Supplier Training Center

Home

• Owners, Administrators & Sales Managers
• Representatives (Suppliers, Distributors, and Manufacturers)

Supplier Pricing

• Cost of Order Tier List
• Do I Get Charged for My Employees?
• What is the fee for using Jellyfish as a Supplier?

Distribution Centers

• How to Create a New Distribution Center
• How to Edit Distribution Center(s)

Item Catalogs

• Making an Item Inactive
• How to Add Item Catalogs
• Adding a Representative to Item Catalogs
• Categories Explained
• How to Add New Items
• Bulk Upload Item Catalogs

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Sites (Representative View)

• Representative Sites

Orders

• Printing an order for Picking in Firefox
• Adding More Items to an "Approved" Order
• New Orders (Representative View)
• Do I Have to Mark an Order as “Shipped”?

Customers

• How to Add New Customers
• Customer Bulk Upload
• Can Reps Add New Customers?
• New Customer Lead
• Customer List
• Order Guide

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Employees

• How To Add Employees
• Adding a Representative to Customer(s)
• Permissions: Supplier Representative
• Permissions: Supplier Sales Manager
• Permissions: Supplier Administrator
• Permissions: Supplier Owner

Messaging

• What is the Difference Between a Message in an Order and the Messaging Menu Item?

Reports

• Reports: Customers
• Reports: Orders
• Sales Rep Reports
• How Can I See Which Items My Customers Order the Most?

**NEW** QuickBooks Integration

• How to Integrate with QuickBooks Online
• QuickBooks Online Integration - Add / Map Items to QBO
• QuickBooks Online: Mapping Contacts
• Sale Order Process after Integrating with QuickBooks Online
• Purchase Order Process after Integrating with QuickBooks Online

*NEW* Integrate with XERO

• How to Integrate with Xero
• Xero Integrations - Add / Map Items to Xero
• Xero: Tracking Items
• How To Map Contacts To Your Xero Account
• Sale Order Process after Integrating with Xero
• Purchase Order Process after Integrating with Xero

FAQ's

• Formatting CSV to be Plain Text for UPC Codes
• The Jellyfish Flow: Distributors
• New Supplier Account (Suppliers, Distributors, and Manufacturers)
• Does Jellyfish support both iPhones and Android phones?
• Which Internet browsers are supported?
• My Company Changed Their Name, Now What?

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