Ready to get started? The videos below will take you through the core processes of the system, and account setup.
Additionally, you can sign up for our Intro Training Webinar Part 1 and Part 2 by clicking those links!
If you prefer to watch the webinars on demand, you can find recordings below:
Initial Training Webinar Part 1
Topics covered: Getting started, Store Settings, Managing Vendors, Managing Items, Setting Storages, Taking an Audit
Initial Training Webinar Part 2
Topics Covered: Placing Orders, Receiving Invoices, Processing Electronic Invoices
For the material from the above videos broken out by topic, see the videos below:
Logging in to Craftable and Navigation Panel basics
Managing your Vendors & Sales Reps
Adding and Managing Team Accounts
Learn how to add additional users and manage their permissions.
Store settings are where you can view and manage your Store Info, Categories, Storages, and Order & Invoice Notifications.
Placing Orders & Managing Items and Purchase Units
Submit orders using the Order Form and learn how to add additional ways you can buy your items from your vendor.
Please note: the steps to create new items and add new purchase units are only applicable for users with a local inventory, where your inventory is managed by your store and not at the Director level.
Invoices add to your inventory, update your Count Unit what you pay for each item you count) You can create invoices regardless of whether you order through Craftable.
Some users have electronic invoicing as part of their package with Craftable. If you aren't sure if you have electronic invoicing just look under the Invoices section of your Craftable navigation bar, if you see "Vendor Item Mappings" and "Vendor Invoice Issues" showing, then you have Electronic Invoicing. Please see the second video below for this process. If you do not see these pages available you should watch the video below titled "Manual Invoicing Process".
Manual Invoicing Process:
Electronic Invoicing Process:
Taking an Audit
You can take your inventory on the system by creating an audit on the system. You will learn how to create, complete and close an audit on the platform.
Have the POS integration?
Get booked in for a Recipe Building Workshop. (Note: POS Integration is included with all Premium and Pro level accounts).
Want to learn more?
Click here to book a session for further training on using the platform!
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