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Getting started
Introduction
Creating your account
Signing in and out
Your first day
Installing and updating
Core concepts
Accounts, companies and locations
Roles and permissions
Plans and what they unlock
Documents and how they connect
Approvals
Settings and how they resolve
Document dates and how far they can move
Working offline
Catalog
How the catalog fits together
The product record
Variants
Prices
Selling a product at a branch
Categories, brands and makers
Units and packs
Kits and assemblies
Labels and translations
Selling
Which selling document to use
Selling at the till
Quotations
Good returns
RMA requests
Trade-in requests
Pickup later
Layaway
Backorders
Credit sales
Credit limits
Deliveries
Online orders
Counters for your trade
Purchasing
Buying and receiving
Purchase orders
Receiving goods
Instant purchases
Purchase requisitions
Requests for quotation
Blanket purchase orders
Supplier returns
Drop-ship orders
Suppliers
Inventory
Working with stock
Moving stock between branches
Adjustments and re-assignments
Stock counts
Conditions and reservations
Tracking stock movements
Reordering and replenishment
Batches, serials and warranties
Finance
Money and accounts
Setting up your books
Income and expenses
Banking and cash
Tax
Financial reports
Fixed assets
Gift cards, vouchers and coupons
Invoicing a customer
Customer money
Payments
Payments
Setting up a payment provider
Collecting payments
Getting paid online
Settlements and fees
Troubleshooting invoices and online payments
Contacts & CRM
Customers and contacts
The customer record
Loyalty
Leads and marketing
Manufacturing
Making things
Recipes and routings
Work orders
Planning and the shop floor
Quality and scrap
Workforce & HR
Staff and rotas
Employees
Rotas and attendance
Hours and commission
Marketing
Reaching your customers
Contacts, lists and groups
Sending a broadcast
WhatsApp
Online store
Your online shop
Setting up your shop
Designing your shop
Pages and sections
Menus and categories
Taking orders
Shoppers and reviews
Winning back baskets
The marketplace
Van sales
Van sales
Vans and trips
Loading stock onto the van
Selling from the van, and returns
Expenses and reconciliation
Industry packs
Industry packs
Restaurants and bars
Hotels and hospitality
Pharmacies
Salons and spas
Rentals and hire
Garages, repairs and car washes
Clinics, vets and opticians
Builders' merchants, butchers and printers
Fashion, tailoring and jewellery
Gyms and pawn shops
Farm, field service, laundry and fuel
Reports & dashboards
Reports and dashboards
Dashboards
Exporting a report
Sale reports
Purchase reports
Product reports
Stock reports
Financial reports
Sales analytics
Manufacturing reports
Notifications
Notifications
The bell and your inbox
Your notification preferences
Notification policies
Alert recipients
Channels and delivery
What gets sent
What your customers receive
Administration
Administration
Managing people
Companies and branches
Security controls
Integrations and the API
Support and legal terms
Your SaleSprint bill
Deleting your account or your data
API & developers
Overview
API overview
Authentication
Response format
API Reference
Self-hosting
host-console
The host console
Plans, packages and permission tiers
Tenants
Billing and invoices
Dunning and collections
Legal documents
Operations
Publishing app releases
Platform data and staff
Self-hosting overview
deploy
Deploying SaleSprint Pay
Rolling out invoicing and online payments
Service stack
Licensing & control
White-labeling
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Authentication
SaleSprint uses
PASETO
tokens (public/private key pairs) instead of JWT.
