New User? Start Here!

• Before You Begin
• Getting Around the Admin Area
• System Notifications

MAIN Area of Admin Top Navigation Menu

• My Profile
• Orders
• Site Order History

PREFERENCES Area of Admin Left Navigation Menu

• General Settings
  • Email Settings
  • Adding your Logo
• Locations (Setting Up your Company Locations)
• Pricing Engines - General Information
  • External Pricing Services
  • Creating a Unit of Measure (UOM) Pricing Engine
  • Creating a Price Break Pricing Engine
  • Creating a Pricing Calculator Pricing Engine
  • Creating a Spreadsheet Method Pricing Engine
  • Testing, Editing, and Deleting Your Pricing Engines
• Shipping (Setting up Carrier Accounts)
  • Shipping Methods
• Payment Methods
  • Understanding DNS and SSL for your websites
• eDocBuilder Templates
• Forms
• Admin Users
• Admin Groups
• Workflows (Custom Status options)
• FTP Accounts
• Product Attributes
• Vendors
• Brokers
• Webhooks
• Embedded Services

SITES Area of Admin Left Navigation Menu

• Create a New Site
• Site Duplicating
• Settings, General
  • Site Branding
  • Site Basics
  • Shopping Cart Setup
  • Shopping Cart Checkout Settings
  • Guest Checkout (Retail B2C sites only)
  • Assign a Form to the Checkout page
  • Approval Requirement Setup (B2B sites)
  • Domains Tab in Settings
  • Tax Setup
  • Shipping (Setup for Sites)
  • Payment Methods (Setup for Sites)
  • Custom Instructions 
  • Adding Contact and Footer information to your site
  • Site Specific Email Display Names
  • SEO and HTML Settings for your sites
• Skins
  • Skins (Choosing and Customizing Site Skins)
  • Creating a Custom Skins
  • Using the Live Palette Editor 
• Widgets
• Pages (Creating Pages in your Sites)
• Navigation (Setting the Navigation areas in your sites)
• Catalog
  • Categories (Adding Product Categories to your sites)
  • Products (General Tab)
    • Products (Description)
    • Products (Artwork)
    • Products (Pricing)
    • Products (Assigning Forms)
    • Assigning Products to Site Groups
    • Assigning Attributes to a Product
    • Product SEO for B2C sites
    • Products Kitting
    • Product Duplication
  • Catalog Organization (For Products and Categories)
  • Inventory (Setting up and Managing)
• Users (User Management)
  • Site Users (Adding and Editing Site Users)
  • Site Groups
  • Profile Fields
• Locations & Departments (for B2B sites)
• Assets
• Promotions
• Open Carts and Saved for Later
• Purchase Order Codes
• Approval Plans (Advanced Feature for B2B Sites Only)
• Budgets (Advanced Feature for B2B Sites Only)
• Email Notifications (Custom Notifications)
• Email Notification History
• Single Sign-On (SSO)
• URL Redirects (B2C and Informational Websites)

TOOLS Area of Admin Left Navigation Menu

• Barcode Scanning
• File Manager
• Proofs
• Report Writer (Data & Reports)