Sales
Handle orders, presales, discounts, buylist, customers, reports, accounting, and payment setup.
7 guides
Choose what you want to do
Each guide includes a quick start, common tasks, and fixes for common problems.
Orders
Manage Orders
Use Orders to review online, marketplace, pickup, shipping, completed, canceled, and refund-related order work.
Presale & Discounts
Manage presales, discounts, and promotional banners
Set advance-order rules, manage automatic product promotions, and control every storefront promotional banner from three clear tabs.
Buylist
Use Buylist
Use Buylist to review customer sell-to-store submissions, adjust offers, and complete accepted buys.
Customers
Manage Customers
Use Customers to look up customer profiles, order history, store credit, and contact details.
Reports
Use Reports
Use Reports to review store performance, sales history, buylist activity, customer activity, and exports.
Accounting
Use Accounting
Use Accounting to review financial accounts, entries, recurring entries, profit and loss, and balance sheet views.
Payment Setup
Use Payment Setup
Use Payment Setup to connect in-store and online processors and configure checkout stations, card terminals, receipt printers, and cash drawers.