There are several tools that can change and enhance your SeeBiz Inventory experience. Let’s discuss them one by one.
Feature Navigation Sidebar
The Feature Navigation Sidebar is used to seamlessly jump from one feature to another with a simple click.
You can expand or minimize the Feature Navigation Sidebar by clicking on the arrow.
Pro Tip: You can click on the “+” icons next to the features to create new pages, e.g. clicking on the “+” icon next to Invoices will take you to the invoice creation page.
Our team at SeeBiz Inventory is always ready to help you with your queries and problems. To get in touch with us, use the “Contact Us” section to fill out the necessary information. Here’s how to do it.
Click on the “?” icon in the top right corner of the screen.
Fill out the form with your name, email, company, and message so that we can directly reply to your queries.
You can also contact us by using the information on the right side of the screen.
The Shortcut Bar will help you quickly add entries to a specific category in SeeBiz Inventory.
To access it, click on the “+” icon next to the SeeBiz Inventory logo. Here, you can add entries in the general, sales, and purchase categories.
Pro Tip: The “Shortcut Bar” and the “+” icon next to features in the navigation sidebar can be used interchangeably.
Here’s how you can use the search bar to look up specific things.
Click on the “Category” part of the search bar to select the section you want to search in.
For example, if you wish to search for a specific customer, select contact and enter the contact’s display name, last name, first name, company name, email, work phone, or mobile number.
SeeBiz Inventory will show all the search results related to your keyword.
To quickly access the system settings, you can click on the “Settings” icon in the top-right corner.
Here, you can directly access a specific system setting module and change it.
To learn more about system settings, check out this guide.
The control panel can be accessed from the top-right section of the main window. This will give you access to account settings and even allow you to switch between multiple organizations.
In the “Control Panel”, you can perform the following actions to your SeeBiz Inventory account.
- Change the username, phone number, and password of your account by clicking on “My Account”.
- Sign out of your account by clicking on the “Sign Out” button.
- Add another organization by clicking on the “+” button next to “My Business”.
- Switch between organizations by clicking on the organization name from the list.
When you make a new account, you’ll be running on a free package by default. This package has limited functionalities. We recommend switching to a paid subscription to enhance your experience.
By clicking on the “Upgrade” link, you’ll be able to view all the subscription packages and upgrade to a more suitable one.