ShopXpert App (56)
Office and management tasks: jobs, statuses, suppliers, purchase orders, employees, training notes, forms and Academy.
Jobs
General
- How to remove a user (Employee) from the ShopXpert AppThis tutorial will explain how to remove app access to someone that is no longer with your company.
- How To Reset Your PasswordThis is about knowing how to reset your account password in case you forgot it.
- How To Change Your PasswordThis is about what to do in case you want to change your password to something easier to remember.
Training Notes
- How To Create And Make Use of Training NotesTraining Notes Tutorial - how to create valuable training notes for effectively communicating information, reinforcing learning, and providing a reference for e
- How to add an image to a training note?Including images in your training notes can enhance understanding and make the material more engaging. Follow these steps to learn how to add an image to your t
- How to add a video in a training note?Including videos in your training notes can enhance understanding and make the material more engaging. Follow these steps to learn how to add an video to your t
- How to add clickable links in training notes?Adding clickable links to training notes allows users to easily access external resources, related documents, or additional information.
- How To Restrict Access to Training Notes Per DepartmentRestricting access to training notes for each department to ensures that employees only have access to the information relevant to their roles.
Suppliers
- How To Create a Supplier Group And How To Use ItCreating and using a supplier group helps streamline procurement by organizing suppliers based on categories. Here's a guide on how to do it:
- How To Track Supplier Certificates Expiry DateTracking supplier certificate expiration dates ensures compliance with quality, safety, and regulatory standards. It helps you stay updated on expiring certific
- How To View & Edit Supplier InfoAccess all supplier information in one place.
- How To Create a Supplier AccountCreating a supplier account is essential for managing supplier relationships. Here’s how you can set up a supplier account:
- How To Add New SuppliersHow to add new suppliers in ShopXpert App.
- How To Add Supplier ResourcesAdding supplier resources helps suppliers access relevant information. Here's how you can add supplier resources:
Outsource Management
- How to Create PO RevisionsHow to Revision the PO using the Revision button.
- Purchase Order Status IndicatorsWhat does the Status Button do in POs
- How to take a PO off HoldHow to change the status of a PO from "On Hold"
- How to put a PO on HoldSetting the status of a PO to "On Hold"
- How to Cancel a POCancelling a PO from the Status Button
- How To Create Supplier RFQ's
- How To Use Outsource Management To Track Your RFQ'sHow to track your outsourcing process.
- How to Link RFQ's with JobsCorrelate jobs with RFQ's to have all the information in one place.
- How Create Purchase OrdersWhere to find and edit the Purchase Orders
- How To Create Purchase Orders Directly From RFQ'sAutomatically generate Purchase Order using existing information.
- How to link Purchase Orders With JobsCorrelate jobs with PO's to have all the information in one place.
- How To Create Shipments From PO'sCreating shipments from a Purchase Order (PO) is essential for ensuring that materials and parts are delivered correctly and promptly. Follow these steps to cre
- How To Receive Parts From a Purchase OrderReceiving parts from a purchase order (PO) involves confirming that the ordered parts have arrived and updating the system to reflect the receipt. Here's how to
- How To Assign Forms To Purchase OrdersAssigning forms to purchase orders, whether they are supplier-specific forms or internal organizational forms, is a critical step in ensuring that all necessary
Employees
- How To View & Edit Employee's InfoThis is about how to efficiently manage employee data, ensuring that information is accurate and up-to-date
- How To Create & Assign Shifts To EmployeesCreate your company shifts in Settings > Timeclock, then assign them to each employee from their Shift tab.
- How To Add New EmployeesThis is about knowing how to add new employees to ShopXpert.
- How To Create An Employee AccountThis is about knowing how to create a new employee account in ShopXpert.
- How To Manage App Notifications For Each EmployeeManaging app notifications for each employee involves configuring the types of notifications they receive, based on their roles and preferences. Here’s a step-b
- How To View & Edit Rates & WagesStep-by-Step Guide to Accessing and Modifying Employee Pay Rates
- How To Assign PIN's & Card Numbers To EmployeesHere's how you can assign PINs and card numbers to employees effectively
- How to Add Special Notes Per EmployeeAdding special notes per employee is useful for tracking individual comments, performance reviews, or specific instructions. Here’s a guide on how to do it:
- How To Do A Leave RequestStep-by-step guide on submitting a leave request and filling out the necessary information
- How to Give Ratings to Employees Based on MeritGiving ratings to employees based on merit allows managers to assess employees' performance and record those ratings in the system. Here's how to give ratings t
- How To Limit Access To Employees to Certain InfoHere's a step-by-step guide on how to manage the employee access to information
In-App Messaging
- How to use RFQ Chat - App ViewDirectly message Suppliers about specific Request for Quotes using our built in chat feature.
- How To Use Purchase Order Chat - App ViewDirectly message Suppliers about specific Purchase Orders from using built in PO chat, where all conversations about certain purchase orders will be linked toge
- How to use General Chat - App ViewCollaborate with your suppliers easily through General Chat.
Form Builder
- How To Create a FormBy following these steps, you can create effective and efficient forms in ShopXpert, tailored to your needs.
- How to Create an Academy Course Test Using Form BuilderA step-by-step guide on designing tests for a course using a Form Builder tool
Academy
- How To Create a Course In AcademyHere’s a step-by-step guide on how to create a course in ShopXpert Academy. Your content will be well-structured, engaging, and easily accessible to learners.
- How to Create a Course From a Training NoteHere’s a step-by-step guide on how to create a course in ShopXpert Academy from a training note.
- How to Verify and Approve a Course TestReviewing the results submitted by users to ensure accuracy and determine if they meet the required standards for passing.
- How To Give An Employee a Chance To Re-Take Course TestBy following these steps, you can easily give an employee another opportunity to pass the test and complete their course.
- How To View Test ResultsHow to view your test results for a course in ShopXpert Academy
- How To Restrict Access To Academy Through DepartmentsRestricting access to a course in academy through departments involves controlling who can access specific courses or training materials based on their departme
Statuses
- Invoice Status - PaidThis is about explaining how to get the customer invoices status to show paid.
- How do Stages Statuses WorkUnderstand the meaning of each status.
- How do Job Statuses WorkUnderstand the meaning of each status and what triggers each of them
- Sales Order Statuses & How They Influence Jobs & TasksUnderstand the meaning of each status and what triggers each of them
- How do Estimate Statuses WorkUnderstand the meaning of each status and what triggers each of them
Still stuck?
Ask Tessa in chatEmail supportTessa can point you to the right guide, or bring in a ShopXpert teammate.