Use this article as your go-to Checklist for getting started! There are 6 Steps in total and the steps contain GIFs, Videos, and hyperlinks to helpful articles in our Knowledge Centre. We suggest you grab a coffee ☕️ and set aside some time to read through each step and the corresponding links. Scroll to the bottom to see our FAQ + Troubleshooting. And of course, reach out to us at email@example.com if you get stuck or have more questions!
1) Set up your Organization
The first thing you will need to do is setup your Organization's profile under the SETTINGS tab on the lefthand Navigation bar.
Organization name and contact information
For an in-depth step-by-step process, please click here!
Next, from the Settings tab, select Brands. This is where you can add in information unique to each brand you have within Ollie. All accounts will have at least one brand.
Company Location details
License & Invoicing information
2) Set up your Payment Gateway
It is important to set this up early so you can start collecting payments as soon as possible 💸💰🤩
To set up your gateway head to your Settings page and click Payments & Financial.
You have the option to connect a multitude of payment gateways. We currently support Moneris, Bambora, Stripe, and Authorize.Net. Each gateway will list slightly different requirements. You will be able to retrieve the requirements from your payment gateway merchant account.
More more information on any of these Gateways, please click here!
3) Add Users
Adding users to your Ollie Order account is easy! Head to your Settings page and click on Team. Next, click the Add User button in the top righthand corner and enter their email address. They will receive an email notification letting them know they have been added to the account. All they have to do is head to app.ollieorder.com and click SIGN UP, enter the email address tied to their account and create a password. Voila! 🥂
For a more in-depth overview, click here!
4) Update your Product Catalogue & Warehouses
The foundation of your account is your product catalogue!
Head to your Products page to create new products.
Watch this video for a quick overview and click here to read more:
We will have created one warehouse for you to get you started, but you can always add additional ones under Inventory > Warehouse.
Once you have your products set-up, the next step is to create your starting inventory which will be done by way of a transfer from "Production" into each warehouse that you have created.
Click here to see more on managing inventory and warehouses.
✅ Payment Gateway Connected
✅ Team Members Added
✅ Product catalogue looking fresh
Now you're ready for the main event! Placing your First Order! 🎉❤️
5) Create an Order
1) To place an order, click on the + New Order button on the Orders page OR Press the large orange " + " button OR Press. the "O" letter key on your keyboard.
2) Search for your Customer by Name or License Number and click on their entry.
**NOTE: If you cannot find your customer, please let us know at firstname.lastname@example.org and we will add them in. You cannot add in licensed customers at this time. The Add New Customer button is to create COUNTER BUYERS only!
3) Select the warehouse (note once you have placed an order for a customer once, it will set that warehouse as the default warehouse for fulfillment. You can edit the default warehouse under Customer > Select Customer > Details and/or you can change the warehouse within the order screen.
4) Select the fulfilment type:
5) Ensure your order settings are correct, including:
Price List selected: the price list with default depending on the type of customer the order is for, but you can change the price list to another one, if more applicable under the Price List drop-down)
Sales Rep: this will auto-populate based on the sales rep within the customer details default settings, but you can change if needed by selecting the pencil and selecting another reps name.
PO Number: You can add a PO number if required. No PO number will auto generate. Once an order has been Posted, you are no longer able to edit the PO Number.
Reference Number: This will automatically be in the next number in queue but you are able to change this by selecting the pencil icon. You can only change the reference number in draft status.
Date: The date with automatically default to the day the order is created in Ollie but once the order has been Accepted you can change the date by selecting the pencil icon. You can edit to a previous or future date as needed. Once an order has been Posted, you are no longer able to edit the invoice date.
6) Select your products - ensure you are only selecting products with available inventory!*
7) Once you are happy with your order, press ACCEPT and then SHIP
6) Collect Payment
Once you've completed an order, you're ready to collect the dough! 💰
Click on the order you wish to charge and in the upper righthand corner there will be a button labelled Charge.
Click here and the payment modal will open. You can choose two different payment types:
1) Credit Card: You can choose an existing card or add a new card in.
2) Offline: this is for cheque, cash, EFT, or other types of payments that are not processed through Ollie's integrated payment processing gateway.
Troubleshooting and Frequently Asked Questions
Troubleshooting hacks can be found here but if you still can't find what you're looking for, contact support by emailing email@example.com or open a support ticket by clicking the Support button found in the list under your avatar in the top right hand corner