Difference between revisions of "Saasu App Configuration"
From Spiffy Stores Knowledge Base
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Saasu capabilities include sales, purchasing, inventory, payroll, CRM, point of sale, document and workflow management, global search and tagging. | Saasu capabilities include sales, purchasing, inventory, payroll, CRM, point of sale, document and workflow management, global search and tagging. | ||
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| + | == Logging On == | ||
| + | |||
| + | When you login for the first time, you will need to provide your Saasu account credentials. | ||
| + | |||
| + | You will need to provide | ||
| + | |||
| + | * Account Email Address | ||
| + | * Account Password | ||
| + | * Company File ID | ||
| + | |||
| + | The Company File ID can be determined by first logging into your account control panel from your browser. From the dashboard, click on the Settings Icon (Cogs) from the toolbar, and select '''Manage Subscription'''. Click on the subscription for the company that you are using for your Spiffy Store. On the '''Manage Subscription''' page, under the '''Files''' section, you will find a file name associated with your company. The '''File Id''' number is required for you to login from the App to connect to the correct Company File. | ||
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| + | == Initial Configuration == | ||
| + | |||
| + | The Saasu App must be configured before it can be used, in order to map the Saasu accounts to the exported data. | ||
| + | |||
| + | == Manual Exports == | ||
| + | |||
| + | == Automatic Exports == | ||
Revision as of 15:04, 30 January 2017
Saasu (http://www.saasu.com) is an Australian-owned company that develops online accounting software. It uses the software as a service distribution model. Saasu has offices in Sydney, Melbourne, Wellington and London.
Saasu capabilities include sales, purchasing, inventory, payroll, CRM, point of sale, document and workflow management, global search and tagging.
Logging On
When you login for the first time, you will need to provide your Saasu account credentials.
You will need to provide
- Account Email Address
- Account Password
- Company File ID
The Company File ID can be determined by first logging into your account control panel from your browser. From the dashboard, click on the Settings Icon (Cogs) from the toolbar, and select Manage Subscription. Click on the subscription for the company that you are using for your Spiffy Store. On the Manage Subscription page, under the Files section, you will find a file name associated with your company. The File Id number is required for you to login from the App to connect to the correct Company File.
Initial Configuration
The Saasu App must be configured before it can be used, in order to map the Saasu accounts to the exported data.