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Data
This information will help you with data such as adding/importing products, accounts, orders, etc.
Imports
8 ArticlesAll of our imports work in much the same way. CSV files will be uploaded.
Exports
5 ArticlesOur grids have an export button that downloads as a CSV.
How do I see all my inventory?
You are able to see all of your inventory in one window. That includes products, BOMs, assets, kits, consumables, and...
How do I add an Account Type?
Accounts in the system refers to any type of entity or person that will be connected to your orders. For...
How do I search products by their lot or serial number?
You can look up the lot numbers or serial numbers of products by using filters at the top of the...
How do I add my starting quantities?
You can add starting quantities in one of two ways. One way is to use the Quick Receive option. Either...
Creating a product
Adding a product refers to teaching your system that concept of your product (i.e., item, parts, raw material, consumable, asset,...
Knowledge Base Categories
- Users and Roles
- Users
- Step 6 – Going Live
- Step 5 – Initial Quantities
- Step 4 – The Accounts
- Step 3 – Create Products
- Step 2 – Physical Locations
- Step 1 – Company Details
- Roles
- Reports and Analysis
- Orders
- Mobile App
- Imports
- Getting Started
- General System
- Exports
- Data
- Customization
- Company Settings
- Barcodes