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
Training
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
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 + … Read More
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
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
How to connect FreeAgent with EdgeCTP
Overview: Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on: Contacts (i.e. client details of firms that you may trade with) Stock or Product lines (i.e. items or articles that are sold … Read More