Operations

8 item(s)

• Guide · Jan 20, 2026

  Calendar: Seeing Orders, Scheduled Orders, and Events in One Place

  Use Calendar to plan upcoming work from orders, scheduled projections, and custom events.

• Guide · Jan 20, 2026

  Dashboard / Analytics: How to Read Your Numbers

  Use the Dashboard to understand sales, profitability, and inventory health at a glance.

• Guide · Jan 20, 2026

  Expenses: Tracking What You Spend (One-time + Recurring)

  Track operational spending so profit and reporting include more than just sales.

• Guide · Jan 20, 2026

  Invoices: Billing Customers and Tracking Payments

  Create invoices, send them to customers, and record payments to keep accounts receivable accurate.

• Guide · Jan 20, 2026

  Live Sales / Sales Sessions (Point of Sale): Running a Market Day

  Use POS for fast checkout and Sessions to group event sales and track assigned vs sold.

• Guide · Jan 20, 2026

  Orders + Scheduled Orders: Taking Orders and Automating Recurring Ones

  Create and fulfill orders, and automate recurring customers with Scheduled Orders.

• Guide · Jan 20, 2026

  Purchases: Recording Vendor Bills and Receiving Supplies

  Record vendor bills and post purchases to update inventory and costing history.

• Guide · Jan 20, 2026

  Sales: Recording and Reviewing Sales Transactions

  Review completed transactions to understand what sold, to whom, and when.