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 [...]
This blog shows you how to use EdgeCTP to create a quotation and send/copy it to your connected accounting package FreeAgent as an estimate. Use EdgeCTP for managing your business operations and FreeAgent for business accounting compliance and financial management. [...]
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 [...]
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 [...]
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 [...]
Here are some of the top frequently asked questions when you’re using Shopify and EdgeCTP together: How do I connect Shopify to EdgeCTP (from within Shopify)? How do I connect EdgeCTP to Shopify (from within EdgeCTP)? How do I sync [...]
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 [...]
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 [...]
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 [...]
Normally 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 then [...]
