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General System
Here is the catch-all category for how the system works.
How to add a Contact
Contacts can be anyone within our without an account. A contact can also be a team member. If you are...
How do I see the Assets?
Your assets are located in the same place of all your products. To see them only, you can filter for...
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 check in and out an asset on the mobile app?
The mobile app can be used to check in and out inventory to people. Any employee or contact can check...
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