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Create a New Supplier Click Suppliers in the left menu. Click + New Supplier in the top right corner. There are several sections of information that can be filled in for a new supplier. Any field in red is a required field: Company Name Here is where y...

Introduction Items are the building block of your store. Items can be physical products, digital goods, a service, or even a series of services offered to your customers. It’s important to understand all the options when creating items and how to handle and r...

Create an Employee Navigate to the Employees main feature page. Click + New Employee in the top right corner. There are several sections of information that can be filled in for a new employee. The required information is in red. Note: Sometimes, you w...

Job Classification is a way to add certain parameters to a job or to simpy label a Job.  Within the Job Classification you can set the default Quote and Invoice Template as defaults.  This is handy if you have more than one Quote or Invoice Template as it save...

Warehouses are required to get the best of out the Inventory Manager.  A warehouse can be any location where stock is stored and managed.  This could be a standard warehouse or simply a Vehicle store and anything between. Create Warehouses Stock & Equipment ...

Click the Products Import button Download the Template and populate the template with your products to import. Note: The import option can be used to bulk import new products or update existing products. This does NOT update stock.  Once your products are...

This guide is a quick flow to get going as quick as possible.  Follow the steps to get booking jobs. Set the system for use - Click here Create users - click here Set user roles - click here Set user permissions - click here Set Labour rates - click her...

Your business may have products that are returned from jobs that can be used again.  The inventory manager can handle more complex use cases such as job materials which change in size like rolls of fabrics or rolls of material. When these are returned you can...