Frequently asked questions

What happens when I clear the demo data in the trial?

Which Tidy product is the best for when we only need to manage time, materials and track the resources onto projects?

I am about to buy a new computer. Is your system compatible with Macs?

How do I clear all the inventory so I can test out my trial?

Shall I clear my own data in the trial when I want to purchase the product?

Can you resend my activation email for my trial?

Which plan is best for my business?

What are the differences between the user roles?

Is there an app?

What is the exchange rate update that Tidy puts into the software? Does Tidy update it daily, weekly, etc.?

Can I delete a user?

How do I delete all my data as a customer?

How do I change a user password?

How do you deal with my stock lists ensuring the most up to date are uploaded?

Where do I log in to my account?

How do I reset my password?

How many users can I have? How much does each user cost?

I want to sign up, but my trial has expired. What do I do?

What is the notice period for cancellation?

How and where can our customers view the details of their subscription?

How can customers submit a feature request for the Tidy application?

Can you confirm that we are not locked in after trial and can cancel at any time?

How long will I receive support after signing up and how much does it cost?

We're a non-profit organisation, are there any special pricing plans available?

How do I update my payment card information

What subscription currency do I select?

How do I upgrade/downgrade my subscription?

Can we integrate with Shopify?

Can we have 'add ons'/ codes/ input boxes? We have too much information to fit into the description boxes?

Do you link to WooCommerce?

Can TidyStock be integrated with WordPress for an eCommerce platform?

What will I do because QuickBooks Desktop is being discontinued?

Do you link to ebay for inventory management?

Does Tidy connect to a Point-of-Sale terminal?

Can import be done via excel/ csv sheet? Or does it need to be done manually?

Is it sensible to upload all products before assembling a product?

Is there a way I can send an invoice to two email addresses in one go?

Can I purchase stock in foreign currency in TidyStock?

Can I copy and paste line items for speed and ease of use?

Will the product items be able to have multiple discount codes on customer invoices?

Can the Tidy engineers turn managed items on and off in the future?

How Tax Rates Apply to Sales Orders?

Where can I find the keywords for packing slips?

Will manually changing the code of a project item update all related items, such as Purchase Orders and Invoices, in TidyEnterprise?

Why can't I split orders and make child orders? any items I wish to invoice later are being invoiced immediately.

How do I submit a query through chat support?

Why can’t I see the customers screen/ list?

I can’t login, it says my email and password are incorrect?

Why is my screen freezing, I have to log out and log back in?