Each feature's workflow on one page. Jump to the one you need, or watch them in order.
Combine every open order into one continuous run for the day. Many orders become one list, then many sheets.
Read the order list to see which orders are open and where they came from. Check the Ready to Ship count in the banner for how many orders sit in Processing. Click Generate Pick List to launch the picking run.
Tick each order to add it to the run. Filter by shipping method to batch orders by how customers chose to ship; ticks stay as the filter changes. Orders already sitting in another pick list stay off this one, keeping each order on one open list at a time.
Open the Consolidated Pick List to one row per product, quantity summed across every order in the run. Narrow by SKU, product name, or quantity when the run is large. Tick lines one at a time, or press Page picked to tick the whole page and move on, right through to the packing sheets.
Work through the order cards on Packing Sheets, then open one for its items alongside the customer and shipping address. Tick lines as they're packed, or press All packed, next order to tick the rest and open the next order in one click. Your place in the run saves as you go.
Pick a checklist step to finish next, and the Stock list filters to those products.
Filter the Stock list by category to work through one brand at a time, then tick the products to include. Click Quick Edit to open the selection on its own screen. Expand Bulk Edit, type Min Stock, Max Stock, Default Cost, Min Days of Stock, or Max Days of Stock once, and the value lands in every ticked row before you save.
Click View variations on a variable product's row. Set the parent's fallback settings in the Defaults card, then save separately. Tick a variation, type into a cell for its own value or leave it blank to inherit the parent's, then expand Bulk Edit to edit several at once.
While setup is in progress, pick a step on the Business Overview checklist. The Stock list opens filtered to the products missing that one setting, with a banner naming how many need it. Tick them and set the value. Finish the last step, and setup is complete.
Settle who deserves attention, chosen from every customer the store has ever had.
Set text searches for username, name, or email alongside numeric ranges for paid orders, lifetime value, or average order value, then apply them from the Filters panel. Every active field narrows the list at once, leaving only rows that match every condition.
Tick High in the Churn filter and only customers overdue against their own buying rhythm stay on the list. High means more than twice their usual gap between orders, and the rule sits in the tooltip. Save the filters as a named view to come back to the same list next time.
Open a customer's name and four cards arrive: Customer Information, seven Purchasing Metrics tiles, a Product Metrics chart, and the full Order History. Last Purchased and Churn Risk always cover the customer's whole history, so a short date range never makes a regular look lost.
Whether an order needs raising, chasing or closing follows from its status: Pending, Processing, Completed, Cancelled.
Tick products in the picker and they land on the order as staged lines. Quantity, cost and tax adjust per line, with Max filling the amount that tops the product back up. Save commits the staged lines to the order.
Send PO Email in the More menu delivers a branded order document to the supplier, carrying the line table, shipping cost, notes and totals from the order. The order itself moves from Pending to Processing in the same action.
Press Select Products to list only the lines still outstanding. Type the quantity received per line, or press Receive All to fill every staged line with its full remaining amount. Received lines turn read-only and sort below the lines still open.
Land the last outstanding unit and the order closes itself, cost of goods calculated at once. Mark Completed closes a short delivery instead, costing the order on the quantities that arrived. Received stock keeps the order exactly as it settled, permanently.
Trading and stock answer for the same visit, from a period set once and remembered.
Inventory Alpha opens on Business Overview. Seven sales figures head the page. A donut carries the in-stock share, four tiles count and price the stock, and a chart sets four periods of revenue, cost, and gross profit beside each other.
Open the date trigger above the sales figures to pick from seven presets, or use the calendar to set a start and end date, which commits on the second click. The chart's period length runs separately, from seven days to a year. Both choices are remembered.
Hover over any of the three segments, In Stock, Low Stock, or Out of Stock, and the tooltip gives the number of SKUs in it. Click and the Stock page opens, filtered to that status.
Running the report again later takes one click, on the shape already saved.
Open Reports and the nine Default Reports sit under your own: profit by category, products sold, sales per channel, stock health, stock value, purchase orders, and supplier performance among them. Click one, set the dates, and click Run Report. A default report stays locked; Save As gives you an editable copy.
Click Create Report, then the + beside Dimensions and Metrics to pick fields, and drag them into Rows and Values. Product Name in Rows with Items Sold first in Values lists your bestsellers, highest first, and Show Rows keeps the top 10. Name it and click Save to keep it under Mine.
Switch on Compare and choose Previous period, Previous year, or Custom. Each figure gets a column for this period, the comparison period, and the change in percent, with a Total row under them. More, then Download CSV saves every row the report found, not just the ones on screen.
Every supplier's spend and history sit on one page, and their prices fill in the next order.
The Suppliers list shows each supplier's Purchase Order Value, Last Purchase Order On date, and Total SKU. Sort a column to put your biggest spend on top. Value and date count completed orders only.
Open a supplier to see each product's cost, then every order with them: number, date, quantities requested and received, grand total, and status. Filter it by date, status, or total.
Raise a purchase order and pick the supplier. Add products from All Supplier Products, and every line arrives priced at the cost on the supplier's page. Type the quantities and the totals follow.
Three moves from a wrong-looking number to the document that explains it. Open, narrow, click.
Open Movement from the navigation and the ledger loads newest first, with a count of how many movements are on record. Every entry appears on its own, from purchase orders, sales, refunds, cancellations, adjustments, and stock edits made elsewhere.
Click Filters and type a SKU or a product name. Narrow further by date, by action type, by a quantity range, or by the user behind the change. Nine fields combine on one Apply, and the table narrows to match.
Read the row: what the stock was, what moved it, what it became, why, and who. Click the Action Detail link to open the purchase order, sale, or adjustment that caused it. The reference on the row matches the one on the document.
How big the count is stops changing how it gets done. Two products or forty run the same way.
Press Add Products to open the picker over the page. Search by name, SKU, or current stock to find the ones drifting from the shelf count. Tick each product and press Add Selected Products to build the list.
Type the new count into New Qty, or the change into Adjust Qty, for each line. Add a note in Notes if the correction needs a reason on record. Press Save and the batch stores as Pending, its own detail page open, with no stock moved yet.
Choose Complete Adjustment from the More menu and confirm on the dialog that opens. WooCommerce's own stock figures move at that moment, every product on the batch together. The finished record reads Adjustment Applied, and every line shows what it was, what changed, and what it is now.
Filling a role again reuses the setup already done. Only the person changes, role and access stay as built.
Press Create Role and name it after the job, Warehouse Manager or Accountant. Role Description is optional free text. The list starts empty on a new install, and every role on it is one the store defined.
Open the Permissions card and work down the rows, marking each feature at the level the role needs. Some features need another to work, so picking one switches that on too: Pick List at Full turns on Orders at View. Nothing is written while you click. Press Create and the name, the description, and the whole grant set commit in one go.
Click Add Users, filter by name or email, and tick whoever is joining. Anyone already in another role shows as taken, with the role they hold visible. Press Save and the new starter picks up the role's access as it already stands.
Back on the roles list, open Filters and pick a permission under Access. The level fills in as View. Press Apply and the list keeps only the roles that can see it, with how many people hold each one.
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