Support Documentation

Everything you need to navigate within the Unioncrate platform

Logging In
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First Steps

company-settings

Company Settings

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integrations

Integrations

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qbo-settings



amazon

Amazon Seller Central

asc-features

Features

UC

asc-authorization

Authorization & Setup

UC


Amazon Seller Central integration

Authorization - Our side

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asc-settings

Settings

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shopify

Shopify

shopify-features

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Authorization

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shopify-auth-uc

Authorization - Our side

Warehouse-Integrations

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Warehouse Integrations

edi
ftp

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Adding Products to UC (without QBO Import)

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Adding Customers to UC (without QBO Import)

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Adding Warehouses, Suppliers, Manufacturers, etc.

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vendors

Adding Vendors to UC

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CSV Import

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vendors-replenishment

Replenishment (with Purchasing module)

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Replenishment (without Purchasing module)

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vendors-adjustment

Adjustment

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Transfer

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vendors-lot

Lot Priority

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manual-order

Creating a Manual Sales Order

moving-sales-order

Moving Sales Order

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How to Cut Order

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bom

How to Create Bill of Materials (BOM): 

bom-name

Create & Name

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bom-raw-materials

Raw Materials

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bom-components

Components

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bom-non-inv

Non-Inventory Items

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bom-service-cost-info

Service Cost Information

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bom-other

Other Costs

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Build Overview

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bom-extras

Extras

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Payment Terms

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glossary

Glossary

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individual-orders

Sending orders (Individually)

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batching

Sending orders (batching)

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Shipment confirmations

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Inventory-Updates

Inventory Updates

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purchasing

Purchasing 

different-types-of-purchase-orders

Different Types of Purchase Orders

Vendor PO: This PO type is used when buying products to one of your vendors. No depletion will take place.

Manufacturing PO: This PO type is used when manufacturing a finish good from one of your Manufacturing locations. This PO type will deplete Raw Materials and Components using the Bill of Materials set for the Finish Good selected from a Manufacturing location assigned to the vendor selected.

Marketing Sample PO:This PO type is used when sending products to magazines or any other marketing channel. This action will deplete inventory.

Sales Sample PO: This PO type is used when sending products to your potential customers. This action will deplete inventory.

Vendor Sample PO: This PO type is used when moving sample products from one of your vendor locations to any other warehouse. This action will deplete products from the Ship From Location and increase inventory numbers in the Ship To Location.

vendor-po

How to Create Manual Purchase Order - Vendor PO

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manufacturing-po

How to Create Manual Purchase Order - Manufacturing PO

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marketing-po

How to Create Manual Purchase Order - Marketing Sample PO

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sales-po

How to Create Manual Purchase Order - Sales Sample PO

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vendor-sample-po

How to Create Manual Purchase Order - Vendor Sample PO

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