Getting started

Start by signing into your account.

If you don’t have an account yet, you can sign up for one. When setting up your account for the first time, you’ll be asked to provide a name for your shop and to select a currency.

Before You Begin: Preparing to Create Orders

To create orders, you’ll need to set up two key components first:

• Customer Information
• Product/Item Details

Step 1: Create Your First Customer

From the “Customers” tab in the top navigation:

• Click “Add customer”
• Fill in the customer name
• If desired, fill in any of the optional fields
• Save the customer profile

Step 2: Add Your First Product/Item

From the “Items” tab in the top navigation:

• Click “Add item”
• Fill in the item name
• Fill in the default price of the item
• If desired, fill in any of the optional fields
• Save the item profile

Step 3: Setup Your First Cascading Order

From the “Schedule” tab in the top navigation:

• Select the date range you want the initial order to be scheduled during
• Click “Edit schedule”
• In the dialog that opens, the customer you just created will be selected and so will the item you just created
• Click “Edit schedule” in the dialog
• Enter a quantity and price in one or more columns
• Click “Update schedule” to save your changes

Pro Tips

You must create at least one customer and one item before you can initiate a cascading order.