Account settings

The account settings page on Handshake Hub is where you can configure some base-level account defaults such as your primary time zone and currency, order behaviors, inventory, and more.

General

Primary Time Zone - This sets the time and date for your account and effects all components of the Handshake platform.

Primary Currency - This is the currency for the base unit price of all products within your Handshake account, across all aspects of the Handshake platform. We recommend setting this to the currency you primarily sell in. If you sell in multiple territories with varying currencies, this can be achieved by making use of customer groups.

Default Country Code - This should be the country code where your business is based.

App Appearance

Use custom tint (pro and enterprise) - checking this box will give you a series of sliders or a hex code field to set a custom font color within Handshake Rep and Handshake Direct Mobile.

Custom iOS images (pro and enterprise) - you can replace the default Handshake log in screen graphic on Handshake Rep and Handshake Direct Mobile with your own custom branding.

Orders

Order Confirmations:

• CC Company on Order confirmations - check this box if you want your company email address to receive a copy of order confirmations that get sent to customers via Handshake Hub. You can configure this email address on the default manufacturer within your account. You can also set up multiple emails to be cc’d by comma separating the email addresses. i.e orders@myaccount.com,customerservice@myaccount.com
  
  
• Email Products to Manufacturer(s) - if you are a distributor that sells multiple manufacturer/brand lines, this may be a useful feature for you. When an order is placed containing items from multiple manufacturers and this box is checked, each manufacturer will receive a separate order confirmation email that only has their specific products on it. This setting only applies to order confirmations that are emailed from Handshake Hub. More information on setting up multiple manufacturers within your Handshake account can be found here.
  
  

Include inactive products when duplicating orders - When enabled, new orders will include lines for products that are now inactive. When disabled, products that are now inactive will not appear on duplicated orders. More information about inactive products can be found here.

Mobile order history cutoff - When a cutoff date is set, orders written before the selected date will no longer be visible on Handshake Rep or Handshake Direct Mobile. This can improve sync speeds for high-volume accounts. By default, all available orders will sync to Handshake Rep and Handshake Direct Mobile.

Default category for returns - This is helpful for having a centralized location for all orders written via Handshake Rep that would qualify as a return. This workflow relies on having Split Order & Return enabled within your account, and more information on that feature can be found here. Use the drop down to select from the available order categories within your account. If the desired category does not exist yet within your account, click here to visit the order categories page where you can create it. More information on order categories can be found here.

Drop ship support - When enabled, reps can add a one-time use address to an order. This address will not be saved on the customer record in Handshake. To enable/disable dropship support for buyers, visit the Handshake Direct Online setup page.

Show orders written by master users (pro and enterprise) - When enabled, new orders written by master users are visible to all users in a customer’s owning user group. Only applies if a customer has exactly one owning user group.

Email Provider

Click on any of the available options if you want to configure a custom email address where all Handshake Hub customer correspondence gets sent from. This allows all sent emails to show up within your email account as sent mail. If you do not configure an email account sent messages will not show up and be trackable through your mail account.

Inventory

Inventory Levels - by default inventory is turned off within your account and the stock units importer/exporter will be hidden from the bulk import/export page of Handshake Hub. If you want to make use of the inventory features of Handshake Hub you’ll want to turn this feature on. More detailed information about the set up of inventory can be found here.

Simple Stock Levels - When on, numerical inventory levels are hidden, but items are still visibly marked as in- or out-of-stock. More detailed information about the set up of inventory can be found here.

Available to Sell - When on, displayed inventory levels represent real-time estimated available-to-sell quantities instead of on-the-shelf quantities. We only recommend using this feature if inventory is automatically syncing through an integration. More detailed information about the set up of inventory can be found here.

Prices

Show All Prices In Catalog - When enabled, the iPad and iPhone catalog always shows prices from all price lists. When disabled, reps using the catalog can see prices from only those price lists accessible to the customers they service based on their user group assignment. 

Permissions

Control Rep permissions (pro and enterprise) Each of these functions control what your reps are able to do. These are useful for making sure that your data stays organized.

Rep Specific Catalogs

Control manufacturer visibility by user group (pro and enterprise) - When enabled, additional options on the manufacturer's settings allow admin users to hide a manufacturer for select user groups. More detailed information on configuring this option can be found here.

Automatic Imports

Automatic Imports (pro and enterprise) - Allows you to use configured bulk imports as automatic daily imports. More detailed information on this feature and set up can be found here.

If you have any additional questions about the options and configurations within the accounts settings page of Handshake Hub, reach out to our customer success team at your earliest convenience.