Walkthrough

What the Help Site Is For

Use the Help Site to:

• Learn how the inventory system works
• Follow step-by-step walkthroughs
• Troubleshoot common issues
• Understand features and terminology
• Find answers without contacting support

The Help Site is available 24/7 and is the fastest way to get help.

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Getting Started

Accessing the Help Site

You can open the Help Site by:

• Clicking Ctrl + ? inside any module of the inventory system
• Visiting the Help Site URL directly https://help.ftsware.com/index.html

No login is required unless you are viewing role-specific content.

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Finding Information

Using the Search Bar

The search bar is the quickest way to find answers.

Search examples:

• Create an Item
• Run an Report
• Create a Purchase order

Use simple keywords rather than full sentences.

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Browsing by Category

Help articles are organized into categories such as:

• Getting Started
• Cabinets
• Purchase Orders
• Reports
• Installation

Click a category to see all related articles.

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Using Walkthroughs and Guides

Step-by-Step Walkthroughs

Walkthroughs provide clear instructions for completing tasks.

Each walkthrough includes:

• What the feature is used for
• Step-by-step instructions
• Tips and best practices

Follow the steps in order for best results.

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Troubleshooting Problems

Common Issues Sections

Most help articles include a Common Issues or Troubleshooting section.

Use this section to:

• Resolve errors
• Fix Network Issues
• Setting up new cabinets

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Learning the System from Scratch

If you are new to the system, start with:

1. Getting Started Guide
2. Create a New Item
3. Add Unit of Measure
4. Add an item to a location
5. Creating Purchase Orders

These guides are designed to be followed in order.

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Using Related Articles

At the bottom of most pages, you’ll find Related Articles.

Use them to:

• Learn next steps
• Explore advanced features
• Understand how features connect

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When to Contact Support

Contact support if:

• The Help Site does not resolve your issue
• You experience system errors
• You need account or permission changes

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How to Contact Support

• Reach out to your local Account Manager
• Reach out to your local Vending Team

Include screenshots or error messages for faster assistance.

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Tips for Using the Help Site Effectively

• Bookmark frequently used articles
• Search before contacting your local support team
• Follow walkthroughs step by step

All help sections can be downloaded in PDF Manual at the bottom of the help site

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The Help Site is here to make managing inventory easier and more efficient.