Getting Started: Account Setup

Sign-up

To get started with Presentations and Order Management you will sign-up for a 14 day free trial here.

After filling out the sign-up form you will be sent an email to activate your account. Click the Activate button within the email and then you are ready to login and get started. 

Note: You may have to check your spam or if you do not receive your email feel free to email our support team at omgorderssupport@ordermygear.com.

Log-in

Upon first login you will be prompted to customize your workspace. 

During your 14 day trial you do not have to go through all of these steps but in order to get the most out of your trial and use it as you would for day to day business we advise you to go ahead with these steps:

• Add Company Logos: In addition to branding your workspace, this will show on customer-facing documents such as presentations, quotes, and orders. Upload your logo 260px x 60 px in JPG or PNG format.
• Customize Web URL: Customize your workspace URL to be uniquely yours. If you change your URL, you will automatically be rerouted to that new URL to login. Be sure to bookmark it for easy access later!
• Invite Users/Salesperson: Invite individuals from different departments such as sales, customer service, accounting, and administrative or clerical staff to see how it meets the needs of all areas within your company. You will enter their name, email, username, and assign them a role (Admin, Sales, or Accounting).
• Importing Data: To truly understand the capabilities of the platform and see its full potential, we highly recommend incorporating actual, live data into the system. You can import existing data files using the import options within this wizard or skip this step and just manually enter some of your customers, contacts, and suppliers.
• Setup Taxes: This step is as simple as adding the states in which your business has established a tax nexus. By specifying these states, you ensure that the appropriate taxes are calculated and applied correctly during transactions.
• Company Information: Enter your company billing information to be used throughout the platform for PO's, Invoices, Taxes, and more.
• Manage Subscription: When your trial is coming to an end or you're ready to start a paid subscription, you can visit this section to set up your monthly subscription.
• Go Live!: Once you’ve decided to subscribe, if you want to clear any data or information you entered during your trial period, you can do so by checking the box here and clicking the Go Live button. If you’d prefer to keep that information, feel free to skip this step.