Contact Us
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
How to use Merchanter
Sales Invoicing & Credits
- Doing an invoice run in Merchanter
- Setting up a customer to have invoices emailed to multiple addresses
- Taking PDQ payments using Paymentsense
- Reconciling Merchanter Credit Invoices in QuickBooks
- How to Approve Orders for Invoicing (Credit Customers)
- How to create a Credit Note against a Sales Invoice
- How to Raise an Account Credit Note
- Sales order lines with 100% discount in Xero
Products
- Average vs. Last vs. Standard Cost Prices
- Auto-Coding Products in Merchanter
- Product dashboard KPIs
- Adding product alert notes to products
- Product Barcode setup on Merchanter
- Unique Item Packs
- Manually removing empty Lots
- Using Barcodes for sales and purchases
- How to update Product Base Prices in bulk
- How to create a special offer for a product
- Cost Prices on Movements (vs. Costs on Sales Order Lines)
- How to set up Product Analysis Categorisation
- How to Bulk Import Product Supplier Codes
- How to Add a Stock Source Country to a Product
- How to set up a Generic Bulk Product for Bulk Purchases
Stock Control
- How to stock control with locations
- How to produce Stock Summaries using Merchanter OData
- How to manage stock locations
- Stock Turn - what is it and how to use it
- Stock Confidence - what is it and how to use it
- Understanding Stock Methods
- Unique Item Packs
- How to stock check a unit product
- Manually removing empty Lots
- What are On Going and Stock Based Lots?
- Stock Confidence
- Stock Counts
- What are Stock Location Count Types?
System Settings & Administration
- User Settings - Reporting Levels
- What are User Accounts and Employees?
- How do Shared User Logins work?
- How to add Barcode Scanners to my system
- Setting up MIS Time Periods
- How to Add/Edit Employee on UT400
- How to Set PIN for User Accounts.
- How to change/reset User Password
- Paymentsense Connect Integration
- How to add Bank Details to an Invoice document
- How to create/edit cash drawers
- How to run End of day (Z-read) for Cash Drawer on Merchanter
- How to Turn on Purchase Invoice Integration (Xero)
- How to edit Purchasing and Credit Note Limits
- How to Setup Quick Customer Search and Creation
- How To Set Default Sales Representative on a Sales Order
- How To Set Up Standard Text Line Templates for Sales and Purchases
- Capture & Upload Video to Ten-25
- How to Change the Customer Activity Threshold Periods for KPIs
Sales Order Processing
- Negotiating prices in sales orders
- Using Barcodes for sales and purchases
- Doing a Direct-to-Site order
- Creating a quote for a customer
- How to release Sales Order Locks
- Add a quote for a special product and link to a purchase order
- Selling a product with unit and weight based prices
- Sales Order Flow in Merchanter
- Subtotals on Orders - How to setup and use
- Checking the price history on a sales order
- Raising One Sales Order Call-Off from Multiple Bulk Sales Orders
- Quick search and add new cash customer on Sales Orders
- How To Set The Payment Due Date To Be Manually Amendable
System Release Updates
- Release 5532 (April 2023)
- Release 5755 (June 2023)
- Build R_5755_5973 (August 2023)
- Build R_5755_5991 (August 2023)
- Build R_5755_6026 (September 2023)
- Build R_5755_6069 (October 2023)
- Build R_5755_6081 (October 2023)
- Build R_6220_6267 (January 2024)
- Build R_5755_6104 (November 2023)
- Build R_5755_6165 (November 2023)
- Build R_5755_6197 (December 2023)
Order Picking
- Advanced Order Picking Overview
- Setting up an Employee for Order Picking
- How to Turn on Advance Order Picking
- How to Create a Picking Document Scenario
- Assign a Picker to a Single Order and Ready for Picking
- Assign a Picker and Ready for Picking a Batch of Allocated Orders
- Confirming the Picked Order
- How to fix old Orders That are not Available for Picking
- Advanced Order Picking KPIs
- Aged Orders Are Not Showing The Advanced Dispatch Statues
Popular Articles
- How to Create WooCommerce Consumer Key & Secret
- How to build an advanced OData Query
- Average vs. Last vs. Standard Cost Prices
- Stock Counts
- How to produce Stock Summaries using Merchanter OData
- Forward Contract Types (Incoterms 2020)
- How to add Supplier Price Lists to Merchanter
- How to create suggested purchase orders automatically
- Stock Confidence - what is it and how to use it