How To for Pepperi Back Office
This category of topics contains articles with step-by-step instructions on how to configure the Settings on Pepperi Back Office - Everything from how to set up email notification for an order to how to load CSV files by FTPS and much more. . .
Page Builder
Pepperi Insights
Pepperi Add-ons
- Sync Scheduler
- Related Items
- Pepperi Add-ons
- Health Monitor Add-on
- Add-on Permissions
- Automated Jobs Add-on
Trade Promotions
- Pepperi Trade Promotions Overview
- How to Duplicate a Transaction /Activity Type
- Item and Order Trade Promotions Editor Guide
- Packages Trade Promotions Editor Guide
- Order Trade Promotions Installation Guide
- Item Trade Promotions Installation Guide
Settings - Company Profile
How to - Users
- Buyer Profiles
- Tradeshow mode - online customer search
- User Lists
- Customize the Email Template for inviting users
- Using Profiles to display information in the catalog in different languages per sales rep
- Assign functionality and configurations by user Profiles
Automatic ERP Integration with Pepperi - file based, no plugins
How To - Orders
How To - Sales Transaction Types
- Workflow Designer
- Setup Wishlist per Buyer (if you have multiple buyers for the same Account)
- Duplicate Transaction (for same or other Account) Configuration Guide
- Define your own Status Names
- Capture Geolocation to View Activity on a Map
- Pepperi Integration to Zapier
How To - Pricing
How To - Discounts
How To - Images
How To - Tasks
How To - General
- Subscribe to Pepperi System Status Updates
- Upload Account Latitude and Longitude Coordinates in Account file
- Variant Dimensions Configuration
- Sort Items in the Order Center by any field
- Device Specific Configuration of Catalog Views and Menus
- Submitting a Feature Request
Activity Planning
Settings - Items
Settings - Accounts
- Account Dashboard Layout
- Delivery cut-off dates per Account
- Account Lists (new)
- Route Accounting (Van Sales / DSD / Multiple Warehouses)
- Account Lists
- Account Types
Settings - Sales Activities
Settings
- Submit and Track a Support Ticket
- Importing data to Account Dashboard charts (Widgets)
- User Defined Tables
- Multilingual configuration - Translation Files
- Configure dynamic Email Notification fields
- How a Multi-vendor Sales Rep benefits from Transaction Types in Pepperi