Getting Started

Guides for your first day(s) using WholeCell

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19 articles in this collection
Written by Brennan Zelener

How Sales Orders Work

Create orders to sell inventory to your customers
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Written by Brennan Zelener
Updated over a week ago

How Inventory Locations Work

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Written by Brennan Zelener
Updated over a week ago

Introducing Uncommitted Inventory

What's changed in the April 2020 major update to sales orders
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Written by Brennan Zelener
Updated over a week ago

How to set User Permissions and Restrictions

Prevent your users from seeing or managing certain information in WholeCell
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Written by Brennan Zelener
Updated over a week ago

How to use Live Chat in WholeCell

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Written by Brennan Zelener
Updated over a week ago

Creating an Invoice

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Written by Brennan Zelener
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
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Written by Brennan Zelener
Updated over a week ago

How Inventory Reports work

Create live reports that are always up-to-date, filtering for specific inventory attributes.
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Written by Brennan Zelener
Updated over a week ago

How Offer Analysis works

Get fast financials on an offer from your customer
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Written by Brennan Zelener
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
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Written by Brennan Zelener
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
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Written by Brennan Zelener
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
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Written by Brennan Zelener
Updated over a week ago

Creating a Customer RMA

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Written by Brennan Zelener
Updated over a week ago

Creating a Process Batch

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Written by Brennan Zelener
Updated over a week ago

Adding Inventory by Quantity

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Written by Brennan Zelener
Updated over a week ago

Adding Inventory by ESN

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Written by Brennan Zelener
Updated over a week ago

Adding Inventory by Spreadsheet

Upload a .csv, .xls, or .xlsx file with your inventory
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Written by Brennan Zelener
Updated over a week ago

Adding Inventory to WholeCell

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Written by Brennan Zelener
Updated over a week ago

Creating a Purchase Order

How to add your first PO in WholeCell
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Written by Brennan Zelener
Updated over a week ago