ERP - Specialised (Weighsoft)

It is possible to import a product Stock Take using the Depot Stock Take screen and a CSV.

How can I import Stock Takes?

How to Import new Suppliers into Roundsman using a CSV

How to import Suppliers

Why are  uploads via Customers/Imports/Import Orders showing Round not available skipping, when the round is available?

Import Orders Failing with Round not available skipping

How Do I import Standard Standing Orders?

Standard Standing Order Import

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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