How Can We Help?
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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
- How to Create Non-Inventory Item
- How to Use Bulk Updater
- How to Create and Add Item Attributes
- How to Break Group Items into Child Items
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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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- Articles coming soon
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- Articles coming soon
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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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Search Columns Tutorial
Search Column in AltheaSuite

The enhanced Search Column feature gives users greater control over their searching experience.
It is used for single / multiple Column Search. The purpose of this is to allow users to select the column they want their search in.
You can now select multiple columns for search, allowing results to be drawn from several columns at once. Entered keywords will be checked across all selected columns, ensuring a broader and a more accurate match.
Althea suite now delivers a more reliable search match. Even if one column contains the match, the results will appear.
The system will remember your last selected filters based on the login of your account. This way AltheaSuite is allowing you to pick up from where you left, no hassle for applying the filters every time.
There is a new refreshed look for this feature, presented with a flag icon near your search box.
The new search feature is now available across all screens that support search.
1. Single Column Search:
Example 1: Searching items under the column “Category Name”
STEP 1: Navigating to Item screen & locating Search Column
- Login to your AltheaSuite account – This will open the Dashboard.
- Click on the Products dropdown menu
- Under products, select Items
- The item screen will now appear
- The Search Column is located next to the main search bar
- Click on Search Column button to view all the available filters

STEP 2: Choosing the column of search- ex: “Category Name”
- Click on the Search Column button to open the dropdown menu
- The list of all available columns will show
- Click on the Column name required (Category Name)
- Clicking the name/ pressing enter will enable the search

NOTE: If the Column names are not seen in the dropdown menu:
- Click on the lighting symbol near the search bar

- Advanced Search window will show other available Column options

- Select the desired Column Search option
- Click on “Ok” at the bottom
- The system will now apply the selection and only that column will be selected for search
- Repeat the process for changing the selection
Or
- Enter the column name in the search bar located below the Column Search dropdown

- After typing the Column name, click on “enter”. The system will automatically select that option and enable the column for search
NOTE: The selection will be seen with a blue bubble on top of Column Search button

STEP 3: Search the keyword for the column selected (Category Name)
- Type in the keyword in search bar located near Column Search
- AltheaSuite will now try to match the keyword with the selected columns and display the corresponding result –>

2. Multiple Column Search:
Example 2 – Using multiple selection option, to find items with specified Category name, Name & Available quantity.
STEP 1: Enabling multiple selections in Column Search button
- Click on the Column Search button
- Bottom right of the dropdown, would be a checkbox as “Select Multiple”

- Tick the checkbox, to enable multiple selections
- The selected columns will be displayed on the top section of the dropdown
- Type out the selection not available below on the search bar or go to advanced selection by clicking on the lighting symbol near the main search bar
- Click on apply / click on enter

NOTE: The “Select Multiple” option is a feature that allows you to check multiple columns for a refined search experience. This will also affect the performance and speed of AltheaSuite. For best results, single column search is recommended
STEP 2: Search for the Keyword in the Search bar – Column Search selection as,
- Type the keyword in the search bar located near the Column Search button
- AltheaSuite will now try to match those keywords with the selected columns.
- The results will be displayed even if one of the columns have the keyword entered.

3. Adjusting search columns:
NOTE 1: How to clear / add column searches

- Click on Clear to unselect all the selected columns
Or
- Untick the checkboxes to remove specific selection
NOTE 2: AltheaSuite login will remember the last selected Column Search – It will display that every time you login with the same account. (for new search, click on clear)
NOTE 3: The performance of the search result will be faster when single column search is used compared to multiple column search
NOTE 4: To add new Column Search , Click on “clear” and select the desired Column selections