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Getting started Your first day in Owlvix ERP, the dashboard and the basics. First steps Your team and modules Tips and security Your first look around Sign up and confirm your email Set up your company profile and logo Change document numbering 9 guides · 9 videos View all →

Finance & Accounting Chart of accounts, journal entries, bank reconciliation and reports. Basics Day-to-day bookkeeping Bank Reports Assets and budgets Your books at a glance Use and extend the chart of accounts Record an expense Post a journal entry 11 guides · 11 videos View all → Sales & Invoicing Customers, quotations, invoices, payments and reminders. Customers and prices Invoices Quotations Payments and credits Settings Add a customer Create and send an invoice Create and send a quotation Let customers accept and sign quotations online 14 guides · 14 videos View all → E-Invoicing Government e-invoice formats and QR codes. Setup E-invoice formats Set up e-invoicing Download an e-invoice (Peppol XML) Print the ZATCA QR code on invoices 3 guides · 3 videos View all → Tax Returns Tax rates, VAT and GST returns from your books. Prepare and file a VAT or GST return Pay your tax and the tax lock date 2 guides · 2 videos View all → Inventory Products, stock levels, moves and valuation. Products Stock Lots and serial numbers Add a product Sell a product in sizes and colours Print barcode labels Receive stock 10 guides · 10 videos View all → Purchases Suppliers, purchase orders, receipts and bills. Suppliers Ordering Bills and returns Add a supplier Ask for prices and place a purchase order Receive goods from a purchase order Enter a supplier bill and pay it 6 guides · 6 videos View all → Multi-Warehouse Several warehouses, transfers and locations. Add a warehouse Move stock between warehouses See stock in each warehouse 3 guides · 3 videos View all → Manufacturing Bills of materials and production orders. Bills of materials Production Create a bill of materials Plan a manufacturing order Produce a manufacturing order Handle component shortages 4 guides · 4 videos View all → Point of Sale The register, sessions, receipts and cash. The register Selling Receipts and refunds Open the register Sell at the register Give a discount at the register Sell to a customer with their own prices 7 guides · 7 videos View all → E-commerce Store Your online shop, orders and payments. Shop setup Orders Open your online shop Put products in your shop Confirm, invoice and ship online orders Take card and PayPal payments in your shop 5 guides · 5 videos View all → Company Website Build and publish your company website. Build your site Visitors and products Publish your website Edit your pages and blocks Add a page to your website Add your logo and brand colour 6 guides · 6 videos View all → CRM Leads, the pipeline and follow-ups. Pipeline Deals Use the pipeline board Add a deal Plan calls, meetings and follow-ups Win a deal and send a quotation or invoice 6 guides · 6 videos View all → Helpdesk Support tickets from your customers. Customer side Tickets Settings Let customers send requests from your support page Work through tickets on the board Reply to a customer or add an internal note Set response targets and helpdesk settings 5 guides · 5 videos View all → Appointments Online booking pages and your calendar. Setup Bookings Create an appointment type Set working hours and days off Your online booking page Manage bookings 5 guides · 5 videos View all → Rental Rent out equipment, returns and late fees. Setup Orders and schedule Billing Set rental prices Create a rental order Check availability on the rental schedule Record a pickup and a return 5 guides · 5 videos View all → HR Management Employees, contracts, leave and documents. Employees Leave Employee self-service Add an employee Keep employee documents and expiry dates Set up leave types and balances Approve or refuse leave requests 11 guides · 11 videos View all → Attendance Check-ins, timesheets and overtime. Checking in Records and reports Check employees in and out View and correct attendance records Fix a missing check-out Read the monthly attendance report 5 guides · 5 videos View all → Payroll Pay runs, payslips and salary rules. Setup Pay runs Payslips Set up allowances and deductions Run the monthly payroll How part months and unpaid leave are paid Approve a pay run 8 guides · 8 videos View all → Expenses Expense claims, receipts and approvals. Setup Expense claims For employees Set up expense categories Approve or refuse expense claims Pay back an expense claim Claim your expenses (employees) 4 guides · 4 videos View all → Recruitment Job posts, applicants and interviews. Jobs Applicants Create a job opening Your careers page Move applicants through the stages Plan interviews and email applicants 5 guides · 5 videos View all → Projects Projects, tasks and timesheets. Projects and tasks Time and money Create a project Plan the work on the task board Log time on a project Track project costs and profit 5 guides · 5 videos View all →

Admin & settings Company settings, team, roles, security and numbering. Team and roles Company Security Notifications and your data Add a user to your team Turn add-ons on and off Create a role with view-only or full access Company details and logo on your documents 10 guides · 10 videos View all → Billing Your plan, add-ons, invoices and payment methods. Your plan Payments Your plan, users and bill Subscribe and pay by card Change your plan, billing cycle or number of users Cancel, resume, invoices and your card 5 guides · 5 videos View all →

FAQ & troubleshooting Quick answers and what to do when something goes wrong. Login and access Money, stock and dates Your data and help Forgot your password or lost your phone? Why can't I add or change anything? (view-only access) Why is a module locked or "not in your plan"? I didn't get the email 10 guides · 10 videos View all →