How can we help?
Find clear answers, step-by-step guides, and practical tips to help you get more from SalesBinder.
Browse categories
Getting Started
Some tips on what to do first after you've activated your new account.
Browse articlesAccounts
Customer & prospect accounts. Everything you should know.
Browse articlesInventory
All things related to managing your inventory, explained.
Browse articlesDocuments
Everything you need to know about invoices, estimates, sales orders, POs, and packing lists.
Browse articlesReports
Explanations for all things related to reports.
Browse articlesSettings
Explanations about how to change all of your settings and what they do.
Browse articlesIntegrations
Everything related to our integrations platform. How each integration works, how to set it up, and use it.
Browse articlesMobile App
Everything explained relating to using our SalesBinder iPhone App on iOS.
Browse articlesGeneral
General articles with miscellaneous tips and tricks.
Browse articlesRecently updated
Zapier – Overview
Zapier is an online automation tool that connects popular apps, such as Gmail, Slack, MailChimp, and over 7000 other web services. Connect two or more apps to automate tasks without relying on developers to build integrations.
- Zapier
- Integrations
Changing the auto-incrementing numbering sequences
Manage your numbering sequences for all different types of records and choose what the next auto-incrementing number will be.
- Accounts
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
Setting up custom fields for all types of data
Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.
- Accounts
- Custom Fields
- Purchase Orders
- Invoices
- Sales Orders
You created your new SalesBinder account, now what?
Congratulations on setting up a new SalesBinder account and migrating your business’s management system to the cloud! This guide should help you gain a better understanding of what to do next now that your account is successfully activated.
- Getting Started
- Customers
- Prospects
- Inventory Categories
- Settings
- Video Tutorials
Inventory management overview
Inventory management inside SalesBinder is done automatically for you. Your stock levels will automatically decrease and increase based on actions you complete in the system. Here's a breakdown how this all happens.
- Inventory
- Getting Started
Setting up inventory item variations
SalesBinder supports some powerful “Item Variations” features. This allows you to setup items with any number of varying attributes such as size, color, location, etc.
- Inventory
- Variations
- Attributes
- Video Tutorials
Popular topics
Jump directly to a collection of articles by topic.
Still need a hand?
Our friendly support team is ready to help you find an answer.