Ambivo ERP User Guide
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Ambivo ERP: User Guide
A chapter-by-chapter user guide for Ambivo ERP, written for sales operations, finance, and renewals teams who manage orders, products, payments, and vendor workflows.
Each chapter stands on its own. Use the order below for a first read; jump straight to a topic when you have a specific question.
Orders & Invoicing
| Guide | What it covers |
|---|---|
| CRM-008: Orders and Invoices | View and manage orders and invoices linked to CRM accounts and contacts |
Products & Payments
| Guide | What it covers |
|---|---|
| CRM-009: Products and Commissions | Product catalog in CRM, quote line items, and commission calculation on closed deals |
| CRM-023: Payments, Subscriptions, and Billing | Stripe, PayPal, Wise, invoices, subscriptions, and payment processing in Ambivo |
Vendors & Renewals
| Guide | What it covers |
|---|---|
| CRM-028: Vendors, Bills, and 1099 Tracking | Manage vendor accounts, pay bills, track 1099 contractor data, and commission-to-vendor automation |
| CRM-029: Installed Base, Purchase Orders, and Renewals | Track contracts and equipment, manage renewal desk and purchase orders, and run the full buy-side renewal flow |
Reading Order Suggestions
Sales operations: Read CRM-008, CRM-009, CRM-023. Orders, products, commissions, and payment processing for day-to-day sales.
Finance or AP: Read CRM-028, CRM-023. Vendor bills, 1099 tracking, and subscription billing.
Renewals desk: Read CRM-029, CRM-008. Installed base, purchase orders, and renewal workflows.
Conventions Used in This Guide
- Bold names refer to UI elements (buttons, fields, screens).
- code-style refers to internal field names or values.
- Quoted values refer to user-facing labels.
- Each guide ends with Common Questions, Tips and Best Practices, and Related Guides.
Reporting Issues With This Guide
If something here is wrong, out of date or unclear, email support@ambivo.com. We fix documentation quickly.