Settings
Company data, users and permissions, number ranges, channels and settings windows.
Guides
- GuideSettings window per areaWhere each setting lives – the settings window of each area and company administration under the gear icon.
- GuideNewMultiple companies in one tenantRun several legal entities in one allverto account – with their own sender details, bank account, letterhead and document numbers, but shared items, warehouses and customers.
- GuideCompany details, logo and e-invoiceMaintain the sender details for invoices and other documents, and set up bank details, the small business scheme, company logo, email sender and the e-invoice format.
- GuideNewTaxes & languageThree 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).
- GuideNumber rangesSet prefix, suffix, digits and next number for orders, invoices, customers, debtors and other documents.
- GuideNewSetting up email sendingConnect your own mailboxes via SMTP or Microsoft 365, assign them per company and purpose, and check sent emails in the sending log.
- GuideCurrenciesWrite quotes, orders and invoices in foreign currencies – with daily ECB rates, company rates, the rate locked on the transaction and accounting in euros.
- GuideNewEmail templatesDesign 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.
- GuideInvite users, roles and permissionsInvite staff by email, assign roles, lock access and create your own roles with the right permissions.
- GuideNewSingle sign-on (SSO)Set up, test and enforce sign-in with your company account at Microsoft Entra ID, Google Workspace or your own OpenID Connect provider.
- GuideNewOwn database (Flotte plan)On 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.
- GuideNewFirewallAllow sign-in only from office and VPN networks, block IP addresses, review failed sign-ins and unlock locked accounts.
- GuideNewImport/Export (CSV and Excel)Import 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.
- GuideConnect shops and marketplacesConnect WooCommerce, Shopware 6 and Shopify shops as well as the Kaufland and OTTO Market marketplaces to allverto, understand how orders, stock, shipping and cancellations are synced, set up mappings and item upload, and manage channels.
- GuideConnect AmazonConnect your Amazon seller account (EU marketplaces) to allverto via Seller Central – orders, FBA orders, stock, prices, shipping confirmation with tracking number and automatic invoice upload.
- GuideConnect eBayConnect your eBay seller account (ebay.de, ebay.at, ebay.co.uk and other eBay marketplaces) to allverto via the eBay sign-in – orders, stock and prices of Inventory API listings, shipping notifications with tracking number.
- GuideCustom fieldsCreate additional fields for orders, quotes, line items, customers, items and categories – with type, group, options and required flag.
- GuideSet up printers and print agentDefine per workplace which printer invoices, delivery notes, labels and lists go to – without a print dialog, using the allverto print agent for Windows, Mac and Linux. Plus the advanced output for many documents at once.
Reference
- ReferenceSecurity, automatic sign-out and profileSet up automatic sign-out after inactivity, password rules, expiry and two-factor authentication, and manage your password, email address and signed-in devices in your profile.
- ReferenceDocuments, transaction colours and payment methodsTransaction statuses, header and footer text templates, transaction colours and payment methods with payment terms, cash discount, shipping before payment, dunning and fees for quotes, orders and invoices.
- ReferenceChange logSee who changed what and when – as a table with period, area, search, jump to the record and CSV export for auditors.
- ReferenceSystem log and error IDFind errors quickly – with the error ID from the error message, filters for period, area and severity, details and CSV export.
- ReferenceSync overviewAll automatic syncs at a glance – shops and marketplaces, returns, item upload, listings, shipment tracking, payment accounts, subscriptions, automations, exchange rates and JTL import – with interval, last and next run, status and actions.
- ReferenceAPI and webhooksConnect external systems via the allverto API – API keys with their own permissions, endpoints under /api/v1, pagination, idempotency and signed webhooks.