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How the online store approval process works
Requiring order approvals is a great way to monitor merchandise spend and have transparency on what employees are ordering. DESIGNATING AN APPROVER If a portal has multiple locations set up,…
- updated 1 yr ago
- 249
- Users, user groups & budgeting
Utah Sales Tax Exemption Information
1) If you believe your purchases are tax exempt, you must provide Kotis with Utah's form TC-721: If you are registered in Utah: https://tax.utah.gov/forms/current/tc-721.…
- updated 3 mths ago
- 127
- Quarterly billing
Ohio Sales Tax Exemption Information
If you believe your purchases are tax exempt, you must provide Kotis with this form. If you are claiming a resale exemption, you generally must either: Register for an Ohio Sales Tax Account,…
- updated 3 mths ago
- 110
- Quarterly billing
Editing your portal - What you can edit
As an admin, you have the ability to edit how your portal looks and functions by changing a number of different settings on your product listings. This article will explain the features on the…
- updated 1 yr ago
- 752
- Admin access
Credit Application & ACH Payment
If you are interested in setting up credit terms with Kotis, please fill out the attached credit application and send to accounting@kotisdesign.com and/or your Customer Success Manager.…
- updated 6 mths ago
- 884
- 1
- Ordering Tips, Tricks & Guides
How do I expedite shipping/delivery?
Economy Shipping If the only available shipping method during checkout is "Economy" this means that expedited shipping is not available from this store.…
- updated 6 mths ago
- 1696
- Track my order
Sales & Shipment Reports
These two reports have the most data points out of all the reports you have access to pull. Sales Report This is a detailed report of all orders placed across your inventory set.…
- updated 3 mths ago
- 287
- 1
- Analytics & reporting
Backorder Report
The Backorder Report will show you all orders currently on backorder broken down by SKU. It will also include the date the order was placed, product information,…
- updated 4 yrs ago
- 66
- 1
- Analytics & reporting
Kotis Payment Info Sheet
When setting up your payment methods, please use the banking information in the document attached for ACH and check payments. Our W9 form can be found linked in the document or by following the link…
- updated 6 mths ago
- 214
- Quarterly billing
Prop 65
What Is Proposition 65 The Safe Drinking Water and Toxic Enforcement Act of 1986 (also known as Proposition 65 or Prop 65) was an initiative approved by California Voters to address the growing…
- updated 2 yrs ago
- 120
- Warehouse & Shipping
Marketing Opt-ins Feature
The marketing opt-in feature allows you to gather contact information to be used for your own marketing purposes. If a subscriber opts-in at checkout, it gives you permission to send an email,…
- updated 3 mths ago
- 39
- Features

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How the online store approval process works

Utah Sales Tax Exemption Information

Ohio Sales Tax Exemption Information

Editing your portal - What you can edit

Credit Application & ACH Payment

How do I expedite shipping/delivery?

Sales & Shipment Reports

Backorder Report

Kotis Payment Info Sheet

Prop 65

Marketing Opt-ins Feature

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