Once you've applied for credit, set up payment methods, and started uploading your product catalog, you are almost ready to begin ordering. Let's walk through adding shipping addresses, users to place orders, and codes to simplify reconciliation.
Locations
Every order needs a shipping address before it can be submitted. We make it easy for you to create and manage a shared address book for your users. Users can be assigned to one or more locations, letting you control where your team can ship their purchases.
Click here to learn how to create a location. Create as many locations as you would like! We suggest adding locations before adding users to the account, as it's easier to assign locations later. Locations can also be used to create Invoice groups, to help organize how your business is invoiced.
Users
Add multiple users to your business account to put purchasing in the hands of the people that need those products. This makes every requisition a purchase order!
Click here to learn how to create a new User profile. Each user will receive an invitation to join your business account. Want to set up SSO for your business? Check out this guide.
If you would like to add a large number of Users or need to add users without inviting them join your business account yet, ask your Implementation Consultant for assistance!
Accounting Codes
Finance teams spend hours or days coding each invoice, receipt, and refund each month. By adding Accounting codes to your business account, you can pre-code every line item on your invoices. Typical accounting codes set up in Order.co represent General Ledger Accounts, Departments, or Projects.
Click here to learn how to set up Accounting Codes.
If you use QBO, Sage Intacct, or Netsuite save yourself even more time by integrating your software with Order.co. You can even use it to pull all your codes into your business account! Click here to see how our integration works.
Cost Centers (Optional)
Assigned to an order at checkout, Cost Centers are another way to categorize spend. Many businesses implement Cost Centers when they want to track and control spend for Departments or Business Units. Cost Centers can also be used to set up Invoice Groups.
Click here to learn how to set up Cost Centers. Once created, Cost Centers will need to be assigned to Users, much like Locations!
Next Steps
If you've completed all of these setup steps, your business is ready to place orders! If you want to control what your team is buying or how much they can spend, check out the next article in the series!