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Texada Knowledge Center

GateWay

GateWay

Getting Started with GateWay

About GateWay

About Ecommerce

About GateWay and SRM

About the GateWay HubSpot Integration

About Users in GateWay

About Rentals in GateWay

About Invoices in GateWay

About the CMS (Content Management System) in Ecommerce

About the Navigation Menu Builder

Introduction to the GateWay Administration Panel Dashboard

Introduction to the Customer Access Portal Dashboard

Introduction to the Ecommerce Dashboard

Log In and Out of the GateWay Administration Panel

Log In and Out of GateWay's Customer Access Portal

Log In and Out of Ecommerce as a Customer

Reset or Change Your Password in the Customer Access Portal

Switch Between the Customer Access Portal and Ecommerce

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Purchase or Rent Something

Change the Store Location in Ecommerce

Search for a Product or Category in Ecommerce

View the Details of a Product in Ecommerce

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

Check Out Your Products as a Customer in Ecommerce

Check Out Your Products as a Guest in Ecommerce

Request a Price Quote on an Order in Ecommerce

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Set Up Something

Set Up SRM to Enable Customers to Create GateWay Accounts

Set Up Access Permissions in the GateWay Administration Panel

Set Up Your Configuration Settings in GateWay

Sync Your GateWay Divisions with SRM

Set Up Access Permissions in the Customer Access Portal

Set Up Alerts and Notifications in GateWay

Change the Company in GateWay

Link a HubSpot Company Record to an SRM Customer Record

Set Up the GateWay HubSpot Integration

Set Up HubSpot Support Ticket Access in GateWay

Link the Customer Access Portal to Your Corporate Website

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

Configure Your Ecommerce Website Homepage Image Carousel in the Administration Panel

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

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Create Something

Create a User Account in the GateWay Administration Panel

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

Create Your User Account in the Customer Access Portal

Create GateWay Login Credentials for a Salesperson in SRM

Create a Job Site in GateWay

Create a Pickup Request for Rented Equipment in GateWay

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

Create a Billing Inquiry in GateWay

Create an Ecommerce Product Category in the Administration Panel

Create an Ecommerce Product Attribute in the Administration Panel

Create an Ecommerce Product Access Profile in the Administration Panel

Create Your Ecommerce Website Footer in the Administration Panel

Create an Ecommerce Website Navigation Menu Item in the Administration Panel

Create an Ecommerce Website Homepage Image Carousel Item in the Administration Panel

Create an Ecommerce Website Page in the Administration Panel

Create a HubSpot Support Ticket in GateWay

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Edit or View the Details of Something

Edit a Division in GateWay

View the Details of an Email Log in GateWay

Edit a User Account in the GateWay Administration Panel

Edit a User Account in the Customer Access Portal

Edit a Job Site in GateWay

Edit the Status of an Equipment Service Request in GateWay

View the Details of a Rental Contract in GateWay

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

Change the Due Date of a Rental Contract in GateWay

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

View the Details of a Billing Inquiry in GateWay

View the Details of a HubSpot Support Ticket in GateWay

Edit Your Ecommerce Website Homepage Product Categories in the Administration Panel

Edit an Ecommerce Product Category in the Administration Panel

Edit an Ecommerce Product Attribute in the Administration Panel

Edit the Details of an Ecommerce Product in the Administration Panel

Select the Rates for an Ecommerce Product in the Administration Panel

Edit an Ecommerce Product Access Profile in the Administration Panel

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

Edit an Ecommerce Website Page in the Administration Panel

Preview an Ecommerce Website Page in the Administration Panel

Edit Your Ecommerce Website Homepage Title 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 Your Ecommerce Website Footer in the Administration Panel

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Download, Print, Email, or Export Something

Download an Invoice as a PDF in GateWay

Export the List of Contracts as a Spreadsheet in GateWay

Email the List of Contracts as an Attachment in GateWay

Download a Rental Contract as a PDF in GateWay

Export the List of Open Pickup Requests in GateWay

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Delete or Close Something

Delete a User Account in GateWay

Delete an Equipment Service Request in GateWay

Delete an Ecommerce Product Category in the Administration Panel

Delete an Ecommerce Product Attribute in the Administration Panel

Delete an Ecommerce Product Access Profile in the Administration Panel

Delete an Ecommerce Website Page 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 Your Ecommerce Website Footer in the Administration Panel

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