Manage your Daily Operations Manage your Daily Operations ArticlesInventory Setting up your product catalogue Adding product variants (size, colour, batch) Importing products in bulk via CSV Recording stock movements (restocks, transfers, write-offs) Tracking stock levels and setting reorder alerts Sales & Invoicing Creating and sending an invoice Adding line items, discounts, and payment terms Recording a sale manually Setting up recurring invoices Tracking paid and unpaid invoices Point of Sale (POS) Setting up your POS for the first time Handling split payments and discounts at checkout Managing cashier accounts and permissions Processing a sale at the POS Setting up barcodes, printers and generating receipts Online Store Processing and fulfilling online orders Setting up your BrandDrive online store Sharing your store link and managing social commerce Expenses Recording and categorising an expense Attaching receipts to expense records Customers Adding and importing customers Tagging and segmenting your customers Viewing a customer’s purchase history and balance Team Management Adding staff accounts and assigning roles Reviewing activity logs by team member Setting custom access levels Was this article helpful to you? Doc navigationSupport & Resources → How can we help? Name Email Subject Message
