Retail / E-Commerce

The Retail base is built for selling product. Your customers are Customers, a deal is an Order, and the sidebar carries the full commerce toolkit: storefront, point of sale, orders, products, inventory, and loyalty.

Who this is for

Vertical	Customer	Deal	Notes
Retail	Customer	Order	Brick-and-mortar with POS
E-Commerce	Customer	Order	Same screens, online-first

Both share the same nav and dashboard; the difference is emphasis, not capability.

Your navigation

• Dashboard — outstanding invoices, active customers, open pipeline
• Storefront — your shop front
• POS — point of sale
• Orders — customer orders
• Products — your catalog
• Inventory — stock levels
• Clients (your Customers)
• Invoices
• Loyalty — member / rewards programs
• Tickets — support
• Activity

Your dashboard

The Retail dashboard doesn’t lead with a “today” list (there’s no appointment book to show). Its three tiles:

• Outstanding invoices — amount and count not yet paid
• Active customers — CRM records
• Open pipeline — count and value

Quick links jump to Loyalty (member programs), Clients (customer profiles), and Invoices (sales).

The commerce screens

Six screens are unique to the Retail base:

• Storefront — the front of your shop.
• POS — ring up sales at the counter.
• Orders — manage customer orders end to end.
• Products — your product catalog (add, edit, organize).
• Inventory — track stock.
• Loyalty — run member and rewards programs, viewed per customer.

How a typical flow runs

1. A Customer buys — at the POS counter or through your Storefront.
2. The sale becomes an Order, and Inventory decrements.
3. Repeat customers accrue Loyalty rewards.
4. Outstanding balances show as invoices on the dashboard.

Note

Online ordering and delivery, plus multi-location stock sync, are on the roadmap. Today’s retail base covers storefront, POS, orders, products, inventory, loyalty, and customer CRM.