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General System
Here is the catch-all category for how the system works.
Can I change the default terminology?
Yes. Terminology is customizable. You can do this on your own or ask us to do it for you. In...
How do I allocate inventory?
The allocation of inventory refers to reserving specific inventory for a specific pick order. It is a tool you can...
What is Posting?
Post(ing) refers to finalizing an order. Post is the last, ending status of an order. For example, a receive order...
What is the status of an order?
The status of an order refers to what phase of completion it’s in. This can be found in the “Status”...
How do I attach notes?
You can add notes to product and orders such as PDFs, images, signatures, warnings, special instructions, or free text. You...
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