Each Retail market has its own tab on the Markets page with five views: Orders, Customers, Fulfillment, Carts & Drafts and Stock. Everything you see in them belongs to that market only.
Before you start
A Retail market with at least one product (see How to Create a Market).
Orders
Every sale in the market, newest first, with its customer (or Walk-In Sale), status, number of items, total and any refund. Click the colored status chips above the list to show only one status. Tick several orders to Mark Paid or Cancel Orders together; an order that cannot make that move (for example, a cancelled one) is skipped and counted. See How to Manage a Retail Order.
Customers
The people who have ordered in this market, with how many orders they placed, what they spent after refunds, and when they last ordered. Click a customer to open their account. Walk-in sales have no account, so they are added up on one line above the list.
Fulfillment
Every shipment from this market. Use New Shipment to ship one of the market's paid orders (pick it by its number and customer), then the menu on each row to move it along: In Transit, Out For Delivery, Delivered, or Failed and Returned when something goes wrong.
Carts & Drafts
Carts are shopping baskets from your online store; Draft Orders are orders prepared in advance or pulled from your store. Turn Into Order creates a real order with the same customer, items and prices, opens it, and links the cart or draft to it. Cancel Draft retires a draft you no longer need. To prepare an order yourself, use New Order: an order stays a draft until it is paid.
Stock
How many of each product you can sell, for products with Track Inventory turned on. Set Stock Count enters what is on the shelf, at one of your locations (such as Warehouse or Back Room) or at your main stock, and can set a Reorder Point; the plus and minus buttons nudge a count by one. Held is what draft orders are holding, and Available is what is left to sell. Products that are out of stock or at or below their reorder point (5 unless you choose another number) are listed at the top.
Where your stock lives
There is one stock count for each product at each place, and every screen uses it: this Stock view, the Inventory tab in the market's settings, and every order. Change a count in one place and the other shows the same number straight away.
The Inventory tab (Settings, Markets, open the market) is where you look after stock in more detail:
- Stock Levels — the same counts as the Stock view. Adjust adds or removes items and asks why (Received, Damaged, Returned or Correction); click a Reorder Point to change when a product counts as running low.
- Locations — the places you keep stock. Add one, then pick it when you set a count. A place with stock counted at it cannot be removed: set those counts to zero, or turn the place off.
- Stock History — every change to a count, newest first: counts you set, deliveries, damage, sales and returns, with who made the change and why. Sales and returns name their order.
What you'll see
A draft order holds the stock it needs, a paid order takes it, a cancelled order releases it, and an approved return puts it back — so the Stock view always matches what has been sold.