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Getting Started
Knowledge base
Applications
Getting started
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
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
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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
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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Applications
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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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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