Welcome to the Consultant Office Knowledge Base

Contacts

3 articles in this Topic

• How do I add a new contact
• Importing Contacts from Beautinet
• Sample Product & Contacts Excel & CSV files for manual importing

General

9 articles in this Topic

• Consultant Office Referral Program
• Do you have a phone number I can call?
• Help Desk Hours
• How do I reactive my account?
• Internet Explorer 7 (Windows) Clearing Cache & Cookies
• Internet Explorer 8 (Windows) Clearing Cache & Cookies
• Internet Explorer 9 & 10 (Windows) Clearing Cache & Cookies

See all articles in General →

Inventory

14 articles in this Topic

• Borrowing product from another consultant
• How can I assemble a set?
• How do I break up a Celebration set?
• How do I create a favorite product list?
• How do I enter my beginning inventory?
• How do I import my order(s) from BeautiNet?
• How do I see the transaction history for a product in my inventory?

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Money

3 articles in this Topic

• How do I add expense types?
• How do I add & track my commissions or extra income?
• How do I track my mileage?

Reports

6 articles in this Topic

• Contact Type
• Customer Purchase Trends
• Explain the Tax info Report
• Missing Info
• Sales by Customer
• Upcoming Birthdays & Anniversaries

Sales

2 articles in this Topic

• Add a total invoice discount to an invoice
• How to create an invoice

Settings

2 articles in this Topic

• How do I add or change my Title?
• How to get Spanish version of Consultant Office