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
ShipStation Integration
AltheaSuite Integration With ShipStation
Delivering the ordered products to your customer is a very common practice but as a Business owner you definitely would not wish to bear the additional charges of delivery. If you have a tie up with ShipStation, ShipEngine or UPS you can get live rates while generating the invoice in AltheaSuite.
Follow the below steps for ShipStation integration
Step 1 : Go to Settings and select Integrated Shipping
Step 2 : Select the radio button Use ShipEngine / ShipStation. Enter the API key and click on Apply. (Login to your ShipEngine/ShipStation account to get the API key).
Step 3: 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 : Carrier -> All the list of shipstation carriers. Select the Carrier.
Step 12 : Service -> List of all shipstation services that are available in the selected Carrier.
Step 13: Select the Service and Package Type of Shipping service used. Also enter the package weight.
Step 14 : If you do not want to go with Predefined Package Size select the radio button Custom and enter item size.
Step 15 : Click Create Shipping Label to get shipping cost for the selected service and package.