Payment Methods
Offer payment methods that fit the order
Business value
Offer payment methods only for orders within the intended value range.
Set minimum and maximum order values for payment-method availability on the website and POS.
How to use
- Open the payment method's availability settings.
- Set its minimum and maximum order values.
- Review website and POS checkout with values inside and outside the range.
Customers
Use customer fields across your workflow
Business value
Use custom customer data consistently in everyday data work.
Manage custom customer fields through import, export, and table filters instead of handling them separately.
How to use
- Review the custom customer fields configured for your account.
- Map supported fields during import or include them during export.
- Use their table filters to find the relevant customers.
Connect customer records to account numbers
Business value
Distinguish customer records with their account reference.
Store the customer account number in the Sales customer profile for easier identification.
How to use
- Open the customer profile in Sales.
- Record or review the customer account number.
- Use that reference when identifying the customer in follow-up.
Sales · Invoices
Make invoices gift-ready
Business value
Prepare a gift receipt without exposing unwanted prices or sender details.
With the Gift Receipt marketplace app enabled, configure gift details and control the visibility of prices and sender information.
How to use
- Confirm the Gift Receipt marketplace app is enabled.
- Configure gift details and the visibility of prices and sender information.
- Review the gift receipt before printing or sharing it.
Choose whether customers can cancel
Business value
Match customer cancellation to your order-handling policy.
Control customer-side order cancellation through the store’s order settings.
How to use
- Open the store's order settings.
- Set whether customer-side cancellation is permitted.
- Review the customer order experience for an eligible order.
Delivery · Dispatcher
Update dispatch status from the dashboard
Business value
Update dispatch progress from the merchant's working screen.
Move eligible driver-assigned orders from Processing to Dispatched directly from the merchant dashboard.
How to use
- Open an eligible Processing order assigned to a driver.
- Review its assignment and readiness for dispatch.
- Use the supported transition to Dispatched from the dashboard.
Inventory
Put the branch name on labels
Business value
Identify the branch directly from the product label.
Choose branch identification on barcode labels instead of relying only on the company name.
How to use
- Open barcode-label settings.
- Choose the supported branch identification option.
- Preview a label for the intended branch before printing.
Review values while receiving stock
Business value
Check product identity and value while receiving stock.
See SKU, barcode, average cost, product price, and request totals during stock receiving.
How to use
- Open the stock-receiving request.
- Review SKU, barcode, average cost and product price beside each item.
- Compare request totals and received quantities before confirming receipt.
Record what actually arrived
Business value
Avoid recording inventory for transferred goods that never arrived.
Enter zero received quantity for transfer items that did not arrive, rather than recording stock you never received.
How to use
- Open receipt of the stock transfer.
- Enter zero received quantity for an item that did not arrive.
- Review all actual received quantities before confirming receipt.
Accounting
Import multi-line vouchers together
Business value
Import a multi-line voucher as one coherent accounting document.
Use the supported import flow to group accounting voucher lines by voucher number.
How to use
- Prepare voucher-import rows using the supported template.
- Use the same voucher number for the lines belonging to one voucher.
- Review the import validation and grouped voucher before committing it.
Mobile App
Brand the login journey
Business value
Keep your visual identity present throughout account access.
Add header and footer images to login, registration, reset-password, and verification screens.
How to use
- Open the supported authentication-screen image configuration.
- Set header and footer images for the relevant login, registration, reset and verification screens.
- Preview those screens on mobile before wider use.
