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

Why use EdgeCTP and Shopify Use Shopify as your eCommerce platform for listing your products online (store/web site); receiving online orders from customers and fulfilling those orders. Use EdgeCTP as your ‘back-office’ business processing tool, with product/stock control; manufacturing + bills-of-materials; CRM; sales + purchase order management and tracking order fulfilment. EdgeCTP also provides numerous trade support documents, such as invoices (+ automatic updates to accounting packages), packing lists, export

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wNxvPTpe September 13, 2021
edgectp Connect to Shopify
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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 signed up to an EdgeCTP account and a Shopify Store/Merchant account.  You will also need the appropriate “administration” user roles to both the EdgeCTP account and Shopify store admin, because

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wNxvPTpe September 13, 2021
connect to EdgeCTP from within Shopify
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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, EdgeCTP is an UNLISTED Shopify App.  Therefore, ONLY perform the following steps if you wish to test EdgeCTP with your “development store”. Use the Shopify “Partner” to manage the installation

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wNxvPTpe September 13, 2021
Shopify-featured
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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 from Shopify into EdgeCTP for Stock Control, Fulfilments etc. Manage Invoicing for a Shopify Sales Order within EdgeCTP Disconnect Shopify and EdgeCTP (from within EdgeCTP) Uninstall EdgeCTP from within Shopify

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wNxvPTpe September 12, 2021
step-in-quote-invoice-orders-with-edgectp
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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) Receiving in stock and allocating to the earlier Sales Order Confirming the Sales Order and sending the final invoice Entering Customer Details EdgeCTP comes with Customer Relationship Management (CRM) functionality

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wNxvPTpe June 14, 2021
How to create a Export or commercial invoice in EdgeCTP
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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, and is the foundation of all other documents required for exporting goods overseas. The information contained on all other shipping documents must correspond with that of the Commercial Invoice.  This

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wNxvPTpe April 19, 2021