Overview The following video explains how you add stock items to the customer return once it has been created, see How To Create a New Customer Return. There are step-by-step instructions below the video. Steps Open the return. Click on the + New ...
Found in: Creating Customer Returns
Overview The following video explains how to add, or update, the lead time for a stock item that you purchase from a specific supplier. You can also define a generic lead time against a stock item and the system will use this if there is no lead time ...
Found in: Getting Started with Stock
Overview You can add images into a stock item, this video shows you the process. It also shows you how you can remove an image. A step by step guide can be found below the video. Usage To add an image: In the Stock Record, open the Images tab. Enter ...
Found in: Images
Overview Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
Found in: Creating Sales Orders & Getting Started
Overview Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...
Found in: Crediting, Invoicing & Statements
Overview The following video explains how to add stock items to a purchase order that you are manually creating. There are step-by-step instructions below the video. Steps Make sure you are in Edit mode, else click on the Edit button. Click on the ...
Found in: Creating Purchase Orders
Overview This video demonstrates the process of adding stock items to an existing price list. Step by step instructions are below the video. Steps Go to [Promotions | Customer Price List]. Select the pricelist you wish to add products to from the ...
Found in: Pricelists
Overview A customer is entitled to the prices on a Price List if that Price List has been added to a customer record, or the Price List is attached to a Keycode and the customer uses the Keycode on a sales order. This video shows you how you can add ...
Found in: Pricelists
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
Question/Problem How can I add a logo to a new brand? Solution In System Data | Brands, there is button allowing you to upload your brand-specific logos, which will then appear on your branded documentation:
Found in: Branding
It is possible for you to setup your Shiptheory courier. Please read the instructions and notes before you begin. Note: If you wish to use Shiptheory rules you only need to specify your email and password, the orders will be sent to Shiptheory who ...
Found in: Courier Integrations
Overview You can add a long description against a stock item giving the user more details about the product, for example washing instructions, other sizes, related items etc. There are step by step instructions below the video. Steps Open the stock ...
Found in: Getting Started with Stock
Overview The following video explains how to add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Overview The below will show you how to add a new user to your system. Usage Log in to the Admin Portal. Click on Users. Click on the + Add user button. Enter the name of the user in the dialog. Click the Create button Make a note of the generated ...
Found in: Managing Users