Product Categories Overview
To group your products in to categories go to "Setup > Product Categories".
Click on the + Product Category button to add one.
Product Kits Overview
Product kits are designed to be used for groups of single products that you sell in a kit form. For example if you sell socket sets, this will be a kit made up of the individual sockets and spanners etc. You can add kits to opportunities and orders ...
Knowledge Base Categories
You can group your knowledge base articles into categories to help your customers find the information they are looking for. For example you could have categories such as: Frequently Asked Questions Returns Product Information Etc
Sales Orders Overview
To sell something to a customer, you need to create a sales order for them. Click on the + Add Sales Order button on the main sales orders page. Select the customer (organisation) and other options and click the Add Products button. On the next page ...
You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...