Quick Start

Welcome and thank you for being an Easy Shop Tracker customer! This quick start should get you up and running with the application. To learn all the features in depth we suggest you read through all the sections bellow.

Create a quick invoice

Click on the invoices section on the left navigation.

Click on Add Invoice on the top right corner of the screen.

Under Bill To, click on the dropdown and click on Add Customer

Enter a full name for a customer: "John Smith", a phone number, "2223334444" and an email, "[email protected]". Click OK.

By clicking OK you just created a customer named John Smith in your database. Now on the item list for your invoice click on Add Part > Quick new Part

On the Quick New Part form enter "Oil Filter F150" for name, $10 for price and 1 for Qty. Check the Add to Inventory checkbox. Then click on Add to my invoice.

Clicking on Add to my invoice with the Add to Inventory checkbox activated will add the line item to your invoice and add the part to your inventory database. Click on Save.

Click on Print next to the save button at the top right corner.

This will generate a PDF and download it so that you can print the invoice you just created and give it to your customer. For more on create invoices go to the invoice's section of this documentation.