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Program Admin Account Types & Item Access Groups
This feature has two related parts: Account types - Allows you to grant different levels of access to different admins on your program Access groups - Allows you to internally segment your inventory…
- updated 1 yr ago
- 516
- Getting Started
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 yr ago
- 294
- 1
- Getting Started
What are your minimums for printing?
Each item we sell will have an order minimum quantity required to produce a full order. While it varies on an individual product basis, here is a general estimate on order minimum quantities as well…
- updated 1 yr ago
- 184
- Ordering Tips, Tricks & Guides
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 yr ago
- 356
- Getting Started
Editing Your Portal - How to Make Changes
Editing Access Per Portal On all portals - edit product listings and add/remove users. On non-credit card portals only - view and approve or reject all orders currently pending approval (if your…
- updated 1 yr ago
- 641
- Getting Started
Admin email alerts & email customization
We can designate certain emails are sent to contacts in your organization who want more visibility on varying aspects of ordering. We also have the ability to add a custom thank you message on your…
- updated 1 yr ago
- 138
- Getting Started
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 2 yrs ago
- 394
- Getting Started
Using MyKotis
Your MyKotis page is the hub of all activity. You'll use this page to access all of the work you do with Kotis, using the upper navigation bar to do the following.…
- updated 1 yr ago
- 1032
- 1
- Getting Started
New Portal Set-up
Overview A portal is the store link where your customers, employees, or any other group can go to select or purchase items. When you are ready to set up a new portal for your program,…
- updated 1 yr ago
- 1107
- Getting Started
Warehouse Packing Guidelines
Kotis strives to package your shipments with care so your orders arrive in full and presentable. To do so, the following packing guidelines are distributed to our packing and fulfillment teams,…
- updated 1 mth ago
- 256
- 1
- Warehouse & Shipping
Custom Inventory Management Text Field
We've recently added a feature to the "Inventory Management" page (where program admins can view their inventory and place orders) which will allow you to customize the field that is currently…
- updated 3 yrs ago
- 93
- Features
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: Latest Release (June 2024) To install the app in a…
- updated 9 mths ago
- 328
- Integrations
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 2 yrs ago
- 505
- Integrations
How to place orders via Inventory Management
As a Program Admin, the quickest way to place an order is by entering the order in “Inventory Management”. Benefits Receipt of order confirmation upon submitting your order.…
- updated 1 yr ago
- 1903
- Admin access
Access Code Portal Protection Feature
This feature allows a portal to be protected by a single access code/password. Anyone who attempts to access the portal will be required to enter the access code before they can view it.…
- updated 2 yrs ago
- 238
- Features
How the the budget feature works
User Groups can be set up to segment ordering between different teams, departments, geographic locations, managers, etc to track spending. A budget can be set to a specific user group to ensure…
- updated 3 yrs ago
- 256
- 1
- Users, user groups & budgeting
Create Incoming Inventory Requests (IIR)
Incoming inventory requests (IIR) notify the warehouse that a program has items arriving, and where to check them into your inventory. Important note: We only support IIR's for current SKUs in your…
- updated 1 yr ago
- 292
- Admin access
Inventory Adjustments Report & Cycle Counts
We believe in providing complete transparency in giving you access to all activity within your inventory program in real time. Because of this, you can run inventory adjustment reports should you…
- updated 3 yrs ago
- 130
- Analytics & reporting
Using Need By Date on Your Order
Some stores may allow customers or employees to enter a Need By Date at checkout, the below are a few details that you should keep in mind while using this field.…
- updated 3 yrs ago
- 185
- Features
CSV Uploads: Ordering for Multiple People at Once in Bulk
Intro Great for submitting multiple orders to different people, ideally +20, at once The CSV file will be submitted by the customer service team Formatting Shipping Information Before getting started,…
- updated 1 mth ago
- 594
- Admin access
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 9 mths ago
- 495
- 1
- Ordering Tips, Tricks & Guides
Budget Feature
User groups can be set up to segment ordering between different teams, departments, geographic locations, managers, and more in order to track spending.…
- updated 3 yrs ago
- 102
- Features
Kotis Warehouse Barcode Policy
Accuracy in inventory counts and speed of shipping is paramount to us, we’ll dive into why barcoding largely would not benefit our clients. Why is Kotis different than a traditional warehouse…
- updated 3 yrs ago
- 70
- 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
- 344
- 2
- Features
KPS Warehouse Capacities for Freight
The following is a list of items pertaining the shipping and receiving of freight truckloads.
- updated 4 mths ago
- 47
- Warehouse & Shipping

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All topics

Program Admin Account Types & Item Access Groups

Order Approvals

What are your minimums for printing?

Understanding your Program Settings page

Editing Your Portal - How to Make Changes

Admin email alerts & email customization

Portals & Features FAQ

Using MyKotis

New Portal Set-up

Warehouse Packing Guidelines

Custom Inventory Management Text Field

Kotis Salesforce App - Install Guide

Shopify Install Guide

How to place orders via Inventory Management

Access Code Portal Protection Feature

How the the budget feature works

Create Incoming Inventory Requests (IIR)

Inventory Adjustments Report & Cycle Counts

Using Need By Date on Your Order

CSV Uploads: Ordering for Multiple People at Once in Bulk

iBuy FAQs

Budget Feature

Kotis Warehouse Barcode Policy

Handwritten Note Cards

KPS Warehouse Capacities for Freight

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