Quick Start – Stuff you need to know
Help pages that cover some of the essential, need to know topics. If you have any questions please just ask. We are always pleased to help
General Info
What you need to know about using our app on your computer and supported devices
Grid layouts, filtering & exporting data
How to change the layout of the grids used to display data like orders and products
Tree list layouts & filtering data
How to change the layout of the tree lists used to display data like orders and products
How to save & recall your favorite grid / tree list layouts
About your details and how they are displayed on quotes, orders & invoices
Orders
How to search for quotes / orders / invoices / stock issues etc using dates, keywords
OCAT Engage – Sharing quotes / orders
How to share your quote / order with existing and potential customers and add payment buttons
Sales & purchase carts – Add from product catalogue
Browse your product catalogue and create sales / purchase carts to create quotes, sales orders & purchase orders
Sales & purchase carts – Load from exsiting orders
How to use the sales and purchase carts to create quotes, sales orders & purchase orders using existing orders
Creating invoices, stock issues & receipts
Use your quote / order to create invoices, stock issues. Creating stock receipts & invoices from purchase orders
Exporting invoices to accounts systems
How to create data files that you can import into accounts systems like QuickBooks and Xero
Order statuses, their effect on business processes & inventory data
Input boxes on the order details page
Stripe Payments – OCAT Engage
Use OCAT Engage to add a Stripe Payment button to your Quote / Order
Products
Managing your product prices and price lists
Product stock, availability & warehouses
Managing your product stock, warehouses and viewing availability
Customers & suppliers
Linking with OCAT customers & suppliers
Managing and update the links between all the systems that OCAT connects to. How CRM Address books link to OCAT customers and suppliers
Misc
A list of the problems / issues we are aware of and currently working on & work arounds
Whoops – Something didn’t work properly
What to do when you get a Whoops
This page was last updated in October 2022