International trade offers businesses across the world a wide range of benefits. However, year after year, small businesses regularly resist trading in foreign markets. One major reason is that they simply don’t know where to start. If you’ve had similar … Read More
Training
10 Reasons Why Plain Certificate Papers Are Vital for Trading Physical Goods
As the world of trade steadily transitions towards a digital future, you’re likely wondering, ‘Why does my business still need physical documents?’ It’s a good question, and it’s one that you should continue to ask yourself in the future. However, … Read More
How to create a Packing List or Delivery Note from EdgeCTP for a sales invoice in FreeAgent.
This blog shows you how to use EdgeCTP to create a packing list and then generate a delivery note from the packing list, which are both associated with a sales invoice that has been sent/copied to FreeAgent as your accounting … Read More
How to create a Quotation in EdgeCTP and send to FreeAgent as an Estimate.
Before you begin, make sure that you have connected FreeAgent to EdgeCTP via the settings within EdgeCTP. How to create the quote in EdgeCTP to copy to FreeAgent as an estimate From the EdgeCTP home dashboard, choose Docs & Certs … Read More
Stock Item: How to account for physical goods in FreeAgent when using EdgeCTP for stock control
In this blog, we’ll show you how FreeAgent and EdgeCTP’s stock control system can bolster your business. Effortlessly manage your business operations in EdgeCTP by monitoring your stock items and quantities and account for it all within FreeAgent to instantly … Read More
What data flows and how to sync data between FreeAgent and EdgeCTP
When you have FreeAgent connected with EdgeCTP and manually click the sync button or simply leave the connection to automatically sync in the background, the following data is exchanged between FreeAgent and EdgeCTP. Contacts (two way) Products (pull from FreeAgent … Read More
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