Best Practices for Team Dealers

As a Team Dealer, you want the tips and tricks to get your stores open and going as quickly as possible. We have parked some tips and tricks and frequently asked questions for you here and as new features roll out, we will keep this article updated so you can have the best experience building out your stores and fulfilling your orders. 

Feedback

The Pendo Feature and the Product Feedback tool are going to be the best ways to communicate an issue you may encounter on the OrderMyGear platform. Whenever you find that there is product data missing or lacking from one of our verified products, please use the green exclamation point next to the products search bar to submit the issue directly to our Product Development Team. They will receive the request and be able to address the issue you submitted.

Another feedback tool is the running man icon in the bottom right-hand corner of your screen. opening that will give you the ability to email or live chat with Support and read up on announcements.

OMG Academy

If you need a refresher on the platform or if you have never gone through it, we have a great onboarding resource in OMG Academy! There are all sorts of helpful tips and tricks and this is also a great resource for new hires on your team. If you are new or if you just need a refresher, OMG Academy has a lot of helpful info.

Custom Reporting

You asked for it, and it's almost here! Custom reporting is coming in Q4, so check back for more details!

Planning and Pitching (Template and Sample Store)

Links and content coming soon*

Most Frequently Asked Questions

Why aren't my reports matching?

More often than not,  there was a product that was deleted from the store that someone had in their order. We recommend making a product "unavailable" instead of deleting it to keep your reporting clean. Deleted products will not show up on the product report so going back in and re-adding it usually solves the problem.

Why should I make a template store instead of copying a store over and over?

Copying a store one or two times is an easy way to zero out fundraising and other reporting totals for a second run of a store. But as we copy, that product data can get jumbled, so we recommend saving the flagship store as a template and creating a new store based on that template instead of just copying it - fewer data loss issues). Not only would this "reset" your fundraising tracker, but it would also allow you to keep reporting clean year over year and prevent old orders from getting affected by changes that can impact that reporting.

How can I find an order I deleted?

 If you know the order number, you can go to Accounting > Transactions and search for the order number. That will bring up transaction details for the deleted order including payment method.