How can we help you today?
Getting started
Quick setup (New version)
- Demo Video
- Main settings (New version)
- Creating a product (New version)
- Creating a customer (New version)
- Creating your first Invoice (New version)
Settings (New version)
- Account representatives (New version)
- Alerts (New version)
- Company settings (New version)
- PDF Settings (New version)
- Currency (New version)
Navigation (New version)
Quick setup
Settings
View all (16)Navigation
User Guide
Products & Services (New version)
- Creating and managing your Products (New version)
- Creating and managing your Services (New version)
- Creating and managing product variants (New version)
- Manage Prices and Price levels (New version)
- Price rules
Inventory (New version)
- Stock levels (New version)
- Purchase Orders (New version)
- Deliveries (New version)
- Stock entries and Stock removals (New version)
- Stock movements (New version)
Sales: Estimates, Sales Orders and Invoices (New version)
- The Sales Workflow: Estimate / Sales Orders / Invoices
- Adding products or services to your orders (New version)
- Estimates / Quotes (New version)
- Sales Orders (New version)
- Shipping Orders (New version)
Contacts (New version)
- Customers (New version)
- Suppliers (New version)
- Employees (New version)
- Importing customers (New version)
- Importing suppliers (New version)
Managing your erplain account (New version)
Intelligence (New version)
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
- Creating and managing your Products
- Creating and managing your Services
- Creating and managing product variants
- Manage Prices and Price levels
- Price rules / Advanced prices
Inventory
View all (10)Sales: Estimates, Sales Orders and Invoices
View all (8)Contacts
View all (6)Managing your erplain account
Intelligence
- Sales reports
- Payments and Invoices
- Inventory reports
- Sales Orders reports
- Create & Manage Custom Reports
Applications
QuickBooks Online
- How does the QuickBooks integration work?
- Creating your erplain account
- Connecting to QuickBooks Online
- QuickBooks Settings
- Products sync - QuickBooks
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