Become a Retailer OS Certified Administrator.

The quick start: confirm your store details, add sample data to explore, then start selling.

• A guided quick start walks you through your store, the features you want, sample data, your profile and your team.
• Sample data lets you explore the whole system; remove it with Delete sample data (Setup → Account) before you go live.
• Setup holds every store setting. On a computer its sections are tabs; on a phone, or a tablet held upright, they are a list grouped into Store settings and Advanced.

Manage your catalog: photos, SKUs, prices, costs, and where each item sells.

• Each item carries photo, SKU, cost, retail price, margin, and live stock on hand.
• The Sales channels section on an item controls where it sells and at what price.
• Scan a barcode into the Items search or an item’s barcode field with a scanner or the camera button.

Track one live stock balance per item at every location.

• On hand is the live balance at each location; Adjust stock with a reason (in, out, or set to a count).
• Stock counts and transfers take a scanner or the camera: scan each item as you go.

Order stock from vendors and receive against the PO.

• Create a PO, then Receive items against it: stock and weighted-average cost update automatically.
• Scan barcodes with a scanner or the camera to add PO lines and to check items in as you receive.
• Reorder alerts flag items at or below their reorder point and draft a PO to the right vendor.

Flip an item to the online store, set an online price, and see it in the storefront.

• In the item’s Sales channels, turn on Online store and set an online price (leave it blank to use the Sell price), then Save item.
• The product goes live in your public storefront with stock kept in sync.
• Online deals (Online store → Online deals) share a sale link for chosen products at wholesale or special prices: for the link only or store-wide while live, and for signed-in customers or anyone with the link.

Pick, pack, and fulfil online and pickup orders, and keep customers in the loop.

• Online and pickup orders land under Online store → Online orders, separate from counter sales.
• Move each order along (Confirmed, Ready, Completed); for delivery, Mark shipped and add tracking.
• Resend confirmation emails the order details to the customer again.

Profiles, loyalty, store credit — and letting good customers buy on account.

• Receivables ages every open balance (current, 30, 60, 90+ days), and Send statements emails them in one go.
• Each customer’s profile holds their purchase history, loyalty points and store credit.

Pre-built reports plus plain-English answers from your own data.

• Run reports across sales, inventory, customers, and channels on demand.
• For sales and customer numbers, click Ask at the bottom left of the screen (on a computer or tablet) and ask in plain English — like "how did sales go this week" — to get the answer and a table.
• Ask AI in the top bar (or Ctrl/Cmd-J) looks up items, prices, customers and locations, and makes changes such as adding a vendor once you confirm.
• In the Retailer OS app on iPhone and iPad, Print and Export open the share sheet: AirPrint a report or save it to Files.

Invite staff, assign roles, and control who can do what.

• Roles bundle permissions — who can override prices, refund, or see reports. Start from a built-in role or make your own.
• In Setup → Team, Invite a teammate by email; the link drops them straight into your store.

Connect card payments and manage your plan.

• In Setup → Payments, add your own Stripe API keys — Retailer OS never holds your money; payouts go to you.
• For tap and chip at the counter, connect a Stripe Terminal reader.
• Card sales flow into Sales and the payment-mix report.

Add a product from a few photos in three quick steps, or add every line on a supplier invoice at once.

• Inventory → Quick add has three steps: Capture, Details and Prices. Take up to 6 product photos and AI fills in the name, brand, category, barcode and description it can see, or tap Scan barcode to look the product up.
• On Details, check the Name, the only field you must fill in. AI: find barcode, price & details fills the gaps, and Similar items you already have warns you before you add a duplicate.
• On Prices, enter your Cost price and Retail price: AI can’t know what you paid, so a suggested retail price is only offered for you to tap. Then Save item.
• From invoice (Inventory → Items) reads a photographed or uploaded supplier invoice into lines with cost and quantity. Set retail from cost with a Markup %, then add the items. It creates new items: restock ones you already carry on a purchase order.
• Reading photos, the AI lookup and From invoice need an AI plan. Scanning or typing a barcode and entering details by hand don’t.

Put chosen products on sale under one shareable link, at wholesale or a special price, and see what each deal brings in.

• Online store → Online deals → New deal: name the deal (the name becomes its link), then search for and pick its products.
• Each product sells at its Wholesale price or a Special price you type. Each line shows the discount customers see and your profit, which only staff see.
• Where prices apply: Deal link only, or Store-wide while live. Who sees deal prices: Signed-in customers only, or Anyone with the link. Starts and Ends dates are optional.
• Copy the link from the Link column, or open the deal page to check it. Renaming a deal changes its link.
• Click a deal’s name or chart icon for its report: orders, customers, revenue and staff-only profit, plus its recent orders.

Approve shoppers who apply for a wholesale account, so they see wholesale prices when signed in.

• Shoppers apply by choosing Wholesale when they create an account in your storefront. They can’t sign in until you approve them.
• Online store → Wholesale approvals: the Pending tab lists each applicant’s company, email, phone, Tax ID and when they applied.
• Choose a pricing tier and click Approve, or Reject. Wholesale 1 pays each item’s Wholesale Price; Wholesale 2 pays its Tier 2 wholesale price when it has one. Approving also sets their Customer type, so the register charges the same.
• Approved applicants move to the Approved tab with their tier. Retailer OS doesn’t email them, so let them know they can sign in.