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Items
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Employees
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Sales
- How to perform a sale in AltheaSuite
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- How to put a Sales Return on Hold
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- How to create a Sales Invoice using Customer Deposit/Advance
- How to issue a Store Credit to Customer
- How to create a customer group
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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
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- How to create PO for BOM Elements?
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Order Management
- Create a Custom Order Status
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- How to send an Order Approval email to customer
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- Check stock availability for an Order
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- Converting an Order to a Sales Invoice
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Offers
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Inventory
- How to transfer Inventory from One Warehouse to Another
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- Receiving Stock
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- How to Restrict Sales Price Discount for an Item
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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
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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
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- How to create a service on a specific day from an existing subscription
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Check
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Receive Payments
How to add a Tax
Step 1: Login to your AltheaSuite account.
Step 2: From the main menu option, go to Sales > Tax Manager.
Step 3: Click + New Tax to add a new tax in AltheaSuite.
Step 4: Enter the Tax Name and Value (in percentage). Click Create.
Step 5: Follow the same steps to add different tax rates.
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