Getting setup

Adding a GLN, ABN or vendor number
You may need to add a GLN, ABN or vendor number in order to start trading. Find out how to add your identifier in the following articles: Adding a GLN Ad...
Customising forms
Forms can be customised to suit your business processes, including: Adding or removing fields Adding or removing business rules Adding new form types A...
Selecting the forms to trade with
If you own a community You will need to be a Super Administrator or Community Administrator to do this. Forms settings You can choose the forms in yo...
Adding addresses
You must be a Super Administrator or Community Administrator to do this. You will need to add addresses to select as a ship to address. Navigate to you...
Pre-filling form numbers (forms sequences)
Pre-fill order numbers, despatch advice numbers and invoice numbers so you don't have to enter them every time. Navigate to your organisation (click ...
Enhancing data on forms from your product catalogue
If you receive orders that don't have all the information you want, you can upload your products and we'll fill in the missing details. For exampl...
Automatically mark forms as complete
You will need to be a Super Administrator to do this. This functionality will mark forms as complete once they reach the end of their flow. Here are some...
How to unsubscribe from the detailed CSV download functionality on Colladium
You can cancel the service at any time by going back to the page you subscribed on and by clicking ‘cancel integration’.  Go to your organisation page by ...
Subscribing to the detailed CSV download functionality on Colladium
What is this functionality? Standard Colladium functionality only allows high-level PO details to be downloaded in a CSV file. However this premium service...
How to download the detailed CSV file of orders
Once you are subscribed to downloading the detailed CSV functionality, you can download a CSV file of your orders with all the details you need like product...