Getting Started

Common Spreadsheet Upload Errors

Good things to check if you're having issues uploading inventory via spreadsheet

Written by Mike Banting
Updated this week

How to Add Line Items to a Sales Order

Charge your customer for things like shipping expenses, accessories, etc.

Written by Brennan Zelener
Updated this week

How Sales Orders Work

Create orders to sell inventory to your customers

Written by Brennan Zelener
Updated over a week ago

How Inventory Locations Work

Written by Brennan Zelener
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

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

How to use Live Chat in WholeCell

Written by Brennan Zelener
Updated over a week ago

Creating an Invoice

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

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.

Written by Brennan Zelener
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

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

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

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 by Quantity

Written by Brennan Zelener
Updated over a week ago

Adding Inventory by ESN

Written by Brennan Zelener
Updated over a week ago

Adding Inventory by Spreadsheet

Upload a .csv, .xls, or .xlsx file with your inventory

Written by Brennan Zelener
Updated over a week ago

Adding Inventory to WholeCell

Written by Brennan Zelener
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