Video Guides
Explore the Knowledgebase
Guides and videos are available to help you navigate all of PromoSoft's features. Browse the frequently asked questions or search for a specific topic below:
Ordering blanks without over-buying
Ordering blanks without over-buying
How to track screen printing production without a whiteboard
How to track screen printing production without a whiteboard
QuickBooks for promotional products shops: what syncs and what does not
QuickBooks for promotional products shops: what syncs and what does not
Where do I manage goals, commissions and Sales Reporting?
Where do I manage goals, commissions and Sales Reporting?
What settings are available in Settings?
What settings are available in Settings?
How to manage Purchasing & Receiving of goods for each order?
How to manage Purchasing & Receiving of goods for each order?
How do I handle Invoicing?
Invoicing and getting paid without chasing
What is the customer's Public View?
What is the customer's Public View?
How do I manage the Fulfillment Queues?
How do I manage the Fulfillment Queues?
How do I create a Quote?
Creating Quotes
How do I change the logo?
Branding your shop: logo, colours and what your customers see
Can I offer ACH and Credit Card Payments?
ACH vs credit card payments: what each one costs your shop
How do I share the Customer's order page?
Giving customers an order status page instead of answering the phone
How do I create a Purchase Order?
Creating Purchase Orders
How do I create an Order?
Creating Orders
How do I create a Customer?
Creating Customers
What is the general process workflow for fulfilling an order?
Understand the concept
How do I manage Items?
Build your own catalog or import brands
How do I create a Vendor?
Managing blank suppliers and decorators you outsource to
Don't take our word for it.
I did 149 invoices TODAY!! Without the QuickBooks integration, I would have been here until doomsday copy and pasting
We are all hands on deck with production since the PromoSoft integration, and appreciate the customizations. THANK YOU!
We could not haved scaled without the PromoSoft system, it has been absolutely essential to our growth.
