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Managing discount codes/gift cards
Videos on How to create and remove discount codes & gift cards are linked below. For information about how discount codes and gift cards work and when to use them,…
updated
1 mth ago
488
1
Admin access
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
3 yrs ago
180
1
Analytics & reporting
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
528
Getting Started
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
423
2
Users, user groups & budgeting
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 mth ago
571
Admin access
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
299
3
Users, user groups & budgeting
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
1 mth ago
237
1
Analytics & reporting
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
Delivery Requirements for Shipping Products to Kotis
Before shipping product to Kotis warehouses, please be aware of the Inventory Exclusivity provision in our Agreement. You are required to give Kotis an opportunity to bid on all items coming to our…
updated
1 mth ago
2233
Warehouse & Shipping
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
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
1469
Admin access
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
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
858
1
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 mth ago
245
1
Getting Started
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
2 yrs ago
91
Online store features
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
7 mths ago
216
Users, user groups & budgeting
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
10 mths ago
1230
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
2 mths ago
96
General Order FAQ
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
127
Getting Started
Gift Cards and Discount Codes
On credit card portals, we can create gift cards and discount codes. While there are functional differences between these features, both can be used as an incentive for purchasing or to reward…
updated
1 mth ago
590
Online store features
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
2 mths ago
85
Online store features
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
103
Compliance
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
10 mths ago
1502
Track my order
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
211
Users, user groups & budgeting
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
10 mths ago
155
General Order FAQ
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General Order FAQ
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