Back Office — section by section
Back Office is at /backoffice — sign in with username and password. What you see depends on your access level: a section that is missing is a section your role does not include, and the owner changes that under Users. The Region and Location pickers at the top filter most screens.
Dashboard
Today's sales at a glance, top sellers (by location, employee, and product), team clock (who is at work, shown as a timeline), alerts, and quick links. Click an invoice anywhere to open the full receipt.
Locations
- Settings — per-location details: name, address, tax rate, receipt options, preferences.
- End of Day Report — daily close: sales, tenders, cash counts, over/short per shift.
- Reports — sales reports per location (with invoice drill-down).
- Cash Register Activity — every drawer event: opens, closes, cash in/out, counts.
- Regions — group locations into regions.
Products
- Settings / Product Details — create and edit products: name, SKU, barcode, category, price, minimum (floor) price and the negotiable flag (this powers the POS Spare), cost, tax, image, inventory tracking, vendor.
- Categories — organize products; categories appear as filter chips on the register.
- Price Lists — alternative price sets.
- Coupons — create coupon codes (percent/amount, validity).
- Vendors — supplier directory.
- Compare — compare product performance.
- Labels & Price Tags — print barcode labels and shelf tags.
- Kits — bundle products sold together.
Users
- User list / User Details — create staff, set username, password, PIN, email, phone, and the role/access level (Owner, Manager, Employee, or custom roles). Roles control what the person can see and do — including their Spare limit (how much negotiating room they get) and whether they can manage cash, see costs, or approve below-floor prices.
- Salary & payroll — pay settings per user, payroll changes log, salary report (uses the time clock's checked-in hours), user report.
- Appointments — staff appointment scheduling.
- Change logs — history of edits to users.
Inventory
- Management — stock on hand per location; adjust quantities.
- Transfers — move stock between locations, immediate or two-step (send → receive with counts; shortages become losses).
- Daily Counts — count sheets to verify stock.
- Testers & Losses — record damaged/tester/lost items.
- Purchase Orders — order from vendors and receive stock in.
- Report / History / Change logs — every stock movement is recorded in a ledger.
Customers
- Management — full customer database with custom fields.
- Layaways and Quotes — manage from the office side.
Accounting
- Invoices — every sale, searchable, with full receipt drill-down.
- Payments / Refunds / Store credit — money records.
- P&L — profit and loss view.
- Expenses — record business expenses.
Alerts & Preferences
Configurable alerts (e.g., first clock-in of the day, low stock, big discounts) delivered in-app/notifications; company preferences including the Spare label name.
Still stuck?
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