Set up a location
Enter the company details, currency and operating locations. Create an item with a unit and price, then check which location can sell it before recording the first sale.
Make a point-of-sale transaction
Look up an item or scan its barcode, check quantity and price, then select the payment method. For a return, find the original sale and identify the exact lines being returned.
Manage staff and documents
Before preparing payroll, reconcile clock entries with schedules and approved leave. When sharing a document, check the recipients and their permissions. Use the calendar to find team tasks and reminders.
Produce from a recipe
Define the finished product, ingredients and units. For a batch, calculate the required quantities, record actual materials consumed and compare the output with the planned yield.
Find a guide
Open the help centre for illustrated module instructions. If a task is blocked, open a ticket in Account and subscription under Support. Include the page link and the message shown. Help centre.