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 package. As a result, you will learn how to create a delivery note for an
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. Before you begin, make sure that you have connected FreeAgent to EdgeCTP via the settings
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 see accurate valuations. Follow our step-by-step guide below to learn more. How to create Stock
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 and appear in EdgeCTP) Tax Rates (pull from FreeAgent and appear in EdgeCTP) Accounts (pull
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,
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
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
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,
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 then appears on your Shopify Store Admin dashboard ready for you to fulfil. Alternatively, the
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 choose Stock Control (menu) > Products & Inventory to show the Products & Inventory dashboard Search
