Admin guides

Getting started

• 1 - Set up your iCompleat company
• 2 - Set up iCompleatBuy
• 3 - Create your first order
• 4 - Sending invoices to iCompleat
• 5 - Process your first invoice

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Managing your suppliers

• Advanced settings for suppliers
• Map & unmap supplier defaults as an Admin

Billing & subscription

• Manage your billing & payment details
• Upgrade from your free trial
• Manage your Compleat subscription

Finance systems

• Connect to AccountsIQ
• Connect to NetSuite
• Connect to Sage 50 (UK edition)
• Connect to Sage 50 (US Edition)
• Connect to Sage 200

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Universal Connector

• Upload and manage your reference data
• Enable the Universal Connector

iCompleatBuy

• Get your YPO credentials for iCompleatBuy
• Get your Browns Books credentials for iCompleatBuy
• Get your Lyreco credentials for iCompleatBuy
• Get your Amazon Business credentials for iCompleatBuy

Company customization

• Create events
• Customize layouts
• Customize users
• Customize workflows
• Customize order settings

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