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Create Workflows
11 articles in this collection
Create Workflows
Create your first order
To create your first order navigate to Orders -> Sale Orders and click on Add…
Written by: eswap_gh
Last Update: October 24, 2024
Ship your first order
You’ve 2 options to mark orders as Shipped in eSwap. Mark as Shipped manually…
Written by: eswap_gh
Last Update: January 10, 2025
Cancel your first order
To cancel an order you need to navigate to the Orders page and click on…
Written by: eswap_gh
Last Update: January 21, 2025
Refund your first order
Once an order has been paid you can easily Refund it. Go to the orders…
Written by: eswap_gh
Last Update: January 21, 2025
Getting Started
Choose or Change Base Currency
After creating a new account in eSwap, we’ll suggest you confirm your base currency which…
Written by: eswap_gh
Last Update: January 21, 2025
How to Add Your First Integration
To install a new integration you need to go to Apps. Here you can see all…
Written by: eswap_gh
Last Update: January 28, 2025
Configure tax types
To configure tax types you need to navigate to Settings ->General -> Tax Types. Here…
Written by: eswap_gh
Last Update: January 28, 2025
Configure Payment Methods
You can configure Payment methods from Settings -> General -> Payment Methods. Here you can…
Written by: eswap_gh
Last Update: January 28, 2025
Configure your General Payment Terms
You can configure Payment Terms from Settings -> General – > Payment Terms. Here you…
Written by: eswap_gh
Last Update: January 28, 2025
How to Clear Demo Data
After creating your account, we’ve added some tasks and demo data to help you explore…
Written by: eswap_gh
Last Update: January 28, 2025
Configure SMTP or Gmail API
To give SMTP configurations you need to navigate to Apps go to Email tab or …
Written by: eswap_gh
Last Update: January 28, 2025