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Training

32 items

  • International Trade Tips

    Global Success: 11 Quick Tips for International Trade

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  • 10 Reasons Why Plain Certificate Papers Are Vital for Trading Physical Goods

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  • Packing List

    How to create a Packing List or Delivery Note from EdgeCTP for a sales invoice in FreeAgent.

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  • How to create a Quotation in EdgeCTP and send to FreeAgent as an Estimate.

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  • stock item how to account for physical goods in freeagent when using edgectp for stock control

    Stock Item: How to account for physical goods in FreeAgent when using EdgeCTP for stock control

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  • What data flows and how to sync data between FreeAgent and EdgeCTP

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  • Tariff Tools Within Shopify

    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 the Shopify App Marketplace Use the international tariff tools, found within the installed EdgeCTP app,

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  • Uninstall EdgeCTP From Shopify

    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 to uninstall it. When Shopify asks for a confirmation to Delete EdgeCTP from Shopify, optionally

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  • Disconnect Shopify From EdgeCTP

    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 pop-up appears, click 1st Disconnect Shopify In a new tab, the Shopify Store (admin) will open. Login

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  • 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 the sale. From the EdgeCTP Home dashboard choose  Sales > Sales Orders > eCommerce On the eCommerce dashboard,

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