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
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
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