Welcome to Order.co! We are building the most trusted eCommerce platform for businesses that feels just like shopping online at home. Order.co acts as a single vendor for your purchasers to order everything they need. With built-in budgets, approvals, and automatic coding, your business spends less time filling out spreadsheets and replying to long email chains and more time running your business.
Each business is assigned an Account Manager and an Implementation Consultant went they sign up with Order.co. Your Implementation Consultant will walk you through implementation and help you set up your business account. This guide serves as a resource for account administrators who are working through implementation or are new to Order.co and want a refresher.
Let's get started with the first steps to getting your business up and running. These steps should only take you a few minutes to complete and we suggest starting here:
Apply for a Credit Limit
To start, we suggest businesses submit a credit request to Order.co. This allows our underwriting partners to issue a credit limit to your business. Your business information will not be shared with any other 3rd parties.
Click here to submit a credit request.
If you've already received a credit decision, you can see your credit limit on the Invoices page. You can request higher limits with this form. Additionally, if you link your accounting software to Order.co, or continue making on-time payments, Order.co will pro-actively raise your credit limit.
Credit Requests can take up to 5 business days to receive a response. Our credit team may reach out with a request for additional financial documentation.
Adjust your Invoice Settings
Along with your credit limit, your Implementation Consultant will update your invoicing settings to include our Net Terms! Our most popular option is Weekly Net 30 terms. This means that all orders and virtual card transactions will be consolidated onto a single invoice at the end of each week, with 30 days to pay! Click here to learn more about Order.co consolidated billing.
If you want to split your invoices across departments or business units, let your Implementation Consultant know and they will update your Invoice Groups.
Add Payment Methods
Once your invoice settings are in place, you need a way to pay them! You can add as many payment methods as you want to Order.co to pay your invoices. Linking Bank accounts requires verification through micro-deposits, which can take up to 2 business days to appear. Click here to learn how to link a bank account.
If you would prefer to use ACH or a Bill Pay software to pay your Order.co Invoices, ask your Implementation Consultant or Account Manager for our Banking Details. Our W9 is attached below for your records.
Link your vendor accounts
When you link an online vendor, your past 6 months of order history will be imported into your product catalog. This exercise will serve two purposes:
1. You'll get a head start on building out the product catalog for your business.
2. If your business has negotiated pricing, Order.co can fulfill orders via your business account to honor your business pricing
Click here to learn more about linking your vendor accounts.
Next Steps
If you've completed all of these setup steps, your business is almost ready to place orders! Check out the next article in the series to learn about adding Users, Locations, and more.