HELP GUIDE

Registration & Login

To register an account, click the My Account link located at the site header. You will be asked to type in the Customer Number given to you.

After entering your Customer Number, you will be directed to the Account Information page where you will need to provide the following details to set up your Commercial Account:

  • Address
  • City
  • State
  • ZipCode
  • Phone Number

To complete the registration process, you will be asked to provide your full name, a unique username and password for the account, and the e-mail address you will be using for your Commercial Account. Enter the information needed in the required fields before clicking the "Register" button.

An email notification will then be sent to your email address to confirm your registration. Once you’ve received this e-mail confirmation, click on this link to complete your registration.

All registered accounts will be evaluated by the website administrator. Should your registration be approved, you will receive an email confirming the activation of your account. The email will also have a link which you can click on to log into your new account.

Changing your password

If you happen to forget your password, click on the "Forgot your password?" link. You will be redirected to a screen that will ask you for your username or email address.

If you want to change your password while logged in, click on the “Change Password” link. Follow the steps below to change your password:

  • Enter your current password in the first box
  • Enter your new password in the second box.
  • Confirm your new password in the third box
  • Click the "Change Password" button.
  • We recommend that you change your password frequently to maintain proper security for your account information

    Business Account Section

    The Business Account section gives you 24/7 access to both your latest and historical account information. Depending on your account access settings, you can view your important information such as your billing details, job orders, and your statements. The data found in your account is automatically updated at the end of the day ensuring that the information in your account stays up-to-date at all times.

    The dashboard also provides you with your current account information, including your customer number, billing address, customer name, and email address.

    It also gives you a summary of your current billing information ranging from your current statements, invoices, and to your recent jobs.

    Jobs

    The Jobs folder gives you the ability to view your different job orders. It makes account management quick and easy by allowing you to view, sort, and store your invoice, orders, and quote information for that particular job request.

    Clicking on a particular job will give you access to the following details: job number, job name, its status and any shipping instructions you’ve provided.

    Invoices

    The Invoice feature gives you access to the different products you?'ve purchased. This section contains the following information: the invoice number, Customer PO, the identity of the person who placed the orders, the job name, and shipping information.

    The Invoice also provides other important details about your purchases for that period such as the their SKU, description, price, quantity, and their total amount.

    Customers are also given the option to search for invoices dating back to a year just by providing the invoice number, date range, or the specific date when the invoice was created.

    Information displayed in the Invoice section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.

    Statements

    The Statements feature provides you with a list of your statements per month. Each statement displays the total balance due, the balance forward, your current charges, billing information, and your credit balance, if you have any.

    Information displayed in the Statements section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.

    Quickbooks

    The information stored in your My Account profile can also be synced using Quickbooks. By integrating your account with Quickbooks, you're able to import your account information and save them to your computer at the click of a button.

    To set up this feature, you will need to download the Quickbooks Web Connector Installer and the Quickbooks Web Configuration File. The installer will allow you to connect to your online account through the IBOS Connector while the configuration file will provide the necessary settings to make your Quickbooks program function properly after it has been integrated with your online account.

    Once set-up has been complete, simply set the Sync Start Date for all Vendors and click Save.

     

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