SpinLessPlates – How To Delete All Your Data

Whether you’ve entered data to simply test out your system or whether you just want to start afresh, you can delete all your entered data or just one specific module with the click of a button. Just complete these steps (or watch the video below) to see your reports. The data selected has been permanently…

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CRM For Small Business – Custom Lists

Manage your data efficiently with SpinLessPlates using custom list views. See the details you need to make key decisions within your small business. It lets you easily and quick to create custom lists in any module showing only key data you want to see. Simply just complete these steps (or watch the video below) Your…

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SpinLessPlates – How To Import Using CSV Files

Enter existing data into SpinLessPlates by using our .csv import feature. To import your data please follow these steps (or watch the video below). You can upload images from this tab also. Make sure that the product images are names as per the product SKU code. If you have multiple images make sure the main…

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SpinLessPlates – How To Link To KashFlow

Link SpinLessPlates to your online accounting software KashFlow. To link to KashFlow please follow these steps (or watch the video below). NOTE: KashFlow does not allow us to automatically update the nominal accounting codes so you have to manually ensure that these codes match where applicable.

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SpinLessPlates – How To Link To Xero

Link SpinLessPlates to your online accounting software Xero. To link to Xero please follow these steps (or watch the video below). NOTE: Xero does not allow us to automatically update the nominal accounting codes so you have to manually ensure that these codes match where applicable.

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SpinLessPlates – How To Edit Your Lists

Speed up entering repeat data by using the lists function. Edit or add entries to your lists simply and quickly in SpinLessPlates. To edit your lists please follow these steps (or watch the video below). You can save lots of time by systematising your data entry in SpinLessPlates.

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Scheduling Software Small Business

In the purchases module SpinLessPlates has a scheduling tab that ensures each purchase your business makes runs a smooth as clockwork. You can create a custom schedule in your My Details module under the Schedules tab. To use the scheduling software small business owners please follow these steps (or watch the video below). SpinLessPlates’ scheduling…

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CRM Email Templates – How To Edit Email Templates

SpinLessPlates allows you to customise standard emails that can then be used in quotes, sales, purchases and invoices. To edit the CRM email templates to read as you like please follow these steps (or watch the video below). SpinLessPlates’ custom CRM email templates lets you systematise and simplify regular communications with you customers and suppliers.…

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Purchase Order Software For Small Business – How To Edit A Purchase Order

Once an purchase order has been added, it is easy to amend using SpinLessPlates. Edit your purchase order details by following these steps (or watch the video below). SpinLessPlates’ purchase order software for small business owners lets you manage all purchases and expenses incurred by your business. It lets you concentrate on enjoying your business…

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How To Set Up The Background On Your PDF Documents

You can upload a background for your quote, sale, invoice and purchase document easily in the My Details window. Just follow the simple guidelines below. Note: If you would like to add yours T&Cs as the last page of your document lay these out as an A4 PDF file and upload via My Details.

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