> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/video-index.md).

# Video Index

Explore our content index for:

* In-depth Tutorials<img src="/files/VEOagEzprRGBMoGSj7mD" alt="" data-size="line">
* Quick 'How To' videos <img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">
* Interactive Walkthrough <img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">

## Workflow Demonstration

<img src="/files/VEOagEzprRGBMoGSj7mD" alt="" data-size="line">[Workflow with WMS](https://salesorder.wistia.com/medias/ct8g7johbz)

<img src="/files/jTrycPizkN0BmDbcpVqs" alt="" data-size="line">[Workflow without WMS](https://salesorder.wistia.com/medias/8q1mkrl3rb)

<img src="/files/ZvzM3RL7xlslvhQtSauM" alt="" data-size="line">[Workflow with WMS (batch orders and backorders)](https://salesorder.wistia.com/medias/yqn9ypm2as)

## User Controls&#x20;

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Conventions: List | Documents | Actions](https://salesorder.wistia.com/medias/t5lw8nnjqw)

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Lists](https://salesorder.wistia.com/medias/i4xxs6rzvg)

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Making Space I Explorer I Bookmarking](https://salesorder.wistia.com/medias/wf68fmwobl)

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Adding Trading Partners, Actions, and Inheritances](https://salesorder.wistia.com/medias/r8hzl0t6ra)

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Search and Memorize](https://salesorder.wistia.com/medias/2r578rh4g2)

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Enter Line Items and Adjust Columns](https://salesorder.wistia.com/medias/jqg4sbbnft)

<img src="/files/lbpvLPhno0DY3aHXdVY4" alt="" data-size="line">[Shortcuts](https://salesorder.wistia.com/medias/hwzwt40zi1)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Navigate Around the App](https://howto.salesorder.com/how-to-navigate-around-the-app-list-document-action/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add and Edit Trading Partners](https://howto.salesorder.com/add-and-edit-trading-partners/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Memorize Searches](https://howto.salesorder.com/memorize-searches/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Use Shortcuts](https://howto.salesorder.com/use-shortcuts-2/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Make Space](https://howto.salesorder.com/make-space/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Use the Explorer](https://howto.salesorder.com/use-the-explorer/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Bookmark Documents](https://howto.salesorder.com/bookmark/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Perform an Advanced Search](https://howto.salesorder.com/advanced-search/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add Fields/Sections/Tabs](https://howto.salesorder.com/add-new-fields-sections-tabs/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Configure Columns on a Document](https://howto.salesorder.com/configure-columns-on-a-document/)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Navigation, Lists, Actions](https://app.storylane.io/share/ktulank8fipf)

## Company

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add Workers and Create Logins](https://howto.salesorder.com/add-worlers-and-create-logins/)

<img src="/files/uzpeyG5SGIHoBPg4nAPF" alt="" data-size="line">[Roles](https://app.storylane.io/share/6glcaxmtm46f)

<img src="/files/uzpeyG5SGIHoBPg4nAPF" alt="" data-size="line">[Add a Worker with Login](https://app.storylane.io/share/kg14j8jie6if)

## Organizer

<img src="/files/cbXulLbic5ZZQgsnHFZw" alt="" data-size="line">[Memos - Events | Tasks | Reminders](https://salesorder.wistia.com/medias/ss8dfj1ond)

<img src="/files/cbXulLbic5ZZQgsnHFZw" alt="" data-size="line">[Contacts](https://salesorder.wistia.com/medias/xef7spkb2f)

<img src="/files/cbXulLbic5ZZQgsnHFZw" alt="" data-size="line">[Email](https://salesorder.wistia.com/medias/ta3dx715ys)

<img src="/files/cbXulLbic5ZZQgsnHFZw" alt="" data-size="line">[Email Templates](https://salesorder.wistia.com/medias/ek9ycl3o8b)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Use Memos: Events, Tasks, Reminders](https://howto.salesorder.com/use-memos-events-tasks-reminders/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Use Email Templates](https://howto.salesorder.com/use-email-templates/)

## Sales

### Customers

<img src="/files/PbzogU8SERKVlvNoUpC4" alt="" data-size="line">[CRM Overview](https://salesorder.wistia.com/medias/3f3f2rwpoh)

<img src="/files/PbzogU8SERKVlvNoUpC4" alt="" data-size="line">[Customer Master](https://salesorder.wistia.com/medias/rj0mh4r1lj)

<img src="/files/PbzogU8SERKVlvNoUpC4" alt="" data-size="line">[Advanced Price Lists](https://salesorder.wistia.com/medias/5r3b2odfi9)

<img src="/files/PbzogU8SERKVlvNoUpC4" alt="" data-size="line">[Shipping Addresses](https://salesorder.wistia.com/medias/kskrizz69z)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add and Edit Trading Partners](https://howto.salesorder.com/add-and-edit-trading-partners/)

<img src="/files/C2nUWw47Q2kbqklZuopq" alt="" data-size="line">[CRM](https://app.storylane.io/share/fcenpiusw6kb)

### Sales Quote

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Customize Sales Quotes](https://howto.salesorder.com/customize-sales-quotes/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Track the Status of Sales Quotes](https://howto.salesorder.com/track-the-status-of-sales-quotes/)

### Sales Order

<img src="/files/nQpE5YZ19daoklxbD23E" alt="" data-size="line">[Reprioritize Order Allocation](https://salesorder.wistia.com/medias/hnjxw0ygd1)

#### How to

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Unallocate Stock from a Sales Order](https://howto.salesorder.com/un-allocate-stock-from-a-sales-order/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Memorize and Organise Lists of Sales Orders](https://howto.salesorder.com/memorize-and-organize-lists-of-sales-orders/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a Sales Invoice from a Sales Order](https://howto.salesorder.com/how-to-create-sales-invoice-from-sales-order/)

<img src="/files/k2zj1wEr3KWTNLYSfYWw" alt="" data-size="line">[Configure Sales Orders](https://app.storylane.io/share/f9xcblmm70wz)

<img src="/files/k2zj1wEr3KWTNLYSfYWw" alt="" data-size="line">[Sales Order 101](https://app.storylane.io/share/t2pr7m6orte3)

<img src="/files/k2zj1wEr3KWTNLYSfYWw" alt="" data-size="line">[Capture Sales Order](https://app.storylane.io/share/ccjnpwthiwyy)

<img src="/files/k2zj1wEr3KWTNLYSfYWw" alt="" data-size="line">[Earliest Ship Date](https://app.storylane.io/share/ss3htaanqvn7)

### Cash Sale

<img src="/files/yPrGC04COiMJL7AZjj3G" alt="" data-size="line">[Cash Sale](https://salesorder.wistia.com/medias/a4t5o0u4bb)

### Sales Invoice

<img src="/files/yPrGC04COiMJL7AZjj3G" alt="" data-size="line">[Sales Invoice](https://salesorder.wistia.com/medias/c6lsxejqzf)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create Customer Payment from Sales Invoice](https://howto.salesorder.com/how-to-create-customer-payment-from-sales-invoice/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create Sales Invoices from Sales Orders](https://howto.salesorder.com/how-to-create-sales-invoice-from-sales-order/)

### Payments from Customers

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Make a Deposit](https://howto.salesorder.com/make-deposit/)

### Customer Credit Notes

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Credit Notes](https://salesorder.wistia.com/medias/20e55lvzn1)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Pay Bills with Credit Notes](https://howto.salesorder.com/pay-bills-with-credit-notes/)

### Customer Refunds

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Refunds](https://salesorder.wistia.com/medias/beiap1l2n4)

### Shipments

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Shipping Addresses](https://salesorder.wistia.com/medias/beiap1l2n4)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Set up Shipping Carriers](https://howto.salesorder.com/set-up-shipping-carriers/)

<img src="/files/oZ6kqiWzzn6Y4f7FMkzM" alt="" data-size="line">[Create Shipment](https://app.storylane.io/share/nzm6vcqyf1ul)

## Purchasing

### Suppliers&#x20;

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Set up Preferred Supplier](https://howto.salesorder.com/set-up-preferred-supplier/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add and Edit Trading Partners](https://howto.salesorder.com/add-and-edit-trading-partners/)

<img src="/files/msKJsZ6xth3D7PyKoQvR" alt="" data-size="line">[Add a Preferred Supplier](https://app.storylane.io/share/dvbfy1emn2dz)

<img src="/files/oZ6kqiWzzn6Y4f7FMkzM" alt="" data-size="line">[Create a Supplier](https://app.storylane.io/share/s7uwos1zp8ic)

### Purchase Quote&#x20;

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a Purchase Quote](https://howto.salesorder.com/create-a-purchase-quote/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a Purchase Order from a Purchase Quote](https://howto.salesorder.com/create-a-purchase-order-from-purchase-quote/)

### Purchase Order

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Purchase Order Automation](https://salesorder.wistia.com/medias/t08ycl08et)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[No WMS | Receive Stock](https://salesorder.wistia.com/medias/7tsmtqsa74)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Receive Stock with WMS](https://salesorder.wistia.com/medias/lk397ur0tl)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a Purchase Order from a Purchase Quote](https://howto.salesorder.com/create-a-purchase-order-from-purchase-quote/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create and Pay Bill from Purchase Order](https://howto.salesorder.com/create-and-pay-bill-from-purchase-order/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create Item Receipt from Purchase Order](https://howto.salesorder.com/create-item-receipt-from-purchase-order/)

<img src="/files/nszDvR5OJN9ED2bdjAXf" alt="" data-size="line">[Create a Purchase Order](https://app.storylane.io/share/tuvsuyviqdml)

<img src="/files/nszDvR5OJN9ED2bdjAXf" alt="" data-size="line">[Receive Stock from Purchase Order (No WMS)](https://app.storylane.io/share/g8tpjfdcl8pc)

### Cash Purchase&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Cash Purchase](https://salesorder.wistia.com/medias/eqqhxo3pee)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a Supplier Cash Purchase](https://howto.salesorder.com/create-supplier-cash-purchase/)

### Item Receipt

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Item Receipts](https://salesorder.wistia.com/medias/ovv4r6qq5r)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Config Item Receipts](https://salesorder.wistia.com/medias/ps70x8okh7)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create Item Receipt from Purchase Order](https://howto.salesorder.com/create-item-receipt-from-purchase-order/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Configure Item Receipts](https://howto.salesorder.com/configure-item-receipts/)

<img src="/files/HnB8lQG22O7n2h2xmNce" alt="" data-size="line">[Receive Stock from Purchase Order (No WMS)](https://app.storylane.io/share/g8tpjfdcl8pc)

### Bill (Purchase Invoice)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Purchase Invoices (Bills)](https://salesorder.wistia.com/medias/rpynkzhnnm)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create and Pay Bill from Purchase Order](https://howto.salesorder.com/create-and-pay-bill-from-purchase-order/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Pay Bills with Credit Notes](https://howto.salesorder.com/pay-bills-with-credit-notes/)

### Payment to Supplier&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Payments](https://salesorder.wistia.com/medias/ovv4r6qq5r)

### Supplier Credit Note

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Credit (Debit) Notes](https://salesorder.wistia.com/medias/zbm0mg114f)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Pay Bills with Credit Notes](https://howto.salesorder.com/pay-bills-with-credit-notes/)

### Supplier Refund

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Refunds](https://salesorder.wistia.com/medias/0nnq834vd1)

### Purchase Order Generator

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Purchase Order Generator by Order](https://salesorder.wistia.com/medias/izv0ihx28r)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Purchase Order Generator by Item](https://salesorder.wistia.com/medias/sddl660ct7)

## Order Management

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Order Management Overview](https://salesorder.wistia.com/medias/dd5ldv58r9)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Order Capture](https://salesorder.wistia.com/medias/d8brhmbvas)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Find and Bulk Approve Pending Orders](https://salesorder.wistia.com/medias/58nkvdw630)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Allocation](https://salesorder.wistia.com/medias/crq70acffh)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[No WMS | Order Fulfillment](https://salesorder.wistia.com/medias/n7wj3wc478)

### Volume Automation

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Volume Automation](https://salesorder.wistia.com/medias/gi9gzxl9jp)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Volume Operations Part 1 - Create Order Batch](https://app.storylane.io/share/xkaerxmd1azi)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Volume Operations Part 2 - Purchase Order Generator](https://app.storylane.io/share/uplit37glrd5)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Volume Operations Part 3 - Organize Order Queues](https://app.storylane.io/share/ouox2dqh3xa4)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Volume Operations Part 4 - Allocate, Ship and Invoice Orders (no WMS)](https://app.storylane.io/share/ms1hq5d76t3e)

## Products/Services

### Items&#x20;

[<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">Item Master](https://salesorder.wistia.com/medias/vdlnao2mjz)

[<img src="https://helpwith.salesorder.com/~gitbook/image?url=https%3A%2F%2F2650739216-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnVmamp3TnQON29mRg6Hg%252Fuploads%252FDXwczGByeGX9qZsndZIz%252Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg%3Falt%3Dmedia%26token%3D03e80098-54e5-4871-aad1-32d574799f83&#x26;width=40&#x26;dpr=4&#x26;quality=100&#x26;sign=2afb5e0a&#x26;sv=1" alt="" data-size="line">Item Categories and Subcategories](https://app.storylane.io/share/cerwpnmvmi3x)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits and Assemblies Explained](https://salesorder.wistia.com/medias/gyg4tcbj0g)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assemblies No WMS](https://salesorder.wistia.com/medias/4t38u1cwjb)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assemblies With WMS](https://salesorder.wistia.com/medias/ngvs6mym4o)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits No WMS](https://salesorder.wistia.com/medias/5nyt5n84vs)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits With WMS](https://salesorder.wistia.com/medias/sbxew5h4tp)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a New Item](https://howto.salesorder.com/create-a-new-item/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Set up Preferred Supplier](https://howto.salesorder.com/set-up-preferred-supplier/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Ordered Item History](https://howto.salesorder.com/ordered-item-history/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Build Assembly Items (without WMS)](https://howto.salesorder.com/build-an-assembly-item-no-wms/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Break Assembly Items (without WMS)](https://howto.salesorder.com/break-an-assembly-item-no-wms/)

<img src="/files/nyM2SS2VvU6FGqQqtHvi" alt="" data-size="line">[Items (the products you sell)](https://app.storylane.io/share/81bzgmptanlu)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Create a simple Stock Item](https://app.storylane.io/share/73y6cmxtdl9h)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Matrix Items](https://app.storylane.io/share/ez91yjhx1ke5)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Units of Measure](https://app.storylane.io/share/ezqhobfks1ut)

### Dropship

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Dropship; Dropship Items, Sales Orders](https://salesorder.wistia.com/medias/pt9uh2wj5m)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Dropship; Purchase Orders, Shipments, Transactions Tab](https://salesorder.wistia.com/medias/x35q4rx5om)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Dropship; Invoicing](https://salesorder.wistia.com/medias/7bpnndm6wn)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[No WMS - Change Shipping Status on Dropship Order](https://salesorder.wistia.com/medias/nj368winsw)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Change Shipping Status on Dropship Item (no WMS)](https://howto.salesorder.com/change-shipping-status-on-dropship-item-no-wms/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Set Item to 'Dropshipped'](https://howto.salesorder.com/set-item-to-dropshipped/)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Dropship Order Workflow](https://app.storylane.io/share/zeribotfpmk2)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Dropship Invoice Workflow](https://app.storylane.io/share/zcjwkrlveqm3)

### Price Lists&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Advanced Price Lists](https://salesorder.wistia.com/medias/5r3b2odfi9)

## Inventory

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Inventory Management Overview](https://salesorder.wistia.com/medias/dm23x1qv0x)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Item Master](https://salesorder.wistia.com/medias/b5k0dt4sev)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Adjustment No WMS](https://salesorder.wistia.com/medias/1u55rv843e)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Adjustment with WMS](https://salesorder.wistia.com/medias/br7ek2fd7d)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits and Assemblies explained](https://salesorder.wistia.com/medias/gyg4tcbj0g)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assemblies No WMS](https://salesorder.wistia.com/medias/4t38u1cwjb)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assemblies With WMS](https://salesorder.wistia.com/medias/ngvs6mym4o)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits No WMS](https://salesorder.wistia.com/medias/5nyt5n84vs)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits With WMS](https://salesorder.wistia.com/medias/sbxew5h4tp)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Instance Tracking](https://salesorder.wistia.com/medias/yfma8376mx)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Tracking and Tracing a Lot](https://salesorder.wistia.com/medias/lgbdg2hji1)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Perform a Stock Adjustment without WMS](https://howto.salesorder.com/perform-a-stock-adjustment-no-wms/)

## Accounting

### Overview

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Accounting Overview](https://salesorder.wistia.com/medias/gl5wynnr99)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Chart of Accounts](https://salesorder.wistia.com/medias/gl5wynnr99)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Set up Nominal Codes](https://salesorder.wistia.com/medias/5xrsnbherl)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Set up Parent (Control) Accounts](https://salesorder.wistia.com/medias/i45muqyjyk)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[General Journals](https://salesorder.wistia.com/medias/3n3jc4pkw0)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Enter Journals](https://howto.salesorder.com/enter-journals/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Reverse Journals](https://howto.salesorder.com/reverse-a-journal/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Memorize Journals](https://howto.salesorder.com/memorize-journals/)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[The Accounting system, COA, Currencies, and Configs](https://app.storylane.io/share/ekg11zrht4wl)

### Accounting Periods

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Accounting Periods: Overview](https://salesorder.wistia.com/medias/di9vk54f4v)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Accounting Periods: Configuration](https://app.storylane.io/share/r6pywi90ondm)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Accounting Periods: Lists and Actions](https://app.storylane.io/share/pz4plgwmnrwh)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Accounting Periods: On Documents](https://app.storylane.io/share/5xr8ec1n8qw0)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Accounting Periods: Reporting](https://app.storylane.io/share/jsilyoiso3re)

### Multicurrency&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Add a Currency](https://salesorder.wistia.com/medias/udf72ji1gn)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Currencies on Reports](https://salesorder.wistia.com/medias/fh5fmqjnzv)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Currencies on Trading Partners and Documents](https://salesorder.wistia.com/medias/maqu6p03dy)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Fix Foreign Prices and Costs on Items](https://salesorder.wistia.com/medias/18e6p16upe)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Currency Adjustments](https://salesorder.wistia.com/medias/rpxx0bn5o8)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Fix Foreign Prices](https://howto.salesorder.com/fix-foreign-prices/)

### Banking&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Bank Accounts](https://salesorder.wistia.com/medias/vfp5eg6ufr)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Petty Cash Accounts](https://salesorder.wistia.com/medias/q6ntundpzl)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Credit Card Accounts](https://salesorder.wistia.com/medias/lvtd14ozkx)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[One-off Payments and Enter Purchases](https://salesorder.wistia.com/medias/k4681gqf0s)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Checks](https://salesorder.wistia.com/medias/mqmevtnjn9)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Bank Reconciliation](https://salesorder.wistia.com/medias/fhqj6ulm56)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Memorized Transactions](https://salesorder.wistia.com/medias/npnjcds1vh)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create a Bank Account](https://howto.salesorder.com/create-bank-account/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Enter Purchases and one-off payments](https://howto.salesorder.com/enter-purchases-and-one-off-payments/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Memorize Transactions](https://howto.salesorder.com/memorize-transactions/)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Create Bank Account](https://app.storylane.io/share/g74fkl0jgzsc)

### Sales (Accounts Receivable)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Credit Control](https://salesorder.wistia.com/medias/dz3ew8d7yw)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Sales Invoice](https://salesorder.wistia.com/medias/c6lsxejqzf)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Payments](https://salesorder.wistia.com/medias/j4j9if7tus)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Cash Sale](https://salesorder.wistia.com/medias/a4t5o0u4bb)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Statements](https://salesorder.wistia.com/medias/25tf5s1cp5)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Credit Notes](https://salesorder.wistia.com/medias/20e55lvzn1)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Refunds](https://salesorder.wistia.com/medias/beiap1l2n4)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Payment Terms](https://salesorder.wistia.com/medias/eafvs85vdw)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customer Prepayments](https://salesorder.wistia.com/medias/mzj2gmhds1)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create Customer Payment from Sales Invoice](https://howto.salesorder.com/how-to-create-customer-payment-from-sales-invoice/)

### Purchasing (Accounts Payable)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Purchase Invoices (Bills)](https://salesorder.wistia.com/medias/rpynkzhnnm)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Item Receipts](https://salesorder.wistia.com/medias/ovv4r6qq5r)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Payments](https://salesorder.wistia.com/medias/3dz3pd0tdp)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Credit (Debit) Notes](https://salesorder.wistia.com/medias/zbm0mg114f)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Cash Purchase](https://salesorder.wistia.com/medias/eqqhxo3pee)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Refunds](https://salesorder.wistia.com/medias/0nnq834vd1)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[1099 Misc Tracking](https://salesorder.wistia.com/medias/hxj3h6rdg3)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Supplier Deposits and Prepayments](https://salesorder.wistia.com/medias/ym7z2mclax)

## Warehouse Management System (WMS)

### Overview and Setup

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Workflow with WMS](https://salesorder.wistia.com/medias/ct8g7johbz#)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[WMS Overview](https://salesorder.wistia.com/medias/76qr1l59p9)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[WMS Enabled - Explorer and SKU master is different](https://salesorder.wistia.com/medias/w274bjlx1o)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[WMS Console Overview](https://salesorder.wistia.com/medias/onofw3cg3b)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Install the WMS](https://howto.salesorder.com/install-the-wms/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add New Sites](https://howto.salesorder.com/add-new-sites/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Switch Between Sites in WMS Console](https://howto.salesorder.com/switch-between-sites-in-wms-console/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Use Stock Manager](https://howto.salesorder.com/use-stock-manager/)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Add the WMS](https://app.storylane.io/share/co7rfhvvkaxw)

<img src="/files/XpH16CKtL8Z4gkYfzplb" alt="" data-size="line">[Configure Scanner Simulator](https://app.storylane.io/share/k2msu2qxfuqs)

### Tabs

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock View](https://salesorder.wistia.com/medias/qw6uorppci)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Goods In](https://salesorder.wistia.com/medias/p02i9vqlap)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Goods Out](https://salesorder.wistia.com/medias/z89z0itgma)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Shipping](https://salesorder.wistia.com/medias/w47dxuv2oa)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[RMAs](https://salesorder.wistia.com/medias/meb06ig6w7)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Pallets](https://salesorder.wistia.com/medias/re8gfyd09l)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits and Assemblies](https://salesorder.wistia.com/medias/7fscntz6jn)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Receive Stock (Goods In)](https://howto.salesorder.com/recieve-stock-in-the-wms/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Carry out the Shipping Vendor Workflow](https://howto.salesorder.com/carry-out-the-shipping-vendor-workflow/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Merge Shipments](https://howto.salesorder.com/merge-shipments/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Sort Shipments](https://howto.salesorder.com/sort-shipments/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Build Kit/Assembly Item (with WMS)](https://howto.salesorder.com/build-a-kit-assembly-item-with-wms/)

### Stock Actions/Tracking&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Actions](https://salesorder.wistia.com/medias/36hzipgb2u)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Action: Move](https://salesorder.wistia.com/medias/na1rh5h3xk)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Action: Adjust](https://salesorder.wistia.com/medias/v3qchssz72)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Action: Transfer](https://salesorder.wistia.com/medias/k7kiqge9st)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Action: Load Pallet](https://salesorder.wistia.com/medias/uhffpdim88)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Count](https://salesorder.wistia.com/medias/d18mfzt145)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[History](https://salesorder.wistia.com/medias/tl5ev9zkbq)

### Locations&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Locations](https://salesorder.wistia.com/medias/vkbihoqpdk)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assign Items to a Location](https://salesorder.wistia.com/medias/t3e0vbdvik)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Add Warehouse Users](https://salesorder.wistia.com/medias/tw13bak0sd)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Packing 101](https://salesorder.wistia.com/medias/c4kjmzb0ik)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Configure Column Views](https://salesorder.wistia.com/medias/ygnpz13tyo)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Configure Filters](https://salesorder.wistia.com/medias/x89sxagyoa)

### With WMS

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Workflow with WMS](https://salesorder.wistia.com/medias/ct8g7johbz)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Workflow with WMS (batch orders and backorders)](https://salesorder.wistia.com/medias/yqn9ypm2as)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Stock Adjustment with WMS](https://salesorder.wistia.com/medias/br7ek2fd7d)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assemblies With WMS](https://salesorder.wistia.com/medias/ngvs6mym4o)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Kits With WMS](https://salesorder.wistia.com/medias/sbxew5h4tp)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Receive Stock with WMS](https://salesorder.wistia.com/medias/lk397ur0tl)

## Reporting

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Standard Reports](https://salesorder.wistia.com/medias/0po7a2a20e)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Memorized Reports](https://salesorder.wistia.com/medias/pcilfg4n2j)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Classifications](https://salesorder.wistia.com/medias/qnh5akznx7)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Customize Reports Using Filters](https://salesorder.wistia.com/medias/y0f5ni8q1p)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Find and Create Standard Reports](https://howto.salesorder.com/find-and-create-standard-reports/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Memorize Reports](https://howto.salesorder.com/memorize-reports/)

## Shopping Carts&#x20;

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Shopify Cart Connect](https://salesorder.wistia.com/medias/osgfs07ofi)

## Trade Acceleration Portal (TAP) 2.0

### Introduction and Overview

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Administrators](https://salesorder.wistia.com/medias/q0oq0fwjp4)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Sales Teams/Sales Reps](https://salesorder.wistia.com/medias/3b7qrjlbnn)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Users](https://salesorder.wistia.com/medias/5dqt4pyjee)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP 101 ](https://salesorder.wistia.com/medias/xm49tws8zv)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Conventions](https://salesorder.wistia.com/medias/hfxfvnd9mc)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Front End Tour](https://salesorder.wistia.com/medias/0vpc8z8hqn)

### UX (User Experience)&#x20;

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Create Cart and Select Theme](https://app.storylane.io/share/ekrupckayyd9)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Global Brand Style](https://app.storylane.io/share/ywnuhztqllq2)

#### Pages

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Header](https://app.storylane.io/share/0s62c4p5jcng)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update Logo on Header](https://app.storylane.io/share/ehq8xjmhggvx)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Footer](https://app.storylane.io/share/cvmilx04rdby)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Homepage](https://app.storylane.io/share/b4v1obvlsu29)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update Categories on Homepage](https://app.storylane.io/share/m9vh5spygh5s)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update Products on Homepage](https://app.storylane.io/share/yfsowv15yqjp)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Product Category Page](https://app.storylane.io/share/pjvk5kxels1h)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Product List/Grid View](https://app.storylane.io/share/fzowbhjx6ctw)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Product Details Page](https://app.storylane.io/share/edtc312bkxcr)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[About Us Page](https://app.storylane.io/share/hszwqhzj0tre)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Contact Us Page](https://app.storylane.io/share/lvg8lo7l8nuh)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Privacy Policy Page](https://app.storylane.io/share/d3tocaauouy8)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Terms and Conditions Page](https://app.storylane.io/share/ivdlljptc6tc)

#### Blocks

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Group Start Block](https://app.storylane.io/share/lsqtokukf1sw)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Add/Remove Block from Group Start](https://app.storylane.io/share/rwsall0wh26h)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Plain Text Block](https://app.storylane.io/share/t3bf9t6okowm)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Insert Video on Plain Text Block](https://app.storylane.io/share/xrtf9h7jd2jq)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Image Block](https://app.storylane.io/share/tmkji1ela0ga)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[How to: Resize Images with Windows](https://learn.salesorder.com/path-player?courseid=trade-acceleration-portal-20\&unit=trade-acceleration-portal-20_66691fa7018c4Unit)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[How to: Resize Images with Mac](https://learn.salesorder.com/path-player?courseid=trade-acceleration-portal-20\&unit=trade-acceleration-portal-20_666a73c77ffd4Unit)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Hyperlink Block](https://app.storylane.io/share/via6npoymte6)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Title Block](https://app.storylane.io/share/k76ggxj8a7bh)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Menu Matrix Block](https://app.storylane.io/share/z59brcwevsef)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update Products on Menu Matrix](https://app.storylane.io/share/2esbkje954sj)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update Categories on Menu Matrix](https://app.storylane.io/share/nxjov8cbkpmw)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update TAP Pages on Menu Matrix](https://app.storylane.io/share/mbywuwalfwlo)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Update External Pages on Menu Matrix](https://app.storylane.io/share/92oe4a2nknab)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Search Box Block](https://app.storylane.io/share/uuyrhzc2c2cj)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Login Popup Block](https://app.storylane.io/share/i0a4ooang9fy)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Customization of the TAP](https://app.storylane.io/share/fh2fdgi1ntbh)

### TAP Users

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Users](https://salesorder.wistia.com/medias/5dqt4pyjee)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Create New Users and Set Permissions](https://app.storylane.io/share/wqpaxs2shpbq)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Product Catalog and Stock Availability](https://app.storylane.io/share/k00ifoovbs2b)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Order Entry](https://app.storylane.io/share/ccrdq0aay6ia)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Orders, Invoices and Shipments](https://app.storylane.io/share/cvohnnsea3bt)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Pay Invoices with Credit Card and ACH](https://app.storylane.io/share/mccas0hw2fnm)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Payments and AR Balance](https://app.storylane.io/share/ezlq430nmcma)

### TAP Sales Reps

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Sales Reps](https://salesorder.wistia.com/medias/3b7qrjlbnn)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Create New Customers and Set Price Lists](https://app.storylane.io/share/gqwpvpjuzwji)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Product Catalog and Stock Availability](https://app.storylane.io/share/vvyrxrdgjrfq)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Order Entry](https://app.storylane.io/share/47be90cwjb5c)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Orders, Invoices and Shipments](https://app.storylane.io/share/cvohnnsea3bt)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Payments and AR Balance](https://app.storylane.io/share/ekwjawukychb)

### TAP Sales Teams

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Sales Teams](https://salesorder.wistia.com/medias/3b7qrjlbnn)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Create New Customers and Set Price Lists](https://app.storylane.io/share/gqwpvpjuzwji)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Product Catalog and Stock Availability](https://app.storylane.io/share/vvyrxrdgjrfq)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Order Entry](https://app.storylane.io/share/47be90cwjb5c)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Orders, Invoices and Shipments](https://app.storylane.io/share/cvohnnsea3bt)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Pay Invoices with Credit Card and ACH](https://app.storylane.io/share/xipyvgmoq2ea)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Payments and AR Balance](https://app.storylane.io/share/ekwjawukychb)

### TAP Administration

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP Overview for Administrators](https://salesorder.wistia.com/medias/q0oq0fwjp4)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Setup TAP User's Logins](https://app.storylane.io/share/fmu2gwjnwy8v)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Enable Payments on the TAP](https://app.storylane.io/share/q0sb7m9tzi2b)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Exclude Columns](https://app.storylane.io/share/q8fbkfoijqnb)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Basic Configuration](https://app.storylane.io/share/lmbicldslale)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Worker Configuration](https://app.storylane.io/share/0hgd4gmkx5oj)

<img src="/files/CBMuVmT5eFB3kr2WydgM" alt="" data-size="line">[Customer Configuration](https://app.storylane.io/share/6m2nu9f59a7r)

## Trade Acceleration Portal (TAP)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Trade Acceleration Portal Overview](https://salesorder.wistia.com/medias/9ixgzwae8q)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[TAP detailed walkthrough](https://salesorder.wistia.com/medias/3xr0rsdf39)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[File Manager](https://salesorder.wistia.com/medias/7zyyntc89h)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Create Orders and Quotes](https://howto.salesorder.com/create-orders-and-quotes/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Use Category Filter](https://howto.salesorder.com/use-category-filter/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[File Manager](https://howto.salesorder.com/use-file-manager/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add Logo](https://howto.salesorder.com/add-logo-to-tap-login-page/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Hide Prices](https://howto.salesorder.com/hide-prices-on-the-tap/)

## Customization

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Add Fields/Sections/Tabs](https://howto.salesorder.com/add-new-fields-sections-tabs/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Setup and Enable Payment Processors](https://howto.salesorder.com/setup-and-enable-payment-processors/)

<img src="/files/MFJi7nSkwfgcqlTqCp8z" alt="" data-size="line">[Customize Part 1 - Adding Fields](https://app.storylane.io/share/v92vnkxowz4y)

<img src="/files/Yq2MoVgcs8R8N1FVy1pd" alt="" data-size="line">[Customize Part 2 - Tabs and Sections](https://app.storylane.io/share/ykhm3ndkabbb)

<img src="/files/cyiLiYVT2q2qTZUjB6jS" alt="" data-size="line">[Customize Part 3 - Altering and Inheriting Fields](https://app.storylane.io/share/are5sbacjojp)