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Knowledge Base

← TurnLink Sales Manager : Support & Customer Feedback

  1. Account Setup →

    1. Account Setup : Users
    2. Account Setup : Customers & Prospects
    3. Account Setup : Regional Companies (HQ)
    4. Account Setup : Outside Sales Companies & Representatives (Broker Setup)
    5. Account Setup : Distributors (and/or Vendors if you are a Broker)

  2. Company Overview →

    1. Company Overview > General Information
    2. Modify Menu
    3. Contacts
    4. Distributors
    5. Tags

  3. General Usage →

    1. Adding New Companies
    2. Inactivate/Delete & Reactivate Company Records
    3. Handling Duplicates (Merging Records)
    4. Email Inbox
    5. Excel Import Files (Setup > Imports > Companies)

  4. Reports →

    1. Dashboard
    2. Company Information (Exporting Your Data)
    3. Events Report : Reviewing User Activities
    4. Order Reports > General Information
    5. Order Reports > Product Totals (Includes Regional Level Sales Summaries)

  5. Advanced Search > Push Results To →

    1. Create Maps
    2. Email Blast Setup
    3. Order Duplicating
    4. Reports > Company Information (Exporting Your Data)
    5. Batch Products Audit

  6. Collateral →

    1. Collateral Information & Setup
    2. FTP Collateral Setup
    3. DropBox Collateral Setup
    4. Order Templates and Tag Glossary
    5. Products Carried Templates and Tag Glossary

  7. 3rd Party Report Imports →

    1. Broker Authorization : KeHE Connect
    2. Downloading : KeHE POD Reports (KeHE Connect BI)
    3. Downloading : UNFI Insights
    4. API Authorization : Faire Wholesale Portal
    5. Broker Authorization : WFM Vendor Reports

  8. Integrations : Email →

    1. MailChimp Setup

  9. Integrations : QuickBooks →

    1. How TurnLink and QuickBooks Interact
    2. Order Detail Options
    3. Direct Distribution and QuickBooks
    4. Credit Card Information
    5. Unit of Measure

  10. Integrations : Shipping →

    1. Obtaining your Credentials from FedEx
    2. Obtaining your Credentials from UPS
    3. Obtaining your Credentials from USPS
    4. Mapping your TurnLink (and/or Quickbooks) Ship Methods to Actual Ship Methods
    5. FedEx Ship Manager Templates

  11. Integrations : UNFI →

    1. Setting Up UNFI Digital Turnover Order Submission
    2. Applying Promotions to UNFI Turnover Orders
    3. Submitting UNFI East Digital Turnover Orders
    4. Validating UNFI East SKU Details

  12. Mobile Devices →

    1. iPad Login Difficulties
    2. TurnLink Beta Users: iPad Debug Console

  13. FAQ →

    1. How do I reset my password?
    2. What are the recommended browsers?
    3. What do I need to do to setup TurnLink?
    4. How do I Increase or decrease users?
    5. Why does TurnLink ask me for my location?

  14. All articles →

    1. Account Setup : Users
    2. How TurnLink and QuickBooks Interact
    3. TurnLink Security
    4. iPad Login Difficulties
    5. Setting Up UNFI Digital Turnover Order Submission

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