Guide

Finding your way around

There are four buttons at the bottom, and they never change: Home, Customers, Stock, Documents. From anywhere in the app, one of those four takes you back to somewhere you know.

The Home screen is not a menu: it is what you need to do today.

• Create & send is the big button in the middle. Quotes, orders and receipts all start there. It is big because you will use it twenty times a day.
• Get paid opens the QR code: your customer scans it and pays.
• Urgent documents and Unpaid documents are two short lists at the bottom. They appear on their own when something is waiting for you, and disappear when nothing is.

If there is no list at the bottom of the Home screen, nothing is broken: it means you have nothing outstanding.

There is no hidden menu. Everything you can do is behind one of those four buttons or inside the card you are looking at: if you are hunting for something, it is not in a side menu, because there is not one.

Stock levels

Counting units is optional. Plenty of shops do not need it: if you sell services, or if the goods are right in front of you.

Turn it on for an item and the app keeps count and tells you when it is running low.

The threshold is the number below which an item becomes "low stock". It does not block anything: it just changes colour, so you notice before you hit zero.

Setting the status by hand. You can write "out of stock" or "to order" even if you still have units: it is your own note, and it wins over the colour of the label.

Blocking at zero

There is an extra checkbox: do not let me sell it when it is at zero. It is for people who will not promise goods they do not have, because backing out in front of a customer costs more than a missed sale.

When it is on, the item cannot be added to a document if there are none left. And the count is on what is left: if you have one and you have already put one in the document, the second will not go in.

What it does not do

• It is off by default. Updating the app will not leave you with a warehouse that refuses a sale you never asked it to refuse.
• It does not block people who do not count units. If you have not turned stock on for that item, sell as many as you like: the app has no number to tell it they have run out.
• "Out of stock" written by hand does not block. The block looks at the number, not the label: if the number says five, there are five.

Urgent documents

The problem. You send a quote, the customer says "I'll let you know", and two weeks later it is out of your head. That quote was a sale.

Marking a document urgent keeps it at the top of the Home screen until you remove it. It is not a notification and it does not make a sound: it is a short list you see every time you open the app.

How to set it. Open the document in the archive and tap the alarm clock. You can do it on any document, at any time.

How to remove it. Tap the crossed-out alarm, from Home or from the archive. If you do it by mistake, an Undo appears for a few seconds.

A document also leaves the list on its own when it stops making sense: a quote that has been accepted or has expired is not waiting for you any more.

What it does not do

• It does not send anything to the customer. Urgency is your reminder, not a chaser: the customer never sees it, not on the document and not in the message.
• It does not expire by itself after a while. It stays until you remove it, or until the document changes status.