Category: Merchants

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How to use the protected information feature

Security is a top priority at . There are many methods used to protect the security of the merchant and...

How to modify scheduled reports for customers

As a Reseller Admin or Reseller Manager, your customers may require modifications to their scheduled reports at times. The intent...

How to schedule reports for customers

Your customers may need assistance scheduling emailed reports. The intent of this article is to outline the steps a Reseller...

Created user with admin role incorrectly

As a merchant, you have the ability to set user roles. Occasionally, you may designate a user as an admin...

Download Prospectus results

Prospectus generates a report of potential savings found within FedEx®, UPS®, and DHL® shipping invoices within minutes. The intent of...

How to use email templates in the resources folder

The Resources Folder contains a host of marketing and promotional materials to simplify selling. A series of branded emails are...

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