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Application
Email Templates
Emails
This email is sent when a Customer applies for a Trade Account.
Account Approved
Email Templates
Emails
This email is sent when a Trade Account application is approved in the CMS.
Account Rejected
Email Templates
Emails
This email is sent when a Trade Count application is rejected in the CMS.
Unique Stock Records (AKA USRs)
Import Export
File Types
This may be used as an import or an export. The file looks like this: Import Amend your file and upload it; this will update USRs which are in the file, based on Barcode. Field Purpose code Read only - this is use to identify the related Variant ba...
Retrieve a Quote
Checkout
If a Customer has been given a quote, this can be retrieved for online checkout. Quote Retrieval The Customer will receive an email with a link to retrieve the quote; they can use this. Alternatively, there is a link in your website footer for retrieve a quot...