Getting Started

Getting Started: Receiving a Quote from your Supplier

Getting Started: Placing an Order from the Quote Received from your Supplier

Getting Started: Receiving a Showcase From Your Supplier

Getting Started - Buyer

Getting Started - Brands/Suppliers

Administration

Catalog Management

Add a User

Edit Personal/Profile Info

How do I assign a user to a customer?

How do I log in/out?

How do I add a customer or supplier?

Creating Departments and Categories?

Password Reset

Page Views

Icons & Definitions

Product Catalog

Creating and Uploading Products

Bulk Upload

How do I add products to our Catalog?

Organizing and Finding Products in Your Catalog

Managing Products in your Catalog

Using Filters in Catalog

Deleting Products from Catalog

Duplicate Products in the Product Catalog

How do I tag a product?

Editing Product Information

Terms and Definitions

Adding a Supplier on an Item

Editing a Product in the Catalog- Suppliers

Showcase

How to Showcase from the Catalog

Creating a Quote and Project from Showcase

Programs

Creating a Program

Projects

Adding Products to a Project

Creating a Project from Catalog

Notify Team in a Project

Sending an Internal Project to a Supplier

Save to Catalog from Projects

Shipping/ELC Calculator in Quotes and Projects

Sticky Notes- Projects

Quotes

Bid Calculator

Creating a Quote Through Catalog

Messaging through Quotes

Message Participants in a Quote

Sticky Notes- Quotes

Creating a Quote

Exporting a PDF Quote

Saving Products to Catalog from Quote

Assortments

Assortments and How to Use It

Orders

Adding Special Notes to an Order

Messaging through Orders

Add Your Own PO#, Customer, and Customer PO# to Order

Messaging through Product Details in a Quote or Order

Confirming an Order

Messaging through Product Details in a Quote or Order (Chat Tabs)

Editing Confirmed Order

Placing an Order

Order from Catalog

Workflow

Workflow

Surefront Additions

@ Mentions

Messaging (Internal Team Members)

Where can I send messages?

Components - Product Sets

Supported File Types

Events Log

Send to PD Notification- Messaging

Bulk Edit

Sending to Product Development (PD)

Order History

Sales History

Inventory

Creating and Maintaining a Company Profile

Exporting Custom PDF Line Sheets

Exporting Custom PDF Tech Packs

Using Filters in Projects, Quotes & Orders

帮助中文用户

入门 - 销售经理

Chinese Language Support

通过产品详细信息发送消息

通过订单传递消息

通过优惠传递消息

批准订单

什么是展示？

出价计算器

创建优惠

库存

销售历史

订单历史

如何在展示中共享产品？

如何批量添加产品？

如何标记产品？

如何将产品添加到目录中？

Release Announcements

March 2024 Release Announcement

Jan 2024 Release Announcement

May Release Announcement

4.27 Surefront Release Announcement

April Release Announcement

March Surefront Release

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