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AltheaSuite Video Tutorials

Learn about what AltheaSuite has to offer with our extensive video tutorial library

Mattress Demo

Appliances/Electronics Demo

Furniture Demo

AltheaSuite Overview

Manage Employees

Manage Customers

Email and Printing Formats

Adding Categories

How to Create a Simple Item

Item Upload via Excel

Customer Upload via Excel

Creating Measuring Units

How to Create Item Fields

How to Create Variants

Customizing Grid Settings

How to Create Combos

How to Create a Decision Combo

How to Apply Price List to a Combo

Setting up Employee Email to Send to Customer

How to Create a Journal Entry in Financial Books

Changing the Message on Sales Invoices

Applying Price Lists to Customer Groups

Setting up Balance Limits for Customers

Set Code Formats for Documents

Custom Furniture Order Workflow

Creating a Simple Price List

Importing a Price List

Setting Up Linked Combos

Changing a Logo

Merge Customer Accounts

Modify Business Locations

Advance Search

Export Out of AltheaSuite

Change Login Credentials

Bulk Update Margins

Item Definitions

Apply Filters

Checking Inventory Counts

Stock Correction

Stock Correction via Excel

Simple Receive Stock

Bulk Updating Items

Creating Back Orders

Creating Custom Items

Receive Stock With Barcode Scanner

How to Print Tags

Adding Opening Stock

Scanning Model and Serial Numbers in a Spreadsheet

Creating Non-Inventory Items

Showing Stock While Creating Quotation, Order, and Invoice

Invoicing Using Finance Agency

Printing Barcode Stickers

How to Zero Out Stock

Batch Transfer/Item Locations Transfer

Bulk Update Preferred Suppliers

Bulk Update Category Attributes

Reorder Rules (Safety Stock) Management

Full Order Workflow (Order Creation to Delivery/Invoice)

How to Create an Order

How to Receive Deposits for an Order

How to Pick/Pack and Dispatch an Order

Relationship between Sales Quantity and Order Quantity in an Invoice

How to Convert Order to Multiple Sales Invoices

Create Multiple Back Order POs from an Order

Create Back Order POs for Combo Items from an Order

Create Back Order POs for Group Items from and Order

Cancel an Order with a Deposit

Convert Order to Sales Invoice Using Pick Lists

Pending Pickups from Orders

Modify an Order

Create a Back Order PO

Return a Deposit to a Customer on an Order

Cancel an Order

Schedule Delivery on an Order

Create a New Order Status

Convert Order to Invoice

Assigning QLN to Order During Load Truck

Adding Serialized Items to Orders

Apply Items with Attributes to Orders

Apply Warranty in Orders

Applying Linked Combos to Orders

Checking Stock Availability in Orders

Requested Delivery Date in Orders

Create a Sales Return from Orders Not Invoiced

Create an Exchange in Orders

Create a Sales Return in Orders Invoiced

Create Contractor Orders

Change Payment Mode on Invoiced Orders

Schedule Multiple Quantities of Items in Orders

Checking Attribute Stock When Creating a New Order

Orders Workflow

Create a Quotation

Receive Deposit on Quote

Delete Quotation

Convert Quote to Order

Convert Quote to Sales Invoice

Cancel Quotation

Create an Invoice

Invoicing Out of Stock Items

How to Apply Taxes

Payment with a Balance

Payment with Advanced Amount

Receive Advanced Amount with Pending Payment

Change Date and Document Number

Payment with Check

Store Credit

Change Time/Date in Receive Payment

Modify Invoice

How to Dispatch a Sales Invoice

How to Clone an Invoice

How to Cancel an Invoice

Sales Returns With and Without Invoice

How to Issue an Exchange

How to Change Customers in an Invoice

How to Change Employees in an Invoice

How to Change Date/Time in an Invoice

Accepting Split Payment

Cash & Carry - Invoicing without Customer

Creating Invoice Using Barcode Scanner

Capturing Signature on External Device

Delete a Sales Return

Change the Date on Sales Return

Change the Payment Mode on Sales Return

Put Sales Invoice on Hold

Apply a Discount in Sales Invoice

Clear Checks in Sales Invoice

Create Sales Invoice with an Advance Amount

Change Payment Mode in Sales Invoice

Add Item Level Notes in Sales Invoice

Creating Sales Invoice Custom Fields

Create an Invoice with Store Credit

Print & Download Sales Invoices

Print Shipping Labels from Sales Invoice

Receiving Advance Amounts with Pending Invoices

Bulk Update Margins through Category

Modify Invoice While Keeping Existing Payment

Issue Refunds without a Sales Invoice with Payroc Device

Issue Refunds with Payroc Device

Use Multiple Cards with Payroc Device

Sales Invoice Process with Payroc Device

Invoicing and Back-Ordering Out-of-Stock Items​

Applying Warranty to Previously Sold Items

Held and In-progress Invoice Status

Adding Items as Separate Lines in Invoice

Printing Labels for Sold/Invoiced Items

Creating Custom Payment Modes

How to Create Gift Cards

How to Create an Alternative Quote

How to Create a Sales Project

Sales Returns for Non-Serialized Items

How to Receive a Payment from a Finance Agency

Exchanging Non-Serialized Items

Send Sales Invoice as Email to Customer

Invoice Creation (Pending Delivery)

View Stock Transactions

Change the Price on a Line Item in a Sales Document

Creating a Customer within a Document

Changing Customer Information While in a Document

Customer Good Will Returns

Return Advance Amount to Customer

Receive Payments in Multiple Ways

Attributes and Attribute Sets

Check Stock on Invoice Screen

Penalties and Finance Charges

How to Purchase Items

How to Create a Vendor/Supplier

Create Purchase Order and Receive All Goods

Create PO and Convert to a Purchase

Create PO with Lot Numbers

Create PO with Serial Numbers

How to Create Safety Stock Levels

Partially Receive Goods from PO

Specify Additional Expenses

Making Payments to Suppliers

Purchasing Process Overview

Receive Goods from PO and Complete Purchase

Uploading Purchases with Excel

Uploading Purchases Without POs

Create a Drop Ship PO

Create an Unload Schedule

Assigning Preferred Suppliers

Create a Backorder PO

Serial Numbers Management in Purchases/Add Serial Number Later

Unload Schedules

Schedule Reports

AltheaSuite Common Reports

Customer Statement Emails

Customer Reports

How to Check Day Closing Report

How to Check Daily Collection Report

How to Check Employee Reports

Shopify Integration

HubSpot Integration

ShipEngine Integration

UPC Code Scanning Integration

Quickbooks: Exporting Vendors

Quickbooks: Exporting Items

Quickbooks: Exporting Sales

Quickbooks: Exporting Sales Orders

Quickbooks: Exporting Purchase Orders

Quickbooks: Exporting Customers

Create Item with Serial Numbers

Add Opening Stock for an Item with Serial Numbers

Purchase an Item with Serial Numbers

Reserve Serial Numbers

Reassign QLNs from Loading Truck

Update Serial Numbers After Purchase

Assigning Serial Numbers - After Invoice Creation (Separate Line Items)

Assigning Serial Numbers - After Invoice Creation (Single Line, Multiple Quantity)

Creating Purchase Orders with Serial Numbers

Invoicing with Serial Numbers

Receiving Stock with Serial Numbers

Processing Returns with Serial Numbers

Stock Corrections with Serial Numbers

Transfer Stock with Serial Numbers

Changing Serial Numbers on a Saved Invoice

Assigning Serial Numbers to Purchases

Assign Serial Numbers to Invoices

How to Create Simple Tax and Apply to Invoice

How to Create Tax Structures

How to Update Tax Lists

How to Apply Tax to Business Locations

Create Non-Taxable Item

Applying Tax Structures in Sales Invoice

Default Tax in Business Location

How to Create a Trip

How to Deliver Products Using "Deliver Now"

How to Create a Truck

How to Deliver an Order

How to Create a Delivery Area

How to Load Truck on Trips

Scheduling a Delivery & Trip

Scheduling a Pickup

Capturing Signature on Delivery

Finance and Accounting Module

Bank Reconciliations

Create a Journal Entry (JV)

2 Step Bill Payment

Service Settings Tutorial

Scheduling Service Calls on Calendar

Completing Service Calls

Service Calls: How to Auto-Generate Trips

Create a Service Call

Adding a Non-Sold Product to a Service Call

Add a Service Call Item

Schedule a Service Call Document

Adding a Workflow Status

Set Up Service Call Types

Take Deposits in a Service Call Document

Invoice a Service Call Document

Cancel a Service Call Document

Creating a Service Call Document Without an Item

Automate Notes in a Service Call Document

Create a Service Call Document for Your Own Store

Reschedule Service Calls

Credit Notes from Finance Agency

Sales Order Scenario: Adding Items After Scheduling

Sales Order Scenario: Changing Items/Model #'s After Scheduling

Sales Order Scenario: Cancelling Scheduled Item from Order

Sales Order Scenario: Cancelling a Scheduled Order

Sales Order Scenario: Returning or Exchanging Invoiced/Delivered Order

Sales Order Scenario: Scheduling Items to be Delivered on Different Dates

Sales Order Scenario: Marking Delivered Items as Undelivered

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