Skip to main content
All Collections
Getting Started
Getting Started

Guides for your first day(s) using WholeCell

How to Use Live Chat in WholeCell
Creating a Purchase Order
Adding Inventory to a Purchase Order by Spreadsheet Upload
Adding Inventory to a Purchase Order by Quantity
Adding Inventory by ESN
Adding Inventory to a PO by SKU
Adding Shipping and Unit Costs to Your Purchase Order
Common Spreadsheet Upload Errors
Excel Formatting Issues: ESNs and IMEIs in Scientific Notation
Purchase Order Analytics
How to Delete Purchase Orders and Sales Orders in Bulk
How to Search and Filter on the Inventory Page
Using Custom Inventory Fields
Uploading Inventory and Product Images
How to Add "Cost" Line Items to Inventory
Adding a Note to an Inventory Item
Bulk Editing Inventory from the Inventory Table
Creating a Process Batch
Adding Inventory to a Process Batch
Bulk Editing Inventory by Spreadsheet
Setting List Pricing in Bulk
Setting List Prices for Your Inventory
How Sales Orders Work
How to Add Line Items to a Sales Order
Adding Products or Order Items to a Manual Sales Order
Committing Inventory to a Sales Order
Bulk Committing Inventory to Sales Orders
Editing Pricing on a Sales Order
Adding a Shipment to a Sales Order
Managing Sales Order Statuses
Sales Order Status Automation
Creating an Invoice
Creating an Invoice for a Sales Order
Sending an Invoice to a Customer
Marking an Invoice as Paid
Creating a Customer RMA
Receiving and Reviewing Inventory on an RMA
How RMA Financials Work
Refunding a Customer for Returned RMA Device(s)
How to Set RMA Instructions
How Inventory Reports Work
Using Inventory Reports to Advertise Your Stock
Editing an Inventory Report
Sharing an Inventory Report with your Customer
How Scan Reports Work
Scan Reports - How to Audit Your Inventory
How Offer Analysis Works
How Organizations Work
Creating a Pick List
Tracking Repairs
Adding Inventory by SKU
Adding and Removing Statuses
Managing Sales and Purchase Order Channels
Managing Your Warehouses in WholeCell
How Inventory Locations Work
Adding a Payment Method in WholeCell
Inventory Label Printer Settings
Setting up a Dymo Label Printer on Mac
Setting up a Dymo Label Printer on Windows
How to Set User Permissions and Restrictions
Granting Administrator Privileges
How to Update Your Password
How to Change Your Timezone
Setting Your Brand's Color in WholeCell
Using CopyTables to Select/Copy/Paste From WholeCell Tables
Inventory Value History
Adding Inventory by Quantity
Introducing Uncommitted Inventory