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