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Having Trouble Finalizing Orders?
My Address Information Has All Green Checks But I Can't Proceed? If you see something similar to the screenshot below but don't see the "Submit" button - or you are able to see and click the "Submit"…
- updated 1 yr ago
- 219
- General Order FAQ
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
- 446
- General Order FAQ
CSV Uploads: Ordering for Multiple People at Once in Bulk
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 3 mths ago
- 520
- 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 6 mths ago
- 458
- 1
- 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
- 95
- Online store 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
- 69
- Warehouse & Shipping
Marketing Opt-ins Feature
The marketing opt-in feature allows you to gather contact info to be used for your own marketing purposes. If a subscriber opts-in at checkout, it gives you permission to send an email, newsletter,…
- updated 10 mths ago
- 86
- Online store features
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 9 mths ago
- 332
- 2
- Online store features
How is tax collected for domestic & international orders?
Domestic Orders Tax will be charged upon checkout for all orders. We are not able to waive or refund sales tax on online store purchases, even if they will be shipped to a nonprofit or to be sold…
- updated 1 yr ago
- 182
- General Order FAQ
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
- 235
- 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 yrs ago
- 117
- 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,…
- 3 yrs ago
- 100
- 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 9 mths ago
- 706
- 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 1 mth ago
- 799
- 1
- 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 1 mth ago
- 1589
- Track my order
Received Inventories & Returns Report
While reports like the Sales & Shipment Report are the most commonly used in the suite of reporting offered, the Returns & Received Inventory Report can be useful if you want transparency on all…
- updated 4 yrs ago
- 81
- Analytics & reporting
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 9 mths ago
- 260
- 1
- Analytics & reporting
Shipping Charges Report
This report is an aggregate of all shipping charges you are billed. When you receive a quarterly report, the shipping amount charged will match up to the sum of costs from this report for the…
- updated 4 yrs ago
- 194
- 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
- 53
- 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 1 mth ago
- 180
- Quarterly billing
What does the “general decline” error mean?
The "general decline of card" error can show up for a number of reasons, with the most common reasons being: Address, zip, or postal code mismatch Invalid CVV or expiration date Transaction timing…
- updated 1 yr ago
- 1813
- General Order FAQ
What payment methods do you accept?
Online Store Orders We accept all major credit cards, including Visa, Master Card, Discover, and American Express; there is no surcharge associated with using a credit card. We cannot accept PayPal.…
- updated 10 mths ago
- 110
- General Order FAQ
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 1 yr ago
- 109
- Compliance
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 1 mth ago
- 28
- Online store features

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All topics

Having Trouble Finalizing Orders?

Redemption Portal FAQ

CSV Uploads: Ordering for Multiple People at Once in Bulk

iBuy FAQs

Budget Feature

Kotis Warehouse Barcode Policy

Marketing Opt-ins Feature

Handwritten Note Cards

How is tax collected for domestic & international orders?

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?

Received Inventories & Returns Report

Sales & Shipment Reports

Shipping Charges Report

Backorder Report

Kotis Payment Info Sheet

What does the “general decline” error mean?

What payment methods do you accept?

Prop 65

Marketing Opt-ins Feature

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