To make your entry into Rackbeat easier, we have gathered a number of articles that help you explore both the basic and the more advanced features in the system.
If you have created your demo agreement with demo data, you are already well on your way and can already now create purchase and sales orders/invoices.
If not, you can follow this guide, in which we go through the articles that may be relevant in relation to the creation of products, suppliers and customers.
Product groups and products
When you create products in Rackbeat, they must be linked to a specific product group - so start by creating a product group and customize the group so that it is appropriate for its associated products. Read the guide How to create a product group (item group)
After you have created your product group in Rackbeat, we need to add some products to it. These products should be created in the product tab. Read the guide How to create products in Rackbeat
Supplier groups and suppliers
When you create a supplier in Rackbeat, you must beforehand have created a supplier group. How to create a supplier group
After you have created your first supplier group, you can populate it with suppliers from whom you purchase. How to create a new supplier
Customer groups and customers
When you are going to sell your products, you must have created a customer group in which your customers can be placed. How to create a customer group
Then we need to fill some customers into that customer group. How to create a new customer
Purchase and Sales Module
Now that you have added products, suppliers and customers to your account, we can move forward to the next steps, namely: the Purchase and Sales modules in Rackbeat!
Purchase module: From Order to Invoice
Learn how to handle the entire purchasing process in Rackbeat, from creating purchase orders to receiving and invoicing: Purchasing module.
Sales module: From Quote to Invoice
Understand the process from creating quotes to issuing invoices in Rackbeat: Sales module.
Other Features
Rackbeat has a multitude of features that you can use to make your work easier, here are some of them:
Dropshipping and Sales Prices
- Dropshipping: Create purchase orders based on sales orders with direct delivery to the customer's address. Read this guide.
- Update sales prices easily: Update prices quickly in the product tab or via an import. Read this guide.
Overview of your purchases
Get a detailed overview of your ongoing orders under 'Purchases > Orders', where you can adjust which information you wish to see.
Simply click the gear icon to remove or add the columns from your overview.
Customize Layouts
You can create and customize different layouts for different customers or suppliers in order to meet specific needs. Læs om tilpasning af layouts her.
Premium Account
If you have chosen to create a premium account, you will have access to more features. Some of the features are described below.
Bill of Materials & Production
- Bill of Materials: A collection of items into one combined product that can be sold to your customers. How to create a Bill of Materials (BOM)
- Production: Create a production of multiple individual products into a single bill of material How to create a production order
Unit converter
- Unit conversion: You gain access to use our tool that converters units based on predefined specifications. Læs guiden her.
Custom Fields
- Creation and use of custom fields: You can create and use extra field types for varying purposes. Custom fields in Rackbeat
Contact Support
If you need help, you are always welcome to contact our support for advice and guidance.