Quick setup

• Demo Video
• Main settings
• Creating a product
• Creating a customer
• Creating your first Invoice

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Settings

• Account representatives
• Alerts
• Company settings
• PDF Settings
• Currency

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Navigation

• The quick access menu
• Filtering and Customizing your lists with Views
• Deleting documents
• Renumbering a document

Products & Services

• Creating and managing your Products
• Creating and managing your Services
• Creating and managing product variants
• Manage Prices and Price levels
• Price rules

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Inventory

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

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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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Contacts

• Customers
• Suppliers
• Employees
• Importing customers
• Importing suppliers

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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

Intelligence

• Payments and Invoices
• Inventory Reports
• Sales Orders Reports
• Sales Reports
• Dashboard

QuickBooks Online

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

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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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API

• API