Quick setup

• Getting started video
• Main Settings
• Creating a product
• Creating a customer
• Creating your first Invoice

Settings

• Account Managers
• Alerts
• Attributes
• Company settings
• PDF Settings

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Navigation

• The quick access menu
• Quick filtering with new Tabs
• Opening CSV files in Microsoft Excel
• Importing CSV into Google Spreadsheet

Quick setup BETA*

• Creating a customer (New version)
• Creating your first Invoice (New version)
• Beta - Quick transition guide (Beta only)

Settings BETA*

• Account representatives (New version)
• Alerts (New version)
• Company settings (New version)
• PDF Settings (New version)
• Currency (New version)

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Navigation BETA*

• The quick access menu (New version)
• Filtering and Customizing your lists with Views

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

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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

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Inventory

• Stock level
• Purchase Orders
• Deliveries
• Stock entries and Stock removals
• Stock movements

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Contacts

• Customers
• Suppliers
• Employees
• Customer portal
• Importing customers

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Intelligence

• Sales reports
• Payments and Invoices
• Inventory reports
• Sales Orders reports
• Create & Manage Custom Reports

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Managing your erplain account

• Password reset instructions
• Adding extra users to your account
• Account Settings
• Deleting the data in your 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

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Products & Services BETA*

• Tracking your product cost and inventory valuation (New version)
• Packs (New version)
• Batches & Serial Numbers (New version)
• Assemblies and Kits (New version)
• Barcode Management for products and batches (New version)

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Inventory BETA*

• Stock levels (New version)
• Purchase Orders (New version)
• Deliveries (New version)
• Stock entries and Stock removals (New version)
• Stock movements (New version)

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Contacts BETA*

• Customers (New version)
• Suppliers (New version)
• Employees (New version)
• Importing customers (New version)
• Importing suppliers (New version)

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Intelligence BETA*

• Payments and Invoices (New version)
• Inventory Reports (New version)
• Sales Orders Reports (New version)
• Sales Reports (New version)
• Dashboard (New version)

Managing your erplain account BETA*

• Password reset instructions (New version)
• Adding extra users to your account (New version)
• Account Settings (New version)
• Deleting the data in your account (New version)

QuickBooks Online

• How does the QuickBooks integration work?
• Creating your erplain account
• Connecting to QuickBooks Online
• QuickBooks settings
• Products sync

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Shopify

• How does the Shopify integration work?
• Connecting to Shopify
• Shopify settings
• Products Sync
• Shopify POS

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B2B Portal

• What is erplain's B2B Portal
• Setting up your B2B Portal
• Inviting your customers to your B2B store
• Product selection for the B2B Portal
• Placing an order on the B2B Portal

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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

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