Suppliers

Getting Started

• Setting up your LocalLine account
• Launch checklist: Get your LocalLine store ready to sell
• Migrating to LocalLine from another platform
• Inviting team members

Products

• Adding & editing products
• Pricing & units of measure
• Selling by weight
• Inventory management
• Product taxes
• Box Builder
• Bulk import & export of products
• Barcodes & SKUs
• Product photos

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Price Lists

• What is a price list?
• Creating & editing price lists
• Opening & closing a price list
• Creating & managing categories in a price list
• Adding & removing products from a price list
• Assign customers to price lists
• Retail vs. wholesale pricing
• Price list troubleshooting

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Customers

• Adding & managing customers
• Customer groups & tags
• Customer accounts & login
• Store credit
• Customer communications & emails

Orders & Invoices

• Viewing & managing orders
• Editing orders
• Refunds & cancellations
• Order exports
• Order labels
• Order troubleshooting

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Pick & Pack Lists

• What are pick and pack lists? 
• Generating pick lists
• Generating pack lists
• Exporting & printing pick/pack lists
• Pick & pack workflows for fulfillment day

Subscriptions & Recurring Orders

• Setting up subscriptions
• Managing subscription orders
• Subscription errors & troubleshooting

Fulfillment & Delivery

• Setting up pickup locations
• Delivery routes & zones
• Shipping setup

Payments

• LocalPay setup
• Credit card, EFT, and ACH payments
• Integrating with Square
• Integrating with Stripe
• Refunds (full & partial)
• Creating and managing coupons
• Updating bank accounts
• Payments troubleshooting

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Storefront

• Storefront setup & settings
• Customizing your storefront
• Storefront analytics & tracking

Website Builder

• Building your website
• Pages & navigation
• Connecting a domain
• Embedding forms
• SEO (search engine optimization) basics

Communications

• Automated and scheduled emails
• Audiences
• Campaigns & templates

Connections (Vendors & Food Hubs)

• Adding & managing vendors
• Connected vendors
• Managed vendors
• Vendor payouts
• Vendor onboarding
• Connecting with hubs

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Reports

• Sales reports
• Order reports
• Product reports
• Customer reports
• Tax reports
• Vendor reports

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POS (Point of Sale)

• Accepting in person payments
• Using LocalLine at markets
• Square POS sync
• Barcode scanner setup

Buyer Discovery

• Listing on the Sourcing Network
• Managing your profile
• Fulfilling orders from new buyers
• Selling through Sysco, US Foods, and GFS

Integrations

• Quickbooks Online
• Mailchimp
• Shipstation
• Other third party apps
• API & developer resources

Account & Billing

• Login & account settings
• Language settings
• Managing your subscription
• Billing & invoices
• Subscription policies
• Pause & Cancellation

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