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RESOURCES

Useful answers.
For the work ahead.

Practical guides to catalog preparation, private buying, customer pricing, and the order-to-invoice handoff.

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RESOURCE LIBRARY

Browse practical guides.

7 resources

Operations

How much time does a repeat order really take?

A practical way to measure the work around emailed and phone orders before you change your ordering process.

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Catalog operations

Build a welding catalog buyers can order from accurately

Use clear SKUs, wire specifications, pack sizes, and selling units to make recurring welding-supply orders easier to interpret.

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Buying guides

When does a distributor need a private buyer portal?

Recognize the point where PDFs and email start adding work.

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Catalog operations

A practical catalog import checklist

Prepare SKUs, pack sizes, and product descriptions before your first import.

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Pricing

How to organize customer-specific pricing

Keep negotiated rates clear as your buyer network grows.

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Accounting

From purchase order to QuickBooks invoice

Understand the checks between an incoming order and an invoice.

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Implementation

Bring your first buyers online without disrupting orders

A staged rollout for the customers who already buy from you.

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Prefer to see the workflow?

Product walkthrough

See the buyer, supplier, and accounting perspectives.

Rollout guide

Plan your first catalog and first buyer.

Evaluate your options

Understand the questions to ask when selecting an ordering platform.