Video Guides
Explore the Knowledgebase
Guides and videos are available to help you navigate all of PromoSoft's features. Browse the frequently asked questions or search for a specific topic below:
Where do I manage goals, commissions and Sales Reporting?
Where do I manage goals, commissions and Sales Reporting?
What settings are available in Settings?
What settings are available in Settings?
How to manage Purchasing & Receiving of goods for each order?
How to manage Purchasing & Receiving of goods for each order?
How do I handle Invoicing?
How do I handle Invoicing?
What is the customer's Public View?
What is the customer's Public View?
How do I manage the Fulfillment Queues?
How do I manage the Fulfillment Queues?
How do I create a Customer?
Creating Customers
How do I create a Quote?
Creating Quotes
How do I create an Order?
Creating Orders
How do I create a Purchase Order?
Creating Purchase Orders
How do I share the Customer's order page?
Sharing Customer Order Portal
Can I offer ACH and Credit Card Payments?
Payment Methods
How do I change the logo?
Branding & Logo
What is the general process workflow for fulfilling an order?
Understand the concept
How do I manage Items?
Build your own catalog or import brands
How do I create a Vendor?
Manage Vendor Relationships
Don't take our word for it.
I did 149 invoices TODAY!! Without the QuickBooks integration, I would have been here until doomsday copy and pasting
We are all hands on deck with production since the PromoSoft integration, and appreciate the customizations. THANK YOU!
We could not haved scaled without the PromoSoft system, it has been absolutely essential to our growth.
