Getting Started
Integrations and Setup up Guides
How to Add Customers and Link them to your ERP
How to Create Approval Workflows
How to Manage Users
How to enable checks received as PDF attachments via email
How to Map Deduction Reasons to GL Accounts
How to Create Planning Groups
CPG Glossary
Connecting to the Target Portal
Connecting to the Albertson's Portal
Connecting to the Costco Portal
Connecting to the Walmart Portal
Connecting to the Kroger Portal
Connecting with QBO
Retailer Integrations to Complete via Username and Password
How to Set-Up Retailer/Distributors via Email Integration
Integrating Confido with Ahold
Updating and Managing Retailer/Distributor Portal Integration
Connecting to CVS Portal
How to Pull the Actuals report from SPINS
How to Integrate with Netsuite