The Sales CRM keeps products, customers, and orders in one place and rolls revenue into your analytics and financials.
- 1
Open the Sales screen
Today's Sales sits on top of recent orders, each with a payment badge.
Sales
Today's Sales
3 orders · $144
Orders
PaidFarmers market - 12 jars
$144
PartialCafe Lumiere - 2 cases
$96
UnpaidRoadside stand - 1 case
$48
New sale - 2
Manage customers and products
Reach Customers and the Product Catalog from the toolbar.
Customers
Search customers...Sarah K.
Retail - 6 orders
Cafe Lumiere
Wholesale - Net 30
- 3
Open an order for details
Items, totals, payment status, and a receipt.
Sale Details
Items
12 x 1 lb jar$144Subtotal$144Total$144Mark fulfilledMark as paidGenerate receipt
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