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

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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