The Basics
- Get Started with Ollie! Quick-Start Guide
- Ollie Order Onboarding Video Demonstrations
- Ollie Order Single Sign On Setup
- Set your Organization & Brand Details
- Time Zones Settings
- How Do I Invite A New User To Ollie Order?
Getting Started - Features Overview
- Integrations
- Tax Rate Management
- Customers
- Reviewing Customers in Ollie Order
- Customer Contacts and How to Create Them
- Adding Your Starting Inventory
Getting Started - FAQs & How To Guides
- How to Add GST and PST Numbers to your Account
- How to Set-Up Ollie Ops / Ollie Order Integration
- How to Set Up Your US Tax Rate
- How to Set a Customer's Default Settings
- How to Update or Edit Default Customer Details
- How to Create Groups in Ollie Order
Orders
- What do the Different Status Buttons Mean?
- Creating a Customer in Ollie Order
- What are Counter Buyers & Counter Sales?
- Creating an Order
- Ways of Creating A New Order
- How to Send an Order to Good Hustle Beverage Distribution Co.
Inventory
- Inventory: An Overview
- How to Add and Manage your Products
- How to View your Inventory
- How to Make an Inventory Adjustment
- Enabling Lot Code Tracking
- How to Add Lot Codes and Unit Costs to Inventory
Buyer Payment Authorization [Canada/NY Only]
- How to Add A Credit Card with Prior Written Permission
- Steps to Confirm Your Payment Information as a Buyer
- Requesting Payment Method from Customer Details
- Adding a Customer's Credit Card from Customer Details
- Adding a Customer's Credit Card from Payment Page
- Requesting Payment Method from the Payment Page
Container World Integration
QuickBooks
Ollie Buyers
- Joining Ollie as a Buyer Organization
- How to Invite your Team
- How to Place a New Order from the Orders Page
- Search Brands and Products and Place a New Order
- How to View an Order & the Lifecycle of an Order
- How to See Payment History and Charges to Your Credit Card
Reporting
- Using Pivot Tables to Generate Sales By X Reports
- Sales Summary & Sales Expanded Reports
- Creating an LDB Batch Report in Ollie Order
- How To Report Your Sales to the LDB
- How to Generate a Sales Detail Report & Sales by SKU Report
- Sales By Lot Report
Billing
- How Do I Update ACH as my Billing Method?
- How to Generate a Billing Statement
- How Do I Update A Payment Method On A Subscription?
- How Do I Find My Subscription & Next Bill Date?
- How Do I Add A New Payment Method?
- How Do I Update My Billing Contact?
Miscellaneous
- How to Log in with your Email & Password
- Login with Google
- Ollie Order Product Updates
- Troubleshooting & FAQ
- How Ollie Increases Efficiency in Your Business
- Ollie Order Business Marketing Terms