UnifyOrdering

Dani

Matteo Recchia

Supporting all the key information you need to ensure you're ready for take off🚀

Suppliers - Getting Started With UnifyOrdering

Your first steps to getting started with your UnifyOrdering dashboard

Supplier - Getting Started

Guide to set delivery days, cut-off times and other general business information

Supplier - Adding your general business information

Add your entire product listing to your dashboard a space to create and maintain your digital brochure

Supplier - Managing your Product List

Adding images of products to your product list for customers

Supplier - Getting product images added

How to get all your orders through UnifyOrdering by adding all your customers

Supplier - Adding buyers to your dashboard

Getting customers to order from you in a new way with a free app

Supplier - Inviting customers to order from you through UnifyOrdering

How orders are received on your dashboard and how to confirm, edit and cancel orders.

Supplier - Managing orders from buyers

Full ordering solutions offered from dashboard to full integrations

Supplier - Plans With UnifyOrdering

Guides To Getting Started

Everything you need to know from placing orders for customers, to editing and confirming on the orders section.

Supplier - Orders Introduction

Keep up to date with sales trends and key areas to action. Get custom reports and use filters to get accurate data.

Supplier - Statistics Introduction

Setup your companies general information from promotional images, descriptions to order cut-offs and delivery days.

Supplier - Settings Introduction

Learning how to create products, add images and set custom prices for customers.

Supplier - Products Introduction

Adding and inviting buyers, assigning sales reps, marking products as favourites and setting pricing

Supplier - Buyers Introduction

Suppliers Video tutorials

Video Tutorials

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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