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Data and reports
Data and reports
Create, organize and manage your data (products, customers, reports)
+2
10 articles in this collection
Written by
Jonathan Muschalle,
JD,
Tom Burnatowski
and 2 others
Inventory Reporting on Orders
Use the 'item Report' to help manage your inventory
Written by
Tom Burnatowski
Updated over a week ago
Reassign document to a different employee
How to change the user assigned to a quote, order or invoice
Written by
JD
Updated over a week ago
Your Monthly Sales Report
QuoteMachine now sends you a monthly overview of your account
Written by
Tom Burnatowski
Updated over a week ago
Organizing Companies & Employees in QuoteMachine
Distinguishing between company and employees
Written by
Tom Burnatowski
Updated over a week ago
Introducing Dashboard V2
This guide will help you navigate through our new dashboard and discover its powerful features.
A
Written by
Asheque Hussain
Updated over a week ago
Create and manage locations
Organize your data based on your teams, stores or locations
Written by
Jonathan Muschalle
Updated over a week ago
Import products from a spreadsheet
How to add products to your catalog by importing a CSV file
Written by
JD
Updated over a week ago
Create custom reports using filters
How to filter invoice, quotes, and order lists using custom fields
Written by
Anna Brundage
Updated over a week ago
Assign Multiple Emails to a Contact
How to Assign More than One Email Address to the Same Contact
Written by
Jonathan Muschalle
Updated over a week ago
How to delete a contact
Archive a contact or a customer to make it disappear from the list and search results
Written by
JD
Updated over a week ago