Welcome

This is the handbook for Epic 360. It walks through the work you do every day: selling, getting paid, shipping, buying, keeping stock, and handling service.

You do not have to read it in order. Open the topic you need from the left, or use search.

If you are new

Start with Create your account, then activate it from the email we send. After you can log in, set up your company — name, addresses, logo — so invoices look like you.

The free plan is enough to look around. When you need more users, more customers, inventory, email, or card charging, change your plan and turn a module on.

If you already sell

A typical week looks like this:

1. Add a customer and what you sell.
2. Create an invoice (or a quote first).
3. Ship if the line is something that leaves the building.
4. Record the payment.

Contracts, credits, purchase orders, and cases have their own pages when you get there.

If you keep stock

Inventory is optional. Turn the module on, add a warehouse, mark the items you track, then receive and count.

Stuck on a screen?

Lists, filters, CSV, and the counts in the header are explained in Find your way around.