Knowledge BaseSettings
Changing the auto-incrementing numbering sequences
- Accounts
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
Manage your numbering sequences for all different types of records and choose what the next auto-incrementing number will be.
Setting up custom fields for all types of data
- Accounts
- Custom Fields
- Purchase Orders
- Invoices
- Sales Orders
Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.
Show & hide inventory photos
- Inventory
- Settings
- Photos
- Images
If you’re looking to customize where your inventory photos display, we offer some easy customizations. Here’s how you can customize where they display
Changing your account settings
- Settings
- Getting Started
SalesBinder has a very intuitive Settings area which enables you to finely customize your account to best suit your specific needs.
Setting up custom units of measure
- Inventory
- Units of Measure
Setting up custom units of measure is quick and easy in SalesBinder. This enables you to display any type of unit you want for any of your inventory items (ie. boxes, pieces, items, pallets, lbs, kgs, etc).
Updating your subscription billing information
- Billing
- Subscription
- Credit Card
- Settings
Keeping your billing information up-to-date in SalesBinder is a quick and easy process. We understand your billing information can change from time to time for many factors, so we’ve made this process very quick and easy.
Custom user permissions
- User Accounts
- Permissions
- Restrictions
- Access Control
You can finely tune what each of your users have access to in your SalesBinder account as long as you’re an administrator.
Setting up barcode scanning
- Barcodes
- Barcode Scanning
- Getting Started
- Inventory
- Settings
Using barcode scanners in SalesBinder is a great way to streamline your workflow and it’s very easy to get setup.