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