Documentation
Index
Setup
1. Introduction
2. CRM
2.1. Contacts
2.2. Retailers
2.3. Customers & Suppliers
3. Raw Materials
4. Batch Recipes
5. Menus
5.1. Items
5.2. Headings
5.3. Packages
5.3.1. Publishing a Menu
6. Orders
6.1. Orders
6.2. Sales Order
6.3. Purchase Order
6.4. Credit Memo
6.5. Trade & Marketing Expense
6.6. Lab Order
6.7. Manufacturing Order
6.8. Fulfilment status
6.9. How to Select Order Date Range
6.10. How to Plan Orders
7. Inventory
7.1. Raw Materials vs. Items
7.2. How to Add Items to Inventory
7.3. How to Update an Items Inventory
7.4. How to Deplete an Items Inventory
7.5. How to Add Raw Materials to Inventory
7.6. How to Update a Raw Materials Inventory
7.7. How to Mix Raw Material Lots
7.8. How to Print an Inventory List
8. Archive & Trace
8.1. How to search the Archive
8.2. Traceability
9. Calendar
9.1. Calendar overview
Analytics
Analytics Overview
Sales Dashboard
Freight Percentage
Landed Cost
Trade and Marketing Expenses
Cost of Goods Sold
Orders Workflow
Types of Workflows
On Demand Ordering
Aggregating Sales Orders
Delayed Manufacturing
Work Orders (Mobile)
Batch Processing
Receiving
Shipping
Orders Planning
by Sales
by Manufacturing
Integrations
Google Calendar
Quickbooks Online
FAQ