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
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
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
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
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? Connecting Xero with EdgeCTP Disconnect Xero from EdgeCTP Create an Invoice in EdgeCTP and send
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 Xero? How to create an Invoice in EdgeCTP and send to Xero? How to create
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
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 have administration user access rights and login to your EdgeCTP account. From the home dashboard,
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 Commerce. If needed, use the EdgeCERTS digital Formal Undertaking to complete + send Formal Undertakings
