GETTING STARTED
Get off to a good start using Rackbeat with this collection of guides to set up your account and integrations!
Add-ons
Rackbeat
- How to generate a checking report
- Notes in Rackbeat
- How to generate a sales statistics report
- How to generate a valuation report
- How to generate a ledger report
- How to generate a re-order report
- How to Create and Edit Contacts in Rackbeat
Sales
- The sales module: From Offer to Invoice - we take you through the entire sales flow in this article
- How to create a customer group
- How to create a new customer
- How to create an offer
- How to create a sales order
- How to create a shipment
- How to create an invoice for customers
- Discounts in Rackbeat
- How to create a credit note for customers
Products
- How to create locations
- How to create a stock movement
- How to create a product
- How to create a product group (item group)
- How to create units
- How to create a Bill of Materials (BOM)
- How to create a production order
- How to create discount groups
- Add images to products
- How to Create Product Collections
General Setup
- Getting started in Rackbeat
- Mails sent from Rackbeat
- General Settings
- Layouts in Rackbeat
- How to create a new user
- How to create languages
- How to create payment terms
- How to create delivery terms
- How to create a currency
- How to create an employee
- Webhooks in Rackbeat
- Custom fields in Rackbeat
Purchasing
- How to create a purchase order
- How to create a supplier group
- How to create a supplier invoice
- How to create a new supplier
- Different ways to create a Purchase Order in Rackbeat
- How to create a purchase based on a sales order
- How to create a supplier invoice from a purchase order
- How to create a receipt
- How to update the suppliers product number