Get started with Compeat?
A general 3-step process is presented in the Setup Overview help topic, which then focuses on the second general step: Setting Up Accounting, and the 4 sections of steps needed there.
Set up inventory?
See Inventory Setup Overview. This is the third general step from the Setup Overview topic; the Inventory Setup Overview help topic covers the 3 sections of steps needed.
Monitor my most important items on a daily basis?
Visit the Compeat Support Website for additional information on this topic and more.
Set up Compeat so I can make non-sales adjustments to inventory?
The Inventory Adjustments Setup help topic lays out the 4 steps needed to set up inter-store transfers, and the 2 steps necessary to activate waste and donation adjustments.
Synchronize my POS system with the fields of the DSR screen?
Go to the General Procedures for POS Integration help topic to see the 6-step method of DSR/POS synchronization that needs to occur, regardless of the brand of POS system.
Know how much of today's prep item batches to make?
A 5-step process of prep-to-shelf functionality is covered in the Prep Items Overview help topic.
Reconcile my bank statements?
The Reconcile Bank Statements help topic covers in detail the steps to verification of the funds in any bank account.
Establish a commissary entity?
The 4-step process of commissary setup is covered in the Commissary Overview help topic.
Create a branch restaurant very similar to an existing restaurant?
You can automatically duplicate a lot of restaurant information by following the procedure of the Copy a Restaurant help topic.
Set up Accounts Receivable?
The 4-step method establishing house account functionality is detailed in the Accounts Receivable Overview help topic.
Automate the ordering process with Compeat?
Using par levels allows Compeat to suggest order amounts based on current inventory. The Create a Suggested Order help topic describes methods by which you can use suggested ordering.
Setup emailed vendor orders?
Orders can be emailed to vendors directly from Compeat to a vendor in PDF format. There are a few initial configurations that need to be made in order to use this functionality. See Configuring Compeat for Email Orders for more information.
Initiate an electronic interface with a vendor?
Submit a Vendor Interface Request, after logging in with your Compeat.com username and password. If you don't have these, simply request them from support.
Install Compeat's add-ins into Excel?
Compeat has an .XLA file of eXcellent financial functions that enhance your Excel spreadsheet capabilities. The process of installing this file into Excel is covered in the help topic Installing the eXcellent Financial Functions.
Get started with Compeat Mobile?
There is a Compeat Mobile Tutorial available on the Downloads section of the Client Login area at www.compeat.com. There is additional documentation in this help under Inventory > Inventory Counts > Compeat Mobile.
Make electronic payments to vendors?
Visit the Compeat Support Website for additional information on this topic and more.
Do Multi-Currency Financial Reporting?
Compeat Advantage has the ability to report in U.S. dollars, information posted in the general ledger in a foreign currency using eXcellent Financial Functions. Multi-Currency Reporting provides more information about this capability.
Setup Daily Report Subscriptions?
Daily Report Subscriptions allow you to auto-generate an email to subscribed users with an entity’s Daily Sales, General Notes and Maintenance Notes. See the instructions here.