Chris Muench
Articles
Recent activity by Chris Muench
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Categories, tags and manufacturers
Categories give your catalog a hierarchy, tags add free-form labels that cut across it, and manufacturers track brands. All three power the register grid, price rules, reports and ecommerce sync. A...
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Starting your free trial
Sign up for a 14-day free trial — no credit card needed — choose your store URL, and sign in as the admin. When you're ready to keep the store, use the Update Billing Information button in the app;...
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Store accounts and credit
A store account lets a customer buy now and pay later. Charge sales to the account with the Store Account payment type, set credit limits per customer, take payments against the balance, and email ...
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Locations and registers
Each location holds its own address, logo, tax defaults, payment processor, Twilio and PrintNode setup, and per-location stock, cost, and price. Registers belong to locations — create one per check...
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Receiving stock
Open Receivings, pick the supplier, add items with cost and quantity, then Finish to update stock. Suspend unfinished receivings, return stock in Return mode, edit or clone completed ones, and turn...
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Deliveries and shipping
Attach a delivery to a sale (or create one standalone), set dates and a delivery employee, and move it through statuses that can email or text the customer. Calendar views, shipping rates, and ZIP-...
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Registers and cash management
Enable Track Cash In Register (and other tenders) in Store Config, choose your register at the sales screen, open it with a counted amount, log cash in and out during the day, and close by counting...
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Custom fields
Every major record type — customers, suppliers, employees, items, item kits, sales, receivings, and work orders — supports up to ten custom fields. Configure them from the module's ellipsis (...) m...
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Field configurations
Field configurations let you hide unused fields and mark others as required on the main data-entry forms, and reorder or hide the columns on the sale and receiving item grids. The item form has a l...
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Updates and new versions
Updates are applied to your cloud store automatically — no downloads, no maintenance window, no wizard. The Change Log in the account menu lists what each release changed, the sign-in screen shows ...
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