User Guide

Getting Started

• Guide - Using Cybake
• Guide - Users & Passwords

Company Settings

• Guide - Screen Locking and Override Locking
• Guide - My Company / General / Addresses
• Guide - My Company / Pricing / Emailing / People
• Guide - My Company / Accountancy / Branding / Settings
• Guide - User Groups

Products

• NEW- Create a Product and Viewing/Editing Products
• New- Guide - Templating and Layouts
• Guide - Create a Product using the Product Wizard and viewing/editing your products
• Guide - Product Groups, Categories & Category Groups

Pricing

• New - Guide - How to use the Price Lists screen
• New - Guide - Pricing Setup

Customers

• Guide - Route Management
• Guide - Change Customer Active Status/Delete Customers
• Guide - Creating Customers
• Guide - Customer Addresses, People and Users
• Guide - Customer Category Groups
• Guide - Route Setup

Orders

• NEW - Guide - Credit Note Setup
• New - Guide - Credit Notes
• NEW - Guide - Adjustments
• Guide - Delivery Charges / Groups
• Guide - Product & Store Options for SBO
• Guide - Creating & Editing SBO Rules

See all 11 articles

Outputs

• NEW - Guide - Invoice Setup
• New - Guide - Invoicing Customers
• NEW - Guide - Using Delivery Notes
• NEW - Guide - Delivery Note Setup
• Guide - Output Grouping
• Guide - Business Intelligence

See all 9 articles

Transferring to Accounts - quickbooks

• Guide - USA quickbooks Setup
• Guide - UK quickbooks setup
• Guide - quickbooks Purchasing Setup
• Guide - Exporting Invoices, Credits and Purchases to quickbooks Online (API)

Transferring to Accounts - Sage

• Guide - Exporting Invoices, Credits & Purchases to Sage

Transferring to Accounts - Xero

• Guide - Setting up Xero (UK) to Integrate with Cybake
• Guide - Exporting Invoices to Xero

Integrations

• Guide - EDI Export
• Guide - EDI Import
• Guide - EDI Setup
• Guide - Creating a Wix Site
• Guide - Importing Orders From Wix

Recipes

• Guide - Food Information
• Guide - Recipes
• Guide - Setting up a Recipe to Print
• Guide - Packaging
• Guide - Labour and Overheads
• Guide - Preparation Sheets

Inbound/Cybake Shop

• Customer Guide - How to use Shop - Mobile
• Customer Guide - How to use Shop - Computer
• Guide - Cybake Shop - Customer Setup
• Guide - How to setup Cybake Shop
• Guide - Creating Inbound/Shop Users
• Guide - Shop/Inbound Product Templates

See all 8 articles

Outbound

• New - Outbound - Setup
• Guide - Creating & Assigning Drivers in Cybake
• Guide - Using Outbound

Purchasing

• Guide - Purchasing & Business Intelligence reporting
• Guide - Suppliers and Supplier Products

Stock

• Guide - Stock & Business Intelligence Reporting

Production

• Guide - Production

Basket Tracking

• Guide - Creating Baskets / Suppliers
• Guide - Basket Summary