Getting started with StoreTab

Getting started

1. 1Create your accountGo to Sign in and use Google or your email. The same buttons create a new account. Name your business and accept the Terms.
2. 2Add your brandIn Settings → Business & brands, add your brand name, code and logo. The code starts your document numbers and locks after the first document.
3. 3Add your storesAdd each shop that sells your work, with its code, contact and whether it works on consignment or wholesale.
4. 4Connect Square (optional)In Settings → Connections & plan, choose Square and approve access. Your catalog and stock at each location are copied in.
5. 5Send your first delivery noteTap New, pick the store and the pieces, review and confirm. Stock only moves after you confirm the pieces and where they go.
6. 6Record sales and paymentsWhen a store reports what sold, add the sales report. Add each payment as it arrives. Balances update on their own.

Connecting and disconnecting Square

To connect, open Settings → Connections & plan and choose Square. You sign in on Square and approve access; then you come back here and the first sync starts.

Only the account owner, a manager or someone with Settings permission can connect or disconnect.

To disconnect, open Settings → Connections & plan and choose Disconnect. The stored Square keys are removed right away. Your documents, stores and payments stay.

You can also remove StoreTab from the apps connected in your Square Dashboard. That revokes our access as well, and stock sync stops until you connect again.

Data and privacy

Your business data is yours. We don't sell it, and each team member only sees what their permissions allow.

You can export your data or delete your account from Settings → Account.

Plans and billing

The invoice generator is free on Free. Full adds consignment, stock, payments and Square sync; Pro adds the assistant. Change or cancel your plan in Settings → Connections & plan.

Contact

Questions, problems or ideas: write to support@storetab.app.