Manage your business with practical digital tools
Learn how to record sales, manage inventory, organize customers, issue invoices, track expenses, and understand your reports.
12 guides in Business Tools
How do I use the business dashboard?
Understand sales, expenses, collections, orders, inventory alerts, and pending actions.
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How do I add and organize products?
Create products, services, variants, categories, prices, photos, and availability.
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How do I record a sale?
Create a transaction, select a customer, apply discounts, and record the payment method.
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How do I manage inventory?
Record received stock, sales, adjustments, damaged products, transfers, and current quantities.
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How do I set a low-stock alert?
Choose a reorder point and receive alerts when inventory runs low.
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How do I track batches and expiration dates?
Add production, harvest, best-before, and expiration information to inventory lots.
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How do I add and manage customers?
Maintain customer profiles, purchase history, balances, notes, and Loyalty activity.
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How do I create a quotation or invoice?
Add items, terms, discounts, due dates, and share the document with the customer.
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How do I record expenses?
Categorize expenses, attach receipts, assign suppliers, and review monthly totals.
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How do I view business reports?
Review sales, products, expenses, customers, inventory, and estimated income.
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How do I add a supplier?
Save supplier information and connect it with products, purchases, and payments.
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How do I export my business records?
Download eligible reports in supported formats for bookkeeping or review.
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Still need help?
Send us your question and include the business, listing, transaction, or Hub ID when applicable.