Some data types accept headers and lines in the same file. For example, the PO data type (Purchase Orders), will export PO headers and PO lines into the same file. You can use the same format to import. Header and […]
Archives: Knowledge Base
Importing Product Suppliers
Many new ApeksOPS sites need to import their product suppliers. ApeksOPS has a special datatype to make this easier, called “ProductSupplier”. Export this datatype per the instructions above, then fill in the Supplier Name column for each product, and then […]
Data Types
Use the export page above to see a complete list of data types. Most of these are self-explanatory, except for the following: Cluster This holds inventory balances per Product per Location Avenue This holds Supplier-specific data per Product […]
The Basics
ApeksOPS lets you update or create most of its data by importing from Excel spreadsheets. The format is exactly as for exports, so the best way to obtain a template to use for your import data is to do an […]
Summary of Steps to Set Up VAT
These are the basic steps you need to perform to set up for VAT:
VAT Notes
Goods that you purchase may fall into three categories: So that ApeksOPS can separate these, set up Exempt and Zero-rated as “Additional tax classes” in your WooCommerce Tax settings: You will need to set the VAT rate (e.g. 20%) for […]
Purchases
ApeksOPS calculates and collects tax information on purchases. When you enter a product on a Purchase Order line, ApeksOPS defaults the Tax % from your WooCommerce Tax settings. You can alter this on the Purchase Order line if needed. When […]
Sales
Tax on sales is handled by WooCommerce. Information on sales tax is shown on some ApeksOPS pages and reports.
Customizing the Dashboard
You can design multiple dashboards for different purposes (e.g. you might have a sales dashboard and a purchases dashboard). Each dashboard can have as many tiles as you like. To create a dashboard, go to ApeksOPS > Dashboard > Configure […]
Built-in Dashboard
This is an example of what can be done and is a useful overview that will cater to many situations. The dashboard is designed to be tailored to meet your exact needs. To show the Dashboard, go to ApeksOPS > […]
