Erplain user guide

Contacts

• Customers
• Suppliers
• Employees
• Customers import
• Suppliers import

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Products & Services

• Creating your products and services
• Attributes and variants
• Tags, Brands and Seasons
• Batch tracking and serial numbers
• Kits and Assemblies

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Sales: Estimates, Sales Orders and Invoices

• The Sales Cycle: Estimate / Sales Orders / Invoices
• Adding products/services to your sales documents
• Estimates/Quotes
• Sales orders
• Shipping orders

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Purchases

• Purchase Orders
• Creating Purchase Orders from Sales Orders / Backorders
• Purchase receipts
• Partial deliveries
• Order consolidation

Inventory

• Stock adjustements
• Stock counts
• Stock levels
• Reorder point and Backorder
• Inventory logs

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Intelligence

• Payment and Invoices reports
• Dashboard intelligence and widgets
• Margin
• Inventory reports
• Inventory valuation (MAC, FIFO or LIFO)

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Managing your Erplain account

• Password reset instructions
• Additional users
• Account settings
• Company Reset
• E-Invoicing (France only)

Erplain Partners section

• Erplain Partner Program presentation
• How to become an Erplain partner
• Partner program ressources