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Privacy Overview: Why we restrict client information (PII)
What is PII Personally Identifiable Information (PII) is anything that can be used to identify an individual. Data points that people often think of as PII include social security numbers and health…
updated
1 yr ago
459
1
Analytics & reporting
Kotis Importing Guide
Our favorite swag is fully custom swag. Not just a custom screen print, but completely custom, as in built from scratch. As in, this thing didn’t exist until your project came along.…
updated
1 yr ago
443
2
Tips, Tricks & Guides
International Shipping FAQ
How long will it take? Your package may take 3-8 weeks depending on where it’s shipping to, customs, and any international conflicts. Why does it take so long?…
updated
9 mths ago
441
Track my order
Shopify Install Guide
1. Send Kotis your myshopify.com URL If you are using a custom domain, that is set up on your end and is separate from the account name that we need for integration.…
updated
1 yr ago
429
Integrations
Cancel or Change the Address on an Order + Order FAQ
Can I remove an item from my order? If you haven’t received a shipping confirmation email with a tracking number, please fill out the Adjust Order form as soon as possible.…
updated
1 mth ago
425
Change my order
Adding/Editing Portal Users
New Users When a new user is added to a portal, they'll need to be sent an invitation email via the system to choose their own password. NOTE: The invitation email only applies to NEW users.…
updated
1 mth ago
425
2
Users, user groups & budgeting
CSV Uploads: Ordering for Multiple People at Once
Intro Great for submitting multiple orders to different people, ideally +20, at once The person submitting the CSV file is a Program Admin on your account Formatting Shipping Information Before…
updated
1 mth ago
401
Admin access
Online Store Policies
Kotis is a branded merchandise provider which also creates online store solutions for many different industries. More information about Kotis is available at kotisdesign.com.…
updated
10 mths ago
390
General Order FAQ
Portal Shipping Options
When setting up a portal, a shipping method needs to be identified. There are factors that need to be considered when deciding which option is best for your company.…
updated
5 mths ago
387
Warehouse & Shipping
Returns FAQ
My item was damaged or not what I ordered. Our apologies if you received a damaged or incorrect item! While we package all of our items with the intent of handling the normal wear and tear of transit,…
10 mths ago
378
Make a return
Redemption Portal FAQ
Here are the most common questions about redemption portal orders. If you still have trouble with your redemption portal order, please contact our customer service team directly at…
updated
1 yr ago
378
General Order FAQ
iBuy FAQs
Getting Started What is an iBuy? iBuy is an online platform that makes group buying easy. We’ll set up a site with the items you want, and you send the site out to your people.…
updated
1 mth ago
361
1
Tips, Tricks & Guides
Portals & Features FAQ
In this article, we'll show some of the most commonly asked questions and/or requested features we receive. If I want to offer my employees or clients a free gift, how should I do that?…
updated
1 yr ago
357
Getting Started
Receiving Damaged Items at the Warehouse
INTRO Ideally, we want to keep product damage from occurring in the first place. Unfortunately, packages do get damaged, and products are broken while in the shipping stream.…
updated
1 yr ago
346
Warehouse & Shipping
How to access reporting
It is quick and easy to access reporting. Once you are logged into MyKotis, you'll select PROGRAM in the upper navigation bar. From here you will select "Standard Reports".…
updated
1 yr ago
329
1
Analytics & reporting
Understanding Non-Kotis Produced Merchandise and Kotis Inventory Exclusivity
After signing a program, Kotis provides clients the opportunity to transfer an initial set of pre-existing inventory to our warehouse. Once the program is established,…
updated
1 yr ago
309
Tips, Tricks & Guides
Domestic & International Shipment Policies
Domestic Shipments Orders shipping on Kotis accts will ship via UPS, FedEx or USPS based on the best option for that order Orders with requested in-hands date will be shipped via guaranteed service…
updated
5 mths ago
308
Warehouse & Shipping
How the User Groups feature works
The User Groups feature is a way to segment ordering by team, department, geographic location, manager, etc., in order to track usage and spending. This is almost always utilized on employee or…
updated
2 mths ago
300
3
Users, user groups & budgeting
Understanding your Program Settings page
Program Admin Owners have the ability to access the Program Settings page. Program Admins The Program Admins area allows you to: Add a new Program Admin Remove an existing Program Admin Change a…
updated
1 mth ago
286
Getting Started
International Shipping Procedure
The following document outlines the following: International shipping services Kotis provides Client vs Kotis Responsibilities Issue Resolution when deliveries are delayed, lost or rejected
updated
3 yrs ago
285
1
Warehouse & Shipping
Handwritten Note Cards
This feature can be enabled on your portals and is frequently leveraged for gifting orders, Special Employee Occasions Work from home gifts Client gifts How it works You can select when to include a…
updated
1 mth ago
283
2
Online store features
Understanding Our Platform Fee
Overview We’ve built a turnkey solution to managing your branded merchandise; in-house. You can power everything, including external facing retail stores, internal HR,…
updated
1 yr ago
273
1
Quarterly billing
Kotis Salesforce App - Install Guide
To install the Kotis for Salesforce App in a Salesforce Production Org, visit the AppExchange listing and click on "Get Now", or use this link: Fall Release (Sept 2020) To install the app in a…
updated
2 mths ago
257
Integrations
Inventory Donations and/or Recycling Process
Occasionally you may elect to donate a variety of items from your inventory; this is commonly done with outdated logos or designs so room can be made for new gear.…
updated
2 mths ago
246
1
Warehouse & Shipping
Order Approvals
Requiring order approvals is a great way to monitor merchandise spend and have transparency on what employees are ordering. Please note: An approver is required for all orders, $0.…
updated
1 mth ago
245
1
Getting Started
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