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Citrus-Lime Knowledge Base

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    Back Office 2.0

    New Articles for Back Office 2.0

    What are the keyboard shortcuts for the Back Office?

    Item Creation and Management

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    How do I create an item from a Purchase Order?

    Back Office 2.0 // Understanding Matrix Attributes and Best Practice for Matrix creation

    How do I deal with items I purchase by the box but sell individually?

    Customer Orders in the Back Office

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    How do I use Order Statuses?

    How to see which Customer Orders need stock from the Purchase Order I'm placing/receiving?

    SIM (Supplier Integration Module)

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    How do I use the Search SIM Catalog page in Back Office?

    Setup and Customisation

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    How do I save my Favourite options in the Back Office menu?

    How do I edit the layout in the Back Office?

    Workshop Module // How do I create Mechanics or assign staff the role of Mechanic?

    Customer Records and Accounts

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    Cloud POS // How do I remove a Customer's Information in the Cloud POS Back Office?

    How do I use the Customer Account feature?

    How do I create a new Customer Account Type?

    Payments, Transactions and Receipts

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    Xero Integration // FAQs

    Xero Integration // How do I connect Cloud POS to my Xero account?

    Purchasing, Transferring and Counting Stock

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    Can I apply a supplier discount to a Purchase Order?

    How can I combine the different types of Purchase Order?

    How to check if an item is already on a Purchase Order/Transfer?

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