Matricle | User guide

Matricle Help Center

Getting started

System initialization

E-commerce website initialization

System Settings

Company settings

Homepage settings

Category settings

Freight settings

Import products by CSV file

Create a single product

Create a combined product

Product overview

Make return from a sales order

Create a sales order

Sales order overview

Cancel sales order or quote

Create a quotation & add attachment

Create an invoice from a sales order

Invoice overview

Import customer by CSV file

Create a customer

Create User Group

Customer overview

Add Purchease Order

Adding Category

Branch Transaction

How to sync data to Xero

Verifone POS connection

User Group Setting

Warehouse guide

Add warehouse staff

Sales representative guide

Pay commissions to sales representatives

Create a sales rep account

Get accounts receivable & value of goods

Import customer by CSV file

Select "Customers" -> "View all"

1. Click "Export", download a CSV template.

2. Fill the CSV file with customer info, click "Customer import", then submit CSV file.