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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 mth ago
209
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
2 yrs ago
112
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
2 yrs ago
104
Online store features
Who are Kotis Designs Preferred Carriers?
Kotis works with many shipping carriers, across the world. To provide our clients with the best prices and services we have selected a few “preferred” carriers.…
updated
2 yrs ago
99
Warehouse & Shipping
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
9 mths ago
172
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
11 mths ago
373
General Order FAQ
CSV Uploads: Ordering for Multiple People at Once
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
1 mth ago
397
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
1 mth ago
360
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
2 yrs ago
91
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
2 yrs ago
51
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
1 mth ago
85
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
1 mth ago
282
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
9 mths ago
155
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
7 mths ago
216
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
115
Quarterly billing
International Shipping Procedure
The following document outlines the following: International shipping services Kotis provides Client vs Kotis Responsibilities Issue Resolution when deliveries are delayed, lost or rejected
updated
3 yrs ago
283
1
Warehouse & Shipping
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
98
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 mth ago
570
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
8 mths ago
596
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
9 mths ago
1501
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
3 yrs ago
77
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
1 mth ago
234
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
3 yrs ago
180
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
3 yrs ago
45
1
Analytics & reporting
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
9 mths ago
1203
General Order FAQ
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General Order FAQ
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Getting Started
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Users, user groups & budgeting
Updates & Features
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