Guides

Products

• Introduction to Products
• Setup for Products
• Adding Products
• Add Products to Order Guides
• 1:1 Bill of Material
• Updating and Managing Products

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Order Guide

• Adding Order Guides
• Managing Order Guides
• Batch Edit Order Guide Pricing

Customer & Accounts

• General Customer & Accounts
• Create Customers and Accounts
• Adding a Customer to an Existing Account
• Searching for Customers
• Default Customer Settings
• Account Groups

CRM

• What is CRM
• CRM Notes
• Creating a CRM Note

Inventory

• Inventory Management
• Inventory Adjust | Count from CSV

Orders

• Order Basics
• Understanding the Orderpad
• Auto-check Stock Status on Orderpad
• Order Other Charges
• Deleting Orders
• Changing Ship Date

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Sales Reps and Users

• New Users and Permissions

Shipping & Tax Settings

• Adding a New Distribution Centre
• Shipping Methods
• Shipping Destinations
• Shipping Charges
• Tax Settings

Fulfillment

• Backorder Allocation
• Manage Shipping Response
• Canada Post Integration

Accounting

• Average Cost
• Refunds
• Payments: using a credit
• Payments: Saving credit card on file (CIM) with Helcim
• Clearing a Credit
• Returns

Purchasing

• Vendors
• Purchase Order Basics
• Generating Purchase Orders

Integrations

• How to Return an Order from Shopify
• How to Refund an Order from Shopify
• Order Import: Amazon
• Order Import: Shopify
• Order Import: BigCommerce
• Amazon Inventory Loader Format

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