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SUPPLIERS AND SERVICES

Suppliers Updating Suppliers Contacts Products and Services Supplier Invoices Purchase Orders
Introduction

A supplier can be any company that you might use to provide products or services that you either;Use in your own operations, such as office rental and office supplies.Resell to your own customers, su...

Find a Supplier

There are two options for locating an existing supplier;Using the supplier list and filters.Using Smart Search.Using the supplier list;Go to suppliers > manage > view suppliers.This will open a list o...

Supplier View

The Supplier View is the place where you will find all information relevant to the supplier; Critical details such as company registration number, banking details, and more. Contact information. Supp...

Editing a Supplier

A supplier can be edited from one of two places;In the Supplier View, by clicking "edit supplier".In the Supplier View, by clicking the supplier menu icon > edit supplier.From the supplier edit popup,...

Disabling or Enabling a Supplier

A supplier can be enabled or disabled from the supplier menu. To complete this action;Finding the supplier and opening the Supplier View.Clicking the "disable supplier" link or the "enable supplier" l...

Editing a Supplier

A supplier can be edited from one of two places;In the Supplier View, by clicking "edit supplier".In the Supplier View, by clicking the supplier menu icon > edit supplier.From the supplier edit popup,...

Disabling or Enabling a Supplier

A supplier can be enabled or disabled from the supplier menu. To complete this action;Finding the supplier and opening the Supplier View.Clicking the "disable supplier" link or the "enable supplier" l...

Introduction

A contact can be attached to a prospect, client or supplier and allows you to;View important contact information.Generate quotes, invoices, statements, purchase orders and other reports attached to th...

Adding or Editing a Supplier Contact

A supplier can have any number of contacts. You can add a contact by;Finding the supplier and opening the Supplier View.Scrolling down to the supplier contacts.Clicking "add contact" and enter the con...

Introduction

A product or service is exactly what it sounds like - items that you sell to your clients and customers. Products and services have some crucial differences that you should be aware of when creating t...

Adding a Product

Products are usually physical items that you sell, such as furniture or equipment.You can add a product by either;Finding a supplier, opening the Supplier View and going to the supplier menu > add ...

Managing Product Stock

Product stock allows you to keep track of the amount of stock you have available of any product, and prevent invoices going out with stock you do not have available. Important notes on stock;You can m...

Adding a Service

Services are usually hourly or daily items that your company provides through labour or expertise in your field. For example, design, consulting or labour.You can add a service by either;Finding a sup...

Price Tiers

You will notice that when you create a prospect or client, you have the option to select the price tier that they fall under. This allows you to segment your pricing according to a tiered structure if...

Categories

Categories allow you to segment your quotes and invoices for easy reading. All services or products added to a quote that fall under the same category will be grouped together. For example, you might ...

Complex Products and Services

A complex product or service allows you to create an item that is a combination of simple products or services. For example, you might sell a furniture set that is made of a table and 6 chairs, where ...

Temporary Products and Services

When you create a new quote, you will notice that you have the option of using a new product or service. You do not need to create products or service in advance to add them to a quote.Temporary items...

Introduction

Adding supplier invoices allows you to keep track of your company expenses, and attach them to purchase orders where necessary. Typically, when you purchase a product or service from a supplier (such ...

Adding a Supplier invoice

You can create a supplier invoice by either;Using the main menu > invoicing > add supplier invoiceFinding a supplier and opening the Supplier View > supplier invoices > add invoice.You ...

Introduction

A purchase order is typically used as a formal request to purchase a product or service from a supplier. It is an accounting method used to prevent fraudulent purchases or expenditure when there are a...

Adding a Purchase Order

You can create a purchase order in one of two ways; In the main menu > invoicing > add purchase order. Find a supplier > open the Supplier View > purchase orders > add purchase order. ...

Finding a Purchase Order

You can find a purchase order in one of three ways; Find the supplier > open the Supplier View > purchase orders > click the purchase order number to open it. Using the Smart Search at the t...