Group 65
Go to WholeCell.io
All Collections
Getting Started
Getting Started
Guides for your first day(s) using WholeCell
54 articles in this collection
Written by
Brennan Zelener
and
Mike Banting
Sales Order Status Automation
Written by
Mike Banting
Updated yesterday
How Organizations Work
High level data for each customer and vendor right at your fingertips
Written by
Mike Banting
Updated over a week ago
How RMA Financials Work
Written by
Mike Banting
Updated over a week ago
Inventory Label Printer Settings
Written by
Mike Banting
Updated over a week ago
Common Spreadsheet Upload Errors
Good things to check if you're having issues uploading inventory via spreadsheet
Written by
Mike Banting
Updated over a week ago
How to Set RMA Instructions
Written by
Mike Banting
Updated over a week ago
How to Add Line Items to a Sales Order
Charge your customer for things like shipping expenses, accessories, etc.
Written by
Brennan Zelener
Updated over a week ago
How to Change Your Timezone
Written by
Mike Banting
Updated over a week ago
Bulk Editing Inventory
Written by
Mike Banting
Updated over a week ago
How to Update Your Password
Written by
Mike Banting
Updated over a week ago
How Sales Orders Work
Create orders to sell inventory to your customers
Written by
Brennan Zelener
Updated over a week ago
Managing your Warehouses in WholeCell
How to configure the addresses of your warehouses
Written by
Mike Banting
Updated over a week ago
How Inventory Locations Work
Written by
Brennan Zelener
Updated over a week ago
Setting Your Brand's Color in WholeCell
Use your brand colors on advertised inventory reports and invoices
Written by
Mike Banting
Updated over a week ago
Introducing Uncommitted Inventory
What's changed in the April 2020 major update to sales orders
Written by
Brennan Zelener
Updated over a week ago
Adding a Payment Method in WholeCell
Set up the payment methods that you can use when invoicing customers
Written by
Mike Banting
Updated over a week ago
Managing Sales and Purchase Order Channels
Written by
Mike Banting
Updated over a week ago
Adding and Removing Statuses
How to configure device statuses to fit your workflow
Written by
Mike Banting
Updated over a week ago
How to Set User Permissions and Restrictions
Prevent your users from seeing or managing certain information in WholeCell
Written by
Brennan Zelener
Updated over a week ago
Adding and Removing Product Grades
Written by
Mike Banting
Updated over a week ago
How to use Live Chat in WholeCell
Written by
Brennan Zelener
Updated over a week ago
Adding and Removing Damage Conditions
Configure damage conditions in your WholeCell account
Written by
Mike Banting
Updated over a week ago
Creating an Invoice
Written by
Brennan Zelener
Updated over a week ago
Setting List Pricing in Bulk
Assign list prices to grouped items based on the criteria you choose
Written by
Mike Banting
Updated over a week ago
Setting List Prices for your Inventory
Updating your advertised price for available-to-sell inventory
Written by
Mike Banting
Updated over a week ago
Refunding a Customer for Returned RMA Device(s)
Written by
Mike Banting
Updated over a week ago
Adding a Shipment to a Sales Order
Written by
Mike Banting
Updated over a week ago
How Scan Reports work
Create scan reports on Purchase Orders to track which items you're missing by barcode scan
Written by
Brennan Zelener
Updated over a week ago
Adding Inventory to a Process Batch
Written by
Mike Banting
Updated over a week ago
Receiving Inventory on an RMA
Written by
Mike Banting
Updated over a week ago
How Inventory Reports work
Create live reports that are always up-to-date, filtering for specific inventory attributes.
Written by
Brennan Zelener
Updated over a week ago
Creating a Customer RMA
Written by
Mike Banting
Updated over a week ago
Adding a Note to an Inventory Item
Written by
Mike Banting
Updated over a week ago
Marking an Invoice as Paid
Written by
Mike Banting
Updated over a week ago
How Offer Analysis works
Get fast financials on an offer from your customer
Written by
Brennan Zelener
Updated over a week ago
Sending an Invoice to a Customer
Written by
Mike Banting
Updated over a week ago
Setting up a Dymo Label Printer on Windows
Configure your Dymo LabelWriter 450 to print WholeCell inventory labels from a Windows Computer
Written by
Brennan Zelener
Updated over a week ago
Creating an Invoice for a Sales Order
Written by
Mike Banting
Updated over a week ago
Using CopyTables to select/copy/paste from WholeCell tables
Select/copy/paste from all of WholeCell's tables like a spreadsheet
Written by
Brennan Zelener
Updated over a week ago
Committing Inventory to a Sales Order
Written by
Mike Banting
Updated over a week ago
Setting up a Dymo Label Printer on Mac
Configure your Dymo LabelWriter 450 to print WholeCell inventory labels from a Mac Computer
Written by
Brennan Zelener
Updated over a week ago
Creating a Customer RMA
Written by
Brennan Zelener
Updated over a week ago
Creating a Process Batch
Written by
Brennan Zelener
Updated over a week ago
Adding Inventory to a Manual Sales Order
Written by
Mike Banting
Updated over a week ago
Adding Inventory by Quantity
Written by
Brennan Zelener
Updated over a week ago
Adding Inventory by ESN
Written by
Brennan Zelener
Updated over a week ago
Sharing an Inventory Report with your Customer
Advertise your inventory to customers with a custom page and URL
Written by
Mike Banting
Updated over a week ago
Creating a Purchase Order
How to add your first PO in WholeCell
Written by
Brennan Zelener
Updated over a week ago
Editing an Inventory Report
How to make changes to an existing Inventory Report
Written by
Mike Banting
Updated over a week ago
Adding Inventory to a Purchase Order by Quantity
Written by
Mike Banting
Updated over a week ago
Making Changes to Inventory on a Process Batch Via Spreadsheet Upload
Written by
Mike Banting
Updated over a week ago
Using Inventory Reports to Advertise your Stock
Creating an Inventory Report to advertise your available inventory
Written by
Mike Banting
Updated over a week ago
Adding Inventory to a Purchase Order by Spreadsheet Upload
Import inventory using a .csv, .xls, or .xlsx file
Written by
Mike Banting
Updated over a week ago
How to Search and Filter on the Inventory Page
Written by
Mike Banting
Updated over a week ago