Site Management

Within your organization you can have any number of sites you wish to manage. Each of these sites could have it's own employees, workflows, product catalog. Your organization will dictate how each site is configured. This guide will show you the basic setup of a new site within your organization. 

1. Sign In

2. Sites Button

From the main dashboard screen, click on Sites to manage sites in your organization.

3. Add Site

To add a new site to your organization, click the add site button

4. New Site Form

This is where you will configure your new site.

5. Site Type

You can choose a number of different options to identify your site

6. Currency

Your site can use different currency options for its products

7. Measurement

Your site can use imperial or metric measurement systems

8. Create Site

Once all site information is added, click the create button to create your new site

9. Continue Setup

After site creation you can continue setting up your site, browse other sites in your organization, or add a new site

10. Manage Employees

To see and manage employees in your site click on the employees button

11. Add Employee

To add an employee to your site click the add user button

12. Create Employee

Here you can create employees for your site - Clicking "Is Site Account" check box will enable a pull down box where you can choose the site this employee will have access to. If this option is selected, they will only have access to see orders and management of the site selected.

13. Orders

To see all orders for your site, click on the Orders button

14. Add order

You can also add new orders from this view by clicking on the + button. For more information about manually adding order please see this Article.

15. Adding Product

To add product(s) to your site inventory, click the + button on the products sections

16. Choose your product

The products listed in this view are all the products available in your organization's product catalog that can be added to your site(s). For more information regarding your product catalog please visit Product Management

17. Price

Add a price to your product and click save.

18. Sites Overview

Clicking the sites button on the left will take you to an overview of all sites in your organization that your user account has access to.