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Run daily merchant operations

Use this guide for the normal day-to-day operating loop after the shop is live.

What this guide covers​

This flow helps teams handle:

  • customer lookup and follow-up
  • transaction review
  • stock monitoring
  • incoming stock updates
  • sales-related stock reconciliation
  • report review and quick questions to AI Chat
  • withdrawing sales proceeds on a regular cadence

1. Review current sales activity​

Start from the transaction side when the main question is about recent orders, payment completion, or what happened during a sale.

2. Check the customer record when support or follow-up is needed​

Move into Customers when the team needs to identify the buyer, review account history, or connect a transaction to service actions.

3. Review inventory state​

Use Inventory to understand whether the stock layer matches current selling activity and whether any items need attention.

4. Record new incoming stock​

Use Stock In for supplier deliveries, replenishment, or manual operational correction when inventory needs to increase.

Use Stock Sold to confirm that completed sales reduced stock as expected and to investigate mismatches.

6. Close the daily loop by reviewing reports​

Open Reports and start from the Overview to understand how the business did that day. Use Sales Performance for sales trends and the Payment Report to reconcile transactions per payment method.

7. Ask AI Chat about anything unclear​

For quick questions — for example "which products sold best this week?" or "how many orders are still unprocessed?" — use AI Chat. The assistant is connected to your shop data, so its answers are based on real numbers without opening several pages at once.

8. Withdraw sales proceeds on a fixed cadence​

Schedule withdrawals on a regular rhythm — weekly, for example — then reconcile the withdrawal history against the Payment Report so cash flow stays verified.

Daily operations flow: start from Sales, branch to Customers, then Inventory, Stock In and Stock Sold, closing with Reports and WithdrawalsDURING OPENING HOURSSalesCheck recent ordersInventoryCheck stock levelsStock InSupplier deliveriesStock SoldMatch against salesCustomersFind buyer & historyfollow-up needed?END OF DAYReportsToday's overviewWithdrawalsOn a fixed cadence123
Start from (1) Sales, open (2) Customers when a follow-up is needed, then move through inventory and stock to (3) Stock Sold. Close the day with Reports and withdrawals.

Start from (1) Sales, open (2) Customers when a follow-up is needed, then move through inventory and stock to (3) Stock Sold. Close the day with Reports and withdrawals.

When to start from each page​

  • start from Sales when the question is about a transaction
  • start from Customers when the question is about a person or account
  • start from Inventory when the question is about stock state
  • start from Stock In when stock should increase
  • start from Stock Sold when stock was reduced by completed sales
  • start from Reports when the question is about trends or overall performance
  • start from AI Chat when you want a quick answer without browsing pages one by one

Good operating habits​

  • verify the correct merchant or branch context before making changes
  • use transaction records and stock records together when investigating issues
  • confirm important updates after saving them
  • document or follow up on mismatches before they affect live selling