howto

Set a Supplier or Suppliers for Products

by Peppercan Support on May 25, 2012

in Stock

Each product you sell in Peppercan can have one or more suppliers with main suppliers marked. You can also update suppliers to products using the product import file. This lesson shows the supplier functions of products in the Peppercan interface. Remember to assign company contacts first as supplier status, otherwise you cannot assign it as […]

Export Contacts with Their Post Address for Labels

by Peppercan Support on March 7, 2012

in 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 […]

Reassign companies and contacts using Advanced Search

by Peppercan Support on February 3, 2012

in Contacts

This lessons shows how to reassign contacts to new owners. This works both for people and companies. To reassign using advanced search requires the following user privilege: – Contacts administrator Open Advanced Search Go to Contacts –> Advanced Search or click Advanced Search under Browse. Select Account Manager for Reassignment To reassign people to a […]

Assign New Contact Status or Relationship to Multiple Contacts in One Time

February 1, 2012 Contacts

This lessons shows how to assign a new contact status or relationship to multiple contacts in one time. This works both for people and companies. To assign using advanced search requires the following user privilege: – Contacts administrator OR – Regular contacts user Open Advanced Search Go to Contacts –> Advanced Search Select Contacts to […]

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How do I create recurring events?

January 11, 2012 Calendar

This lessons shows you how to create recurring event that can be scheduled to repeat weekly, monthly and so on. To invite people to an event and other features, see the full lesson here. Creating events requires the following user privileges: – Minimal contacts rights with contacts view rights to invite others than your own […]

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Export a Report on VAT and WHT for Comparison

January 11, 2012 Finance

You can export a value added tax (VAT) and withholding tax (WHT) into a text comma separated file which then can be read into spreadsheet program for review. This report is easy way to compare your numbers with your accounting software. To export, you need the following privilege: – Invoice manager Open Export Click Finance […]

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Export Invoices and Customers from Peppercan to MYOB

January 11, 2012 Finance

To export the latest customers and invoices to MYOB accounting package, please follow this lesson. Important notice: at the time of writing, export is company wide and only exports those customers and invoices that are new since the last time user clicked export. This means that if one user clicks export, the second user will […]

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Add Account Information to Products and Product Families for Connecting Easily to Accounting Package

January 11, 2012 Finance

If you connect your Peppercan to an external accounting package, it is essential to have your products filled in with account number information. Assign each product in Peppercan with correct account number information to enable successful exports of invoices from Peppercan to your accounting software. Follow this lesson to understand how adding account information can […]

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How do I edit and change a user name?

November 15, 2011 Settings

  Sometimes you may want to correct a mistake in a user name or even reassign a user account to totally new person. This lesson shows how to edit and save a new user name. To learn how to create a totally new user, see this lesson. Editing a user name requires the following privilege: […]

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How I change the customer of an existing opportunity or quote?

September 21, 2011 Opportunities

In this lesson you will learn how to change the customer or related contact of an existing opportunity and quote. Note! You cannot change the customer or related contacts of an already closed opportunity or quote. Editing opportunities requires the following user privileges: – Regular sales user OR – Sales administrator Select an Opportunity or […]

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