Texada Knowledge Base

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Texada Knowledge Base

Rental: GateWay

Rental: GateWay

Getting Started

About GateWay

About GateWay and SRM

About Users in GateWay

Introduction to the GateWay Administration Panel Dashboard

Log In and Out of the GateWay Administration Panel

Enable GateWay Access for a Texada User

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New Administration Panel

The User List

Create or Edit a User in Texada GateWay

Permissions

Product Access

Products

Class / Group Settings

Categories

Attributes

Marketing Codes

Homepage Categories

Menu

Pages

Carousel

Modals

Store Config

Division Configuration

Email Server

Web Requests

Service Requests

Emails

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Administration Panel

Edit a Division in GateWay

Filter the List of Divisions in GateWay

Search the List of Email Logs in GateWay

Set Up Your Configuration Settings in GateWay

Sync Your GateWay Divisions with SRM

View the Details of an Email Log in GateWay

Edit Your eCommerce Website Homepage Product Categories in the Administration Panel

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Administration Panel - CMS

About the Content Management System (CMS) in Texada GateWay

Add an Image Carousel to Your GateWay eCommerce Website

Add an Image to your eCommerce Website Homepage Carousel

Create an eCommerce Website Navigation Menu Item in the Administration Panel

Create an eCommerce Website Page in the Administration Panel

Create Your eCommerce Website Footer in the Administration Panel

Delete an Ecommerce Homepage Image Carousel Item in the Administration Panel

Delete an eCommerce Website Navigation Menu Item in the Administration Panel

Delete an Ecommerce Website Page in the Administration Panel

Delete Your eCommerce Website Footer in the Administration Panel

Edit an eCommerce Homepage Image Carousel Item in the Administration Panel

Edit an eCommerce Website Navigation Menu Item in the Administration Panel

Edit an eCommerce Website Page in the Administration Panel

Edit Your eCommerce Website Footer in the Administration Panel

Edit Your eCommerce Website Homepage Title in the Administration Panel

Preview an eCommerce Website Page in the Administration Panel

About the Navigation Menu Builder

Add a Company Logo to Your Ecommerce Website in the Administration Panel

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Administration Panel - Products, Categories, and Attributes

Create an Ecommerce Product Category in the Administration Panel

Delete an eCommerce Product Category in the Administration Panel

Edit an eCommerce Product Category in the Administration Panel

Search the List of eCommerce Product Categories in the Administration Panel

Edit the Details of an eCommerce Product in the Administration Panel

Search the List of eCommerce Products in the Administration Panel

Select the Rates for an eCommerce Product in the Administration Panel

Create an Ecommerce Product Attribute in the Administration Panel

Delete an eCommerce Product Attribute in the Administration Panel

Edit an eCommerce Product Attribute in the Administration Panel

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Administration Panel - Users

Create an eCommerce Product Access Profile in the Administration Panel

Create a User Account in the GateWay Administration Panel

Delete a User Account in GateWay

Delete an Ecommerce Product Access Profile in the Administration Panel

Edit a User Account in the GateWay Administration Panel

Edit an eCommerce Product Access Profile in the Administration Panel

Filter the List of User Accounts in GateWay

Set Up HubSpot Support Ticket Access in GateWay

Set Up Access Permissions in the GateWay Administration Panel

Apply an Ecommerce Product Access Profile to a User Profile in the Administration Panel

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Administration Panel - Requests

Delete an Equipment Service Request in GateWay

Edit the Status of an Equipment Service Request in GateWay

Customer Access Portal

Introduction to the Customer Access Portal Dashboard

Create Your User Account in the Customer Access Portal

Log In and Out of GateWay's Customer Access Portal

Reset or Change Your Password in the Customer Access Portal

Switch Between the Customer Access Portal and eCommerce

Create a Job Site in GateWay

Create a User Account for Another User in the Customer Access Portal

Edit a Job Site in GateWay

Edit a User Account in the Customer Access Portal

Search the List of Job Sites in GateWay

Search the List of User Accounts in the Customer Access Portal

Set Up Access Permissions in the Customer Access Portal

Set Up Alerts and Notifications in GateWay

Change the Company in GateWay

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Customer Access Portal - Rentals

Create a Pickup Request for Rented Equipment in GateWay

Create a Service Request on a Product on a Rental Contract in GateWay

Download a Rental Contract as a PDF in GateWay

Edit the Purchase Order Number on an Open or Overdue Rental Contract in GateWay

Email the List of Contracts as an Attachment in GateWay

Export the List of Contracts as a Spreadsheet in GateWay

Export the List of Open Pickup Requests in GateWay

Filter the List of Open Pickup Requests in GateWay

Search the List of Rental Contracts in GateWay

Use the Rate Calendar to View the Rental Rates on an On Rent Product in GateWay

View the Details of a Rental Contract in GateWay

About Rentals in GateWay

Change the Due Date of a Rental Contract in GateWay

Change the Due Date of a Product on a Rental Contract in GateWay

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Customer Access Portal - Invoices

Search the List of All Invoices in GateWay

Create a Billing Inquiry in GateWay

Download an Invoice as a PDF in GateWay

Search the List of Billing Inquiries in GateWay

Search the List of Outstanding Invoices in GateWay

View the Details of a Billing Inquiry in GateWay

About Invoices in GateWay

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eCommerce Websites

About eCommerce

Introduction to the eCommerce Dashboard

Log In and Out of eCommerce as a Customer

Change the Store Location in eCommerce

Search for a Product or Category in eCommerce

View the Details of a Product in eCommerce

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eCommerce Websites - Ordering

Add a Product to Your Favorites List in eCommerce

Add a Product to Your Shopping Cart in eCommerce

View the Contents of Your Shopping Cart in eCommerce

Request a Price Quote on an Order in eCommerce

Check Out Your Products as a Customer in eCommerce

Check Out Your Products as a Guest in eCommerce

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Integrations

About the GateWay HubSpot Integration

Set Up the GateWay HubSpot Integration

Link a HubSpot Company Record to an SRM Customer Record

Manually Sync Your eCommerce Product, Category, and Rate Lists with SRM in the Administration Panel

Create a HubSpot Support Ticket in GateWay

Search the List of HubSpot Support Tickets in GateWay

View the Details of a HubSpot Support Ticket in GateWay

Link the Customer Access Portal to Your Corporate Website

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