How To Videos

User Permission Structure For Restaurants and Bars

We understand how sensitive your operations are and that you may not want to allow total access to every user.

What If My Products Don’t Have A Sales Rep Associated With Them?

Sending out orders to all my distributors is great, but what about the products without sales representatives?

How To Add Businesses You Own To Your KEXY Account

With just one click, an owner can check the operations of all the businesses they own from the comfort of their desk.

How To Add Your Inventory To The KEXY Dashboard

REMEMBER all of your inventory must be uploaded through the web portal.

How Do You Know That The Rep Received Your Order?

Our TRIPLE CHECK SYSTEM guarantees your order request reaches your vendor reps with confidence.

What Are Metrics and Why Are They Important?

KEXY focuses on metrics that relate to the products listed under your Categories. The metrics are in dark blue column headers.

How To Edit Your Locations

KEXY allows multiple team members the ability to take inventory simultaneously!

How to Make Changes to Your Account Info

Just simply click on your name in the top right-hand corner to open up the account information menu. You can edit both your company, as well as your profile information.

Organizing Your Categories

You can only do bulk changes to your categories through the web portal. The Dashboard icon should be highlighted in the navigation menu to the left-hand side of your screen.

Inviting Your Team To Join KEXY

Inviting other team members has never been easier!