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Working with buyers

  • How to set up your customer accounts
  • How to upload your customer list to Candid
  • How to create an account for a buyer and send them a login link
  • How to set up customer accounts with multiple locations
  • How to update customer contact information
  • Do my customers need to have a Candid account?
  • How to communicate with your buyers directly in Candid
  • How to create a retailer application for verifying buyers
  • How to share your catalog and storefront with buyers
  • How to share ordering terms and conditions with your buyers
  • How to share ordering instructions with your buyers
  • How to pre-approve orders from your buyers
  • How to set a default discount for your buyers
  • How to create promotional discounts
  • How to promote your online store
  • How to hide pricing or products when sharing your wholesale catalog
  • How to set up Instant Checkout for your buyers
  • How to remove a customer from your account
  • Tagging orders, customers, and products with tags

Categories

  • Getting Started
  • Product Import & Catalog Creation
  • Storefront
  • Catalog Settings
  • Wholesale Pricing
  • Sales Order Management
  • Inventory Management
  • How to edit products after import
  • Working with buyers
  • How to use Candid Pay
  • Customer Invoicing
  • Shipping
  • Integrations
  • Account Management
  • Analytics & Reporting
  • Sales Rep Management
  • Troubleshooting
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