Help Center

ERP

Documentation, guides and answers to get more from Upnify.

Search articles by title

How to cancel sales documents and understand their inventory and financial effects

Before deleting an order or cancelling a document, check its links to invoicing, receivables, and fulfillment to avoid unexpected transactions.

Prepare a proposal with the right products, quantities, and commercial terms, then convert it into an order when the customer approves.

Organize a company\u2019s details, legal entities, and contacts, and understand how they relate to CRM records.

Record the approved order, find its fulfillment order, and review what happens before confirming an inventory issue.

See what you can change on an ERP order, how to add or correct products, and which dates belong to related documents.