Common Workflows

Step-by-step walkthroughs for everyday business tasks

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Two ways to get things done

Each task below can be completed in two ways:

  • Manual: Follow the written steps below to navigate the app yourself. Best when you're already familiar with the process and want full control.
  • Guided Workflow: Use our interactive Workflows feature for a step-by-step wizard that walks you through each task with forms, validation, and automatic data entry. Look for the "Use Guided Workflow" link on any card that has one.

Purchasing & Inventory

Purchasing Supplies

Record a purchase from a vendor and update your inventory levels.

  1. 1. Navigate to Purchases and create a new transaction
  2. 2. Select or add the vendor you purchased from
  3. 3. Add line items with quantities, costs, and units
  4. 4. Choose a payment method and save the purchase
  5. 5. Inventory quantities are automatically updated
Do it manually Use Guided Workflow

Performing a Stocktake

Count your physical inventory and reconcile it with your records.

  1. 1. Navigate to Stocktakes and start a new count
  2. 2. Select the location to count
  3. 3. Enter actual quantities for each item
  4. 4. Review the variances between expected and actual
  5. 5. Confirm the stocktake to update inventory levels
Do it manually Use Guided Workflow

Production & Recipes

Creating a Recipe

Define the ingredients, steps, and equipment needed to make a product.

  1. 1. Navigate to Recipes and create a new recipe
  2. 2. Add your ingredients with quantities and units
  3. 3. Define step-by-step instructions with optional durations
  4. 4. Specify any equipment needed
  5. 5. Save to calculate your production costs automatically
Do it manually Use Guided Workflow

Running Production

Record a production run that consumes ingredients and produces finished goods.

  1. 1. Navigate to Production Runs and start a new run
  2. 2. Select the recipe you want to produce
  3. 3. Set the batch size and any lot/batch tracking info
  4. 4. Confirm the run to deduct ingredients from inventory
  5. 5. Finished goods are added to your stock automatically
Do it manually Use Guided Workflow

Sales & Delivery

Recording a Sale

Log a sale to a customer and track revenue and inventory changes.

  1. 1. Navigate to Sales and create a new transaction
  2. 2. Select or add the customer
  3. 3. Add the products sold with quantities and prices
  4. 4. Choose the payment method and confirm
  5. 5. Revenue is tracked and inventory is deducted
Do it manually Use Guided Workflow

Pricing Your Products

Use cost data to set profitable prices across your product line.

  1. 1. Review your cost of goods on the product detail page
  2. 2. Set up pricing tiers in Settings for wholesale/retail
  3. 3. Generate a Price List report for your catalog
  4. 4. Adjust prices as ingredient costs change
Do it manually Use Guided Workflow

Period Management

Inventory Transfers

Move stock between your business locations.

  1. 1. Navigate to Transfers and create a new transfer
  2. 2. Select the source and destination locations
  3. 3. Add items and quantities to move
  4. 4. Confirm the transfer to update both locations
Do it manually Use Guided Workflow

End-of-Period Review

Run reports and reconcile your records at the end of a period.

  1. 1. Perform a stocktake to verify physical inventory
  2. 2. Review the Income Statement for the period
  3. 3. Check the Profit & Loss report for overall performance
  4. 4. Export data for your accountant if needed
Do it manually Use Guided Workflow