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.
Documents
Everything you need to know about invoices, estimates, sales orders, POs, 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
Zapier – Overview
- Zapier
- Integrations
Zapier is an online automation tool that connects popular apps, such as Gmail, Slack, MailChimp, and over 7000 other web services. Connect two or more apps to automate tasks without relying on developers to build integrations.
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.
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.
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.
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.