Guides & Tutorials
- Quick start checklist
Get set up and selling with Fieldfolio in no time.
- Import customers
Bulk import your customers using a simple CSV.
- Import products
Bulk import your products using a simple CSV.
- Import product images
Upload product photos in bulk using your product SKUs.
- Publish your catalog
Publish changes to your catalog and products.
- Invite Reps to your catalog
Give reps access to browse products and post orders.
- Invite Staff to your seller account
Give your employees access to your seller account.
- Export customers from MYOB
Get all your important customer data when exporting from MYOB AccountRight.
- Export products from MYOB
Get all your important product data when exporting from MYOB AccountRight.
- Create import-friendly CSV files
Follow a few simple steps to export CSV files ready for Fieldfolio.
- Create sales territories
Set up customer territories for your reps.
- Hide a product
Make products hidden or inactive in your catalog.
- Assign Reps to territories
Assign reps to one or more territories
Frequently Asked Questions
Guides & Tutorials
- Get started with Fieldfolio for iPad
Everything you need to know to start taking orders in the field.
- Activate your Fieldfolio Rep account
Accept your first invite from a seller.
- Install Fieldfolio for iPad
Get Fieldfolio on the iOS App Store.
- Login to Fieldfolio for iPad
Use your Rep account to login to Fieldfolio for iPad.
- Select a catalog
Begin browsing a catalog to start an order.
- Select a customer
Choose from your seller's existing customers when starting a new order.
- Add a new customer
Create a new customer on-the-fly.
- Browse products
Scroll through products and bring up product images and details.
- Filter products
Use labels and categories to find products in a catalog.
- Add products to an order
Add products to an order using the plus button or the numeric keypad.
- Bookmark products
Bookmark products during the order process for later.
- Review an order
Review the order total and add bookmarked and previously ordered products.
- Add order options and notes
Choose a delivery address, shipping method, add notes and more before posting an order.
- Post an order
Create and post an order in under 30 seconds.
- Review your order history
See a list of your past orders and review a past order in detail.
- Review a customer's order history
Check when a customer last ordered and review a past order in detail.
- Browse the demonstration catalog
Become familiar with Fieldfolio by browsing the demonstration catalog.
- Order history
Learn where to find past orders and how order histories are kept up-to-date.