuickBooks Import Using Transaction Pro
How to Create Custom Fields (Attributes)
API v2 Toolbox SDK
How to make Attributes Searchable
Basic Guide to Customizing Email Templates
How to Control Customers View of Payment Types in my Storefront?
Enabling Attributes on B2B Webpage
General Information
How To Subscribe to Lead Commerce
How to Reset Lead Commerce
How to Cancel your Account
QuickBooks Setup
Setup Fee Breakdown
Lead Commerce Training
Sample Import File Templates
How to update your credit card for your subscription
Training & Setup Packages
Warehouse Default Settings
How to Configure Sales Channels
How to Export PO receipts as a Bill into Quickbooks
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