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Candid for sellers
Candid for sellers
Quick start guides, creating orders, analytics & more
46 articles in this collection
Written by
Dave Lowensohn
and
Jolie Conzoner
Quick-start guides
Getting started as a seller
A quick-start checklist for sellers
Written by
Jolie Conzoner
Updated over a week ago
Getting started as a showroom
How to get set up quickly with multi-label account management
Written by
Jolie Conzoner
Updated over a week ago
Importing products and catalog creation
Best practices for uploading products to Candid
How to add your wholesale products to Candid and start building your catalog
Written by
Jolie Conzoner
Updated over a week ago
Ecommerce platforms that Candid integrates with
How to connect your ecommerce store and upload your products to Candid
Written by
Jolie Conzoner
Updated over a week ago
Managing your products & catalog after integration
How to use the product manager to manage your synced ecommerce store products
Written by
Jolie Conzoner
Updated over a week ago
Customizing the look of your catalog
How to add branding, upload PDFs and video to your public-facing catalog
Written by
Jolie Conzoner
Updated over a week ago
How to set your wholesale pricing
How to use the product manager to update your wholesale pricing
Written by
Jolie Conzoner
Updated over a week ago
How to publish a product to multiple catalog sections
How to have a single product listed in more than one category
Written by
Jolie Conzoner
Updated yesterday
How to move or reorder products in your catalog
How to change the order products will appear in your catalog
Written by
Jolie Conzoner
Updated today
How to edit product names & images
How to upload new images, edit current images, and change product names
Written by
Jolie Conzoner
Updated over a week ago
How to create new products directly in Candid
How to add new products to your catalog without using an ecommerce integration
Written by
Jolie Conzoner
Updated over a week ago
How to share your ordering terms and conditions with your buyers
How to add your company's ordering terms & conditions to your account and catalog
Written by
Jolie Conzoner
Updated over a week ago
How to add order minimums to your catalog
How to communicate order minimums to new and returning buyers
Written by
Jolie Conzoner
Updated over a week ago
How to create product notes
How to add notes for your buyers to see when viewing products in your catalog
Written by
Jolie Conzoner
Updated over a week ago
How to archive products
How to use the product manager to hide products by archiving them
Written by
Dave Lowensohn
Updated this week
Separating retail and wholesale products
How to hide your retail-only products from your catalog
Written by
Jolie Conzoner
Updated over a week ago
Creating orders and reaching out to buyers
How to create a sales order as a seller
How sellers can create and send a new order to a buyer
Written by
Jolie Conzoner
Updated over a week ago
Can I edit a sales order after it's finalized?
How to edit orders during any stage of the order life cycle
Written by
Jolie Conzoner
Updated over a week ago
How to set a default discount for your buyers
How to create special pricing for individual customers
Written by
Jolie Conzoner
Updated today
Inviting your buyers to Candid
How to introduce your buyers to wholesale ordering in Candid
Written by
Jolie Conzoner
Updated over a week ago
How to upload your customer list to Candid
How to import a CSV of your customer list
Written by
Jolie Conzoner
Updated over a week ago
How to share your catalog and storefront with buyers
Create links to your catalog or storefront that you can share with buyers
Written by
Jolie Conzoner
Updated over a week ago
How to embed a wholesale widget into your website
How to create a widget for your website that links to your storefront
Written by
Jolie Conzoner
Updated over a week ago
How to promote your online store
Marketing tips to attract new buyers and increase sales
Written by
Jolie Conzoner
Updated over a week ago
How to view your sales order history
How to use the Sales page to view your sales history and manage orders
Written by
Jolie Conzoner
Updated over a week ago
How to hide your wholesale catalog from search listings
How to control when buyers can view your wholesale products
Written by
Jolie Conzoner
Updated over a week ago
Shipping and invoicing
Shipping FAQs
Frequently asked questions about how shipping works in Candid
Written by
Jolie Conzoner
Updated over a week ago
How do shipping charges work?
How to add shipping estimates and costs to orders and invoices
Written by
Jolie Conzoner
Updated over a week ago
How to set your shipping and payment terms
How to add your default shipping and payment terms to your catalog and set terms for specific customers
Written by
Jolie Conzoner
Updated yesterday
How to send an invoice to a buyer
How to create and send a sales invoice
Written by
Jolie Conzoner
Updated over a week ago
How to pay an invoice for a buyer
How to use the payment terminal to pay an invoice for a customer
Written by
Jolie Conzoner
Updated over a week ago
How do multiple shipments work?
Working with multiple shipments, invoices and payments
Written by
Jolie Conzoner
Updated over a week ago
Deposits as a payment option
How to create and request a deposit on an invoice
Written by
Jolie Conzoner
Updated over a week ago
Why hasn't my customers payment gone through?
Waiting times for payment processing
Written by
Jolie Conzoner
Updated over a week ago
Can someone pay an invoice who doesn't have a Candid account?
How to send an invoice to someone outside of Candid by sharing an order link
Written by
Jolie Conzoner
Updated over a week ago
Inventory management
Inventory management setup options
How to choose the right inventory settings for your business
Written by
Dave Lowensohn
Updated over a week ago
Inventory settings options for Shopify users
How to manage your Shopify inventory in Candid
Written by
Dave Lowensohn
Updated over a week ago
Separating your Candid products from Shopify
How to have wholesale-only products in Candid that don't show up in Shopify
Written by
Dave Lowensohn
Updated over a week ago
Analytics & Signals
Analytics & Reporting
View and download detailed sales and order report CSVs
Written by
Jolie Conzoner
Updated over a week ago
Selling Signals
See who's been browsing your catalog & profile
Written by
Jolie Conzoner
Updated over a week ago
Integrations
How to set up your account to accept credit card payments
How to use Candid Pay - Candid's payment processor powered by Stripe
Written by
Jolie Conzoner
Updated over a week ago
How to integrate with QuickBooks
Connect your existing QuickBooks account to Candid
Written by
Jolie Conzoner
Updated over a week ago
How to set up ShipStation
Integrating your Candid account with ShipStation
Written by
Dave Lowensohn
Updated over a week ago
How do I integrate with Xero?
How to sync order data to Xero using Shipstation
Written by
Dave Lowensohn
Updated over a week ago
Why isn't my Stripe account verified?
Troubleshooting account verification issues
Written by
Jolie Conzoner
Updated over a week ago
Why isn't ShipStation syncing?
How to troubleshoot your ShipStation connection
Written by
Jolie Conzoner
Updated over a week ago