Initial Configuration
Basic set-up
20 articles
- Setting up dashboard podsA step by step guide to helping you get the most out of your dashboard
- BookmarksUse bookmarks to easily come back to your favourite pages
- System SetupConfigure your system in System Setup
- Company DetailsAdding in your key business data
- Daily digest emailGet business updates delivered straight to your inbox
- Rental chargingChoose how you charge for your rental products
- Create or import dataLet's start adding your data into your system
- Creating an invoice from an OrderProduce an invoice for a single order
- Stock & AvailabilityGain instant access to product availability - rental & sales items
- Add AccountsLearn how to add accounts.
- ReportsFilter and download key system data
- How to Create a ProductLearn how to add your inventory/ stock levels of products.
- Add rental rates & selling prices to your productsLearn how to add rates to products.
- How to Create a Stock ItemLearn how to add stock items to products to the system.
- Link products together using accessoriesLearn how to use accessories to link products together.
- Creating an orderLearn how to create an order.
- Processing an OrderLearn how to process deliveries and collections.
- Invoicing an OrderLearn how to invoice orders.
- What are Custom Views?How to setup and edit Custom Views?
- Custom Domain SetupLearn how to add and verify a custom email domain for your company.