Find a guide for your job

Start with the job you need to do. Each guide explains the steps, the result to check, and what to do if you get stuck.

Set up your store

  1. Add a yard or branch, then set staff access.
  2. Set up a register and choose printers and slips.
  3. Add products and stock. Check the selling unit and cost.
  4. Set up taxes or connect TaxJar.
  5. Set up delivery fees, then add your trucks and schedule drivers.
  6. Set up customer email and texts. Connect QuickBooks when you are ready.

Price your products

  1. Set your base prices and shared price books.
  2. Compare Retail, Contractor, Wholesale, and custom tiers.
  3. Assign a customer's tier or negotiated prices.
  4. Set up earned tiers and check who qualifies.
  5. Set volume discounts, or run a sale or quantity offer.

Take an order

  1. Create an order and take payment.
  2. Create a delivery order and check its fee.
  3. Create a Will Call order for later pickup.
  4. Split one order across pickup, Will Call, and delivery.
  5. Save a quote before the customer buys.
  6. Collect a balance, return goods, or correct a payment.

Run the yard and office

  1. Plan and dispatch deliveries. Load and start a route.
  2. Receive stock and record supplier bills.
  3. Clock in and out, then set pay periods for hour reports.
  4. Close the register, review the day, and send statements.
  5. Find a sent order email. Review QuickBooks sync.

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