Finding your way around

A map of the app for a newly-onboarded founder: five tabs across the top, one search bar, and a Help link.

The tabs (what lives where)

Tab	What it's for	Who uses it most
Orders	the live queue: every order, filters, age, search, the ⚠ Needs-attention button	everyone, all day
Ship	bulk actions: assign AWBs, labels, pickup, pick lists, dispatch close	manager, morning + evening
Inventory	stock lines, receiving, counts, low-stock warnings	whoever owns stock
Errors	order data problems (bad addresses, phone numbers) found by automatic checks, plus your own error rules	support
Tools	saved pick lists, stock import, SKU mapping, bulk stock update, background jobs, delivery stats	manager/admin
Settings	brand, integrations, modules, policies, default unit costs, team, security, billing, data export	admin only

Depending on your modules you'll also see RTO, Returns, Replacements, COD and Activity tabs. Roles trim the view: a packer's screen only shows what a packer needs.

The search bar is the fastest way anywhere

Top of every screen. Type or scan an order number, customer name, phone number or AWB:

• A barcode-gun scan jumps straight into the order (that's the packing flow).
• A typed search shows the list and highlights the match.
• Works for old orders too, not just this week's.

Scanning an order is faster than finding it by clicking, so use the scanner wherever you can.

The order page is the hub

Almost any question ("was this packed?", "who held it?", "what's the AWB?") is answered on the order's own page, in cards top to bottom: items → packing → shipping → customer → returns → activity history. When in doubt, open the order.

Where the daily rhythm lives

• Start of day: Orders → ⚠ Needs attention (what's stuck).
• Mid-morning: Ship (assign, labels, pick list).
• All day: scan → pack on the order page.
• Evening: Ship → Dispatch close (scan parcels out the door).

The full walkthrough is in A day on the floor.

Settings, briefly

Settings is split into small pages; you'll mostly visit three:

• Integrations: Shopify + courier credentials, Test-connection buttons, your default package size, auto-sync switches.
• Operations policies: confirmation mode, packing-photo rule, the inventory gate, your ship-within target hours.
• Team (under Operators): add people, set PINs and roles.

If you use stock valuation, there's also Default unit costs: what one unit of each product costs you, so valuation has a number for lines you haven't priced individually. Your cost prices stay on admin pages only.

There's also Billing (founder login needed, even to look), which you'll visit once a month rather than daily: it shows the orders that shipped, your per-order rate and how the total is built up, with the full list of orders behind the number. Nothing is charged from there — see the FAQ on what it costs.

Saving anything in Settings needs the founder sign-in (email + password) — an operator PIN can never change credentials. The big one-way actions (exporting your data, deleting the workspace, adding or removing founder accounts) ask for your founder password again before they run.

The setup checklist

A brand-new workspace shows a checklist right on the Orders page: create your founder account → verify email → connect Shopify → connect the courier → test both. Each step ticks itself as you finish it and the checklist disappears when you're fully live.

When something looks wrong

1. Check ⚠ Needs attention: most problems are already listed there with a link to the fix.
2. Check the order's activity history: every action has a name and time.
3. Check Settings → Integrations: the Test-connection buttons tell you in one click whether Shopify/courier are actually reachable.

You usually won't be the one who notices first: a daily automatic health check tests your Shopify and courier connections, and if a previously working one starts failing, the founder gets an email and the problem appears on the Needs-attention queue until it's fixed.