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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
Products & Services BETA*
Inventory BETA*
- Stock levels (New version)
- Deliveries (New version)
- Stock entries and Stock removals (New version)
- Stock movements (New version)
- Inventory bulk update (New version)
Contacts BETA*
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
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
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