Core Features

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

Weekly Invoice Feature

Written by Ed Chang
Updated over a week ago

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 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

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 - 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

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

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

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

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

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

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