Help Section

Registration & Login

To register an account, click the My Account link located at the site header. You will be asked to type in the Customer Number given to you.

After entering your Customer Number, you will be directed to the Account Information page where you will need to provide the following details to set up your Commercial Account:

  • Address
  • City
  • State
  • Zip Code
  • Phone Number

To complete the registration process, you will be asked to provide your full name, a unique username and password for the account, and the e-mail address you will be using for your Commercial Account. Enter the information needed in the required fields before clicking the "Register" button.

An email notification will then be sent to your email address to confirm your registration. Once you've received this e-mail confirmation, click on this link to complete your registration.

All registered accounts will be evaluated by the website administrator. Should your registration be approved, you will receive an email confirming the activation of your account. The email will also have a link which you can click on to log into your new account.



Changing your password

If you happen to forget your password, click on the "Forgot your password?" link. You will be redirected to a screen that will ask you for your username or email address.

If you want to change your password while logged in, click on the "Change Password" link. Follow the steps below to change your password:

  • Enter your current password in the first box.
  • Enter your new password in the second box.
  • Confirm your new password in the third box.
  • Click the "Change Password" button.

We recommend that you change your password frequently to maintain proper security of your account information.



Shared Account Usage (Multi-user access)

Please note that the system can accommodate multi-user access to your online account. When prompted for a Username and Password, each user should identify themselves with their own unique email address, name, and password. For security purposes your company should have only one contact to set up all user accounts. If any employee leaves your company, you will have to contact this person to disable that person's account.



Business Account Section

The Business Account section gives you 24/7 access to both your latest and historical account information. Depending on your account access settings, you can view important information such as your billing details, job orders, and statements. The data found in your account is automatically updated at the end of the day ensuring that the information stays up-to-date at all times.

The dashboard also provides you with your current account information, including your customer number, billing address, customer name, and email address.

It even gives you a summary of your latest billing information including your current statements, invoices, and job requests.



Orders

The Orders section displays a list of the orders made under your account, making it easy for you to view, manage and sort your orders. Clicking on a particular order will give you access to its Order Details page.

The Order Details page displays the list of items for that particular order request. It provides details such as the Order Number, Order Date, Customer PO, the person who placed the order, the Order Status, the job it's assigned to, and any shipping instructions.

It also provides additional details about each item listed, including the product's SKU, Description, individual price, quantity, and its total price.



Invoices

The Invoice feature gives you access to the different products you've purchased. This section contains the following information: invoice number, Customer PO, the identity of the person who placed the order, job name, and shipping information.

The Invoice also provides other important details about your purchases for that period such as the product's SKU, description, price, quantity, and their total amount.

Customers are also given the option to search for invoices dating back to a year just by providing the invoice number, date range, or the specific date when the invoice was created.

Information displayed in the Invoice section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.



Statements

The Statements feature provides a list of your statements per month. Each statement displays the total balance due, the balance forward, your current charges, discounts, and your credit balance, if you have any.

Information displayed in the Statements section can automatically be saved in your computer either as a PDF document or a Microsoft Excel spreadsheet.



Quickbooks

The information stored in your My Account profile can also be synced using Quickbooks. By integrating your account with Quickbooks, you're able to import your account information and save them to your computer at the click of a button.

To set up this feature, you will need to download the Quickbooks Web Connector Installer and the Quickbooks Web Configuration File. The installer will allow you to connect to your online account using the IBOS Connector while the configuration file will provide the necessary settings to make your Quickbooks program function properly after it has been integrated with your online account.

Once set-up has been complete, simply set the Sync Start Date for all Vendors and click Save.