Product Documentation
Home
Modules
Commerce
Customer Portal
Developers
Operations Portal
Payments
Releases
Back to Website
Product Documentation
Operations Portal
PIM
Configure PIM
Product Configurator
Operations Portal
Account
Notifications
Set Up Notifications - A Job is About to Expire
Set Up Notifications - New Shipto Added On Web
Set Up Notifications - New Shipto Added in ERP
Set Up Notifications - Updating Assigned Sales Reps to Quotes or Orders
Set Up Notifications - Creating Quote Comment
Set Up Notifications - Credit Status Change
Set Up Notifications - Assigned to Company
Set Up Notifications - Customer Comments on Content Pages
Set Up Notifications - An Order Was Placed Under an Assigned Company
Set Up Notifications for your Store Email Address
General Pages
Add Favorites to Your Homepage
Jump to Top of File While Previewing File Contents
Inventory
Showing Net Available Inventory to Customers
AR & Payment Solutions
Explore AR & Payment Solutions
Configure Lockbox
Accounts Receivable Screen Overview
Digital Credit Application
Card, ACH, and EFT Payments
Credit Card Surcharges & Convenience Fees
Exporting Payment Remittance Files
Nightly Invoice Emailing & Mailing
Emailing & Mailing Monthly Statements
Initiating Payments and Adding Payment Methods on Behalf of Customers
Card Payment Attempts Reporting
Responding to NACHA Audit Requests
Configure AR & Payment Solutions
View Customer Comments on Invoices
Disable Card Payment Receipt Emails
View Card Transaction Fee Amounts
Void a Deposit
Print & Email Receipts
View Store Credits in the Operations Portal
Accounts Receivable Order Management: Printing Multiple Invoices
Reporting on Store Credits: Accounts Receivable
Accounts Receivable Order Management: Printing Invoices
Accounts Receivable Order Management Screen Overview
Accounts Receivable Issue a Charge
Accounts Receivable Screen Overview
Attach a Customer File to a Ticket
Kodaris Transaction Types
Creating Accounts Receivable Sticky Filters on the Search Screen
Export Accounts Receivable Data (Search Screen)
View Customer Web Account Payments
Creating Customer Payment Type Filters
Search For and View Invoices by Orders
Search For and View Invoices - By Companies
View Open Invoices and Balances by Company
View and Print Manually Created Invoices
Download Invoiced Orders
Pull Payments to ERP Reporting
Attaching Files to Invoices
Save Monthly Job Statement As a Customer File
Commenting On Invoices
Paying Customer's Open Invoices
Paying for an Order on Behalf of a Customer
Void Payment and Roll Back Invoices
Issue a Credit
Issue a Charge on a Credit Card
Send an Invoice Manually by Email
Enabling Short Pay for Customers (Global)
Adding or Updating Short Pay Reasons (Global)
Viewing Short Pay Reasons
Enabling Schedule Pay (Global)
Cancel a Customers Scheduled Payment
Viewing Scheduled Payment Errors
Find Scheduled Pay Errors (Global)
Enable the Customer Deposit Feature (Company)
Enable Customer Deposit Feature (Global)
Finding Customer Deposit Transactions in the Operations Portal
Set Up ACH Credentials
Set Up ACH Payment Methods (Company)
Set Up ACH Payment Methods (Global)
Enable Customer ACH Payments through Priority Payments
ACH Payment Response Codes & ACH Notifications of Change
Set Up Email Alerts - ACH Payment Returned by the Processor (Company)
Set Up Email Alerts - ACH Payment Returned by the Processor (Global)
Handling ACH Payments that are NSF
Vault ACH Payment Method When Issuing a Charge
NACHA ACH Compliance Requests
Issue an ACH Credit to a Company
Authorization for Direct ACH Payment & Sample Download
Set Up Canadian EFT Payments (Global)
Set Up Canadian EFT Payments (Company)
Set Up Canadian EFT Payment Credentials
Set Up Credit Card Payment Methods (Company)
Set Up Credit Card Payment Methods (Global)
Priority Payments Merchant Processing Chargebacks
Set Up CenPOS Credentials
View Payment Attempts and Error Codes
Set Up Converge API User
Card Payment Response Codes
Set Up Email Alerts - Credit Status Change (Global)
Set Up Email Alerts - Credit Status Change (Company)
Set Up Email Alerts - Customer Commented on Invoice (Company)
Set Up Email Alerts - Customer Commented on Invoice (Global)
Set Up Email Alerts - Payment Made (Company)
Set Up Email Alerts - Payment Made (Global)
Set Up Email Alert - Scheduled Payment Error
Customer Payments - Add, Edit, or Delete a Payment Method
Configure - Customer Payments - Reset Card Payment Attempts (UPDATE)
Setting Payment Period for Last Day of Month as Start Date
Send COD Payment Link to Customer using Email Icon
Enable ACH / EFT Payment Method on COD Payments for Customers
View and Use Unapplied Cash Records
AP Solutions
About AP Automation
Microsoft 365 Email Forwarding
Configure Vendors
Create and Update Vendor Pricing by Import
Create Vendor Purchase Orders
Add Assignee on Vendor Purchase Orders
Update Vendor Purchase Order Additional Charges
Add Items to a Vendor Purchase Order
Comment on Vendor Purchase Order
Search and Filter Vendor Invoices by Assignee
Export Vendor Data
Vendor Pricing Export
Bulk Upload Vendor Invoices
Adding Products to Vendor Invoices
Copy Vendor Invoices
Delete Vendor Invoices
Setting Payment Terms on Vendors
Update Vendor Logos
Update Vendor Payment Term Setting
Vendor Internal Comments
Vendor Internal Files
Vendor Invoice Comments
Vendor Invoice Drag & Drop
Business Intelligence
Customers
Unassign Child Customer Account from a Parent Account
Add Additional Roles to Customer Users by Import
Display or Hide Shiptos on the Commerce Site via Import
Required Roles Alert When Accessing Screens with Insufficient Permissions
View Back Orders in the Order Hierarchy Pane
Display or Hide Ship-tos on the Commerce Website
Update Customer Roles to View All Locations
Update or Remove Customer Group Roles
Register New Users Under a Customer Account in the Operations Portal
Export Company Cross References
Customer Catalogs
Create or Update Company Catalogs by External ID (by Import)
Enable & Generate Recently Ordered Catalogs for all Customer Accounts
Create Company Group Catalogs by Import
Create Company Catalogs (Manually)
Enable and Generate Recently Ordered Catalogs for all Customer Accounts
Export a Price List from a Company Catalog (Operations)
Assign the "Company Catalog Edit" Role to a Customer
Company Catalogs
Manage Product Order in Company Catalogs Manually
Update Product Order in Company Catalogs by External ID (by Import)
Bulk Import Company Catalogs and Their Products
Bulk Import Customer Catalogs and Their Products
Bulk Import Company Group Catalogs and Their Products
Filter and Sort Customer Data
Assigning Companies to a Company Group by Import
Sign Up a New Customer
Send Existing Customers an Account Activation Email (Multiple Customers)
Assign View All Locations to Customers
Assign Customer Group Roles when Adding a New User (Customers)
Create Customer Group Roles & Assign Roles
Assign and Delete Customer Group Role from a Customer
Delete a Customer
Adding Customers to Accounts
Auto-Select Shipto on Customer Login
Mass Import Customers
Unlock Customer’s Account After Too Many Login Attempts
Enable Automatic Reset Password Email after Failed Login Attempts
Mass Update Company Addresses by Import
Add or Delete Roles to Customers
Import Customer Roles
Companies
Search or Filter on a Company
View Orders by Company
Sort & Filter Company Addresses in the Spreadsheet View
Assign a Child Customer Account under a Parent Account
Enable Company Restricted Employees
Assign Restricted Employees to a Company
Set the Values for the Company Category Field
Delete a Company
Add a Customer to a Company
View Customers Under a Company
Set Up and Remove Linked Accounts - Parent Company
Export Company Addresses by CompanyID
CRM
Add Hosts to Companies
Assign Customer Group Roles when Adding a New User (Companies)
Importing Company Product Lists
Set the Values for the Company Status Field
Company Details Payments Screen Overview
Adding and Viewing Customer Files
Adding and Viewing Internal Files
View Quotes under a Company
Getting Started with Punchout on Kodaris
Add a Customer to a Company
Punchout Customer Creation
View all Quote Requests Under a Company
View Activities Under a Company
Send Emails to a Customer Account
View Orders Under a Company
Update Company Product Lists by Import
View all emails sent to customer accounts
View Open Invoices Under a Company
Sort Product Lists by Customer ID
Assign a Customer to Multiple Ship-to Locations and Add Roles
View Ship-To's Under a Company
Enable a Customer Account to Place Order with Purchase Order
View Customers Under a Company
Set Up or Remove Linked Accounts
Sort Company Product Lists by Company ID
Create or Update Company Product Lists by External ID by Import
Customize "Priority" Dropdowns
Customize "Status" Dropdown
Customize "Lead Status" Dropdown
Customize "Assignment Type" Dropdown
View and Calculate Totals on Items Screen
Pay Flat Sum on Account
Using the Cash Quote Data Grid
Filter by Follow Up Date Using the Opportunities Search Grid
Add Products to a Company Product List by Import
How to Create a Ship To and Generate Pricing Records of a Quote
Assign Sales Territory Code to a Company
Add Items to a Quote from a List
Add Opportunities for a Company
Create an Order from a Quote
Delete Items Added to a Quote
Copy an Existing Cash Quote
Add Items to a Quote from a Catalog
Assign Price Group to a Quote
View Sent Emails from a Cash Quote
Add/Remove Custom Fields for Companies
Enable Customers to Accept Pending Cash Quotes
Assign Price Level to a Quote
Turning on Card Payments at Checkout
Default Ship To and Billing Addresses for Your Customers
Add Individual Items to a Quote
Attach Files to a Quote
Attach Customer Files to a Cash Quote
Email Quotes
Add a Comment to a Company
Add a New Opportunity
Add Additional Charges to Quotes
Add Additional Charges to Quotes
Add Additional Charges to Quotes, Cash Quotes, and Orders
Add an Activity
Add Internal Comment to Opportunity
Add Multisite Hosts to Companies (Import)
Add New Companies by Import
Add, Edit, and Remove Addons on a Cash Quote
Assign a Customer to Multiple Shipto Locations and Add Roles
Assign an Employee to a Company
Assign Employees to a Company by Import
Assign Inside and Outside Sales Reps to Companies by Import
Assign Sales Territory to Companies by Import
Attach File to an Opportunity
Change the Payment Terms on Orders and Cash Quotes
Clone Activities
Copy a Quote
Create a Quote
Create a Quote within a Lead
Create a Quote within an Opportunity
Create a Ticket Linked to an Opportunity
Create an Activity Template
Create and View Opportunities for a Company
Create Saved Filters for Opportunities
CRM Accounts Receivable Order Management: View Customer Files on Orders
CRM Companies Screen Overview
CRM Company Accounts Receivable Screen
Customize "Source" Selection on Opportunities
Customize Opportunities "Importance" Dropdown
Customize Opportunities "Lost Reason" Dropdown
Customize Opportunities "Lost To" Dropdown
Customize Opportunities "Type" Dropdown
Delete a Cash Quote
Enable “Type” Field to be Required When Setting Up Shipto on a Quote
Enable Multiple Customer Accounts to Place Order with Purchase Order
Export Cash Quotes Data
Filter on Opportunity "Type"
Inactivate Line Items on a Quote
Initiate a Deposit on a Company
Issue a Charge on the Company
Issue a Credit on a Company
Manually Add a New Company
Manually Assign Sales Territory to a Company
Sales Territory Assignment
Search for an Opportunity
Search or Filter to Find a Company
Send and Schedule Emails from Customers Screen
Set the Values for the Company Assignment Types Field
Set the Values for the Company Customer Type Field
Show Proof of Delivery when generating PDFs (Cash Quote)
Split Cash Quote into Separate Orders
Start a Cash Quote
Start an Order
Operations CRM - Validate that Shipto Type is Required When Setting Up a New Shipto
View And Edit Sales Opportunity Amount
View Cross References Under a Company
View Internal Files on Orders in CRM
View or Add Internal Comments when using Activities
View Product Purchase History During Quote Entry
View Product Purchase History while Price Checking
View the Source on a Lead
View, Edit, or Delete Payment Methods Under a Company
Employee Mobile App
Explore Employee Mobile App
Inventory
Pricing
Activities
Tickets
Quick Order
My Chats
Configure Employee Mobile App
Download the Employee Mobile App & Logging Into the App
Download the App & Log In
Create, Update, & Delete Filters
Save Search Filters
View and Update Company General Info
View and Update Company Info
View and Update Company Contact Info
View and Update Company Address Info
View and Update Company Shipping Info
View and Update Company Accounting Info
View and Update Company Payment Info
View Customers Under a Company
Find Products and View Inventory Details
Filter Inventory by Warehouses
Customize Price Check and Inventory Screens
View Product Pricing
Viewing Timelogs on Tickets
Create Activities
Update Activity Details
View or Add Internal Comments when using Activities
Find Activities
Find an Order
Begin a New Order
Add Items to an Order
Placing an Order and Checking Out
Add Notes to Quick Orders
Create a New Ticket
Find Tickets (By Company)
Apply Filters to the Ticket Screen
Edit a Ticket
Assign Tickets
Save or Edit a Ticket Filter
Comment on Tickets (Internal)
Comment on Tickets (Customers)
Make Tickets Visible to Customers (Ticket Screen)
Make Tickets Visible to Customers (By Company)
View and Update Leads
Use Leads Internal Comments
Add Internal Files to Leads
Use Barcode Scanner to Find Products
Using My Chats
Services Module
Tickets
Explore Tickets
Linked Tickets
Ticket Groups
Tickets: Internal Flags and Customer Flags
Clone Activities and Tickets
Merge a Ticket into Another Ticket
Ticket Formatting Options
Using the Editor Toolbar on Long Ticket Descriptions
View and Attach Videos to Tickets
Attach and View Videos on Customer Portal Tickets
Last Modified Date is Updated after Comments are Left on Tickets
View the Work Status for Tickets under a Company
Set the Values for the Work Status Field
View and Set Work Status on Tickets
Customer Tickets Project Field
Add Email Addresses to a Ticket for Notifications
View All Emails Sent for a Ticket
Ticketing System Notifications
Configure Tickets
Restrict Employees to Assigned Tickets
Customize Ticket Groups
Customize Ticket Customer Flags
Create Child Tickets
Create Ticket From Opportunity
Customize Ticket Department Dropdown Options
Assign an Opportunity to a Company Address
Clone a Ticket Group
View Tickets Under a Company
Using Filters on the Ticket Data Screen
Create a New Ticket Without a Template
Use the Editor Toolbar in Ticket Description
Clone a Ticket
Add an Assignee to a Ticket
Link Tickets to a Ticket
Attach an Internal File on Tickets
Adding Internal Comments to Tickets
Unlink Tickets
Set Up the Allowed Files Types for Customer Tickets
Customize Customer Project Fields
View Internal Comments on Tickets
Display Ticket to Customer
Compose an Email from a Ticket
View Customer Comments on Tickets
Add a Customer Comment on Tickets
Set Up Notifications: Enable Customer Ticket Notifications
Add an Email Address to Receive Notification Emails from a Ticket
Add a Snippet on Ticket Comment
Edit a Snippet on Ticket Comment
Remove a Snippet on Ticket Comment
View Internal Files on a Ticket
View Customer Files on Tickets
Assign a Ticket to a Company
Logging Time Under a Ticket
Set the Work Status on a Ticket
View the Last Modified Date for Tickets
View the Work Status for Tickets Under a Company
View Sent Emails From a Ticket
Merge a Ticket With Another Ticket
Delete a Ticket
Customize Ticket Internal Flags
Create a JIRA Ticket From a Kodaris Ticket
Ticket Templates
Manage and Use Ticket Templates
Configure Ticket Templates
Delete a Ticket Template
Create Ticket Template
Edit a Ticket Template
Delete a Ticket Template
Create New Tickets from Existing Templates
Ticket Interceptors
View Received Emails
Order Management
Explore Order Management
Orders - Validate Delivery Address via Avalara Before Releasing an Order to the ERP
View Inventory Levels When Changing Order Item Warehouse
Order Entry - Search Products When Changing Order Item Code
Re-Push Order Tender to the ERP
Bulk Order PDF Download Options
Download Order PDF Files in Bulk
Order Entry - Product Search Options
Global Customer Comments
Unit Standard Setting
Child Line Items
View & Recalculate Available Inventory on Orders
Orders - Send Email Alerts Every 5 Minutes if Orders are Not Yet Released to the ERP
Notify Store or Warehouse when Orders are Placed
View, Edit, and Delete All Order Notes in the Operations Portal
Void and Reset Payments in the Portal
COD Payment Link - ACH / EFT
Issue a Charge via Credit Card
Manage Company Payment Methods
Edit Your Monthly Payment Statement Template
Company Catalog Price List Download
COD Payment Link Overview
Split Payments
Specify SALE or AUTH When Paying an Order
Setup and Manage Product Lists
Customer Item Request: "Nonstock"
Tag and Filter Orders by Sales Rep
Assigning Guest Orders to a Cash Account
Download Order PDF Files in Bulk by Company
View and Print Manually Created Invoices
Add Products from a Catalog to an Order, Cash Quote, or Quote
Large Price List Downloads
Setup & Manage Product Lists
Order Entry in the Operations Portal
View System Events for Companies, Customers, and Orders
Configure Countries & States
Discount Records and Add-ons
View & Filter by ERP Order Type in Both the Operations Portal & Customer Portal
Customer Portal - Exclude Orders by Status
Display Scheduled Delivery Date in the Customer Portal
Automatically Assigning Guest Orders to a Cash Account
Order Approval Workflow - Send Notifications Based on Shipto
Order Approval Workflow
Orders - Monitoring & Releasing Orders to your ERP
Receive Order Placed Notifications for Assigned Customer Accounts
Order Automation in the Operations Portal
Add, Edit, and Remove Addons on an Order
View Inventory on Order Items
Order Settings for Child Items
Creating Backorders
Cancel an Order
Customer Returns - General Flow
Configure Order Management
Add "Save to ERP Warning" Using saveOrderToErpValidationManual.js Interceptor
View Tracking Information on Orders
Add Products to a Product List Manually
Capture Credit Card Signature on an Order
Filtering by Date Columns on Data Grid
Export All Customer Product Lists at Once
View Product Details During Order/Cash Quote/Quote Entry and Price Checking
Edit or Remove a Product List
Create a Product List From an Order
View & Edit Order Item Purchase Order & External Purchase Order Numbers
Reset Card Payment Attempts: Fraud Alert Banner
Add "Nonstock" Custom Item
View and Update the "Nonstock" Line Item on an Order
Update Product Lists Item Details by Import
View User Fields on Product Lists
Pay an Order with a Saved Card
Preview Order Templates
Order Entry Search for Product Lines
Send Payment Link with Expiration
Submit Returns
Preview Order PDF Template
Preview Order Email Templates
Preview Order Website Templates
Preview Company Statement Template
Preview Statement Mailer Template
View Returns, Return Reasons, and Return Comments
Preview Invoice Mailer Templates
Submit Returns Using the Orders Screen
Export Product Lists Assigned to a Company
Notify when Customer Submits Return
General Web Order Notifications
Set Up Your "Email To" Web Order Notifications
Create Return Reasons
Manually Create a Product List
Sort Product Lists by Company ID & Customer ID
Edit and Remove Products from a Product List
Create a Company Product List by Import
Show Proof of Delivery when Generating PDFs (Single Order)
Show Proof of Delivery when Generating PDFs (Multiple Orders)
Attaching Files to Orders
Delete Customer File from an Order
Exclude Orders by Status in the Customer Portal
View Product Purchase History During Order Entry
Automatically Assign Guest Orders to a Customer Account
Setting up Additional Charges for Quotes, Cash Quotes, and Orders
Commenting On Orders
Download Order PDF Files in Bulk by Company
Issue a Refund on an Order
Hide Orders Using the Customer Status
Customize Customer Order Status Values
Subscribe Employees to Receive Notification when Customer Submits Return
Update Cash Quotes and Orders as Non-Taxable
Update Payment Terms on Orders and Cash Quotes
View Inventory Levels When Changing Order Item Warehouse
Display ERP Quotes in the Customer Portal
Setting Pricing Warehouse
Enable Customers to Select Items for Quick Ordering from a Product List
Logistics
Proof of Delivery
About Our Driver Delivery Apps
Driver Delivery App V2 Workflow
Driver Delivery App V3 Workflow
Driver Delivery Mobile App
Find and Download the Driver Delivery App V2
View Delivery Items in Driver Delivery App
Capture POD Photos in Driver Delivery App
Logging in to the Driver Delivery App
View Delivery Details
Update Delivered Quantities
Update Delivery Status
View Trips
Update Trip Status
Collect POD Signature
Switch to Spanish Using the Driver Delivery App
Switch to French Using the Driver Delivery App
Employees
Sign In To Your Account
Auto-Assign Employees to Companies
Notify Employee When Their Account is Locked Out
Add an Employee
Create Employee Group Roles
Export Employees
Set Up Employee Password Policy
Create & Update Employee Information by Import
Logging into the Operations Portal with Google
Reset Your Password
New Employee Account Activation Email
Clearing Employee Failed Login Attempts
Viewing User Roles and Permissions that are Needed
PIM
Explore PIM
Products
Screen Overview
Related Products
Product Details Overview
Workflow
PIM Workflow Settings
Product Specifications
Default Category View on Commerce Site
Kodaris Product Configurator
Product Languages
Categories
Category Tree
Category Languages
Filter Categories
Attributes
Managing Related Products
Maintain & Display Related Products From Your ERP
Tracking Related Products
Managing Product Data via External PIM Integrations
Configure PIM
Product Maintenance
Updating Product Information
Updating Product Detail Information
Adding Products
Updating Product Information in Grid
Update Basic Product Information via Import
Product Image Recommendations
Product Specification Import Options
Import Product Specifications
Update Product Specifications
Mass Upload Product Images and Media Files
Upload One Primary Image to Multiple Products via Import
Order Product Images
Adding or Deleting Images and Media Files to Products
Manually Add Media Files to Products using Public Files
Save and Search Your Own Product Codes
Updating the Supplier Code and Supplier Part Number on a Product Page
Updating the Supplier Code and Supplier Part Number on Products Using the Data Grid
Updating the Supplier Code and Supplier Part Number on Products by Import
Adding Resource Files to Products
Adding Resource Files to Products by Import
Add, Remove, and Update Product Resource Files
Remove Existing Product Resources
Mark Products as Digital
Mass Update Products as "Digital"
Mass Update Products as "Digital" by Import
View Products that are Marked as "Digital"
Order Products using the Category Product Grid
Display Substitute, Options, and Upgrades Products
Adding Product Kits to an Order
Setting up Product Kits
Additional Product Kit Setup
Restrict Products to Designated Customer Accounts
Working With Product Data
Exporting Product Data
Export All Products Assigned to a PIM Category
Export Categories by External ID
Product Revisions
Product Order
Active and Display Product Fields
Update the Display Field on Products
Update the Display Field on Products Using the Data Grid
Mass Update the Product Display Field by Import
Update Maximum Product Order
Update Maximum Product Order
Update Minimum Product Order
Display Recommended Products
Check & Review Imports
Add Square Footage Display Feature to Commerce Products
Featured Products Slider
Display Subcategory Sliders
View Cross Reference Products
How to Find Added Products
Filter on Direct Shipped or Locally Stocked Products (Commerce Side)
Assigning Attributes to Products
Assign Attributes By Importing
Assign Attributes in Data Grid
Assign Attributes By Code
Working with Product Attribute Assignments
Exporting Attribute Assignments
Mass Delete Attribute Assignments
Viewing Over 20+ Product Attributes
Assigning Products to Categories
Adding Products to Categories Manually
Assign Products to a Category by Import (Category Products Tab)
Add Products to Categories by Importing
Working with Product Category Assignments
Export Product Category Assignments
Export All Products Assigned to One Category Using the Category Assignment Tab
Export All Products Assigned to One Category
Mass Delete Product Category Assignments
Delete Primary Category Assignment by Importing
View All Products Assigned to One Category (Data Grid)
Unassign Products from a Category by Import Using the Category Products Tab
PIM Workflow
Setting Up Product Data for Workflow
Updating PIM Settings
Related Products
Add Related Products Manually
Add Related Products via Import
Related Products Slider Order (Manually)
Product Configurator
Configure Parent Product Setup & Adding Product Variants
Product Configurator Filter Category & Attribute Value Configuration
Assigning Product Variants to Product Configurator Attributes
Categories
View All Product Categories
Export Categories in NDJSON Format
Adding Category Images
Edit a Category
Creating Product Category Structure
Create a Category Tree
Creating Product Categories Manually
Creating Product Categories by Importing
Edit Products Within a Category using the Category Grid
Category Order
Configure Custom Category Order
Configure Custom Category Order by Import
Update Category Order by Product Count
Exporting Categories
Import Categories by External ID
Setting Up a Product Category Banner
Viewing Products in a Specific Category
Hide All Products in a Category
Deleting One Product Category
Deleting Multiple Product Categories
Deleting Unselected Categories
Deleting Categories with Child Categories
Mass Delete Product Categories by Import
Update the Default Category View
Update Category Default View
View and Restore Product Category Revisions
Using the Primary Category Column
Mass Update Product Order Within a Category using Category Assignment (Import)
Assign and View Categories by Host (Multisite)
Setting Up Subcategory Slider
Filter Categories
Find Filter Categories by Display, Product Display, and Searchable Value
Creating Filter Categories (Manual)
Create Filter Categories (Import)
Creating the "Category" Filter Category
View All Filter Categories
Exporting Filter Categories
Updating Filter Category Order
Updating Filter Category Order (Import)
Update Filter Categories as Non-Searchable
Edit a Filter Category
Delete a Filter Category
Mass Delete Filter Categories by Import
View All Attributes Assigned to a Filter Category
View All Attributes Assigned to a Filter Category (Attribute Screen)
Display Filter Categories on Product Catalog View
Attributes
Filter by Category on the Attribute Assignment Screen
Creating Attributes (Manual)
Set the Primary Image on Product Attributes
Creating Multiple Attributes (Import)
Configure Your Attribute Order by Count
Configure Your Attribute Order by Name
Configure Your Attribute Order by Category Order
Configure Your Attribute Order (Import)
Update Attribute Order if Filter Category = Category Order (Manual)
Update Attribute Order if Filter Category = Category Order (Attribute Grid)
Update Attribute Order if Filter Category = Category Order (Import)
Delete an Attribute
Mass Delete Product Attributes by Import
Edit an Attribute
View All Attributes
Export All Attributes
View All Attributes Assigned to a Product (Product Details)
View All Products Assigned to an Attribute (Data Grid)
View All Products Assigned to an Attribute (Filter Categories)
Assign Multiple Products to One Attribute (Import)
Exporting All Products Assigned to One Attribute
Mass Update Specific Product Attribute Assignments by Import
Product Languages
Cross References
Explore Cross References
Marking Cross References Active or Inactive
Configure Cross References
Marking Cross References Active or Inactive in Grid
Cross Reference Grid Overview
Cross References Export
Mass Delete Cross References by Import
CMS
Explore CMS
Content Management System Overview
CMS Menus
CMS Customizer
CMS Pages
CMS Blog Posts
Create CMS Blocks
CMS Common Block Types
CMS Page Drafts
CMS Page Layouts
CMS Page Templates
CMS Page Tree
CMS Widgets
CMS Media
Exporting and Importing Content Pages
SEO Capabilities Within the Kodaris CMS
CMS Branding Capabilities
Configure CMS
Block Editor
Adding a New Block
Color Settings Overview
More Rich Text Editing Options
Moving Blocks
Preview Feature
Typography Settings Overview
Work with Blocks
View Parent Page Names in the Spreadsheet View
Design Blocks
Buttons Block
Columns Block
Form Block
Group Block
Product Slider Block
Separator Block
Spacer Block
Table Block
Add a Map Block
Customize Your CMS Map Block
Pages
Update Content Pages by Importing
Add a New CMS Page
Delete a CMS Page
Find a CMS Page
Preview a Page
Mark CMS Pages Inactive
Editing Existing CMS Pages
Ordering CMS Pages
Use the Draft Feature on New CMS Pages
Use the Draft Feature with Existing CMS Pages
Embed Vimeo Video Links on Pages
Add Videos to Homepage Banner
Internal Page Comments
Set a Status on CMS Pages
Set Up CMS Page Statuses
Add CMS Page to Menu
Remove a Page From your CMS Menu
Import and Export Content Pages
Export Content Pages
Find a CMS Blog Post
Preview a Blog Post
Edit a Blog Post
Create Parent Blog Page
Create a Blog Post
Customize Blog Post Tile Images
Add a New CMS Page Layout
Set Up Career Pages
Draft Pages
Create a Draft Page
Delete a Draft Page
Save a CMS Draft Page
Search for a Draft Page
Edit an Existing Draft Page
Preview a CMS Draft Page
Create Custom Blocks
CMS Image Guidelines
Search Engine Optimization
Create CMS Contact Forms
Forms - Add & Remove Fields
Enable Multiple File Uploads on CMS Forms
Custom Form Processing
Custom Form Processing - Send Emails Based on Form Values
Update Form Success and Error Messages
Update Your CMS Header Menu
Update CMS Footer Menu
Update CMS Home Slider (Banner)
Update Your Home Content Tiles
Remove Custom Link URLs from your CMS Menu
Display Top Categories
Top Brands Slider
Import CMS Widgets
Export CMS Widgets
View and Restore CMS Widget Revisions
Editing Menus, Widgets, and Pages in Multi-Site Mode
Configure CMS Page Internal Comment Notifications
Fraud
Explore the Operations Payment Fraud Module
Enable Fraud Detection
System Settings
Emails
Configure the Reply-To Email Address for All Emails Sent from Your System
Configure Your Store Email Name
Email Configuration Options
View Sent Emails
Configuring Office 365 Email Credentials
Export Emails
Send Emails to Employees via the Operations Portal
Resend Emails Directly from the Operations Portal
Scheduling an Email
View and Edit Email Templates
Set the “Reply To” email address for all store emails
Update or Personalize the From Name For All Store Emails
View / Confirm Sent Emails
System Settings
Enable or Disable Employee Sign In With Microsoft
Enable or Disable Customer Sign In With Microsoft
Send Email Alerts Every 5 Minutes If Orders are not Released to ERP
Integrations
Avalara Integration
MaxRecall Integration
Salesforce Integration
Punchout
Punchout Documentation
Punchout Customization Guide
Punchout Customer Creation
Punchout Settings and Configuration Guide
OCI PunchOut — Endpoints, Setup & Test Guide
Product Configurator
Please use the menu items in the sidebar to get started.
In this article
Product Documentation
Product Documentation