Quick Start

Sign Up

The basic access workflow:

  1. Validate your Account:

The system will randomly choose an invoice, enter the total amount.

If the entered amount is correct the system will give you access automatically and you'll see a success banner:

Dashboard

The dashboard is an information management tool to visually track, analyze and display key performance indicators (KPI), metrics and key data points to monitor your account. Your dashboard allows you to view the following KPIs:

  • Year to Date (YTD) Net Sales

  • Outstanding Balance

  • Open Orders

  • Pending Invoices

  • Sales Trend

  • Sales by Years

This KPIs allow you to quickly get important information without sifting through spreadsheets or emails.

The Navigation Menu, is a section intended to provide quick access to information.

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