Back Office 2.0 - Citrus Lime

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Back Office 2.0

New Articles for Back Office 2.0

What are the keyboard shortcuts for the Back Office?

Item Creation and Management

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Back Office 2.0 // Understanding the Item Card

How do I create an item from a Purchase Order?

Back Office 2.0 // Understanding Matrix Attributes and Best Practice for Matrix creation

Customer Orders in the Back Office

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How do I use Order Statuses?

How to see which Customer Orders need stock from the Purchase Order I'm placing/receiving?

How do I use Communication Templates?

SIM (Supplier Integration Module)

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How do I use the Search SIM Catalog page in Back Office?

How do I unlink items from SIM in bulk using the Item Detail wizard?

Setup and Customisation

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How do I save my Favourite options in the Back Office menu?

How do I edit the layout in the Back Office?

Workshop Module // How do I create Mechanics or assign staff the role of Mechanic?

Customer Records and Accounts

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Cloud POS // How do I remove a Customer's Information in the Cloud POS Back Office?

How do I use the Customer Account feature?

How do I create a new Customer Account Type?

Payments, Transactions and Receipts

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Xero Integration // FAQs

Xero Integration // How do I connect Cloud POS to my Xero account?

Why is using Payment Links recommended over Card Terminal MOTO payments?

Purchasing, Transferring and Counting Stock

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Can I apply a supplier discount to a Purchase Order?

How can I combine the different types of Purchase Order?

How to check if an item is already on a Purchase Order/Transfer?

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