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.

    Latest Articles

    You created your new SalesBinder account, now what?

    • Getting Started
    • Customers
    • Prospects
    • Inventory Categories
    • Settings
    • Video Tutorials

    Congratulations on setting up a new SalesBinder account and migrating your business’s management system to the cloud! This guide should help you gain a better understanding of what to do next now that your account is successfully activated.

    Updated: March 14, 2024

    Inventory management overview

    • Inventory
    • Getting Started

    Inventory management inside SalesBinder is done automatically for you. Your stock levels will automatically decrease and increase based on actions you complete in the system. Here's a breakdown how this all happens.

    Updated: February 28, 2024

    Setting up inventory item variations

    • Inventory
    • Variations
    • Attributes
    • Video Tutorials

    SalesBinder supports some powerful “Item Variations” features. This allows you to setup items with any number of varying attributes such as size, color, location, etc.

    Updated: February 28, 2024

    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.

    Updated: February 28, 2024

    Mass archiving your old documents

    • Invoices
    • Estimates
    • Purchase Orders
    • Archive

    Your can mass archive your documents in SalesBinder very quickly and get that record space back to reuse for new records.

    Updated: February 27, 2024

    Exchanging your currency

    • Pricing
    • Sales
    • Invoices
    • Purchase Orders
    • Sales Orders
    • Estimates
    • Video Tutorials

    SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.

    Updated: February 27, 2024

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