Getting started as a showroom

If you're a Showroom, or just happen to manage multiple brands, Candid's Showroom features should help speed up your workflow considerably. Showroom-exclusive features include:

  • All Candid Premium features for every repped brand

  • Act on behalf of any repped brand

  • Dedicated multi-brand landing page

  • Cross-brand reporting

  • Integrated CRM

  • Offline order support

  • Dedicated support specialist

Get set up

  • Schedule a time to talk to one of our integration specialists
    We will use this quick onboarding session to discuss how best to set up your Showroom and the brands you will be repping.

  • Make sure your brands are set up
    Set up each brand's catalog and discovery profile. Companies with complete, accurate profiles tend to do better in Candid. Make sure each brand on your roster has set up their profile and imported their wholesale catalog.

  • Invite your teammates
    There’s no cost for additional users, so you can add unlimited colleagues (or even just email aliases) and manage their notification preferences in Settings.

  • Set your notification preferences
    The Settings page allows you to configure your email notifications any way you’d like. You can set default contacts for each brand, assign different types of inbound messages to different users, conditionally BCC anyone on your team, and more.

Place an order

  • Choose a brand to work with
    Select a brand from your Seller HQ to begin writing customer orders on their behalf. The site header will show which brand is currently selected.

  • Start a new order
    Find or create new customers from the New Order page, or start a reorder using Candid CRM.

  • Add your first product
    Choose a catalog product or create a new one by clicking "Add Products".

  • Send the order to the buyer
    Once everything looks good, click "Submit Order" to send over for review, or "Pre-Approve Order" if you're ready to move straight to invoicing and shipping.

FAQ's

  • What do I need to get started?
    Pick a name for your Showroom if you don't already have one. We will need to create a third, parent company using this name that is not the name of any of the brands that will be in the Showroom.

  • Is there a way to not let people who work for one brand be able to see the other brand's information?
    Yes, it is set up like this by default which is why the parent company setup is required.

  • How do order notifications work?
    You can set order notification settings for each brand by heading over to the Notifications & Email settings page. Please note: a given user, unique by email address, can only belong to one company.

Want to learn more about Candid? Visit us here or book a demo!

How to contact us

Ready to get started or have more questions? You can reach out to us anytime at team@candidwholesale.com. Support team hours are Monday - Friday from 9:00 am - 5:00 pm PT.

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