Help Section


Registration & Login

To register an account, click the Register for an Account button located at the bottom of the Login form. You will be asked to enter the Customer Number given to you by our store along with the following information to set up your Commercial Account:

  • Address
  • City
  • State
  • Zip Code
  • Phone Number

Registration for online access to your commercial account

To complete the registration process, you will be asked to provide your full name, a unique username and password for the account, and the e-mail address you will be using for your Commercial Account. Enter the information needed in the required fields before clicking the "Register" button.

Create a new account

An email notification will then be sent to your email address to confirm your registration. Once you've received this e-mail confirmation, click the link found in the email to validate your email address and complete your registration.

All registered accounts will be evaluated by the website administrator. Should your registration be approved, you will receive an email confirming the activation of your account. The email will also have a link which you can click on to log into our website.

Changing your password

If you happen to forget your password, click the "Forgot your Password" link. You will be redirected to a screen that will ask you for your username or email address.

Change/Forgot your Password

If you want to change your password while logged in, go to your My Account page and click the "Change Password" link. Follow the steps below to change your password:

  • Enter your current password in the first box.
  • Enter your new password in the second box.
  • Confirm your new password in the third box.
  • Click the "Change Password" button.

We recommend that you change your password frequently to maintain proper security of your account information.

Shared Account Usage (Multi-user access)

Please note that the system can accommodate multi-user access to your online account. When prompted for a Username and Password, each user should identify themselves with their own unique email address, name, and password. For security purposes your company should have only one contact to set up all user accounts. If any employee leaves your company, you will have to contact this person to disable that person's account.

Business Account Section

The Business Account section gives you 24/7 access to both your latest and historical account information. Depending on your account access settings, you can view important information such as your latest statement balance, invoices, orders, quotes statements and jobs. The data found in your account is automatically updated at the end of the day ensuring that the information stays current at all times.

The dashboard also provides you with your latest account summary including your Username, E-mail address, Job Number, Job Name, and Business Location.

Business Account Section

Jobs

The Jobs folder gives you the ability to view your different job orders. It makes account management quick and easy by allowing you to view, sort, and store your invoice, orders, and quote information for that particular Job request.

Jobs Details page

Selecting a particular Job will give you access to the following details: job number, job name, its status, and any shipping instructions you've provided. It will also display the orders and invoices made for that Job.

Orders

The Orders section displays a list of the orders made under your account, making it easy for you to view, manage and sort your orders. Selecting a particular order will give you access to its Order Details page.

Orders Details page

The Order Details page displays the list of items for that particular order request. It provides details such as the Order Number, Order Date, Customer PO, the person who placed the order, the Order Status, the Job it's assigned to, and any shipping instructions.

It also provides additional details about each item listed, including the product's SKU, Description, individual price, quantity, and its total price.

Quotes

The Quotes section displays quotes that have been made under your account. Selecting a quote number directs you to the Quotes Details page where you can get more information about that particular quote.

Quotes Details page

The Quote Details page displays the list of items for that particular quote. It provides details such as the Quote Number, Quote Name, Quote Date, Customer PO, the person who requested the quote, and its status.

It also displays additional information about each item listed, including the product's SKU, Description, individual price, quantity, and its total price.

Lastly, the Quote Details page enables you to generate a copy of your quote, giving you the option to save it in PDF or Excel format.

Invoices

The Invoice feature displays the different products you've purchased. This section contains the following information: invoice number, Customer PO, the identity of the person who placed the order, Job name, and shipping information.

Invoices

The Invoice also provides other important details about your purchases for that period such as the product's SKU, description, price, quantity, and their total amount.

Customers are also given the option to search for invoices dating back to a year just by providing the invoice number, date range, or the specific date when the invoice was created.

Information displayed in the Invoice section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.

Credits

The Credits section lists the amount credited back to a particular invoice. This section contains the following information: invoice number, invoice date, type of payment/credit returned, Job Number, Job name, and the total amount returned.

Credits page

This section also lets you view the invoices listed. Just select the invoice number to view the invoice's details including a break down of the items that were ordered.

Statements

The Statements feature provides a list of your statements per month. Each statement displays the total balance due, the balance forward, your current charges, discounts, and your credit balance, if you have any. It also displays the different invoices that were covered for that Statement period.

Statements page

Information displayed in the Statements section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.

Quickbooks

The information stored in your My Account page can also be synced to your computer using Quickbooks. By integrating your account with Quickbooks, you're able to import your account information and save them to your computer at the click of a button.

QuickBooks

To set up this feature, you will need to download the Quickbooks Web Connector Installer and the Quickbooks Web Configuration File. The installer will allow you to connect to your online account using the IBOS Connector while the configuration file will provide the necessary settings to make your Quickbooks program function properly after it has been integrated with your online account.

Once set-up has been completed, simply set the Sync Start Date for all Vendors and click Save.


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