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What info do you need to start a custom project?
We are always excited to help you get a new project started! These details are particularly helpful for our team to get the ball rolling on creating amazing swag:…
updated
2 mths ago
217
1
Tips, Tricks & Guides
Program Admin Training 101
The following guide is 101 training for Program Admins: Login to your MyKotis page and select Program User ID: email Password: Click "forgot password" to create your own, unique password.…
updated
1 mth ago
1002
3
Getting Started
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 mth ago
472
Getting Started
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
328
1
Analytics & reporting
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
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
2 mths ago
147
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 mth ago
283
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 mth ago
527
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
2 mths ago
126
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
1 yr ago
357
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 mth ago
857
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
973
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 yr ago
175
1
Warehouse & Shipping
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
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
How to do a Mail Merge in Outlook
Mail merges allow you to send the same message to multiple recipients while still dropping in individual data for a more personalized email. General Tips Be sure to send from the email you want…
updated
1 yr ago
84
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
307
Warehouse & Shipping
What should I do if I am unable to log into my account?
You can reset your password by plugging in your pre-authorized email address here! Please note that you will only want to submit a single reset request;…
updated
1 yr ago
210
Users, user groups & budgeting
Program Service Policy
In 2023, Kotis' Program Services Team was awarded Front's Game Changer Award. This award is given to the top 100 users with the highest overall CSAT score (out of over 8,500 users). See here for more.…
updated
3 mths ago
187
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
2 yrs ago
80
Online store 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: Fall Release (Sept 2020) To install the app in a…
updated
2 mths ago
255
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
1 yr ago
427
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 mth ago
1462
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
1 yr ago
217
Online store 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
2 yrs ago
220
1
Users, user groups & budgeting
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