1. Helpdesk

Frequently Asked Questions

Find our frequently asked questions here and their respective answers.

If you're in need of our frequently asked questions, you've come to the right place. We have gathered a list of them below for your convenience.

How do I get started? 

Getting started in Rackbeat can sometimes be a little overwhelming, but don't worry! We're here to provide guidance.

Here are a few options to begin your journey with Rackbeat:

Self-help: If you prefer to explore Rackbeat on your own, we suggest checking out our comprehensive guide titled "Getting started in Rackbeat." This article will give you a solid starting point.

Onboarding: Alternatively, you can opt for our onboarding service. By purchasing this option, you'll receive dedicated assistance from a product specialist. They will work closely with you, guiding you through the entire process. This includes importing your data into Rackbeat, setting up both Rackbeat and integrations, and receiving training on the platform. For more details, please visit the Rackbeat Onboarding page.

How do I find my agreement number? 

At the bottom of the page in Rackbeat, you should be able to see your agreement number, otherwise please take a look at this article.

How do I contact support? 

If you need to contact Rackbeat's support team, there are several channels available:

  1. Chat: Click on the Help button at the top of Rackbeat or locate the chat bubble in the bottom right corner of the screen. Through the chat feature, you can directly connect with Rackbeat's support team. The chat is operational from Monday to Friday, between 09:00 and 16:00.

  2. Email: You can reach out to our support team via email by sending your inquiries to support@rackbeat.com.

  3. Phone: If you prefer speaking directly to a support representative, you can call our main number at +4571927500. Our phone line is open Monday to Friday, from 09:00 to 15:00.

Please feel free to utilize any of these contact methods to reach Rackbeat's support team. We're here to assist you.

My invoice/order is gone, what happened? 

Rackbeat's system automatically archives invoices/orders when they're completed. By default, archived invoices and orders are hidden from view. However, you can customize your filter settings in Rackbeat to display either archived items or view all records. Adjusting the filter accordingly will allow you to locate any missing invoices or orders.

The payment terms are missing from the PDF, why? 

If the payment terms are not appearing on the PDF, it could be related to the layout settings for the customer, order, or invoice.

To troubleshoot this issue, follow these steps:

  1. Check the customer's layout settings in Rackbeat. Navigate to the customer section and locate the layouts section. Make sure you have selected an appropriate layout for this specific customer.

  2. If no layout has been selected for the customer, choose a layout that suits their requirements. Ensure that the selected layout is also added to the corresponding order or invoice.

  3. If the layout is already selected for the customer, proceed to the next step. Examine the invoice or order to determine if the layout has been removed or not added to it. It's possible that the layout was added to the customer after the creation of the invoice or order, leading to its absence.

By following these steps, you can identify and resolve any issues with missing payment terms on the PDF for the customer's order or invoice.

How do I reset my password? 

To reset your password in Rackbeat, simply visit the login page and follow the password reset instructions provided.

How do I find my Inventory Principle? 

To find your inventory principle in Rackbeat, navigate to your Company Settings and click on the Advanced tab. Here, you can view the principle your Rackbeat account is currently using. Rackbeat offers two principles for inventory management. Read more here.

What does the statusses in my overview mean? 

Rackbeat has different statuses for various categories. Let's explore them:

  • Offers:

    • Draft: The offer is in draft mode and can be modified.
    • Sent: The offer has been sent to the recipient or confirmed by you.
    • Accepted: The offer has been accepted and converted into an invoice or an order.
    • Rejected: The offer has been declined.
  • Orders:

    • Booked:
      • Draft: The order is in draft mode and can be modified.
      • Sent: The order has been confirmed/sent to the customer.
      • Cancelled: The order has been canceled or a backorder has been created.
    • Shipped:
      • Not Shipped: The order has not been shipped, and no shipment has been created.
      • Ready for Shipping: A shipment has been created and is awaiting handling.
      • Partly Shipped: Partial shipment of the order has been made.
      • Shipped: The order has been fully shipped.
    • Invoiced:
      • Not Invoiced: The order has not been invoiced, and no invoice has been created.
      • Ready for Invoicing: An invoice has been created and is awaiting handling.
      • Partly Invoiced: Partial invoicing of the order has been made.
      • Invoiced: The order has been fully invoiced.
  • Shipment:

    • Sent:
      • Not Shipped: The shipment has not been shipped.
      • Shipped: The shipment has been shipped.
    • Picked:
      • Not Picked: The shipment has not been picked.
      • Partly Picked: Partial picking of the shipment has been made.
      • Picked: The shipment has been fully picked.
  • Invoice:

    • Booked:
      • Draft: The invoice is in draft mode and can be modified.
      • Booked: The invoice has been finalized and booked.
    • Delivered:
      • Not Shipped: No shipment has been created for the invoice.
      • Ready for Shipping: A shipment has been created for the invoice and is awaiting handling.
      • Partly Shipped: Partial shipment of the invoice has been made.
      • Shipped: The invoice has been fully shipped.

These statuses provide a comprehensive overview of the progress and current state of offers, orders, shipments, and invoices in Rackbeat.

When is my stock adjusted during a sale? 

In Rackbeat, stock adjustments occur during the sales process when handling shipments. When a product is picked and a shipment is completed, the stock is automatically adjusted accordingly.

Similarly, during the purchase phase, the same principle applies to receipts. The stock is adjusted when the receipt is processed.