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Knowledge base
Getting Started (1)
Getting Started (10)
Browser and login
Navigation
How to create an order?
View all 10
Orders (8)
Basic Order Processing (13)
Creating an order
Return items to stock from order
How to create an order confirmation
View all 13
Order Lines and Editing (9)
Add sections to order lines
Move order lines in an order
Order lines - Paste from Excel
View all 9
Inventory Functions (4)
Lock warehouse to order
Select allocation of products
Warehouse and location on order line
View all 4
Email and Communication (1)
How to edit the email text sent with quotes?
Updates and Price Adjustments (2)
Update a selection of orders with latest product price
Percentage price adjustment on selected orders
Order Types/Templates (1)
Update price on template orders
Order Planner (1)
Order planner
Mobile Order View (2)
Add or change contact person
Change or edit customer in mobile view
Invoicing and Finance (4)
Invoicing (12)
How do you create an invoice?
Partial invoicing
Invoicing abroad
View all 12
Credit Note (4)
How do I credit an invoice?
How to credit a paid invoice?
How do you partially credit an invoice?
View all 4
EHF (3)
Challenges Receiving EHF - Changes to the ELMA / Peppol Register
How to Send an EHF Invoice?
Tips for Problems Sending EHF
Finance (5)
Finance Dashboard for Accountants
Currency
Which Batch Is the Invoice In?
View all 5
Purchasing (4)
Overview and Basics (4)
Purchasing - Overview
Adding Products to a Purchase order
Purchasing - Options and Useful Information
View all 4
Create and Manage Purchases (6)
Creating a Purchase from an Order
Creating a Purchase from the Purchase Planner
Creating a Purchase Manually
View all 6
Purchase Price (2)
Purchase Order - Purchase Price
Acquisition Cost – Allocation of Purchase Costs
Purchase Planning (3)
Purchase planner - Minimum stock and minimum purchase
Purchase planner - Order statuses
What is the purchase planner?
Products (1)
Product Details (1)
Product card - Description options
Integrations (3)
WooCommerce (10)
WooCommerce integration - Overview
Product sync to WooCommerce - products, price and stock
Attribute management - which fields are synchronised
View all 10
Tripletex API (1)
Tripletex Integration – Base Module
Mailchimp (5)
Mailchimp integration
Mailchimp setup
How does newsletter sign-up work in the webshop?
View all 5