Settings

Company Details

• Update Company Details

Team Members

• Change a Team Member's Email Address/Password
• Adding/ Editing Team Members
• User Permissions
• Advanced User Permissions

Locations

• How to set up new Location
• How to change the default Location
• Managing Consignment Locations
• How to update stock location via CSV
• Change Location on a Purchase Order

General Settings/ Configuration

• Set up Account Default Settings
• Configure Primary Tax Label
• Enable Warn on Shipping

Currencies

• Set up new currency
• Update Currency Exchange Rate
• Which base currency should I choose?
• Create Multiple Currencies

Price Lists

• Create a New Price List
• Set up Price Breaks
• Add or Change Prices of Your Products in Bulk
• Import or Export a Price List via CSV
• Assign a Price List to a Customer
• Update multiple price lists via CSV

Tax Types

• Set Up Tax Types
• Edit/ Delete Tax Types
• Compound Tax
• Create and Apply Wine Equalisation Tax (WET)

Payment Terms

• Setting Up Payment Terms

Payment Methods

• Add a New Payment Method
• Set up the Default Payment Method

Branding

• Create Multiple Branding Themes
• Edit your Brand details and settings

Custom Templates

• Create Email Templates
• Why does the sent via field show in my emails?