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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
Inventory
View all (11)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
Contacts
View all (7)Managing your erplain account
Intelligence
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
- Shopify POS
B2B Store
- What is erplain's B2B Store
- Setting up your B2B Store
- Inviting your customers to your B2B store
- Product selection for the B2B Store
- Placing an order on the B2B Store
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