Store Dashboard
Today at a glance
Get the store ready
Work through these once — each step checks itself off as it's done.
Cash & Drawer
Top Sellers Today
Needs Attention
Last 7 Days
Product Editor
Store Quantities
Open a product in edit mode to set quantity in each store.
Product Catalog
Search and open products for editing, with on-hand inventory for Phoenix and Mesa in-line.
| Product # | SKU | Name | Dept | Category | Phoenix On Hand | Mesa On Hand | Total On Hand | Cost | Price | Active | Actions |
|---|
Audit Trail
| When | User | Action | Entity | Reason |
|---|
Inventory Receiving
Post received quantities and split each line across Phoenix and Mesa as needed.
| SKU | Qty | Store Split | Cost |
|---|
Over-the-Counter Purchases
Buying inventory in person (e.g. from a walk-in seller). This raises on-hand and updates cost like receiving — and when paid in cash against an open register, it records a drawer pay-out so your end-of-day count stays correct.
| SKU | Qty | Unit Cost | Line Total |
|---|
Recent Purchases
| # | When | Store | Seller | Pay | Items | Qty | Total | By |
|---|
Issue a Gift Card
Load a value onto a new card. Leave the number blank to auto-generate one, or type the number printed on a physical card.
Check Balance
| When | Change | Balance | Reason |
|---|
Reload (Add Value)
Manual Redeem / Adjust Down
For redeeming outside a sale. Normal purchases redeem a gift card automatically at checkout.
Store Transfers
Move inventory between Phoenix and Mesa with full ship/receive tracking.
| SKU | Qty |
|---|
| ID | Transfer # | Route | Status | Created (AZ) | Shipped (AZ) | Received (AZ) |
|---|
Return By Receipt
| Line ID | SKU | Sold | Returned | Returnable | Return Qty | Restock | Line Reason |
|---|
No-Receipt Return
| SKU | Qty | Price | Restock | Reason |
|---|
Exchange
| Line ID | SKU | Returnable | Return Qty | Restock | Line Reason |
|---|
| SKU | Qty | Unit Price |
|---|
Register
Scan or search items, then hit Checkout — it walks you through the payment.
Item Lookup
| Product # | SKU | Name | Dept | Brand | On Hand | Price | Actions |
|---|
Customer + Discount + Credit Controls
Hold Tickets + Register Cash Controls
Receipt Tools
Live Cart
| Item | Qty | Unit Price | Override Price | Adj Reason | Total | Actions |
|---|
Packing List Intake (AI)
Email a packing-list photo to your intake inbox (or upload one here). AI reads the items, matches them to your catalog, flags anything it isn't sure about for you to confirm, then you post it as a receiving.
Documents
| ID | From | Status | Lines | To review |
|---|
| # | Description | Part # | Qty | Cost | Matched | Status | Fix |
|---|
Intake settings (admin)
AI extraction prompt
How the AI is told to read a packing slip. Edit it to improve accuracy (e.g. "ignore shipping & handling rows", or "treat the leftmost column as the part number"). Leave blank to use the built-in default. The strict JSON output format is added automatically, so you can't break it.
Test on a sample image
Upload a real packing-slip photo and see exactly what the AI extracts — nothing is saved and inventory isn't touched. Uses the prompt above (save it first to keep it). Tweak and re-test until it reads cleanly.
| Description | Part # | Qty | Unit Cost | Catalog match |
|---|
Text-a-photo (SMS / MMS via Twilio)
The team texts packing-list photos to your Twilio number. Point the number's incoming-message webhook at https://your-domain/api/intake/sms.
Users & Roles
Create and manage employee accounts. Admins see reporting; managers can do overrides/voids/returns; members are frontline (ring sales, time clock, close drawer). New users set their own password at first login.
| ID | Username | Name | Role | Active | Last Login | Status | Actions |
|---|
Roles & Permissions
Choose exactly what Managers and Members can do. Admins always have full access. Changes apply on the user's next action.
Time Clock — Sign In / Sign Out
Clock in at the start of your shift and clock out when you leave. This is your work-hours record, separate from signing into the POS.
Close My Drawer — End of Day
Count the cash in your drawer, check it against what the system expects, then close out your register and the day.
Store Information & Receipts
Per-store address, phone, and receipt branding (these print on receipts). Phoenix and Mesa can differ. Sales tax is set per department below.
Departments & Sales Tax
Every product belongs to a department, and each department sets its own sales-tax rate — that rate is what's charged at checkout for every product in it (change it here and it applies everywhere instantly). Renaming a department updates every product in it; deleting only removes it from the suggestion list.
| Department | Tax Rate (%) | Products | Active | Actions |
|---|
Reporting
Track day-to-day sales, top products, and best-performing departments/categories.
Vendors + Purchase Orders
Tip: click Lines… on a PO below, then Receive a line — no need to type ID numbers.
Inventory Ops
| SKU | Counted Qty |
|---|
Catalog Bulk Tools
sku (or product_number) plus one column per store (phx, mesa). Blank cells are left unchanged; re-running the same file is safe.
Sync
WordPress / WooCommerce Sync
Payments
clover. The Gateway Base URL is
https://scl.clover.com for live cards, or https://scl-sandbox.dev.clover.com
for testing (use the buttons above). API Key is your Clover API token, and
Default Terminal is your Clover device ID/serial. Turn Mock Fallback OFF before
you take a real card. Full walkthrough: docs/clover-setup.md. When done, scroll down and
click Run Clover Preflight.
Hardware Validation
Store Credit & Customers
Look anyone up, see what they've bought, and manage their store credit. Gift cards live on the Gift Cards tab.
| Name | Phone | Store Credit | Total Spent | Visits | Last Visit | |
|---|---|---|---|---|---|---|
| Search above, or click Search to list customers. | ||||||
New Customer
Customer
Purchase History
| Date | Type | Receipt / Return # | Method | Amount |
|---|