Getting started with MetaKocka
Initial MetaKocka setup, subscription and terms of use.
Order Management
Order processing, automation, customer notifications, address editor, returns and analytics.
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Adding B2B Customer in Order Management
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Adding order (manual entry) - Order Management
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Adding terms and conditions of use
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Order management - Use installments for COD payments
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Order Management - Component printout on the invoice
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Order Management - mark incorrect orders as Problems
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Mandrill - API key
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Mandrill templates - dynamic content
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The procedure of activating sending via Mandrill
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Address editor - process of reviewing and editing recipients' addresses
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Address Editor - Settings and usage
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Address editor - types of validation
Online stores
Connecting online stores and marketplaces, and syncing orders, products and stock.
Delivery services
Delivery service integrations, labels, shipping and settings.
Fulfillment App
The app for fulfillment centers and warehouses that work for several clients.
Sales
Products, price lists, customers, offers, invoices, e-invoices, fiscal registers and retail.
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CRM - adding a new customer/recording of an agreement
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Overviewing and adjusting reminders
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Integration of CRM module with Google Calendar
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Add an Offer
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Printing List of issued invoices - for the period:
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Add a Sales order, Print and Send order confirmation
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Refund/replacement for product on an Invoice (Domestic or Foreign invoices)
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Add a Credit note (financial, goods)
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Printing dunning letters for nonpayers
Purchasing and warehouse
Purchasing, warehouse documents, stocktaking, mobile scanner and work orders.
Accounting and finance
Data exchange with accounting, bank, cash register, Intrastat, taxes and travel orders.
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Setting up the Exchange accounts (v2)
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Receiving data for accounting services
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Questions - configurations
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Cash register - deposit and cashier closure
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Bank - importing bank statement
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Bank - creating a package of payment orders for online banking (payments to suppliers)
Settings and integrations
Company, users, documents, email, data import, API and other integrations.
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How to add my signature and stamp to documents?
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Adding a background for output documents
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Firefox - printing issues - document title cut off
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Importing categories for products
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Products - change
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Importing data (products, price lists, partners, categories)
