In this tutorial blog we’ll cover the following scenario: Entering customer details Raising and sending a Quote Converting the Quote to a Proforma Invoice (via an associated Sales Order) Raising POs for the particular job (for stock and transport separately) [...]
In this blog you’ll learn how to: Connect EdgeCTP with Shopify Fetch your Products, Customers, and Orders from Shopify into EdgeCTP List your EdgeCTP Product onto your Shopify store Receive an Order from Shopify into EdgeCTP as a Sales Order [...]
Overview To stop replication of data between EdgeCTP and FreeAgent simply disconnect the two systems. How to Disconnect FreeAgent from EdgeCTP In this blog learn how to disconnect FreeAgent from within EdgeCTP. Disconnecting FreeAgent from within EdgeCTP Make sure you [...]
This post provides a step-by-step guide on how to complete and send a Formal Undertaking to your chosen Chamber of Commerce. Using the online free to use EdgeCERTS tool, you can digitally complete and send the Formal Undertaking to a [...]
Overview: Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on: Contacts (i.e. client details of firms that you may trade with) Stock or Product lines (i.e. items or articles that are sold [...]
In this post, you’ll learn how to create a United Kingdom (UK) Certificate of Origin. We’ll demonstrate this by using the FREE online tool EdgeCERTS, which is part of the EdgeCTP suite of applications. UK Certificate of Origin: Online with [...]
In this blog, you’ll learn how to use EdgeCTP to send your consignment with DHL. Setting Up DHL within EdgeCTP If you have not already done so, enter your DHL account details into EdgeCTP Settings. Remember, you only need to [...]
Overview Quickly Get Started with EdgeCTP This post will show you how to quickly get started with EdgeCTP after you've logged in for the very first time. You'll learn how to: Set Up Your Company Details Manage Signatures, Users + [...]
Once you have created an invoice in EdgeCTP and copied it to FreeAgent, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to FreeAgent too. Again this is relatively simple to do. [...]
Sign-Up and Get Started with EdgeCTP This post will show you, in just 2 minutes, how to sign-up and get started with EdgeCTP, and its packages of EdgeCERTS, EdgeDOCS, EdgeXTRA, EdgeSalesFlow, EdgeTradeFlow etc. 1st Minute: Signing-Up to EdgeCTP Open your favorite [...]