• Managing Products & Services in COUNT

  Efficiently managing your products and services in COUNT is crucial for maintaining accurate inventory levels, pricing, and sales data. This article will guide you through the available options and actions in the Products & Services listing page, helping you to stay on top of your stock, pricing, and service details. The Products & Services listing page displays the following columns to provide a comprehensive overview of your inventory and services: Name This column displays theSome readers

• How to Add a Vendor in COUNT

  In COUNT, keeping an organized and up-to-date list of your vendors is essential for seamless financial tracking and operational efficiency. By adding vendors to the system, you can easily manage payments, track purchases, and maintain accurate records. Here’s how to add a vendor to your COUNT account in just a few steps. Step-by-Step Guide to Adding a Vendor Navigate to the Vendors Page Start by heading to the Contacts & Products section from your dashboard. Here, you’ll find aFew readers

• Managing Contractors in COUNT: Everything You Need to Know

  COUNT gives you a powerful, streamlined interface to manage contractors with ease—from onboarding and compliance tracking to time entry and payment summaries. Whether you’re handling one contractor or a full remote team, here’s how you can manage it all inside the People & Contractors section. Overview of the Listing Page The People & Contractors page is your central dashboard to view and manage all workers—including Employees, Contractors, Volunteers, Donors, and Others.Few readers

• Managing Contacts in COUNT

  In COUNT, managing contacts and products is made easy with dedicated pages for People, Vendors, and Customers. Each page provides relevant information in an organized table, allowing you to quickly update details or take action as needed. Here's how you can manage these sections effectively. People & Contractors The People section allows you to track all individuals associated with your business. The page has six tabs to organize contacts as follows: All People, Employees, Contractors, DFew readers

• How to Add a Customer in COUNT

  Managing your customer database effectively is a key element of running a successful business. In COUNT, adding a new customer ensures that you can manage their billing, sales, and tax information effortlessly. This guide will walk you through the steps to add a customer, allowing for accurate record-keeping and smooth communication. Step-by-Step Guide to Adding a Customer Navigate to the Customers Page From the dashboard, head to the Contacts & Products section. Here, you willFew readers

• How to Add a Product or Service in COUNT

  Adding products and services in COUNT ensures your catalog is well-organized and easy to manage. Whether you're selling physical goods or offering services, this step-by-step guide will walk you through setting up items, assigning prices, and ensuring accurate tracking of inventory and sales. Step-by-Step Guide to Adding a Product or Service Navigate to Products & Services From the main dashboard, go to Contacts & Products Products & Services. Click "Add a Product or SerFew readers

• How to Add People or Contractors in COUNT

  In COUNT, contractors are handled slightly differently from traditional vendors to give you better tracking, tax reporting, and workforce management. Understanding Contractors vs Vendors When you add a Contractor in COUNT, you're not just creating a vendor record—you’re also creating a person profile that helps you manage compensation, tax information, and time tracking (if needed). Here’s how it works: Dual Record Creation: When you add a contractor, COUNT creates both a VFew readers

• Importing Customers or Vendors

  Importing your vendors or customers into COUNT saves you from manually entering data and ensures a faster onboarding process. By uploading a .csv or Excel file, you can quickly bring your entire database into the system with minimal effort. This article will guide you through the step-by-step process of importing vendors or customers. Step-by-Step Guide to Importing Vendors or Customers: Navigate to the Relevant Page Start by heading to either the Vendors or Customers sectiFew readers