Orderwerks B2B Sales Order Entry
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      • Creating Accounts
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      • Order Workflow Configuration
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      • Fishbowl Inventory Getting Started
      • Shopify Getting Started
      • BigCommerce Integration
      • ShipStation Getting Started
      • TaxJar Getting Started
  • Menu

    • Welcome
    • Getting Started
    • Core Concepts
      • Catalogs
        • Price Groups
        • Categories
        • Product Groups
        • Catalog Operations
        • Kits
        • Bulk Image Import
        • Price Group Descriptions
      • Inventory
        • Inventory View
        • Lots
      • Orders
      • Shipments
      • Fulfillment
        • Pick-Pack Module
        • Fulfillment Prioritization
      • Users
      • Rep Groups
      • Clients
    • Accounts
      • Creating Accounts
      • Changing Account Terminology
      • Account Address Management
      • eCommerce Mode
    • Advanced
      • Order Workflow Configuration
      • Setup A New Catalog
      • Setup An Integration
      • Processing Orders
      • Backorders
      • Purchase Orders
        • Vendor Sources
      • Themes
      • Branded Login
      • Offline
      • Service Levels
      • Price Approval
      • Templates
    • iOS App
    • Integrations
      • QuickBooks Online Getting Started
      • QuickBooks Desktop/Enterprise Getting Started
        • QuickBooks Desktop Unit Of Measure Options
      • QuickBooks Payments Getting Started
      • Zoho Getting Started
      • Hubspot Getting Started
      • Fishbowl Inventory Getting Started
      • Shopify Getting Started
      • BigCommerce Integration
      • ShipStation Getting Started
      • TaxJar Getting Started
  • Getting Started

    Last Updated August 3, 2020

    Here are some initial things to read and familiarize yourself with in order to get started using the Orderwerks platform. There are three initial user types that we guide you through:

    I’m a Customer using Orderwerks to Buy from a Company.

    I’m a Sales Person or Internal User using Orderwerks with my Company.

    I’m an Admin using Orderwerks with my Company.

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