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  3. User Guide

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
View all (23)

Contacts

  • Customers
  • Suppliers
  • Employees
  • Importing customers
  • Importing suppliers
View all (8)

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 reports
  • Inventory Reports
  • Sales Orders Reports
  • Sales Reports
  • Dashboard