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Quick Guide for the SBT Retailer Portal

Find solutions to common questions users ask regarding the SBT Retailer Portal.

Where can I find an overview of account and sales activity?

Use the Home tab to view key insights into your account, including tasks, payments, and sales data. At a glance, you’ll see:

  • The number of payments sent to vendors and the total amount of all payments. 
  • Count of price book requests that have been completed in the current year. 
  • Wholesale costs from the current and previous weeks, as well as a weekly average. 
  • All transactions that have occurred within the current, last and previous weeks. 
  • Wholesale costs in the last three years, organized by month. 

To learn more about the Home page, click here.

 

Where can I view my product wholesale costs?

Sales Summary provides insight into wholesale costs by store and the number of products sold at the point of sale. Filter sales by store, vendor, product category, or by individual product. Read more here: Sales Summary.

 

Can I review recent transactions in my account?

Yes! View all account transactions within Payment Activity, including vendor payments processed through Fintech, wholesale costs, service fees, and more. Search for a specific payment by the Payment Request ID, current balance, or the amount paid/owed. Further refine results by the status of the payment request, type of transaction, or by invoice type.

If you notice any discrepancies, please contact Fintech for further information:

Read more here: Payment Activity.

 

Where can I review my Price Book?

Review product information from your price book within Product and Pricing. Along with product details, you can also view the vendor(s) delivering your products and what stores are being delivered to.

To review this information:

  1. Go to Price Book > Product and Pricing from the navigation panel. 
  2. Use the search bar or filters to find a product by name, category, or UPC number. 
  3. From here, you can either:
    1. View product details and pricing in the table.
    2. Click either numbers located in the Active Stores or Active Vendors columns to review store or vendor details. 

Find more details here: Viewing your Price Book.

 

How do I manage vendor Price Book Requests?

To manage price book requests received from vendors:

  1. Go to Price Book > Authorization from the navigation panel. 
  2. Use the search bar or drop-down filters to find a specific request, or locate the request in the table.
  3. Hover over a row and select Approve or Decline.

Once a Price Book request is approved, it will move to Price Book > Setup. If you decline a request, it will be removed from the table and the vendor will receive an email notification.

Click here to learn more about managing requests.

 

Where can I view and track approved Price Book Requests?

Once a price book request is approved, it will move to Price Book > Setup. From here, all approved requests can be seen and tracked for completion.

To mark an approved request as completed:

  1. Go to Price Book > Setup from the navigation panel. 
  2. Use the search bar or drop-down filters to find a specific request, or look through the table to locate the request.
  3. Hover over a row, select Mark as Completed, choose an effective date for the change, then click Mark as Completed.

Read more about completing requests in bulk here: Managing Approved Price Book Requests.

 

Where can I review vendor relationships and the products they can deliver? 

View vendor relationship details, products being delivered, and the stores each vendor is authorized to deliver to within Vendors.

To view a vendor's address, current contacts, and a searchable list of the stores they service, select their name from the table.

Understand how to better navigate the Vendors tab: Viewing Vendors.

 

Where can I review current stores? 

In Stores, review location details, associated vendor relationships and the number of products that are authorized to be delivered to a selected store. From here, you can also view a store’s status, address, opening and/or closing date.

For more information, click here: Viewing Stores.

 

How do I edit my company’s account information?

To edit either your company’s profile – including name and address - go to Settings > Company Profile. Learn more: Manage company account information?

 

Where can I manage account users?

To add, edit, or delete users from your company’s account, simply go to Settings > Users and either:

  • Add a User – Select the Invite User button in the top right corner.
  • Edit or Delete a user – Hover of a row and select the pencil icon that appears.

For detailed instructions, click here: Managing Users.

 

How can I contact Fintech for Help?

Contact Client Services Monday-Friday between the hours of 8 AM to 6 PM EST:

  • By phone: 1- 800-572-0854 

Voicemails and emails received after-hours will be reviewed the next business day.