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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 add an Account?
Accounts can mean vendor accounts, customer accounts, internal department accounts, or many others depending on your case use. The good...
How do I see what’s checked out?
The Check in/out feature allows you to issue assets to users and other contacts. So where in the system do...
Can I print charts?
Charts are a form of visual report that can be printed as both a PDF and image.
How do I filter down data on a grid?
Every column in every grid can be filtered by, and they can be done simultaneously.
How do I memorize a grid?
Memorizing a grid state means that you will be able to easily return to the modified version of a grid....
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