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Author Archives: V7kPqsOy
How to create a Quotation in EdgeCTP and send to FreeAgent as an Estimate.
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Stock Item: How to account for physical goods in FreeAgent when using EdgeCTP for stock control
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What data flows and how to sync data between FreeAgent and EdgeCTP
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Shopify: How to get started using Tariff Tools within Shopify via EdgeCTP
Using the correct tools for international tariff compliance requirements is critical to making sure that your goods are consigned efficiently overseas. This 9-step blog provides a step-by-step guide on how to: Install the EdgeCTP app into your Shopify store from … Read More
How To Uninstall EdgeCTP from within Shopify
If you wish to uninstall EdgeCTP from Shopify, for whatever reason do the following steps. Login to your Shopify store admin, and click the Apps (left) menu choice. In the Apps screen, you’ll see EdgeCTP as an Installed app. Click Delete … Read More
Disconnect Shopify and EdgeCTP (from within EdgeCTP)
If you wish to disconnect Shopify from EdgeCTP, for whatever reason do the following steps. Login to EdgeCTP and from the Home dashboard choose Settings > eCommerce > ShopifyNotice in this example Shopify is currently connected. Click Disconnect and when the Disconnect from Shopify … Read More
How To Generate an Invoice from the Shopify Sales Order
Having received a Shopify order into EdgeCTP as a sales order, you can perform the following steps to create an invoice (standard accounting or commercial invoice); sent the invoice to the Buyer/Customer and update your accounting package to account for … Read More
How to receive an Order from Shopify into EdgeCTP for Stock Control & Fulfilments etc
Normally an orders for products are placed by customers (online shoppers) who: visit your Shopify online store find the product(s) they need add the product(s) to their shopping cart pay for their ‘order’ via the online checkout process The order … Read More
How to list your EdgeCTP Products onto your Shopify store
If you have a product(s) that is currently in EdgeCTP and you wish to list it on your Shopify store then do the following steps. Tagging EdgeCTP products for listing on Shopify Login to EdgeCTP and from the Home Dashboard … Read More