Proforma Orders Overview

What is a Proforma Order?A Proforma Order (also called Proforma Invoice) is a preliminary document that outlines the details of a potential sale before it becom

Last updated Mar 30, 2026

Shipping Costs Calculations on Purchase Orders

How to View Shipping Costs Per Line ItemYou can view exactly how the total shipping cost is divided among the individual items on your Purchase Order. This help

Last updated Mar 30, 2026

Inventory Costing

Manual Inventory Adjustments: Adding & Removing Items

Sometimes, you need to adjust inventory quantities for reasons other than a standard purchase order or sales order (e.g., finding misplaced stock, items damaged

Last updated Mar 30, 2026

Transactions

Transactions audit reporting in an Inventory Management System (IMS) is crucial for several reasons:Accuracy and Accountability: It ensures all inventory moveme

Last updated Mar 30, 2026

Tax Rates

How to set up tax schemesTaxing schemes calculate your taxes when completing sales and purchase orders. See below for steps on how to add taxes to your account.

Last updated Mar 30, 2026

Purchase Orders Overview

On the left Navigation there is the Purchase Orders option. Selecting this will you see a table of Purchase Orders in the system along with the following inform

Last updated Mar 30, 2026

Sales Orders Overview

On the left Navigation there is the Sales option. Selecting this will you see a table of Sales Orders in the system along with the following information:SO Numb

Last updated Mar 30, 2026