User Docs
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Multi-currency system
Average price on returned goods
VAT units
Taxes
Cash basis taxes
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
EU intra-community distance selling
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Payment terms and installment plans
Default terms and conditions (T&C)
Cash discounts and tax reduction
Credit notes and refunds
Cash rounding
Deferred revenues
Electronic invoicing (
EDI
)
Snailmail
EPC QR codes
Incoterms
Vendor bills
Non-current assets and fixed assets
Deferred expenses and prepayments
Payments
Online payments
Install the patch to disable online invoice payment
Checks
Batch payments by bank deposit
Batch payments: SEPA Direct Debit (SDD)
Follow-up on invoices
Internal transfers
Pay with SEPA
Pay by checks
Forecast future bills to pay
Bank and cash accounts
Transactions
Bank reconciliation
Reconciliation models
Manage a bank account in a foreign currency
Cash register
Reporting
Tax return (VAT declaration)
Tax carryover
Analytic accounting
Financial budget
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Documents
Online payments
Wire transfers
Adyen
Alipay
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Ogone
PayPal
Razorpay
SIPS
Stripe
Fiscal localizations
Argentina
Australia
Belgium
Chile
Colombia
Ecuador
Egypt
France
Germany
India
Indonesia
Italy
Kenya
Luxembourg
Mexico
Netherlands
Romania
Peru
Philippines
Saudi Arabia
Spain
Switzerland
Thailand
United Arab Emirates
United Kingdom
Sales
CRM
Organize the pipeline
Activities
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Assign and track leads
Track your prospects visits
Assign leads with predictive lead scoring
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
How to motivate and reward my salespeople?
Sales
Send Quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Reinvoice expenses to customers
Products & Prices
Manage your products
Import products
Product variants
Product images with Google Images
Manage your pricing
Pricelists, discounts, and formulas
Foreign currencies
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Point of Sale
Multi-employee management
Receipts and invoices
Configuration
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop features
Sales orders
Barcodes
Serial numbers and lots
Ship later
Restaurant features
Bills
Floors and tables management
Orders printing
Tips
Pricing features
Discounts
Discount tags (barcode scanner)
Loyalty programs
Pricelists
Flexible taxes (fiscal positions)
Cash rounding
Payment methods
Reporting
Subscriptions
Subscription products
Use subscriptions in the eCommerce shop
Subscription plans
Upsell a subscription
Renew a subscription
Close a subscription
Automatic alerts
Reports
Rental
Websites
Website
Pages
Menus
Search Engine Optimization (SEO)
Configuration
Address autocomplete
Cookies bar
Translations
Multiple websites
Unsplash
reCAPTCHA v3 on forms
Reporting
Website analytics
Link trackers
Mail groups
eCommerce
Products
Product management
Catalog
Product variants
Price management
Cross-selling and upselling
Checkout, payment, and shipping
Add to cart
Checkout
Shipping methods
Payment providers
eCommerce management
Order handling
Customer accounts
Customer interaction
Performance monitoring
eLearning
Forum
Blog
Live Chat
Ratings
Commands and canned responses
Chatbots
Inventory & MRP
Inventory
Product management
Product replenishment
Selecting a replenishment strategy
Replenish on order (MTO)
Reordering rules
Use different units of measure
Scrap inventory
Product tracking
Difference between lots and serial numbers
Use serial numbers to track products
Use lots to manage groups of products
Expiration dates
Warehouses and storage
Inventory management
Inventory adjustments
Resupply from another warehouse
Transfer products between warehouses using replenishment
Manage Warehouses and Locations
Create a second warehouse
Routes and Pull/Push Rules
Locations
Inventory valuation
Inventory valuation configuration
Using inventory valuation
Integrating additional costs to products (landed costs)
Advanced operations
Cycle counts
Consignment: buy and sell stock without owning it
Batch picking
Process wave transfers
Organize a cross-dock in a warehouse
Sell stock from multiple warehouses using virtual locations
Putaway rules
Removal strategies (FIFO, LIFO, FEFO)
Units of measure, packages, and packagings
Cluster picking
Shipping and receiving
Setup and configuration
Delivery methods
How to integrate a third party shipper?
Set up Sendcloud shipping services in SotaERP
How to get UPS credentials for integration with SotaERP?
How to get DHL credentials for integration with SotaERP?
Daily operations
Incoming shipments and delivery orders
Process receipts and deliveries in one step
Process receipts and deliveries in two steps
Process receipts in three steps
Process deliveries in three steps
Advanced operations
Scheduled delivery dates
How to invoice the shipping cost to the customer?
Multi-package shipments
How to print shipping labels?
Change shipping label size
Use dropshipping to ship directly from suppliers to customers
How to cancel a shipping request to a shipper?
Manufacturing
Manufacturing workflows
Bill of materials
Managing BoMs for product variants
Use kits
Manage semi-finished products
Subcontract your Manufacturing
Use the Master Production Schedule
Manage work orders using work centers
Make work centers unavailable using Time Off
Scrap during manufacturing
Manufacturing backorders
Manufacturing product configuration
Split and merge manufacturing orders
Work order dependencies
Two-step manufacturing
One-step manufacturing
Three-step manufacturing
Shop Floor
Shop Floor overview
Purchase
Products
Configure reordering rules
Purchase in different units of measure than sales
Manage deals
Use blanket orders to create purchase agreements with vendors
Create alternative requests for quotation for multiple vendors
Bill control policies
Manage vendor bills
Advanced
Analyze the performance of your purchases
Barcode
Setup
Set up your barcode scanner
Activate the Barcodes in SotaERP
Daily operations
Apply inventory adjustments with barcodes
Process receipts and deliveries with barcodes
Create and process transfers with barcodes
Overview
GS1 barcode nomenclature
GS1 barcode usage
Quality
Quality control basics
Quality control points
Create quality alerts
Quality checks
Quality check types
Instructions quality check
Pass - Fail quality check
Measure quality check
Take a Picture quality check
Maintenance
Equipment management
Add new equipment
Product lifecycle management
Change management
Engineering change orders
ECO type
Version control
Project management
Approvals
Human resources
Attendances
Hardware
Employees
Create a new employee
Create a employee contract
Create a employee working calendar
Fleet
Configuration menu
Create new vehicles
Services
Payroll
Time Off
Recruitment
Job positions
Referrals
Marketing
Email marketing
Mailing lists
Manage unsubscriptions (Blacklist)
Marketing Automation
Getting Started
Marketing automation campaigns
Target an audience
Campaign workflow activities
Testing/running campaigns
Advanced
Campaign metrics
SMS Marketing
Essentials
SMS essentials
SMS campaign settings
Mailing lists and blacklists
Pricing and FAQ
SMS Pricing and FAQ
Events
Event essentials
Sell tickets
Track and manage talks
Surveys
Survey essentials
Scoring surveys
Timed and randomized questions
Social Marketing
Essentials
Social marketing essentials
Social marketing campaigns
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Recurring tasks
Project management
Timesheets
Overview
Create Timesheets upon Time Off Validation
Helpdesk
Overview
Getting started with Helpdesk
Service Level Agreements (SLA)
Start receiving tickets
Reporting
Help center
Customer ratings
Advanced
After-Sales services
Closing tickets
Track and bill time
Productivity
Discuss
Overview
Get started with Discuss
Use channels for team communication
Activities
Advanced
Configure ICE servers with Twilio
Activity
Activity
Activity Alarm
Activity Dashboard
Reporting
Activity Tags
Calendar
Outlook Calendar synchronization
Synchronize Google calendar with SotaERP
Knowledge
Articles editing
Articles management
Properties
Miscellaneous
Users and companies
Manage users
Change language
Access Rights
Companies
Portal access
Authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
Sign in with LDAP
Two-factor Authentication
Apps and modules
Export and import data
Search and filter records
Reporting
Email Communication
Send and receive emails in SotaERP with an email server
Configure DNS records to send emails in SotaERP
Email templates
Email issues
VoIP (Voice over Internet Protocol)
Use VoIP services in SotaERP with OnSIP
Axivox configuration
VoIP services in SotaERP with Axivox
Manage users in Axivox
Voicemails and audio messages
Dynamic caller ID
Conference calls
Dial plan basics
Advanced dial plans
Call queues
VoIP widget
Devices and integrations
Make, receive, transfer, and forward calls
Digest Emails
Developer Mode (debug mode)
Third-party Integration
Integrating Vietnamese E-invoices
Viettel S-invoice
Bkav Ehoadon
VNPT VN-invoice
E-commerce
TikTokShop Integration
Zalo
Zalo OA Setup Account
Zalo OA User Guide
User Docs
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Multi-currency system
Average price on returned goods
VAT units
Taxes
Cash basis taxes
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
EU intra-community distance selling
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Payment terms and installment plans
Default terms and conditions (T&C)
Cash discounts and tax reduction
Credit notes and refunds
Cash rounding
Deferred revenues
Electronic invoicing (
EDI
)
Snailmail
EPC QR codes
Incoterms
Vendor bills
Non-current assets and fixed assets
Deferred expenses and prepayments
Payments
Online payments
Install the patch to disable online invoice payment
Checks
Batch payments by bank deposit
Batch payments: SEPA Direct Debit (SDD)
Follow-up on invoices
Internal transfers
Pay with SEPA
Pay by checks
Forecast future bills to pay
Bank and cash accounts
Transactions
Bank reconciliation
Reconciliation models
Manage a bank account in a foreign currency
Cash register
Reporting
Tax return (VAT declaration)
Tax carryover
Analytic accounting
Financial budget
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Documents
Online payments
Wire transfers
Adyen
Alipay
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Ogone
PayPal
Razorpay
SIPS
Stripe
Fiscal localizations
Argentina
Australia
Belgium
Chile
Colombia
Ecuador
Egypt
France
Germany
India
Indonesia
Italy
Kenya
Luxembourg
Mexico
Netherlands
Romania
Peru
Philippines
Saudi Arabia
Spain
Switzerland
Thailand
United Arab Emirates
United Kingdom
Sales
CRM
Organize the pipeline
Activities
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Assign and track leads
Track your prospects visits
Assign leads with predictive lead scoring
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
How to motivate and reward my salespeople?
Sales
Send Quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Reinvoice expenses to customers
Products & Prices
Manage your products
Import products
Product variants
Product images with Google Images
Manage your pricing
Pricelists, discounts, and formulas
Foreign currencies
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Point of Sale
Multi-employee management
Receipts and invoices
Configuration
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop features
Sales orders
Barcodes
Serial numbers and lots
Ship later
Restaurant features
Bills
Floors and tables management
Orders printing
Tips
Pricing features
Discounts
Discount tags (barcode scanner)
Loyalty programs
Pricelists
Flexible taxes (fiscal positions)
Cash rounding
Payment methods
Reporting
Subscriptions
Subscription products
Use subscriptions in the eCommerce shop
Subscription plans
Upsell a subscription
Renew a subscription
Close a subscription
Automatic alerts
Reports
Rental
Websites
Website
Pages
Menus
Search Engine Optimization (SEO)
Configuration
Address autocomplete
Cookies bar
Translations
Multiple websites
Unsplash
reCAPTCHA v3 on forms
Reporting
Website analytics
Link trackers
Mail groups
eCommerce
Products
Product management
Catalog
Product variants
Price management
Cross-selling and upselling
Checkout, payment, and shipping
Add to cart
Checkout
Shipping methods
Payment providers
eCommerce management
Order handling
Customer accounts
Customer interaction
Performance monitoring
eLearning
Forum
Blog
Live Chat
Ratings
Commands and canned responses
Chatbots
Inventory & MRP
Inventory
Product management
Product replenishment
Selecting a replenishment strategy
Replenish on order (MTO)
Reordering rules
Use different units of measure
Scrap inventory
Product tracking
Difference between lots and serial numbers
Use serial numbers to track products
Use lots to manage groups of products
Expiration dates
Warehouses and storage
Inventory management
Inventory adjustments
Resupply from another warehouse
Transfer products between warehouses using replenishment
Manage Warehouses and Locations
Create a second warehouse
Routes and Pull/Push Rules
Locations
Inventory valuation
Inventory valuation configuration
Using inventory valuation
Integrating additional costs to products (landed costs)
Advanced operations
Cycle counts
Consignment: buy and sell stock without owning it
Batch picking
Process wave transfers
Organize a cross-dock in a warehouse
Sell stock from multiple warehouses using virtual locations
Putaway rules
Removal strategies (FIFO, LIFO, FEFO)
Units of measure, packages, and packagings
Cluster picking
Shipping and receiving
Setup and configuration
Delivery methods
How to integrate a third party shipper?
Set up Sendcloud shipping services in SotaERP
How to get UPS credentials for integration with SotaERP?
How to get DHL credentials for integration with SotaERP?
Daily operations
Incoming shipments and delivery orders
Process receipts and deliveries in one step
Process receipts and deliveries in two steps
Process receipts in three steps
Process deliveries in three steps
Advanced operations
Scheduled delivery dates
How to invoice the shipping cost to the customer?
Multi-package shipments
How to print shipping labels?
Change shipping label size
Use dropshipping to ship directly from suppliers to customers
How to cancel a shipping request to a shipper?
Manufacturing
Manufacturing workflows
Bill of materials
Managing BoMs for product variants
Use kits
Manage semi-finished products
Subcontract your Manufacturing
Use the Master Production Schedule
Manage work orders using work centers
Make work centers unavailable using Time Off
Scrap during manufacturing
Manufacturing backorders
Manufacturing product configuration
Split and merge manufacturing orders
Work order dependencies
Two-step manufacturing
One-step manufacturing
Three-step manufacturing
Shop Floor
Shop Floor overview
Purchase
Products
Configure reordering rules
Purchase in different units of measure than sales
Manage deals
Use blanket orders to create purchase agreements with vendors
Create alternative requests for quotation for multiple vendors
Bill control policies
Manage vendor bills
Advanced
Analyze the performance of your purchases
Barcode
Setup
Set up your barcode scanner
Activate the Barcodes in SotaERP
Daily operations
Apply inventory adjustments with barcodes
Process receipts and deliveries with barcodes
Create and process transfers with barcodes
Overview
GS1 barcode nomenclature
GS1 barcode usage
Quality
Quality control basics
Quality control points
Create quality alerts
Quality checks
Quality check types
Instructions quality check
Pass - Fail quality check
Measure quality check
Take a Picture quality check
Maintenance
Equipment management
Add new equipment
Product lifecycle management
Change management
Engineering change orders
ECO type
Version control
Project management
Approvals
Human resources
Attendances
Hardware
Employees
Create a new employee
Create a employee contract
Create a employee working calendar
Fleet
Configuration menu
Create new vehicles
Services
Payroll
Time Off
Recruitment
Job positions
Referrals
Marketing
Email marketing
Mailing lists
Manage unsubscriptions (Blacklist)
Marketing Automation
Getting Started
Marketing automation campaigns
Target an audience
Campaign workflow activities
Testing/running campaigns
Advanced
Campaign metrics
SMS Marketing
Essentials
SMS essentials
SMS campaign settings
Mailing lists and blacklists
Pricing and FAQ
SMS Pricing and FAQ
Events
Event essentials
Sell tickets
Track and manage talks
Surveys
Survey essentials
Scoring surveys
Timed and randomized questions
Social Marketing
Essentials
Social marketing essentials
Social marketing campaigns
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Recurring tasks
Project management
Timesheets
Overview
Create Timesheets upon Time Off Validation
Helpdesk
Overview
Getting started with Helpdesk
Service Level Agreements (SLA)
Start receiving tickets
Reporting
Help center
Customer ratings
Advanced
After-Sales services
Closing tickets
Track and bill time
Productivity
Discuss
Overview
Get started with Discuss
Use channels for team communication
Activities
Advanced
Configure ICE servers with Twilio
Activity
Activity
Activity Alarm
Activity Dashboard
Reporting
Activity Tags
Calendar
Outlook Calendar synchronization
Synchronize Google calendar with SotaERP
Knowledge
Articles editing
Articles management
Properties
Miscellaneous
Users and companies
Manage users
Change language
Access Rights
Companies
Portal access
Authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
Sign in with LDAP
Two-factor Authentication
Apps and modules
Export and import data
Search and filter records
Reporting
Email Communication
Send and receive emails in SotaERP with an email server
Configure DNS records to send emails in SotaERP
Email templates
Email issues
VoIP (Voice over Internet Protocol)
Use VoIP services in SotaERP with OnSIP
Axivox configuration
VoIP services in SotaERP with Axivox
Manage users in Axivox
Voicemails and audio messages
Dynamic caller ID
Conference calls
Dial plan basics
Advanced dial plans
Call queues
VoIP widget
Devices and integrations
Make, receive, transfer, and forward calls
Digest Emails
Developer Mode (debug mode)
Third-party Integration
Integrating Vietnamese E-invoices
Viettel S-invoice
Bkav Ehoadon
VNPT VN-invoice
E-commerce
TikTokShop Integration
Zalo
Zalo OA Setup Account
Zalo OA User Guide
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SotaERP 16
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