Help Center
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Getting Started
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Items
- Adding images to items
- Creating Combo 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 Add New Item
- How to Create Custom Fields for Items
- Importing Item List
- How to bulk update item sales price
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Employees
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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 set credit limit to customer
- How to create a credit sale
- How to create a Pickup Invoice
- How to create a Delivery Invoice
- Selling an Item with a Serial Number
- How to add/modify a Customer
- Refund/Exchange an item
- How to create a Sales Return
- How to send square payment link to customer from AltheaSuite
- 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 issue a Store Credit to Customer
- How to create a customer group
- 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
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Tax
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Settings
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Online Shop
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Purchase
- 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
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Order Management
- Create a Custom Order Status
- Order Approval Header and Footer Setup
- How to send an Order Approval email to customer
- How to send Status check link to customer
- 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
- Configuration of Approval Process for Orders
- Order Status Header and Footer Setup
- Setup Body Template for Status Check Link email
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Offers
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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
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Delivery Management
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Serial Numbers
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Manufacturing
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UPC Barcode
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Shopify Setup
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Reorder
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Service
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Integrated Shipping
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Service Tools
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Jobwork
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Lot Numbers (Batch)
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Quickbooks Desktop
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to add Department of Revenue for Tax accounts in AltheaSuite?
- 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
- Map Financial Account Names, Account Types and Class Name
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- QuickBooks Sync with Item details and receipts
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- Name Template formatting for QuickBooks data sync
- How to setup QuickBooks Web Connector
- Troubleshooting QuickBooks Desktop Errors
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
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AltheaSuite-APP
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Quotation
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Hubspot Integration
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Repeat Services
- How to create a Sales Invoice from a Repeat Service
- How to modify an Invoice created from a Repeat Service
- How to create a subscription for repeat services on a monthly basis
- How to create a subscription for repeat services on a weekly basis
- How to create a service on a specific day from an existing subscription
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Check
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Receive Payments
Check in /Check out Service Tool
Creating a Check-out
In AltheaSuite check out document is created when tool/equipment has actually been picked from the warehouse. Follow the steps below to create a check-out for tools/equipment.
Step 1: Login to your AltheaSuite account.
Step 2: Go to Service Tools and select Check-In/Out option.
Step 3: click Check Out option in the toolbar.
Step 4: You will see the Check Out detail window. * Indicates a required field.
- Warehouse – Select the Warehouse from where the Tool/equipment has to be Checked-out from.
- Employee – Either yourself or someone else in the team who will be using the tool/equipment
- Item – Either Scan the Barcode of the Service Tool or search by the Tool’s name to add in check-out. Note : You will see an error if the selected tool/equipment stock is not available in the selected warehouse. Learn how to receive stock or How to create purchase in AltheaSuite.
- Quantity – Enter number of quantities tool/equipment checked out.
- Expected Return Date – when you will be returning the tool/equipment.
Step 5 : From the line item context menu, select Change Expected Return Date to choose the return date of the tool/equipment.
Step 6: Enter information as appropriate and click Save when everything is good to go.
Complete a Check-in
When tool/equipment is brought back or returned , you can complete a Check-in and mark the items as available again.
Step 1: Login to your AltheaSuite account.
Step 2: Go to Service Tools and select Check-In/Out option.
Step 3: Type check out number into the search box and click on the search icon (magnifying glass).
OR
Add the filter ‘Status’ as In Complete and employee filter and Select the relevant Check-out.
Step 4: Once you’ve found the correct Check-out, you can choose to check in all tools/equipment or make a partial check-in. From context menu click Check In.
Step 5: All tools/equipment in the check-out document will be added to check-in. Click Save check- in all tools/equipment.
Step 6: If you want to make a partial check-in, keep only tool/equipment that is being returned and remove other tool/equipment from check-in by clicking Remove option. The Check-out stays Incomplete until the rest of the tools/equipment returns.
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