Actions & Action Templates
Inviting New Users
Partnership Billing Settings
Setting Billing Address
Single Sign-On (SSO)
Terms of Service
Check Order Status
Packing Slips - Buyers
Sending Test Orders
Signing Up As A Buyer
Syncing Order Updates
Connecting Your Platform
Fixing SKUs in Scientific Notation
How to Set Up Pricing
Marking Products Active
Seller Quickstart Guide
The 4Ps of Seller Onboarding
Building API Integrations
Connecting through EDI
Connecting through SFTP
Connecting through Web App
Getting Started with the Buyer API
How Inventory Sync Works
Integrating your CRM
Supported Connection Methods
Updating Shipping Information
Downloading EDI Files related to Purchase Orders
How to Resend an Advance Ship Notice
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Already Processed Files"
How to Resolve "Unable to access your SFTP server"
How to Resolve "Your SFTP user requires read permission on your SFTP server"
How to Resolve "Your SFTP user requires write permission on your SFTP server."
Table of Contents
Updated by Jessica Powell
Before you can start trading with your customers via Convictional, you will need to invite them to create a Convictional account.
Step One: Invite A New Partner
To create a new partner to trade with you, head to the Partners tab and click "invite":
Step Two: Partner Setup
A new screen will pop over, giving you the ability to invite a partner via email and assign them a price list.
Creating a partner is the first step in trading with your customer. Your partner will receive an email invite, providing them with a way to join the Convictional network and start trading with you.
If they are already in the Convictional network, they will see you added within their Partners tab.
If they are not already in the Convictional network, they will be invited to create an account in order to connect with you.