Operations FAQ

Q. Why don't I see all of these screens? A. Operations tools are gated by your store's industry and plan, so your sidebar shows only the ones relevant to you. Change your vertical during onboarding or in Setup.

Q. How do repair tickets work? A. Open Repair shop, create a ticket for the item, track status and add parts + labour, then collect payment and print — parts pull from your inventory.

Q. What's a B2B quote? A. A saved, priced quote for a business customer that you can revise and track until they accept, instead of holding a POS order. See B2B quotes.

Q. What is loss prevention? A. A daily check that flags unusual refunds, voided sales, and register shortages for a manager to review. See Loss prevention.

Q. How do staff clock in? A. Everyone can punch in and out under Operations → Time clock. See Time clock. Shifts are planned separately, on the Staff schedule.

Q. Where do I track what I owe vendors? A. Under Finance → Vendor bills. See Vendor bills.

Q. Are there tools for my industry specifically? A. Yes — jewelry certificates, cannabis compliance, restaurant tabs/kitchen display, service records, and appointments all appear when they match your vertical.