Support Home

Welcome to the Fast2Task support documentation. Browse the articles below, or use the search at the top of the page.

Getting Started

How Documents Flow Through Fast2Task How quotes, sales orders, purchase orders, work orders, shipments and invoices connect.

Working with Document Lines The line editor shared by quotes, orders, invoices and credits.

Fulfillment Sources Explained Stock, purchase order, work order, kit and non-stock, and when to use each.

Printing and Sending Documents Generate PDFs, email or share them, and control templates per client.

Document History and Undo Undo changes, browse revisions, and restore earlier versions.

Taxonomies Organise resources with categories, groups and hierarchies.

Quotes Create and send quotes, and convert accepted quotes into sales orders.

Understanding Sales Orders What sales orders are and how they move from new to invoiced.

Fulfilling Sales Orders Fulfill lines from stock, purchase orders, work orders, kits or non-stock.

Dispatch, Shipments and Invoicing Pack items onto shipments, print packing slips, and invoice deliveries.

Invoices and Credits Create, send and manage customer invoices, and issue credits.

Understanding Purchase Orders Creating purchase orders and the draft-to-invoiced lifecycle.

Receipting Goods Track inbound shipments and receive goods into stock locations.

Supplier Invoices and Landed Costs Record supplier bills and build true landed product costs.

Understanding Work Orders Setup, sourcing, production and costing: how the phases fit together.

Bills of Materials Reusable recipes (steps, tasks, materials and outputs) for work orders.

Setting Up a Work Order Build from a Bill of Materials or by hand: steps, tasks, materials and outputs.

Sourcing Materials Fulfill material requirements from stock, purchase orders or other work orders.

Production, Completion and Costing Track time and materials, record outputs, and close with true costs.

Stock and Inventory Basics Stock locations, quantities on hand, transactions, costing and pick lists.

Stocktakes Count stock with count sheets, review variances, and post adjustments.

Reports Guide Which report answers which question: sales, production, inventory and people.

NFC Tags Recommended NFC tag chips and how Fast2Task uses them.

NFC Device Support Browser and device compatibility for NFC scanning and writing.

Fast2Task Desktop Mate Companion app for desktop email integration.

If you can’t find what you’re looking for, contact our support team at [email protected].