CMS: Sales Activity

How to Use the Sales Overview Page and Approve/Edit Orders
The Sales Overview page (available in both the CMS and AMP Shop) provides a comprehensive view of all orders placed by sales reps and buyers. Regularly mon...
Fri, Dec 20, 2024 at 8:49 AM
How to Upload Order History
Uploading your order history to AMP ensures that sales reps and buyers have access to complete, up-to-date order records. If you already have an order tabl...
Fri, Dec 20, 2024 at 8:46 AM
How to Duplicate an Order
Duplicating an order in AMP allows you to quickly replicate a completed order, including any specific configurations made to items. This is especially usef...
Fri, Dec 20, 2024 at 8:52 AM
Order Workflow: Buyer Acknowledgement
Buyer Acknowledgement presents a new order review screen as well as order email for your customers to sign off on orders placed on AMP. This also creates...
Fri, Aug 18, 2023 at 12:01 PM
Order Form: Payment Terms
The Payment Terms field in your Customer Table allows you to display a customized message to your customers on the Cart screen before they proceed to checko...
Fri, Dec 20, 2024 at 8:59 AM
How to use the Top Configured Options report
Overview This guide shows you how to use the Top Configured Options report to see which options your customers choose most on made-to-order products. It ra...
Mon, Sep 28, 2026 at 12:56 PM