Select workflow


Go to this page on your smart phone to work side by side with the app on your PC
  • Add Stock
    There are two methods:

    • Set Stock Level: On the initial setup of a Stock Item you can set the stock level.
    • Receive New Stock: Receive Stock from a Purchase Order. You’ll still have to create the Stock Item before you can do this.

    Get help with Stock

  • Set Stock Level:

    Products/Services > Items > Create Item



  • Create Stock Item


  • Purchase Order > Create Item receipt

    Get help with Item Receipts


  • Check the Stock

    Get help with Stock


  • Capturing and fulfilling a Sales Order
    Now we’re ready to capture orders, we’ll walk you through approving and allocating stock to the Sales Order. We’ll then create a Shipment and Pick Pack & Ship the Order. Finally we’ll invoice the Sales Order. Note You can Invoice the Sales Order up front if you want, but be sure to do Allocation first.
  • Order Approval and Stock Allocation
    Approval: It may be you want all Sales Orders to be ‘Approved’ before initiating fulfilment. Read about it here.

    Stock Allocation: Reserve stock so that it cannot be assigned to other orders. Read about it here. The default setting for Allocation is ‘Allocate any available stock’. You can change this by going to Setup > Configuration > Sales Orders.

  • Sales Order > Create Shipment

    Read about Pick, Pack and Ship


  • Shipment > Print Pick List

    Get help with Shipments


  • Shipping Courier Integration
    Regardless of if your in the US, UK or anywhere else we offer shipping integration with the major carriers . For the USA we’ve integrated with Shipstation and Shipworks. For the UK we’ve integrated with IFS Smartfreight. If you’re in any other Country, please contact us.
  • You can fulfil and invoice multiple orders in 8 clicks or less. Watch the Video
  • Drop Shipping
    You Drop Ship Items by creating Purchase Order(s) directly from a Sales Order. You’ll need a Supplier, a Customer and an Item which is set to Drop Ship.
  • Supplier List > Create New Supplier

    Get help with Suppliers


  • Products/Services > Items > Create Item

    Get help with Drop Shipping


  • Special (Just in Time) Orders
    If you purchase Items just in time to fulfil Sales Orders, you’ll need a Supplier, a Customer and an Item which is set to ‘Special Order’.
  • Supplier List > Create New Supplier

    Get help with Suppliers


  • Products/Services > Items > Create Item

    Get help with Special Orders







  • Overview
    This workflow shows you how to assemble and sell ‘Assembly Items’ from raw materials you either stock or purchase. There are three stages:

    1. Source Components: two options ‘Set stock level’ or ‘Receive new stock’
    2. Build
    3. Sell
    4. Break: we disassemble and return components to stock.
  • Source: Set the stock level(s) (Option 1)

    Products/Services > Items > Create Item

    Get help with Items



  • Create Stock Item

    Get help with Stock Items


  • Purchase Order > Create Item receipt

    Get help with Item Receipts


  • Check the Stock

    Get help with Stock


  • Build Assembly
    You should now have all of the components you need to build your assembly Item. You can include built assemblies as sub assemblies of assemblies. When you build an assembly it decreases the stock level of the components and increases the stock level of the built assemblies.

    Get help with Assemblies

  • Products/Services > Items > Create Item

    Get help with Items


  • Assembly Item > Build Assembly (Selecting the action ‘Break Assembly’ returns the components to stock)Help?


  • Capturing and fulfilling a Sales Order
    Now we’re ready to capture orders, we’ll walk you through approving and allocating stock to the Sales Order. We’ll then create a Shipment and Pick Pack & Ship the Order. Finally we’ll invoice the Sales Order. Note You can Invoice the Sales Order up front if you want, but be sure to do Allocation first.
  • Order Approval and Stock Allocation
    Approval: It may be you want all Sales Orders to be ‘Approved’ before initiating fulfilment. Read about it here.

    Stock Allocation: Reserve stock so that it cannot be assigned to other orders. Read about it here. The default setting for Allocation is ‘Allocate any available stock’. You can change this by going to Setup > Configuration > Sales Orders.

  • Sales Order > Create Shipment

    Read about Pick, Pack and Ship


  • Shipment > Print Pick List

    Get help with Shipments


  • Shipping Courier Integration
    Regardless of if your in the US, UK or anywhere else we offer shipping integration with the major carriers . For the USA we’ve integrated with Shipstation and Shipworks. For the UK we’ve integrated with IFS Smartfreight. If you’re in any other Country, please contact us.
  • You can fulfil and invoice multiple orders in 8 clicks or less. Watch the Video