Business Management

• Reports – standard reports included, Call OrderStorm for additional reports.
  • From the Organizational Administration Menu, select Manage Domain Names.
  • On the next page, click on the domain name you are working with.
  • Select Reports
    • Web Analytics contains the traffic reports from server logs
    • Keyword reports show where you rank in the natural search for your primary keywords. Note: this feature only applies if you purchase a Content Network for inbound link building.
    • Sales reports include Monthly Sales, Monthly Purchase Order Totals, COGS and Monthly Sales by Product
• Login Accounts – keep track of login information to any websites you use. Share the login information to employees so everyone has access to updated passwords.
  1. From the Admin menu, select Login Accounts.
  2. Check the drop down list at the bottom of the page under ‘Add Login Account’ to see if the entity already exists in the system.
  3. If the entity already exists:
     1. Enter a username and password, select the entity from the drop down box, and select ‘Add’.
     2. The Entity will appear above in the ‘Login Account’ list
  4. Edit the Logon Account
     1. Click on the Username of the Entity.
     2. Add email account associated with the login account in the notes.
     3. Set user access – select users from the drop down list, click ‘Add’.
     4. Go to Logon relationships and click ‘add sites’, check the box under ‘Ad Rels’ for the domains associated with the logon account. Click the ‘add relationships’ button.
  5. If the entity does not already exist you must add it.
     1. Click on ‘Home’ for the main menu:
     2. Select ‘Add new contact/customer’
     3. Put the name of the entity in the Company field
     4. Enter the URL
     5. Select ‘Submit’
     6. Select the correct Contact Type Codes based on what the entity it is.
     7. Select ‘Submit’
     8. Click on the Entity Name at the top of the page to go to the main screen
     9. Add any notes on special information required to open an account
  6. Go back to Login Accounts
     1. Now follow the procedure under #2) ‘If the entity already exists’ above.
• Reconcile purchase order and invoice amounts when you receive a supplier invoice
  • From the Customer Service Menu select Find Users/Customers/Orders
  • Search by PO number
  • At the bottom of the PO you can enter the vendor’s invoice number, update the amount of the product and update the shipping amount to make sure your checks to the vendor are correct. Select the corresponding Update button after each change. Amounts that are updated on an invoice that has already been paid will be added/subtracted on the next payment date.
• Make vendor payments – The vendor account adds up all orders shipped between the 1st and the 15th of the month and again from the 16th to the end of the month. This is based on the date that shipping information is entered into the PO.
  • From the Vendors tab, select Vendor Payments.
  • Select the date of the check run you wish to pay
  • Pay vendors twice monthly – net 15 or net 20

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