You have gained access to a (demo) basic account with demo data, but what should you try in order to discover the functionalities in Rackbeat? We have some suggestions, which we introduce you to in this article.
We know that using a new system can be a bit overwhelming and it can be difficult to know where to start. To help you get off to a good start with your trial period, we have collected a number of articles that take you through areas of the system that we know can be particularly good to try out. Be inspired by the articles about the very basic functions and of course also the fun things that we are extra proud of.
The basic functions
- Read our 'Getting started in Rackbeat' guide.
- Take a look at the general settings for your Rackbeat agreement - there are quite a few options for customizing the system.
- The purchasing flow
- The sales flow
- Adjustments of cost prices/inventory
The fun stuff
Customize your overview: In our overview images, for example the product or order overview, you can choose which information you want to see. You can sellect this by pressing the small gear in the upper right corner. Press the 'Remember! button' if the system should save your settings for next time.
Minimum stock: On the product card, you can define what the minimum stock is for the specific product. When the stock goes below that, the product will automatically be visible in the reorder report. This makes it easy to make a purchase order directly from the reorder report. Read more about it here. On the product card, you can also determine the minimum amount you must purchase at a time. Try yourself - there are lots of exciting functions to find when you are inside the product card.
Dropshipping: You can easily work with dropshipping in Rackbeat. You can create a purchase order from an existing sales order. Here you have the option to choose whether it is a dropshipping order - if you say yes, it will automatically take the delivery address from the sales order and insert it as the delivery address on the purchase order.