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195 guides and references covering every part of allverto. In the app, F1 or the question mark opens the matching page.
/orCtrl K
Area
Type
Areas
- Getting started12 topicsHow allverto is structured, how to use it, windows, tables and filters.
- Sales19 topicsOrders, quotes, invoices, customers, subscriptions and returns.
- Items17 topicsCreate items, prices, characteristics, attributes, images and videos.
- Warehouse13 topicsWarehouses and bins, goods receipt, picking, stocktaking and stock transfers.
- Shipping11 topicsPrint labels, ship orders, connect DHL and DPD.
- Purchasing8 topicsSuppliers, purchase suggestions, purchase orders and shopping list.
- Production6 topicsBills of materials, production orders, planning and production on a tablet.
- Finance11 topicsOpen items, payment matching, dunning, DATEV and OSS.
- POS14 topicsSet up the POS, sell, close the register and TSE.
- Warehouse app38 topicsThe mobile warehouse app: goods receipt, putaway, picking, packing, stocktaking.
- Fulfillment3 topicsConnect merchants and fulfillers in the fulfillment network and work together.
- Automations3 topicsIf-then rules for orders, customers, items and more.
- Reports3 topicsDashboard, standard reports and custom reports.
- Time tracking7 topicsRecording working time, breaks, vacation and absences, flexitime balance, approvals and the German Working Hours Act.
- Settings24 topicsCompany data, users and permissions, number ranges, channels and settings windows.
- Sales channels1 topicConnect shops and marketplaces – e.g. your own allverto shop with catalogue, stock and orders.
- Moving from JTL5 topicsTransfer data from JTL-Wawi – via the Wawi REST API or the database.
Getting started
- allverto at a glanceHow allverto is structured – areas, header, sidebar, windows and settings at a glance.
- Registering your company, trial period and subscriptionRegister your company with allverto, review and activation, 30-day trial period, taking out the subscription, paying by bank transfer or SEPA direct debit, overdue payments and cancellation.
- Several tenants – switching and adding a new tenantWork in several tenants with one account, switch via the tenant menu and create another tenant of your own with proof.
- Copying and moving between tenantsNewCopy or move items and orders from the current tenant into another tenant you are also a member of – with preview, mapping of master data and a log in both tenants.
- Using allverto: menu bar, search and keyboard shortcutsMenu bar with area menus, quick launch for POS and warehouse app, left sidebar, command search with Ctrl+K, switching tenants, colour scheme and the most important keyboard shortcuts.
- Windows: move, detach, remember sizeOrders, items, customers and documents open as windows – this is how you move, minimise, maximise and detach them.
Popular
- Enter an orderCreate an order manually – choose the customer, enter line items, set payment and shipping, save.
- Create an invoice and send it as an e-invoicePrepare invoices as drafts (pro forma invoice), finalise them, send them by email as a PDF with e-invoice (ZUGFeRD or XRechnung), record payments and send reminders – including down payment and collective invoices.
- Create an itemCreate a new item with item number, name, price and stock data – step by step in the item window.
- Create warehouses and generate storage binsCreate warehouses, set the default warehouse, generate storage bins with the generator, assign bin types, lock bins, maintain fixed bins and calculate the walking route.
- Posting goods receipts (in the warehouse app)Post delivered goods against a purchase order or freely – in the warehouse app, with scanner, bin suggestion and partial deliveries, in standard and WMS warehouses.
- Setting up and opening the POSCreate, clone, move and deactivate branches and POS registers, set up devices, payment methods with colour and cash drawer, receipt template with receipt design, quick keys, TSE and operators per POS, receipt number range, assign POS permissions and register the device.
- Selling at the POSHeader with name dropdown and menu, the Favourites, Items, Misc. and Deposit tabs, item info, scanning and quick entry quantity*code, assigning customers, transaction and receipt number, parking, splitting and clearing receipts, exchange on the receipt and the cash balance at a glance.
- Create and test an automationAutomate recurring tasks – with a "When … and only if … then …" flow, a test run on real data and a log.
- Migrating from JTL-Wawi: how it worksTake over all data from JTL-Wawi into allverto – number ranges, master data, customers, stock and documents. Process, routes and schedule at a glance.
New in allverto
- Copying and moving between tenantsNewCopy or move items and orders from the current tenant into another tenant you are also a member of – with preview, mapping of master data and a log in both tenants.
- Team chat: groups and direct messagesNewWrite to your team right inside allverto – groups per department, direct messages, mentions, reactions, attachments and links to orders, items and customers. With bell, sound, “Do not disturb” and retention.
- Contacting support: chat and ticketNewHow to reach allverto support directly from the app – in a chat with the AI assistant and staff, or by ticket, in your language.
- Marketplace listingsNewCreate listings for Amazon, eBay, OTTO Market and Kaufland directly from allverto, with templates for many items, category and attribute mapping, price and quantity rules – then transfer and end them.
- Marketplace messagesNewAnswer buyer messages from Amazon, eBay and Kaufland in one inbox – with order, reply deadline, reply templates, translation and “Send message via Amazon”. Including how to set up the Amazon mailbox.
- CRM – Activities and contactsNewLog notes, calls, emails and meetings per customer and see them in a timeline together with quotes, orders, invoices, shipments, returns and messages. With contacts and normalised phone numbers.
- CRM – Tasks and follow-upsNewCreate, assign and complete tasks with due date, reminder and priority for customers, contacts, orders, quotes and invoices. With reminders in the bell and a tasks icon in the header.
- CRM – Telephony with Placetel, NFON and sipgateNewConnect your phone system, recognize callers while the phone rings, call back with one click and log every call automatically. Setup per provider, extension assignment, data protection and retention periods.
- VouchersNewSell multi-purpose vouchers or create them manually, manage codes and remaining balances, and redeem vouchers on orders, at the POS and in shops – including partial amounts.
- Vouchers in shopsNewallverto as the central voucher account – redeem vouchers from the POS, invoices or created manually also at the WooCommerce and Shopify checkout, with one shared remaining balance, reservation and synchronisation.
- Categories and category master dataNewCreate categories in the category tree and maintain them in the category window – sort number, visibility and discount per customer group, online shops and POS, descriptions per language, attributes, custom fields and category images.
- Description, translations and SEONewFormat the short description and description with the text editor – headings, lists, tables, links and images –, maintain translations and set SEO details.
- Images and videosNewUpload and sort images, videos and YouTube/Vimeo links on an item, set the main image and maintain title, alt text and thumbnail.
- Attributes and function attributesNewAttributes as name/value pairs for shops and marketplaces – defined centrally with value type, language and channel; plus allverto's function attributes such as google_kategorie.
- Variants (parent and child items)NewItems in several versions as in JTL-Wawi – a parent item with variations (colour, size …) and one child item per combination with its own item number, its own stock and inherited master data.
- Bills of materials (sets)NewBill-of-materials items as in JTL-Wawi – a set of components without its own stock. Availability, reservation, picking and shipping are handled via the components.
- Configurable items (configurator)NewConfigurable items as in the JTL configurator – a base item for which components from groups are chosen when selling. With mandatory groups, quantities, preselection, price rules and sub-lines in the order.
- Units and base priceNewCreate sales units (piece, carton …) with a UN/ECE code for e-invoicing and units of measure for the base price under the PAngV, and assign them to items.
- Batches, best-before dates and serial numbersNewRecord batches with best-before date and serial numbers, post issues automatically by FEFO, check best-before dates, block or write off batches and trace them all the way to the customer.
- Your own shipment tracking pageNewYour own shipment tracking page with your company's logo and colour – no login, a secure link per shipment, linked in shipping emails and to shops.
- Price requestsNewRequest prices, lead times and minimum quantities from several suppliers, compare the replies and turn the best reply directly into a purchase order draft.
- Overdue deliveries and delivery remindersNewKeep an eye on overdue purchase orders and remind suppliers with a delivery reminder – individually, for several purchase orders or automatically.
- Purchase listNewCollect items to reorder on a shared list – by scanning, from purchase suggestions, the item list or from missing quantities of orders – and create purchase orders per supplier from it.
- Supplier returnsNewSend goods back to suppliers – create a return, announce it to the supplier (RMA), send the return slip, book it as shipped and record a credit note or replacement.
- Production appNewA dedicated app for terminals and tablets at the workstation – sign-in by badge or PIN, work queue, setup, production, pause with reason, good and scrap quantities, material by scan, documents, inspection steps, malfunctions and shop floor overview.
- Provide material for productionNewIn the warehouse app, bring components of released production orders to the staging bin of the work centre by scan, or issue them directly to the order.
- Customise the dashboardNewBuild your dashboard from more than 40 widget types – move, resize and configure them, create several dashboards and set defaults per role.
- Setting up time trackingNewBooking and switching on the time tracking add-on, company settings, permissions for managers, fixed working hours, federal state and vacation entitlement per person.
- Recording working timeNewAutomatic start at sign-in, prompt before your working hours begin, break, resume and end of work in the header, warehouse app and POS, signing out and times stopped automatically.
- My times, corrections and month-end sign-offNewTarget and actual hours per day, week and month, flexitime balance, notes under the Working Hours Act, requesting a correction, signing off the month and the working time record as PDF or CSV.
- Vacation and absencesNewRequest vacation, sick leave, special leave, time off in lieu and unpaid leave, half days, approval via the bell and email, vacation account with carry-over and the team calendar.
- Team overview and approvalsNewFor managers – who is working or on a break right now, monthly overview of all people, approving requests, confirming months, maintaining working hours and vacation per person and exporting for payroll.
- Working Hours Act: what allverto checksNewBreaks after 6 and 9 hours, a maximum of 10 hours a day, 11 hours of rest, work on Sundays and public holidays, automatic break deduction and public holidays per federal state.
- Data protection and works councilNewWho sees which times, no health data, log and retention, notes on the works council's co-determination rights when introducing time tracking.
- Multiple companies in one tenantNewRun several legal entities in one allverto account – with their own sender details, bank account, letterhead and document numbers, but shared items, warehouses and customers.
- Taxes & languageNewThree tabs – Tax rates & OSS (EU rates with "valid from", OSS and delivery threshold, warehouses abroad), Tax classes & tax types and Languages (item texts, interface and document language).
- Setting up email sendingNewConnect your own mailboxes via SMTP or Microsoft 365, assign them per company and purpose, and check sent emails in the sending log.
- Email templatesNewDesign the subject and text of emails for quotes, invoices, dunning letters, purchase orders and more yourself – with placeholders, per company and language, linked to print templates.
- Single sign-on (SSO)NewSet up, test and enforce sign-in with your company account at Microsoft Entra ID, Google Workspace or your own OpenID Connect provider.
- Own database (Flotte plan)NewOn the Flotte plan your company's data is stored in its own database – at no extra charge. How it is set up, what the move means and how to see the status.
- FirewallNewAllow sign-in only from office and VPN networks, block IP addresses, review failed sign-ins and unlock locked accounts.
- Import/Export (CSV and Excel)NewImport items, prices, stock, customers, suppliers and orders from CSV or Excel files, export any data as CSV and fetch supplier stock automatically – just like with JTL-Ameise.
Can’t find what you need? Email us at info@techneo.berlin.