Group 65
Go to Sweet Technology
All Collections
Core Features
Core Features
83 articles in this collection
Written by
Ed Chang,
Greg Kane,
and
Joshua Reyes
Orders
Create an Order
Written by
Ed Chang
Updated over a week ago
Understanding Order States
Written by
Ed Chang
Updated over a week ago
Enable / Disable Delivery Date Selection
Written by
Ed Chang
Updated over a week ago
Order Processing Overview
Written by
Ed Chang
Updated over a week ago
How to Create Standing Orders
This article will walk you through on how to create a standing order for your customers.
Written by
Joshua Reyes
Updated over a week ago
Sorting Standing Orders
Displaying standing orders alphabetically
Written by
Joshua Reyes
Updated over a week ago
Repositioning Line Items On Orders
Drag and drop reordering of line items on sales orders and standing orders
Written by
Joshua Reyes
Updated over a week ago
How to Customize Order numbers
Written by
Joshua Reyes
Updated over a week ago
Weights and Prices on Purchase Orders
Written by
Joshua Reyes
Updated over a week ago
How to Create and Receive Purchase Orders (POs)
This article will guide you on how to create and receive purchase orders.
Written by
Joshua Reyes
Updated over a week ago
Messaging and Comments on Orders
Written by
Joshua Reyes
Updated over a week ago
How to Resolve Backorders
This article will help you resolve backorder errors in the sales order.
Written by
Joshua Reyes
Updated over a week ago
Invoices
Weekly Invoice Feature
Written by
Ed Chang
Updated over a week ago
Catalog
How to Enable Support for Five Decimal Places on Prices and Costs
Written by
Joshua Reyes
Updated over a week ago
Price Lists
Written by
Ed Chang
Updated over a week ago
Making Products Visible to Customers
Making products visible to customers is accomplished through Price Lists
Written by
Ed Chang
Updated over a week ago
Customer-Specific Catalog Overview
Written by
Ed Chang
Updated over a week ago
Create a Pricing Adjustment
Written by
Ed Chang
Updated over a week ago
Variant Overview
Written by
Ed Chang
Updated over a week ago
Edit a Product's Details
Written by
Ed Chang
Updated over a week ago
Add A New Product
Written by
Ed Chang
Updated over a week ago
Decimal Support
Ordering in multiples using decimal support
Written by
Joshua Reyes
Updated over a week ago
Discontinue Products
Hiding, discontinuing or deactivating products
Written by
Joshua Reyes
Updated over a week ago
Manage Product Images
Written by
Ed Chang
Updated over a week ago
Product Display Name
Changing the display name of a product for your catalog
Written by
Joshua Reyes
Updated over a week ago
How to Add Categories to Products and Variants
This article will show you how to add product categories.
Written by
Joshua Reyes
Updated over a week ago
Search Products by Categories
This article will show you how to search products by categories.
Written by
Joshua Reyes
Updated over a week ago
Inventory
Inventory Management Overview
Written by
Ed Chang
Updated over a week ago
Available, On Hand, and Committed stock values
This article will explain inventory stock values.
Written by
Joshua Reyes
Updated over a week ago
Inventory Assemblies / Group Items / Kits / Recipes
Written by
Ed Chang
Updated over a week ago
Create a Stock Transfer
Written by
Ed Chang
Updated over a week ago
Costing for Inventory and Non-Inventory Products
Written by
Joshua Reyes
Updated over a week ago
Costing for Assembly Products
Written by
Joshua Reyes
Updated over a week ago
Lot / Batch Tracking
Written by
Joshua Reyes
Updated over a week ago
How to turn Lot Tracking on
Written by
Joshua Reyes
Updated over a week ago
How to Create a Lot
Written by
Joshua Reyes
Updated over a week ago
Auto-assignment of Lots
Written by
Joshua Reyes
Updated over a week ago
How to Manage Lots of Raw Materials
Written by
Joshua Reyes
Updated over a week ago
How to set-up Minimum Stock Level
Written by
Joshua Reyes
Updated over a week ago
Resetting Inventory
Written by
Greg Kane
Updated over a week ago
Customers
Create a Customer
Written by
Ed Chang
Updated over a week ago
Invite a Customer to Order via your B2B Portal
Written by
Ed Chang
Updated over a week ago
Categorize Your Customers By Type
Written by
Ed Chang
Updated over a week ago
Assigning Accounts to One Contact
You can assign multiple accounts to one email address provided that they are under the same parent account or are the same company
Written by
Joshua Reyes
Updated over a week ago
Email Notification Management
Written by
Ed Chang
Updated over a week ago
Reports
Reports - View Your Sales Performance by Customer or Product
Written by
Ed Chang
Updated over a week ago
Exporting Report Data
Written by
Ed Chang
Updated over a week ago
Reports - View Your Total Sales Performance
Written by
Ed Chang
Updated over a week ago
Inventory Detail and Summary Reports
Written by
Ed Chang
Updated over a week ago
Production by Customer Report
Get an automatically generated production report, broken down by individual customer
Written by
Ed Chang
Updated over a week ago
Bills of Lading (BOLs)
This article will help walk you through customizing and downloading bills of lading.
Written by
Joshua Reyes
Updated over a week ago
Users
User Permissions
Written by
Ed Chang
Updated over a week ago
Add a New User
Written by
Ed Chang
Updated over a week ago
Manage Multiple Buying Accounts with One User Login
Written by
Joshua Reyes
Updated over a week ago
Manage Multiple Seller Companies with One User Login
Written by
Joshua Reyes
Updated over a week ago
Imports
Bulk Customer Import (by CSV)
Written by
Ed Chang
Updated over a week ago
Bulk Product Import (by CSV)
Written by
Ed Chang
Updated over a week ago
Payments
Credit Memos
This article will help you on how to create and handle credit memos.
Written by
Joshua Reyes
Updated over a week ago
How to Set-up PayPal
Written by
Joshua Reyes
Updated over a week ago
Payment Methods
Cash, check, other payment methods
Written by
Joshua Reyes
Updated over a week ago
How to update permissions for Payment
Written by
Joshua Reyes
Updated over a week ago
Authorize.net Payment Integration
Setting up Authorize.net Credit Card Payment Integration
Written by
Joshua Reyes
Updated over a week ago
Receiving Payments And Processing Refunds
Receive and manage payments for one or more orders
Written by
Joshua Reyes
Updated over a week ago
Charging of Shipping Charges to Customer's Credit Cards
Written by
Joshua Reyes
Updated over a week ago
Account Balance
Checking your customer's account balance
Written by
Joshua Reyes
Updated over a week ago
Shipping
Multiple Shipping Addresses
Written by
Joshua Reyes
Updated over a week ago
Shipping Management Overview
Written by
Ed Chang
Updated over a week ago
Using Shipping Estimates as an Admin
This article will walk you through on how shipping estimates work.
Written by
Joshua Reyes
Updated over a week ago
Setting up a shipping method with a UPS, FedEx, or USPS service option
This article will walk you through on how to set-up a shipping method with a UPS, FedEx, or USPS service option
Written by
Joshua Reyes
Updated over a week ago
Setting up the UPS, Fedex, or USPS carrier settings
This article will walk you through on how to set up your UPS, Fedex, or USPS carrier settings.
Written by
Joshua Reyes
Updated over a week ago
FedEx Set-up Page
This article will help you set-up FedEx in Sweet, from registration to activation.
Written by
Joshua Reyes
Updated over a week ago
UPS Set-up Page
This article will help you set-up UPS in Sweet, from registration to activation.
Written by
Joshua Reyes
Updated over a week ago
USPS Set-up Page
This article will help you set-up USPS in Sweet, from registration to activation.
Written by
Joshua Reyes
Updated over a week ago
Configurations
How to Create and Manage Classes
Written by
Joshua Reyes
Updated over a week ago
Chart of Accounts Categories
Written by
Ed Chang
Updated over a week ago
Managing Chart of Accounts
Written by
Ed Chang
Updated over a week ago
Managing Tax Categories and Rates
Written by
Ed Chang
Updated over a week ago
Basic and Advanced Permissions
This article will discuss the difference between basic and advanced permissions.
Written by
Joshua Reyes
Updated over a week ago
Outgoing Communication Variables Reference
Written by
Ed Chang
Updated over a week ago
Outgoing Communications: Editable Email Templates
Written by
Ed Chang
Updated over a week ago
Troubleshooting
I am locked out of my account, what can I do?
Written by
Ed Chang
Updated over a week ago
The photos I am uploading do not look good - what do you suggest?
Written by
Ed Chang
Updated over a week ago
I cannot see my past orders - where can I find them?
Written by
Ed Chang
Updated over a week ago