Retail
What automatically changes a location's on-hand stock?
Besides manual movements, stock changes in these situations: - **Customer Grab&Go order** - at checkout each meal's stock at the chosen location...
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What can a wholesaler change under My Wholesale > Configurations?
After selecting the location, the wholesaler can edit: the location **photo**, **Name**, **Opening Hours** (a free-text line shown to customers), **Default Surcharge**...
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What columns must the stock upload CSV contain?
Five named columns are required: location_id, fulfillment_date, meal_id, portion_size_id and quantity. Columns are matched by **name**, not position, after ignoring case, spaces,...
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Users
What basic fields can I edit on a customer's profile?
First Name, Last Name, Email, Phone, Birth Date, Password (leave blank to keep the current one), Kitchen Location, Membership ID, and Notes...
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What columns does the bulk-users CSV template use?
firstname, lastname, phone, email, shippingAddress, shippingTown, shippingZipCode, shippingPhone, shippingGate. Email is the only truly required field; everything else can be blank.
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What columns show on the Users list?
ID, Full Name (with photo), Role, Email, Phone, Status (Active/Inactive), Last Checkout, Lifetime Value, Balance, Notes, and — only if the One-Time...
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Pos
What can be sold through the POS besides regular meals?
A POS device isn't limited to meals — on the **POS Devices** edit page, under **Ordering Modules**, you toggle which of your...
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What counts as a "sale" in the POS Dashboard chart?
Any checkout whose POS device is set (i.e. rung up on a POS terminal, across all of that reseller's devices) that falls...
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Subscriptions
What can customers do with their subscription from their own account?
On **My Subscription** (`/subscriptions`) customers see price, first/last delivery, **Renew Status** (Automatic Renewal / Manual Renewal), the **Next Renewal Date** (or range),...
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What can I change in the Renewal Settings panel?
The **Renewal Settings** panel shows the **Plan Group** and **Plan** (read-only), and lets you click to edit: - **Plan Categories** – which...
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What columns are in the subscriptions table and what does each one show?
- **ID** – the subscription number (link to the detail page). - **Group** – the plan group name, or "---". - **Subscription**...
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Support & Account
Marketing
Customer Dashboard
Admin Dashboard
Catering & Proposals
What checkout errors can the customer (or I) get when paying a proposal?
The checkout refuses to complete with a message when: - *"You need to login before you can checkout"* – not logged in....
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What columns and actions are in the proposals table?
The table lists every proposal for your kitchen location with **Name** (with the customer names underneath), **Status**, **Event Date**, **Guests**, **Total** (expected...
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