OrderEazi Knowledge Base
  • 👋Welcome to OrderEazi
  • Overview
    • 💡What is OrderEazi?
    • ✨Our Features
  • Getting Started
    • 🛠️Getting set up
      • Quick Start Guide
  • Sales Features
    • Projects
      • New Project
      • Payments
      • Details
    • My Workspace
      • Bulk Operations
    • Products
      • Import Products
        • Filling in the Import Product Template.
      • Simple Inventory Management
    • Clients
      • Import Customers
        • Filling in the Client Import Sheet
      • Statements
    • Suppliers
      • Import Supplier
        • Supplier Import Sheet
    • Settings
      • Workflow Manager
        • The Default Workflow
        • Setting up additional workflows
      • Organization Setup
        • Document Appendices
        • Advanced Settings
        • General Settings
      • Manage Users
        • Users
        • Roles
        • Edit User
      • Data Management
        • Industry Manager
        • Brand Manager
        • Reporting Group Manager
        • Category Manager
        • Tags
    • Reports
      • Cost Price Tracking
    • Global Search
  • Inventory Features
    • Inbound
      • Cross Docking
      • Purchase Orders
    • Outbound
      • Sales Orders
    • Stock
      • Stock Levels
  • Apps
    • Commerce
      • WooCommerce
      • Takealot
    • Messaging
      • WhatsApp
        • Setting Up WhatsApp for OrderEazi
        • Managing Messaging for Workflow
        • Creating and Sending WhatsApp Template Messages on Project
    • Accounting Systems
      • Palladium
      • Xero
      • Sage One
      • QuickBooks Online
    • Payment Provider Integrations
      • PayU
    • CRM Integrations
      • Hubspot
    • Supplier Feeds
      • Amrod
      • Headwear24
      • KMQ
      • Barron
      • Jasani
      • Tarsus
      • Mustek
      • Trade Only Gifts
      • Rectron
      • Nology
      • Syntech
      • Gammatek
      • Pinnacle
      • Captivity
      • Core Group
    • Shipping & Couriers
      • SkyNet
      • Ship Logic
      • Parcel Perfect
  • OrderEazi
    • 📔Release Notes
      • 2024-12-13
      • 2024-11-19
      • 2024-10-30
      • 2024-04-22
      • 2024-04-04
      • 2024-03-08
      • 2024-03-01
      • 2024-02-21
      • 2024-02-05
      • 2024-01-24
      • 2024-01-18
      • 2023-11-30
      • 2023-11-25
      • 2023-11-16
      • 2023-11-15
      • 2023-11-14
      • 2023-11-13
      • 2023-11-08
      • 2023-10-16
      • 2023-09-17
      • 2023-08-29
      • 2023-07-12
      • 2023-06-20
      • 2023-05-29
      • 2023-05-11
      • 2023-04-26
      • 2023-04-04
      • 2023-03-10
      • 2023-02-17
      • 2023-01-24
      • 2022-12-05
      • 2022-11-06
    • 🚀Roadmap
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  1. Sales Features

Settings

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Last updated 1 year ago

Workflow Manager
Organization Setup
Manage Users
Data Management