helpwith.salesorder.com
  • Read me first
  • Start!
    • How to move forward
  • Video Index
  • Live in 5
    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
      • Transaction Migration Primer
      • Migrate transactions
      • Migrate from Quickbooks
        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
      • T -4: 'Open' transactions
      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
  • Common Actions
  • Company
    • Workers and Users
      • Add new User login
      • Owners
  • Organizer
    • Memo
    • Contacts
    • Calendar
    • Email
    • Attachments and Linking
  • Expenses/Timesheets
    • Expense Claims
      • Mileage Claims
    • Timesheets
  • Sales Forecasting
  • Sales
    • Leads
    • Prospects
    • Customers
      • Credit Controls
    • Jobs
    • Sales Quote
    • Sales Orders
      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
      • Stock Allocation
      • Pick-Pack-Ship Process
      • Sales Order List
      • Drop Ship
      • Special Orders (Just in Time)
      • Discounts
      • Prepayment/Deposit
    • Cash Sales
    • Sales Invoices
    • Payments from Customers
      • Processing digital Payments
      • Apply Credit Automatically on Payments
    • Customer Credit Notes
    • Customer Refunds
    • Delivery Notes (a.k.a Packing List)
    • Customer Statements
    • Shipments
      • Pick List
    • RMA
    • Commission automation?
  • Purchasing
    • Suppliers
    • Purchase Quotes
    • Purchase Orders
    • Cash Purchases
    • Item Receipts
    • Bills (Purchase Invoices)
    • Payments to Suppliers
    • Supplier Credit Notes
    • Supplier Refunds
    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
  • Products/Services
    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
    • Stock Adjustment
    • Stock Manager
    • Stock Locations
    • Categories, Tags and Attributes
      • Categories
      • Tags
      • Attributes
    • Images on Items
    • Item Extra Info
    • Price Levels
    • Price Lists
    • Advanced Price Lists
  • Banking
    • Cashflow Forecast
    • Checks
    • Bank Reconciliation
    • Petty Cash Accounts
    • Credit Cards
    • Money In and Out
  • Accounting
    • Accounting Periods
    • Payment Terms
    • Tax
      • Sales Tax
        • US Tax Codes
      • Tax Authorities
        • Working with HMRC (UK Specific)
      • Tax Codes
      • Tax Groups
      • Item Tax Options
      • VAT Returns
    • Currencies
    • General Journals
    • Memorized Transactions
    • Reverse Transactions
  • WMS: Warehouse Management
    • Stock View
    • Goods In
    • Goods Out
    • RMA
    • Shipping
    • Pallets
    • Kits and Assemblies
    • Stock Actions
    • Stock Count
    • Locations
    • History
    • Admin
    • Config
    • Barcode Scanner App â›­
    • Multipacks
    • Overship Tolerance
    • Expiry Date
  • WMS Setup
  • Third-party logistics (3PL)?
  • Shipping
    • FedEx Manager Integration
    • UPS WorldShip Integration
  • Reports
    • Classifications
    • Report Mailer
    • Email Reports on Schedule
    • Accounting Periods
  • Setup
    • Roles
    • Email templates
    • Payment Processors
      • Basys: low fees, VIP service
      • Authorize.net
      • Cybersource
      • PayPal
      • USAePAy
      • Paragon (PAYA)
    • Configuration
      • Company â›­
      • Memo â›­
      • Ref # â›­
      • Leads â›­
      • Prospects â›­
      • Customers â›­
      • Credit Controlsâ›­
      • Jobs â›­
      • Sales Quote â›­
      • Sales Order â›­
      • Sales Invoice â›­
      • Customer Credit Note â›­
      • Cash Sale â›­
      • Statements â›­
      • Shipment â›­
      • Customer Refund â›­
      • Delivery Notes â›­
      • RMA â›­
      • Pick List â›­
      • Supplier â›­
      • Purchase Quote â›­
      • Purchase Order â›­
      • Item Receipt â›­
      • Cash Purchase â›­
      • Bills â›­
      • Payment to Suppliers â›­
      • Supplier Credit Notes â›­
      • Supplier Refunds â›­
      • 1099 Categories â›­
      • Kit â›­
      • Accounts â›­
      • Accounting Periods â›­
      • VAT â›­
      • Email Accounts â›­
        • OAuth for Outlook 365 â›­
      • Company Security â›­
        • Two Factor Authentication
      • Classifications â›­
      • Document Templates â›­
      • Shipping Carriers
      • Sales Invoice â›­
      • Payments from Customers â›­
      • Sales Opportunities â›­
    • EasyPost â›­
    • Shipstation â›­
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • âš  Live Shopping Carts
    • Shopping Cart controls
    • Shopify â›­
    • BigCommerce â›­
    • Magento â›­
    • Woocommerce â›­
    • Prestashop â›­
  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
      • Sales Reps
      • Sales Teams
      • Administrators
        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
    • TAP UX
      • Global Brand Style
      • Themes
      • Pages
      • Blocks
        • Group Start
        • Plain Text
        • Image
        • Hyperlink
        • Menu Matrix
        • Title
        • Custom HTML
        • Block Configurations
          • Pixels and Percentages
          • Flex Box Settings
            • Flex Wrap
            • Justify Content
            • Align Items
            • Column/Row Gap
            • Align Content
          • Background
          • Dimensions
          • Border
          • Slider & Carousel
          • Margin Padding
          • Overflow Settings
      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
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  1. Trade Acceleration Portal 2.0
  2. TAP UX

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Media

Your Cart consists of several key 'pages', including:

  • Homepage

  • Product Details

  • About Us

  • Contact Us

  • Terms & Conditions

Each page is configurable in the Content Management System (CMS). This allows you to easily adjust the appearance and style of each page to suit your preferences.

Header
Update Logo on Header
Footer
Homepage
Update Categories on Homepage
Update Products on Homepage
Product Category Page
Product List/Grid View
Product Details Page
About Us Page
Contact Us Page
Privacy Policy Page
Terms and Conditions Page