Guides for common workflows
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- Guide · Jan 20, 2026
From Ingredients to Invoicing: The Whole Journey (Start to Finish)
A day-one walkthrough: set up supplies, recipes, and products, then fulfill orders and invoice customers with confidence.
- 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
Orders + Scheduled Orders: Taking Orders and Automating Recurring Ones
Create and fulfill orders, and automate recurring customers with Scheduled Orders.
- Guide · Jan 20, 2026
Sales: Recording and Reviewing Sales Transactions
Review completed transactions to understand what sold, to whom, and when.
- 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
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
Supplies (Ingredients + Packaging): Setting Up Inventory Items
Create ingredients and packaging items with correct units, costs, and on-hand so inventory and costing stay accurate.
- 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
Recipes: Building the “Truth” Behind Costing and Inventory Usage
Define ingredient requirements so costing, production, and inventory usage are accurate.
- Guide · Jan 20, 2026
Products: What You Sell (and How Production Uses Supplies)
Create finished goods, attach recipes, and record production so inventory and profitability stay accurate.
- Guide · Jan 20, 2026
Customers: Keeping Contacts Clean So Orders and Invoices Are Easy
Store contact and delivery details so orders, invoices, and follow-ups stay smooth.
- 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
Settings: Configuring the App to Match Your Workflow
Configure your organization, profile, notifications, and preferences so the app stays proactive.