Using The Contacts Module
Using The Contacts Module Highlights of the Contacts Module: Create New Contacts Create New Accounts View orders placed by Contact View orders placed by Account View website traffic history by Contact Edit shipping address in Contacts Edit shipping ...
Import Orders Visit the Orders Module Press "Import" Press the “Order File” link to download the example file Modify your order file to be the same data format as the example file (see below) Press “CHOOSE FILE” to upload your product file If your ...
Edit an Order
Edit an Order You can edit draft orders and only add notes to completed orders Visit the Orders Module Click on the applicable order If it is a draft order, you can edit its details and press save If it is a completed order, you can add notes and ...
Importing Contacts to your Inxeption Ledger
Importing Contacts to your Inxeption Ledger Information can be import to your ledger for the following modules: PRODUCTS, ORDERS, and CONTACTS Go to the CONTACTS module Select IMPORT CONTACTS Using the example template, format the contacts that you ...
Using Zapier to import your orders
Adding Zapier Zapier is a middleware platform that will connect and automate your order flow into Inxeption. This allows you to use Inxeption for label generation. Note: Zapier will only bring in new orders after the time of setup. For backlog ...