Your first setup tasks including sign up, first login, account setup and creating additional users.
Adding custom suppliers, managed suppliers and adjusting per supplier pricing.
Inventory management type, supplier priority, intelligent reorder settings and automatic PO Creation.
Automatic and manual purchase order creation, downloading POs, and checking parts in.
Download and registering the Point of Sale application and logging in for the first time.
Placing an order through the point of sale; from customers to products to payments.
Setup steps to begin accepting credit cards and PayPal though your Point of Sale and shopping cart.
Setting up your shipping including shipping rules and connecting to UPS/FedEx API data services.
Setting up your Pilot shopping cart to accept orders online including the customer portal.