EdgeCTP

EdgeCTP

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manage your Products, Customers, and Orders

How to manage your Products, Customers, and Orders (data flows) between Shopify and EdgeCTP

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How to connect to Shopify from within EdgeCTP

Overview: connect to Shopify from within EdgeCTP In this blog you’ll learn how to connect to Shopify store from within EdgeCTP. Shopify + EdgeCTP Accounts Before you get started with connecting Shopify and EdgeCTP, make sure that you have separately … Read More

How to connect to EdgeCTP from within Shopify

Overview connect to EdgeCTP from within Shopify This blog will show you how to connect to EdgeCTP from within Shopify. Installing an unlisted EdgeCTP Shopify App Currently, EdgeCTP is NOT a listed app on the Shopify App Store.  That is, … Read More

Shopify: Learn How to use Shopify with EdgeCTP

Learn how to: Connect Shopify to EdgeCTP (from within Shopify) Connect EdgeCTP to Shopify (from within EdgeCTP) Manage your Products, Customers, and Orders (data flows) between Shopify and EdgeCTP List your EdgeCTP Products onto your Shopify store Receive an Order … Read More

Step-in with Quote, Invoice, Sales + Purchase Orders

In this tutorial blog we’ll cover the following scenario: Entering customer details Raising and sending a Quote Converting the Quote to a Proforma Invoice (via an associated Sales Order) Raising POs for the particular job (for stock and transport separately) … Read More

Table of Content for EdgeCTP and Xero Integration

This post provides a list of links to all the Xero and EdgeCTP integration topics.  Below is the Table of Contents (ToC), which provides the best sequential way to flow through the tutorials. What Data Flows Between Xero and EdgeCTP? … Read More

Frequently Asked Questions: Xero and EdgeCTP Connection

In this blog, we glance at some of the frequently asked questions regarding the EdgeCTP and Xero connection. Frequently asked questions (FAQs): What Data Flows Between Xero and EdgeCTP? How to connect EdgeCTP with Xero? How to disconnect EdgeCTP and … Read More

How to create a Export or commercial invoice in EdgeCTP

What is an Export or Commercial Invoice?

Export or Commercial Invoice A Commercial Invoice (also referred to as an Export Invoice) is a primary document used during international trading activities. It includes commercial obligational information between the buyer and seller, along with the content of the package/consignment, … Read More

API disconnect FreeAgent and EdgeCTP

How to disconnect FreeAgent from EdgeCTP

Overview To stop replication of data between EdgeCTP and FreeAgent simply disconnect the two systems. How to Disconnect FreeAgent from EdgeCTP In this blog learn how to disconnect FreeAgent from within EdgeCTP. Disconnecting FreeAgent from within EdgeCTP Make sure you … Read More

How to digitally create and send a Formal Undertaking to a Chamber

This post provides a step-by-step guide on how to complete and send a Formal Undertaking to your chosen Chamber of Commerce. Using the online free-to-use EdgeCERTS tool, you can digitally complete and send the Formal Undertaking to a Chamber of … Read More