Which guide to read
The guides use invented businesses with figures you can check, so you can follow along in the editor.
| Guide | Read it when | Applies to |
|---|---|---|
| CSV item import | Your price list or parts list already lives in Excel, Google Sheets or LibreOffice | Every document with lines, including the goods received note, inventory count sheet, timesheet, expense report, pick list and return authorization |
| Partial shipments | An order goes out in several boxes or deliveries | Packing slip, purchase order, pick list when a pick comes up short; deliveries you receive in parts work the same way on the goods received note |
| Fix print cut-off | A printout is cut off, shrunk or on the wrong paper | Every document |
How the guides fit the workflows
The document tools are grouped by workflow: service jobs (estimate, work order, change order, invoice and payment receipt, with the statement of account, cash count sheet, timesheet and expense report beside them), purchasing (purchase order, goods received note and inventory count sheet) and shipping (pick list, packing slip and return authorization). Each tool page explains how to fill in its own document. The guides cover what happens around them:
- Before you start: bring your item list in from a spreadsheet instead of typing it, with item codes such as 00412 kept exactly as they are.
- While an order is open: record each delivery on its own packing slip and carry the backorder forward with Create next shipment until nothing is left. For goods you receive, Create next goods received note on the goods received note does the same.
- When you send or file a document: download the PDF, keep the print scale at 100% (Actual size) and choose the same Paper in the editor as in your printer.
Common mistakes the guides help you avoid
- Saving the spreadsheet as .xlsx instead of CSV. The import reads .csv or .txt files only.
- Prices read as 1250 instead of 12.50. The decimal mark in the file did not match the one chosen in the import; check the preview before you add the rows.
- Lowering the ordered quantity to what you shipped. The remaining quantity then disappears, and so does the backorder.
- Printing with “Fit to page” when the paper matches. Everything shrinks a little; use 100% and match the paper size instead.