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Product documentation for the Pulse business platform.
Pulse connects your catalog, customers and fulfilment in one place — products, contacts, accounts, deals, sales orders, work orders and delivery. These guides cover every screen your team touches, with the validations, the field limits and the walkthroughs that show exactly what happens when you press Save.
Each guide is written from the live product — real screens, real validation messages and short walkthroughs, so a new starter can follow it without someone sitting beside them.
Single products and groups, tags, pricing, stock and transaction history.
Read the guideThe people you deal with, each tied to the account they belong to.
Read the guideCustomer and company records — where the sales flow starts.
Read the guidePipeline and opportunities, with contact roles and line items.
Read the guideLine items, payment schedule, invoices and change orders.
Read the guideManufacturing and fulfillment — teams, time tracking and serials.
Read the guidePacking, box and package tracking, and delivery verification.
Read the guideUser roles, teams, approval workflows, audit logs and your profile.
Read the guide