System Configuration

Retailer Setup

System Configuration
December 21, 2023

Adding a Retailer

1. Navigate to Foundation Data → Organization.

2. Click Add Organization.

3. Type the retailer's name in the Name box.

4. Select the Retailer check box in the Tags section. If any other tags apply, select them also.

5. Fill in any other fields.

6. Click Save.

Adding Templates for Labels and Packing Lists

1. If the customer or retailer did not supply you with templates files, create the templates using a template-creation program.

2. See Setting Up Label and Document Templates for instructions on adding templates and setting them up for use.

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