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The Document Definition for Purchase Orders specifies how purchase orders generated from Surface Solutions are structured in terms of content and appearance. As with other document types (e.g., offers or invoices), all standard information can be maintained ce...

In the document definition for emails, you can specify how the automatically generated emails from Surface Solutions are structured by default when sending documents such as invoices, offers, or orders. These settings enable consistent and professional communi...

Through the document definition in Surface Solutions, you can control the contents of all automatically generated documents within your organization.Here you define how invoices, offers, orders, and emails look, which information is included by default, and ho...

In Surface Solutions, you can centrally manage, edit, and create new customers.You can access the customer page via Tools and Settings → Customers. There, you will find an overview of all existing customers in your organization. Customer Overview The custome...

Depending on your version, this function may not yet be activated. Please contact your account manager for more information. In Surface Solutions, customer data can easily be exported and re-imported using a CSV file.This allows both the backup of existing cu...

The Customer Management feature in Surface Solutions serves as the central hub for maintaining and organizing all customer information.Here, master data is managed, new customers are created, and existing data is updated or exported.Customer data forms the fou...

Registration for Surface Solutions is done via the website surface-solutions.comClick the button “Try for free” to access the registration form. In the registration form, enter the following information: Email address First name Last name ...

After successful registration and the first login, the user is automatically guided through the setup process. The goal of this step is to fully configure the company profile so that Surface Solutions can correctly configure all functions and documents. The se...

The chapter “Registration and Setup” describes the introduction to Surface Solutions – from creating a new user account to fully configuring the company profile. First, it explains how to register via the website, activate your account, and then log in to the...

Under Manage Suppliers, you will find an overview of all suppliers registered in the system. Using the button "Add Supplier", you can create new suppliers and record their master data. Master data includes name, address, contact details, and optional internal ...

To create a new purchase, navigate in the main menu to the "Purchase" section and click the "Create Purchase" button. You will then be guided step by step through the purchase process. 1. Select Supplier In the first step, select the desired supplier. The li...

The Material Requirements page allows you to review the materials needed for your purchases and directly generate the optimal purchases. You can access this page by selecting "Tools & Settings" in the main menu and then clicking on "Requirements List". The in...

The supplier and purchase management in Surface Solutions serves as a central hub for organizing all supplier information, purchases, and material requirements.Here, you can create suppliers, manage their articles and batch sizes, create purchases, and monitor...

The inventory management in Surface Solutions is the central tool for maintaining, monitoring, and organizing all materials and colors used in your company. It ensures that materials are always available, correctly calculated, and that stock levels are managed...

The inventory management in Surface Solutions serves as the central hub for maintaining and organizing all materials and colors in your company. It forms the basis for calculations, offers, orders, and automated requirements determination. In inventory manage...