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Practical working guides for the counter, workshop and office. Start with the task you are trying to finish.
5 guides
Orders & money
Take a quote through to an invoice.
Check customer identity, line details, approval and payment state before issuing a commercial document.
Open guide →Glass specifications
Check a glass order before production.
A practical review of dimensions, orientation, processing and the approved drawing.
Open guide →Till & payments
Close a till without hiding a discrepancy.
Reconcile the opening float, recorded sales, actual cash and provider payments.
Open guide →Stock & purchasing
Receive stock against the right purchase order.
Keep supplier orders, receipts, locations and discrepancies connected.
Open guide →Bookings & delivery
Hand a booked job over to delivery.
Separate the appointment, the goods that are ready and the delivery evidence.
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Access & onboarding
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Screen names and available actions depend on your workspace version, modules and staff permissions. These guides explain the checks around a task; your onboarding covers the exact setup.