Setup & Admin FAQ

Q. How do I start taking card payments? A. Connect a processor under Setup → Payments. Once connected you can take cards at the counter and on your online store.

Q. How do I bring my existing data in? A. Setup → Import data loads items, customers, and starting stock from a spreadsheet — the fastest way to get set up.

Q. How do I add a teammate? A. Setup → Team → Invite, enter their email, and pick a role. See Team & roles.

Q. Where do I manage my plan and invoices? A. Setup → Billing — the Plans & Modules tab has your stores, users, add-ons, and optional Messaging and AI plans; the Invoices tab shows your next scheduled charge and every past receipt. See Payments & billing.

Q. Will I be able to change my plan in the iOS app? A. No. The iOS app is coming soon to the App Store, and billing stays on the web only — the app has no purchases. Sign in at app.retaileros.ai in a browser to change your plan.

Q. How do AI features get paid for? A. Through an AI plan on Setup → Billing → Plans & Modules: AI Lite ($19.99/mo), AI Plus ($49.99/mo), or AI Max ($99.99/mo). Every plan unlocks all AI features and adds credit to your AI wallet each month; unused credit carries over, up to three months' worth.

Q. Can I connect other tools? A. Yes — Setup → Marketplaces connects Amazon and eBay (paid add-ons), Setup → Online store shows your Google Shopping and Meta product feed URLs, Setup → Accounting connects QuickBooks Online, and admins can use API keys and Webhooks under Setup for custom integrations.

Q. Is there a record of changes? A. Yes — the Audit log (/audit) and System events tab track what happened and who did it.