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Getting Started

6
  • 1) Account & Profile
  • 2) General Settings
  • 3) Location Settings
  • 4) Inventory
  • 5) Employees
  • 6) Customers
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Sales

8
  • Sales Overview
  • Edit a Sale
  • Suspend a Sale
  • Cancel or Delete a Sale
  • Sales Returns
  • Customer Order History
  • VidaPay Activations
  • VidaPay Top-Ups
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Work Orders

5
  • Work Orders Overview
  • Create a New Work Order
  • Edit a Work Order
  • Delete a Work Order
  • Status Notifications
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Inventory

3
  • Items Overview
  • Item Kits Overview
  • Gift Cards
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Purchasing

3
  • Suppliers Overview
  • Receiving Inventory
  • VidaPay Marketplace
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Employees

5
  • Employees Overview
  • Create an Employee
  • Edit an Employee
  • Delete an Employee
  • Reinstate Deleted Employees
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Customers

4
  • Customers Overview
  • Create a New Customer
  • Merge Customer Records
  • Delete a Customer
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Add-Ons & Integrations

6
  • VidaPay
    • VidaPay Activations
    • VidaPay Top-Ups
    • VidaPay Marketplace
  • Square
    • Square Payments Setup
  • E-Commerce
    • WordPress & WooCommerce
  • Other Integrations
    • API Integrations
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Reports

1
  • Reports Overview
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Settings

1
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E-Commerce

  • WordPress & WooCommerce