Delivering product from stock using sales quote

April 4, 2012 Stock

With Peppercan stock module, you can deliver products from your warehouses when creating an invoice for a quote. Learn here the simple steps how to do it. Privilege needed: – Regular invoice user OR – Invoice mngr Add Products to Quote as Usual Add products to your customer quote as usual. Products are taken from […]

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Stock Overview

April 4, 2012 Stock

Stock overview gives you look into each warehouse of your company, the levels of products in them, the consignments in your company at the moment and different types of stocks: regular products, consigned in products and damaged. Privilege needed to use stock overview: – Any stock privilege such as stock out manager or stock in […]

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Peppercan System Settings Explained

March 23, 2012 Settings

This lesson is essential for anyone setting up Peppercan for their own company use. The default settings fit most situations. Privileges needed to change system settings: – System administrator Open System Settings To access Peppercan system settings, click "Settings" –> "System settings" General System Settings General: 1) Default time zone: Global setting for default time […]

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Create a Supplier Contact

March 8, 2012 Contacts

To take full advantage of the Peppercan stock and purchasing function, you would need to assign contacts with SUPPLIER contact type to be able to assign them to different products as suppliers and fill out purchase orders for them. "Supplier" has special effects on the system and saving a contact under supplier category makes it […]

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Add an attachment like delivery note or other documents to your invoice – Send additional files along with the invoice PDF to the client

March 8, 2012 Finance

Learn how to add documents to your invoice which you can either send directly to client from Peppercan or archive other documents related to your invoice. These documents could be for example signed purchase order scanned and uploaded or additional documents related to the invoice such as delivery note. Peppercan will allow you to decide […]

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Add an attachment like signed purchase order or other documents to your quote – Send additional files along with the quote PDF to the client

March 8, 2012 Opportunities

Learn how to add documents to your quotation which you can either send directly to client from Peppercan or archive other documents related to your quote. These documents could be for example signed purchase order scanned and uploaded or additional documents related to the quote. Peppercan will allow you to decide if you want to […]

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Edit a quotation – Add products, change prices and more

March 8, 2012 Opportunities

Learn how to edit a quotation before you receiving a purchase order or order confirmation from your prospect. You can add and remove products, change prices and prospect information. Editing quotation requires the following user privileges: – Sales administrator OR – Regular sales user OR – Quotation editor rights Select quotation Open your list of […]

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Export Contacts with Their Post Address for Labels

March 7, 2012 Contacts

Learn how to use "Advanced search" to export contacts into a text file (CSV type) that will include the basic information of the contact, including first work and first home address. To use contact report requires the following user privilege: – Contacts administrator OR – Regular contacts user (Can only create export file for his […]

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Can I Separate Renewable Products to Their Own Invoices?

February 13, 2012 Finance

By default Peppercan will combine all due renewal products into same invoice during a time period from different quotes. This means that if client is subscribing for example to two different magazines per month from two different sales events, they are invoiced by default on same invoice. This lesson shows how you can instead force […]

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Edit a Quotation After Receiving an Order to Add New Products

February 13, 2012 Opportunities

Sometimes a need arises to add products to an existing quote that has already been set in order received (wording depends on your system setting) status. This is the easiest when no invoice has been yet issued. If no invoice has been issued yet, you can edit any of the existing products, their prices and […]

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