Knowledge Base
Useful tutorials, answers to common questions, and tips for how to get the most out of SalesBinder. Search for a specific keyword or browse our helpful articles by category.
Categories
Getting Started
Some tips on what to do first after you've activated your new account.
Accounts
Customer & prospect accounts. Everything you should know.
Inventory
All things related to managing your inventory, explained.
Orders
Everything you need to know about invoices, estimates, purchase orders, and packing lists.
Reports
Explanations for all things related to reports.
Settings
Explanations about how to change all of your settings and what they do.
Integrations
Everything related to our integrations platform. How each integration works, how to set it up, and use it.
Mobile App
Everything explained relating to using our SalesBinder iPhone App on iOS.
General
General articles with miscellaneous tips and tricks.
Latest Articles
Exchanging Your Currency
- Pricing
- Sales
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.
Weighted average cost (WAC) for inventory
- Receiving Stock
- Purchase Orders
The way changing unit costs are handled in SalesBinder is by doing a weighted average cost calculation in order to keep valuations accurate.
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).
Handling inventory product returns
- Returns
- Credit Notes
What do you do when a customer wants to return inventory items that you sold them? Here's 2 options explaining how you can handle that situation with SalesBinder.
The difference between Sales Orders and Invoices
- Sales Orders
- Invoices
We get asked this question all the time from our new users. What is the difference between a sales order and an invoice in SalesBinder? Here's the key differences.
Xero Accounting – Integration Setup
- Xero
- Integrations
Connecting Xero Accounting to your SalesBinder account is easy and only requires two steps.