How to use Syncendio

Sign in, find your way around the menu, read the dashboard, and what happens when a trial ends.

• Sign in
• Dashboard
• Your trial

Products, stock movements, stocktakes and locations.

• Products
• Movements
• Stocktake
• Locations

Suppliers, purchase orders, receiving, supplier invoices and reorder suggestions.

• Purchase orders
• Receiving
• Reorder

Customers, quotes and orders, pick–pack–ship, invoices, credit notes and returns.

• Sales orders
• Pick, pack, ship
• Invoices

The journal, chart of accounts and bank reconciliation.

• Journal
• Accounts
• Bank

Purchase, sales and inventory reports, all on live data.

• Sales
• Stock valuation
• Expiry

Upload paper invoices and orders, check them, and file them against the right record.

• Upload
• Key and check
• Attach

Build kits from components with a bill of materials, or take them apart.

• Assembly
• BOM
• Disassembly

Set up tills, open the till, run shifts, and settle card payouts.

• Tills
• Shifts
• Card payouts

A storefront where wholesale customers sign in and order at their own prices.

• Wholesale accounts
• Storefront
• Preview

The handheld app for receiving, picking, packing, shipping and counting.

• Receive
• Pick & pack
• Count

Connect Shopify, ShipStation, QuickBooks and Xero.

• Shopify
• ShipStation
• QuickBooks
• Xero

Build your own integration with API keys and webhooks. An add-on.

• API keys
• Endpoints
• Webhooks
• Signatures

Design your paperwork, add your logo, email PDFs, and attach files to orders.

• Designer
• Logo
• Attachments

Company details, users and roles, add-ons, and your plan and usage.

• Users & roles
• Add-ons
• Plan

Authorise a return, receive the goods, then restock or scrap them.

• Authorise
• Receive
• Restock or scrap

A second person approves purchase orders above your threshold before they’re sent.

• Threshold
• Approve
• Reject

Draw who signs a supplier invoice, level by level, before it can be paid.

• Draw the chain
• Approve
• Pay

Hold received goods until they pass inspection, before anyone can sell them.

• Hold on arrival
• Pass or fail
• Release

Hold stock you don’t own, or place yours with someone else, without counting it as yours.

• Their stock, here
• My stock, there

Rules that choose which location ships each order.

• Rules
• Priority
• Two+ locations