How to add Supplier Price Lists to Merchanter
This is a how to guide on uploading spreadsheets of supplier prices into a Merchanter system. Once loaded into the system the prices will...
Learning and Support for Merchanter ERP
Latest Features & Updates
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darrylrabot
- Oct 29, 2021
- 1 min
Create a Product Kit
Creating a Product Kit allows fast ordering of proposed products and will be quick to retrieve in the system. This video gives an...
darrylrabot
- Oct 22, 2021
- 1 min
Negotiating Prices on Orders
When Negotiating Order Prices, Merchanter features options for and information based on products and Customer purchase history. This...
darrylrabot
- Oct 22, 2021
- 1 min
Adding Products to Orders
Adding Products to an Order can be achieved in multiple ways. This video gives an overview of the Sales Order Process. On your Merchanter...
darrylrabot
- Oct 22, 2021
- 1 min
Sales Order Overview
A Sales Order can be created from various areas within Merchanter. Orders will pass through the following stages: Draft – Allocate –...
darrylrabot
- Oct 21, 2021
- 1 min
Using the Basket
The Basket allows fast collection of products for orders and will be quick to retrieve in the system once a sales order has been created....
darrylrabot
- Sep 10, 2021
- 1 min
Unit vs Measured Stock Control
Merchanter allows merchants to stock-control products to different levels according to product type. This video gives an overview of...
darrylrabot
- Sep 10, 2021
- 1 min
Understanding Stock Methods
Merchanter allows merchants to stock-control products to different levels according to product type. Decide how best to stock, buy and...
darrylrabot
- Sep 8, 2021
- 1 min
Stock Taking Overview
Stock taking allows fast confirmation of product stock and will be quick to retrieve in the system. This video gives an overview of Stock...
darrylrabot
- Sep 8, 2021
- 1 min
Stock Check a Product
Checking a Product's Stock information allows greater management of proposed products and will be quick to retrieve in the system. This...
darrylrabot
- Sep 6, 2021
- 1 min
Create a Purchase Order
Creating a Purchase Order allows fast ordering of proposed products and will be quick to retrieve in the system. This video gives an...
darrylrabot
- Sep 3, 2021
- 1 min
Create a Sales Quote
Creating a Sales Quote from various areas of the software allows fast delivery of proposed orders and will be quick to retrieve in the...
darrylrabot
- Sep 2, 2021
- 1 min
Create a Contact, Contact Views and Edit
Creating a Contact within a Customer account will allow Merchanter to automate documentation processes and identify key individuals...
darrylrabot
- Sep 2, 2021
- 1 min
Create a Full Supplier Account
Creating a Full Supplier Account will allow Merchanter to create a deep information resource, that can accelerate processes and allow...
darrylrabot
- Sep 2, 2021
- 1 min
Create a Full Customer Account
Creating a Full Customer Account will allow Merchanter to create a deep information resource, that can accelerate processes and allow...
darrylrabot
- Sep 2, 2021
- 1 min
Create a New Quick Cash Customer
The Create a New Quick Cash Customer feature helps speed up the Sales order process. This video gives an overview of efficiently setting...
darrylrabot
- Sep 2, 2021
- 1 min
Customer Views and Editing Overview
The Customer views help to identify key information on the business processes with editing features to ensure information is up to date....
darrylrabot
- Sep 1, 2021
- 1 min
Overview of Contact, Product and Order Views
Merchanter Views will provide access to information on Contacts, Orders and Products. On your Merchanter system you can: - Review a full...
darrylrabot
- Sep 1, 2021
- 1 min
Account Settings Overview
Account Settings allows users to configure critical account information and operating settings of Merchanter. On your Merchanter system...
darrylrabot
- Aug 31, 2021
- 1 min
Global Search and Banner Controls Overview
The Global Search allows users to navigate to specific products, orders and customers using a easy to use search bar. The Banner Controls...