Account Setup & Features - Admin User Training

Building Model Initial Import Option
If you have many building models and sizes, manually entering each model and size could be a long and tedious experience. Add to that the duplication of bui...
Mon, May 23, 2022 at 12:49 PM
Collecting Out Of State Sales Tax
This article will cover how to collect sales tax for states where you do not have a business presence.  By default, Shed Suite does not collect sales ta...
Tue, Aug 30, 2022 at 1:43 PM
Setting Up And Linking RTO Companies
During the sales process, if an order is going on RTO, our dynamic order form collects all the necessary fields to create an RTO contract. We originate the ...
Mon, Nov 14, 2022 at 2:32 PM
Finance Feature
This video shows you how to set up the finance feature. This feature should already be enabled for your account.
Wed, Apr 17, 2024 at 2:07 PM
Order Labels Feature
This video shows you how to create labels and give permissions for what users can see and edit the label on an order.
Wed, Apr 16, 2025 at 12:59 PM