Tutorial Videos

All tutorial videos are embedded directly on the page they belong to, so you'll find them together with the matching written guide. This page serves as an overview: click a title to jump straight to the video on its help page.

Introduction Video

Dashboard

• SaleVali Dashboard
• Overview of top customers and top products
• Viewing reports with comparison data from previous months
• Viewing sales reports by market/country

Orders

• SaleVali Orders
• Order information from the marketplace
• Viewing all orders on one page
• Creating new orders
• Copying orders
• Can I complete orders all at once?
• Viewing payment information for orders
• Viewing orders without an invoice
• Handling incorrectly set VAT rates in orders
• Creating a shipping label
• Creating several labels for one order at once
• Creating return labels

Documents

• Sending documents to customers by email
• How do I send documents to the customer by email?
• Creating discount amounts
• Creating an invoice manually
• Viewing invoice details
• Copying an invoice
• Creating pro forma invoices
• Creating invoices from offers
• Creating special offers for customers
• Sending offers to customers
• Converting offers into orders
• Creating credit notes
• Creating a delivery note and sending it to the customer
• Removing orders from the screen

Customers & Suppliers

• SaleVali Customers
• SaleVali Suppliers

Integrations

• SaleVali Integrations

Import / Export

• SaleVali Export
• SaleVali Import

Reports

• Viewing sales reports