How can we help you today?
Getting started
User Guide
Products & Services
- Creating and managing your Products
- Creating and managing your Services
- Creating and managing product variants
- Manage Prices and Price levels
- Price rules / Advanced prices
Sales: Estimates, Sales Orders and Invoices
- The Sales Workflow: Estimate / Sales Orders / Invoices
- Adding products or services to your orders
- Estimates (Quotes)
- Sales Orders
- Shipping Orders
Inventory
View all (10)Contacts
View all (6)Intelligence
- Sales reports
- Payments and Invoices
- Inventory reports
- Sales Orders reports
- Create & Manage Custom Reports
Managing your erplain account
Video tutorials
- 5 minutes demo of erplain
- Getting started with erplain
- How to create a product
- Manage Sales and Orders
- erplain's Barcode support
Applications
QuickBooks Online
- How does the QuickBooks integration work?
- Creating your erplain account
- Connecting to QuickBooks Online
- QuickBooks settings
- Products sync
Shopify
- How does the Shopify integration work?
- Connecting to Shopify
- Shopify settings
- Products Sync
- Shopify POS
erplain Point Of Sale App
- What is the erplain POS app
- Getting started with erplain POS
- Processing sales / Checkout
- The Orders tab
- Returns and Refunds