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Finance and reports

In progress

The Finance group has four screens and is available from the manager role up.

Where to find it in the app: Sales → Finance

  • Invoices — documents for orders.
  • KPIs — trading performance indicators.
  • Purchase plan — what to reorder and when.
  • Reports — reports over your shop data.

Step-by-step instructions are being written. For now this page states where the feature lives in the app and what it covers.

  • I cannot see this group. Finance is available from the manager role up; warehouse users do not have it.