Knowledge Base
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FAQ
Dashboard
1.
What exactly is the Optahub Dashboard?
2.
How do I create a new customer in the Optahub Dashboard?
3.
How do I add accounts in the Optahub Dashboard?
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Projects
1.
What is the difference between a “CUSTOM REQUEST” and “INSTANT REQUEST”?
2.
What are my options for quote requests?
3.
What are the different categories for “INSTANT REQUESTS”?
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Project History
1.
How can I access my project history in the system?
2.
Is there a way to see all my projects at once?
3.
How can I search for specific projects in my history?
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Print Search
1.
What types of print products can I find on this page?
2.
How can I filter the products to find the one I want?
3.
How can I generate a quote for a customer?
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Promo Search
1.
What is the ADD TO PRESENTATION option?
2.
What if I can’t find the products I’m looking for in Promo Search?
3.
How do I use Promo Search?
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Apparel Search
1.
What are the different types of pricing sheets available?
2.
How do I use Apparel Search?
3.
Can I edit the quote once it’s been generated?
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Digital Marketing
1.
How can I check the status of my digital proposal request?
2.
Is it possible to see my previous digital proposal requests?
3.
How long does it take for someone to get back to me after I request a digital proposal?
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Archive Projects
1.
What is an Archived Project?
2.
What information does an Archived Project include?
3.
Can an Archived Project be restored or reactivated?
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Sales Orders
1.
What is a sales order?
2.
What information is included in a sales order?
3.
How do I create a sales order?
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Order Invoices
1.
How can I check the status of my invoices?
2.
How can I find information in the Invoices section?
3.
What is the Order Invoices Section?
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Storefronts Requests
1.
How do I make an update request for an existing storefront?
2.
What kind of information do I need to provide for an update request?
3.
What is the best way to provide direction for an update request?
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Artwork Requests
1.
What should I include in the “Specific Requirements” field for my artwork request?
2.
Can I refer to an existing or previously submitted artwork request?
3.
What is the recommended resolution for images used in printing?
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Campaign Request
1.
What is the Campaign section?
2.
What types of sections are in the Campaigns section?
3.
Can I export or save my campaign creations?
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Supplier Directory
1.
What is the Supplier Category?
2.
How can I search for a specific supplier in the Supplier Category?
3.
Can I find the contact information for all of your suppliers in the Supplier Category?
Reports
1.
What is the Project Report section?
2.
What is the Margin Variant section?
3.
What is the Sales Report section?
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Training Videos
3
1
Announcements
5
7
Beginner Guides & Tips
3
2
General Discussion
2
1
Upcoming Features
3
2
OptaHUB – Sales Order
OptaHUB - Dashboard
OptaHUB - Project Request
OptaHUB - Project History
OptaHUB - Print Search
OptaHUB - Promo Search
OptaHUB - Apparel Search
OptaHUB - Digital Marketing
OptaHUB - Archive Project
OptaHUB - Sales Order
OptaHUB - Order Invoices
OptaHUB - Storefront Request
OptaHUB - Artwork Request
OptaHUB - Portal Orders
OptaHUB - Purchase Order
OptaHUB - Shipping Charges
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