Implementation Roadmap, Basic Setup and FAQs
Learn how to add and manage vendors purchases, purchase returns, and receipts.
Learn how to add and manage customers, sales, customer returns, shipments, and quotes.
Learn how to configure products with variants, without variants, create services, create kits and inventory adjustments.
Bill of Materials, Manufacturing Orders and Work Orders
Inventory formulas, transfers and adjustments
Batch Tracking Overview, Enabling Batch Tracking and Reporting
Purchase Reports, Sales Reports, Financial Reports, and Inventory Reports.
B2B eCommerce Wholesale Portal
Learn how to configure dropdowns, UOM, company profile, carriers, users and roles.
Add sales channels, B2B platform, payment platforms, accounting platforms and more.
Data security, upgrading plans and more.
How-to videos to walk you through each module of the app as well as our more complex workflows