Making Business Easier Since 2011

Start typing a topic to find help from our knowledgebase...

suppliers and services

Suppliers
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 rent...

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...

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,...

Updating Suppliers
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...

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. Clickin...

Contacts
Introduction

A contact can be attached to a prospect, client or supplier and allows you to; View important contact information. Generate quotes, invoices, stat...

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 su...

Products and Services
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 di...

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 th...

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 n...

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...

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 se...

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 categ...

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 furni...

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 serv...

Supplier Invoices
Introduction

Adding supplier invoices allows you to keep track of your company expenses, and attach them to purchase orders where necessary. Typically, when you...

Adding a Supplier invoice

You can upload a supplier invoice by either; Using the main menu > invoicing > add supplier invoice Finding a supplier and opening the Suppl...

Purchase Orders
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...

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 Supplie...

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 ord...