Getting Started

Guides for your first day(s) using WholeCell

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55 articles in this collection
Written by Brennan Zelener and Mike Banting

How Organizations Work

High level data for each customer and vendor right at your fingertips
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Written by Mike Banting
Updated over a week ago

How RMA Financials Work

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Written by Mike Banting
Updated over a week ago

Inventory Label Printer Settings

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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
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Written by Mike Banting
Updated over a week ago

How to Set RMA Instructions

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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.
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Written by Brennan Zelener
Updated over a week ago

How to Change Your Timezone

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Written by Mike Banting
Updated over a week ago

Bulk Editing Inventory

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Written by Mike Banting
Updated over a week ago

How to Update Your Password

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Written by Mike Banting
Updated over a week ago

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

Managing your Warehouses in WholeCell

How to configure the addresses of your warehouses
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Written by Mike Banting
Updated over a week ago

How Inventory Locations Work

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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
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Written by Mike Banting
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

Adding a Payment Method in WholeCell

Set up the payment methods that you can use when invoicing customers
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Written by Mike Banting
Updated over a week ago

Managing Sales and Purchase Order Channels

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Written by Mike Banting
Updated over a week ago

Adding and Removing Statuses

How to configure device statuses to fit your workflow
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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
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Written by Brennan Zelener
Updated over a week ago

Adding and Removing Product Grades

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Written by Mike Banting
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

Adding and Removing Damage Conditions

Configure damage conditions in your WholeCell account
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Written by Mike Banting
Updated over a week ago

Creating an Invoice

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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
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Written by Mike Banting
Updated over a week ago

Setting List Prices for your Inventory

Updating your advertised price for available-to-sell inventory
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Written by Mike Banting
Updated over a week ago

Refunding a Customer for Returned RMA Device(s)

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Written by Mike Banting
Updated over a week ago

Adding a Shipment to a Sales Order

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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
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Written by Brennan Zelener
Updated over a week ago

Adding Inventory to a Process Batch

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Written by Mike Banting
Updated over a week ago

Receiving Inventory on an RMA

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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.
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Written by Brennan Zelener
Updated over a week ago

Creating a Customer RMA

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Written by Mike Banting
Updated over a week ago

Adding a Note to an Inventory Item

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Written by Mike Banting
Updated over a week ago

Marking an Invoice as Paid

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Written by Mike Banting
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

Sending an Invoice to a Customer

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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
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Written by Brennan Zelener
Updated over a week ago

Creating an Invoice for a Sales Order

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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
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Written by Brennan Zelener
Updated over a week ago

Committing Inventory to a Sales Order

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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
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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 to a Manual Sales Order

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Written by Mike Banting
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 to WholeCell

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Written by Brennan Zelener
Updated yesterday

Sharing an Inventory Report with your Customer

Advertise your inventory to customers with a custom page and URL
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Written by Mike Banting
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

Editing an Inventory Report

How to make changes to an existing Inventory Report
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Written by Mike Banting
Updated over a week ago

Adding Inventory to a Purchase Order by Quantity

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Written by Mike Banting
Updated over a week ago

Making Changes to Inventory on a Process Batch Via Spreadsheet Upload

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Written by Mike Banting
Updated over a week ago

How to Find the Date When Inventory Was Added to WholeCell

Check when a device was uploaded in WholeCell
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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
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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
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Written by Mike Banting
Updated over a week ago

How to Search and Filter on the Inventory Page

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Written by Mike Banting
Updated over a week ago