⚙️ Account & Platform Setup
Account Settings
Account Access and Security
How to find your Account ID, reset or change your password, enable 2-Factor Authentication, and manage user roles, including why only the Primary User can add or remove other users.
Billing and Payments
Billing and Payments is where the Primary User and Admins manage the Flxpoint subscription plan, payment methods, usage overages, and invoices; billing runs through Stripe.
General Settings
Covers the General Settings page, which holds company information, display currency, and the packing slip note used across packing slips, shipping labels, and the Vendor and Reseller portals.
Gmail 2FA App Password Setup
How to generate and use a Google App Password so a Gmail account with 2-Step Verification can be connected to Flxpoint for custom alert emails.
Alerts & Notifications
Custom Alerts
Custom Alerts are configurable emails tied to a workflow event, built with data placeholders and an optional custom sender, that only fire when added as an action in a matching workflow rule.
Notifications
Explains Flxpoint's two built-in notification types, Global Notifications and Job Completion Notifications, how recipients are configured, and where to review notification history.
Platform Tools
Flxpoint FTP
Explains what a Flxpoint-hosted FTP account is, how to create and edit one under Settings, and how it differs from entering a supplier's own FTP credentials on a source.
Searching, Filters, and Views
Nearly every grid in Flxpoint shares the same tools for finding and displaying data: a keyword search bar, field filters, configurable column Views, and CSV exports, with every searchable field also exportable.
Tagging
Tag products and orders to organize and filter your data: what tagging is, the three ways to add/remove tags, and bulk-tagging by file.