Knowledge BaseGetting Started
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.
The difference between customers and prospects
- Customers
- Prospects
This is a very common question to have if you’re not quite familiar with SalesBinder. Customers and Prospects are almost identical except for these differences
Adding new user accounts
- User Accounts
- Team Members
Adding new users accounts in SalesBinder only takes a few easy steps, assuming your account has been upgraded beyond the free plan to allow for more users.
Importing customer, prospect, supplier accounts
- Customers
- Prospects
- Importing
- CSV
- Suppliers
When viewing your customer list (or prospect list) you’ll see a button in the toolbar labeled “Import Customers” or “Import Prospects”.
Customizing your documents
- Invoices
- Estimates
- Purchase Orders
- Sales Orders
SalesBinder currently allows you to customize your invoices and estimates in the following ways...
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 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.