Accounting
What does the "Auto" badge next to a category mean?
A blue **Auto** badge (tooltip *Auto-categorized — please confirm*) appears in the Category column when Sprwt assigned the category with a rule...
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What does the "Import & Sync transactions" toggle in the Import transactions window do?
It is on by default for every selected account. Leave it **on** to import the account's transaction history from the chosen start...
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Kitchen
Subscriptions
What does the "Categories" field on a Plan Group do?
It restricts the menu for subscribers of that group. Pick one or more meal categories; the selection is copied onto every subscription...
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What does the "Current Subscriptions" section at the bottom of a plan show?
It lists every subscription on the plan in two tabs: **Automatic Renewal** (auto-renew on) and **Manual Renewal** (auto-renew off). Columns: **ID** (links...
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What does the "Group" dropdown on a plan do, and why are some groups missing from it?
**Group** assigns the plan to a Plan Group; the dropdown only appears once at least one group exists. On the website customers...
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What does the "Is Active?" toggle on a plan do?
**Is Active?** (tooltip: "This plan is active to select?") controls whether the plan can be chosen for **new** subscriptions. An inactive plan...
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Delivery
What does the "County" field do?
**County** is a free-text label (max 10 characters on the form) stored with the zip code and shown in the **County** column...
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What does the "Customer Sync" table on the Root Planner page show?
It is the read-only overview you see when you open the page for a date (before clicking export). Each row is either...
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What does the "Dashboard" button on the Root Deliveries page open?
Once your account is connected, a **Dashboard** button appears next to the date picker; it opens the Root Deliveries business portal (business.goerrand.com)...
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What does the "Export to Root Deliveries?" switch on a delivery method do?
It is on the edit form of each route under **Delivery Settings > Delivery Routes & Methods** (shown only with the Root...
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Catering & Proposals
What does the "Daily Order Limit" section (Max Number of Orders, Hours Before/After) do?
This is a separate cap from time slots. Turn on the **Daily Order Limit** toggle, set **Max Number Of Orders**, and set...
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What does the "Days Before Due Date for Email Reminders" field default to, and where do the deposit defaults come from?
New proposals pre-fill three values from your kitchen's configuration (managed by Sprwt support, not on a public Client Config tab — these...
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Settings & Configuration
Marketing
What does the "Error Count" on the Sending tab mean, and why is a message stuck there?
Each time the sending job tries to send a message and the carrier rejects it, the **Error Count** increases and the error...
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What does the "Est. Cost/Run" in the recurring confirmation mean?
It is the estimated cost of one execution: the number of recipients the selected groups contain right now × the message parts...
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What does the "Extra Item" option under "Offer Extra Items" do?
If you have the Extras module, the **Offer Extra Items** card lets you pick one **Extra Item** (or "No item"). When the...
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