Offset Commerce

Team Members

General Settings

Transactional Emails

Content Settings

Social (Settings)

Customers (Settings)

Appointments (Settings)

Configure Order Channels, Cancellation Reasons, Source, Referral, Subgroup, Type, Deactivation, Inventory Update, Note Categories, Clubs Sign Up, and Club Cancellation.

Configurations

Stripe, Company Bank Account, Deposit, Underwriting, Owners, Billing & Payments, Verify Account, Checking, Routing Number, Account Number

Stripe: Payments (Billing & Payments)

Enable ShipCompliant, Brand Key, Tax, Shipment Status, Fulfillment Status, Zip code based tax rates, Compliance, License Management.

Sovos ShipCompliant (Settings)

This article discusses how to add Tags to Orders and Customer.

Tags Overview

Global Cart, Open Cart, Allocation Cart, Allocation Details, Individual Allocations, Allocation Goals, Checkouts & Registrations, Clubs

Carts, Allocations & Clubs (Settings)

Whitelist, email, banned, undeliverable, email block, admin email, notifications@offsetcommerce.com

Whitelisting Notification Emails

Metadata & Sitemap

2024 CA Redemption Value Fee

Add Your Google Tag Manager ID or Google Analytics Account Credentials

Add Your Sales People

Create and manage API keys for your Offset Commerce account — plus best practices for keeping them secure.

API Key Manager

Guidelines for the July 1, 2022 fee on all shipments to Colorado residents

Colorado Retail Delivery Fee

Bobby Gibson

Jon Patch

Ned Creed

Learn about how to adjust your settings in Offset Commerce.

Settings

Limit the Customer Groups that can access certain Fulfillment Methods in checkout

Exclusive Fulfillment Methods

International Shipping Settings

A comprehensive overview of all the ways you can discount shipping

Shipping Discounts

Setup Your Shipping & Tax Settings by State

This article walks you through how to create and configure shipping methods in Offset Commerce, including setting rates, configuring pickup options, and managing fulfillment details.

Set Your Fulfillment Methods and Rates

How Shipping Rates Are Calculated

Siena Allen

A collection of articles that discuss shipping related settings.

Shipping

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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