RoasterTools Training Classes

How to setup coffee products, including green coffee, roasts, and blends For additional details, see this help article

How to set up non coffee products, including products with options (ex. Syrups with Flavor options) For additional details, see these help articles for creating Non Coffee Products and Options Sets

How to create Bundles and how to set up coffee subscriptions. For additional details, see this article on bundles and this one on subscriptions.

How to create customers and contacts; both individually and through a bulk upload via CSV. For additional details, see this help article for customers and this for contacts

How to turn on the portal and create a test account to see what it looks like from a customer’s perspective For more details see the Wholesale Portal Introduction help article