You're catalog is probably looking awesome at this point, but there are always things you can do to further refine and improve your account setup. Assuming you've made it through the welcome tutorial and are set up with the basics, here are some suggestions and articles about taking your account even further:
- Make sure your sales reps are set up with their correct log-in information by adding them as users.
- If you are a distributor or rep group selling multiple manufacturers or brand lines, take a look at how split your catalog up by manufacturer.
- Organize your customers and group them by territory, currency, or pricing with customer groups.
- Organize your orders and group them by trade show, season, or event with order categories.
- Customize the look of your email confirmation template.
- Customize the data on your CSV order exports.
- Provide your buyers with an easy way to re-order from you at their convenience 24 hours a day, 7 days a week with Handshake Direct Online.
Thanks for taking the time to set up your Handshake account and feel free to email our support team with any questions you may have in order to make the most of your experience!