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Getting Started
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Employees
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Products / Items
- Adding images to items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Create Custom Fields for Items
- Importing Item List
- How to make an Item Inactive
- How to Create Custom Measuring Units
- How to Create a Group Item
- Creating Combo Items
- Linked Combo Group
- How to bulk update item sales price
- How to Check Price and Stock
- How to Add New Item
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- How to Use Bulk Updater
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Customers
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Quotations
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Order Management
- Create a Custom Order Status
- Check stock availability for an Order
- Create a new Order
- How to create a Backorder
- How to create a Drop Shipping for Backorder
- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Consolidated Item View for Orders
- Managing Deposit in Orders
- Change Payment Mode of Received Deposit in Order
- Create Sales Return for Invoiced Orders
- Create Sales Return for non Invoiced Orders
- How to Create an Exchange in Orders
- How to Schedule Multiple Quantities of Items in Orders
- How to Check Attribute Stock when Creating an Order
- How to Create Contractor Orders
- How to Return Deposit to a Customer
- How to Apply Link Combo to Orders
- Cancel an Order with a Deposit
- Order Workflow
- How to Schedule Delivery and Deliver Orders
- How to Modify Schedule Delivery Date
- How to Add a Group Item to an Order
- How to Modify Orders
- Requested Delivery Date in Orders
- Managing Warranties for Multiple Item Quantities in Orders
- Apply Warranty in Orders
- Create an Order with Multiple Serialized Items
- Attach and Detach Order Items to Purchase Orders
- How to Use Switch Order Item in AltheaSuite
- How to Create an Invoice for Take With Items
- Order Staging
- Customer Pickup Schedule
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Sales
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to create a credit sale
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
- How To Perform Sale
- How to set Loyalty Points
- How to Redeem Loyalty Points
- How to Enroll a Customer for Loyalty Points
- How to Define Penalty
- How to Collect Penalty Payments from Customers
- How to Manage Credit Card Commission
- How to Collect Partial Penalty from a Customer
- Assign Serial Number to Invoice
- Discount Types and Their Calculations - User Guide
- Finance Agency Commission
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In House Finances
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Purchases
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
- How to make payment to Payment Aggregator
- Managing Unload Schedule
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Inventory
- How to transfer Inventory from One Warehouse to Another
- How to dispatch stock
- Adding Opening Stock
- How to dispatch stock of invoiced items
- How to do a Stock Correction for an Item
- How to put a Stock Transfer on Hold
- How to check Awaiting Stock
- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
- How to Check Stock in Stock Manager
- Complete Inventory Correction
- How to do a Stock Transfer
- How to Print Quick Lookup Numbers (QLNs) for Items
- How to create a Serial / SKU Transfer Request
- Transferring Stock QLN items from Multiple Warehouses
- Complete Inventory by Location for Non QLN Items
- Stock Correction for Accurate Inventory Adjustment
- Inventory Correction - QLN/Serial Number status
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- Selling an Item with a Serial Number
- Stock Transfer of an Item with Serial Number
- How To Change Serial Number Of Faulty Item
- How to add opening stock of an item with Serial Number
- Purchase with serial number
- How To Assign Serial Number After Purchase
- How To Reassign Serial Number In Sales Invoice
- Create An Item With Serial Number
- How to Change Serial Number in Invoice
- Inventory Correction - QLN/Serial Number status
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Delivery Management
- How to add delivery driver details in AltheaSuite
- How to define Delivery Area and Delivery Charges
- How to check and Print Pending Orders
- How to Accept and Start a Trip
- How to define Pickup Slot
- How to create a Delivery Invoice
- How to create a Pickup Invoice
- Delivery Schedule on Map
- Modifying Delivery Dates for Delivered Orders
- Customer Pickup Schedule
- Sending Delivery Notifications in AltheaSuite
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Finance Books
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Service Calls
- Manage Loaner
- Manage Document Status and Action Status for the Service Document
- How to create Customer Item Userfields for Service document
- Create Sales Invoice against the Service Document
- Track history of a Service document
- Reschedule Service Call
- How to Create Invoice in Service Call
- How to Create Service Call Document
- Receive Deposit In Service Call
- How to Create A Trip
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Business Intelligence
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Settings
- Configuring Invoice Email Format
- How to add a Printer in AltheaSuite
- Configuring Purchase Order Email Format
- How to change Printing Format of Documents
- Configuring Payment Gateway
- Online Shop
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- AltheaSuite Integration with QuickBooks Online
- AltheaSuite Integration With Hubspot
- AltheaSuite Integration With UPS
- ShipStation Integration
- Shopify Integration
- Integration UPC Item DB and Barcode Lookup
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Troubleshooting QuickBooks Desktop Errors
- How to setup QuickBooks Web Connector
- Name Template formatting for QuickBooks data sync
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- QuickBooks Sync with Item details and receipts
- AltheaSuite Integration With UPS
- How to Connect your Email ID to AltheaSuite
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AltheaSuite Integration With UPS
AltheaSuite Integration With UPS
AltheaSuite supports direct integration with UPS shipping. This integration allows users to process UPS shipments directly from AltheaSuite.
Follow the below steps for UPS integration.
Note: Before you set up the integration, make sure you have an active account with UPS.
Step 1 : Go to Settings and select Integrated Shipping
Step 2 : Select the radio button Use UPS. Fill up all the necessary details . (Login to your UPS account to get the API and Access key).
Step 3: Click the Apply button to successfully integrate with UPS
Step 4: By default your Sales invoices will not consider Shipping charges. So to activate this option, go to Settings → Invoice Settings.
Step 4 : Mark the checkboxes Enable shipping charges in Invoice. Click Apply.
Step 5 : Make sure your Business Location and Customer has a valid address added.
Step 6 : Go to Sales → Sales Invoices and click on + Create Invoice.
Step 7 : Select the Customer. You can select the Shipping Address of Customer or mark the checkbox Use Billing Address as Shipping Address if Billing and Shipping Address is same.
Step 8 : Select the Item which you want to sell. You can also scan the SKU. Select the Quantity being sold and click on Pay Now.
Step 9 : In Payment window, Click Shipping link button.
Step 10 : Click Validate Address to check if the customer shipping address is valid.
Step 11 : Service -> List of all UPS services that are available.
Step 12: Select the Service and Package Type of Shipping service used. Also enter the package weight.
Step 13 : If you do not want to go with Predefined Package Size select the radio button Custom and enter item size.
Step 14 : Click Check Price to get shipping cost for the selected service and package.
Step 15 : This will display shipping cost for selected package and service.
Step 16 :Click Create Shipping Label. This will display shipping cost, including all the other information related to a particular product package. Click Print Label to print shipping label.
Below you can see the label generated in AltheaSuite.
Step 17 : Review the the shipping the details and click Close to go to payment details screen.
Step 18 : The shipping charges will get added to the invoice total.
Step 19: Select the payment mode and enter the Invoice Amount. Click on Save.
Navigate to Sales -> Shipping Labels to see all the shipping labels created in AltheaSuite.
You can reprint the shipping label and view the sales invoice details for the selected shipping label.