{{COMPANY_SHORT_NAME}} · Guides

Guides &
how-tos.

Step-by-step instructions for every feature in {{COMPANY_SHORT_NAME}}. Each guide tells you what the feature is, how to use it, what it should look like when it’s working correctly, and what to do when it isn’t.

Start here

5 minutes
Getting started
Sign up, set up your first store, invite a teammate, take your first order.
 When things break
Troubleshooting
Symptom → cause → fix for the issues operators hit most.

Core operator features

The day-to-day back-office surfaces. Every operator account has these enabled by default unless the workspace owner disabled a module.

Orders
Orders & invoicing
Proposal → approval → invoice → payment, with public approval links.
 CRM
Clients
Your customer list. Smart upsert, source badges, inbox.
 Suppliers
Vendors
Supplier CRM with contracts, payouts, and order routing.
 Fulfillment
Shipping
Buy labels (Shippo & UPS), track packages, sync delivery events.

Marketplace (Shop)

The public buyer-facing marketplace plus everything a vendor needs to sell on it.

Buying
Buying on the marketplace
Browse vendors, place orders, attest research-use-only.
 Selling
Vendor storefront
Claim your profile, list products, set up payouts, run ads.

Integrations & developer tools

Connect external storefronts, payment processors, automation tools (Zapier, Make), and your own custom code.

Inbound writes
Integration API
Push orders, payments, and clients in from external platforms. WooCommerce paste-and-go, native + generic payloads, HMAC-signed.
 Settings UI
Settings → Connectors
Mint, rotate, and revoke pck_int_* keys. Read the per-request log.
 Outbound reads
Public read API
Pull orders, vendors, clients, and products out with pck_live_* keys.
 Events
Outbound webhooks
Subscribe HTTPS endpoints to order.created, payment.recorded, and more.

Platform

Cross-cutting features that touch every module: identity, workspaces, billing, observability.

Identity
Auth & MFA
Sign in, reset password, enroll MFA, store recovery codes.
 Workspaces
Multi-store
One workspace, many stores. How isolation, switching, and per-store settings work.
 People
Team & roles
Invite teammates, scope their access, review the audit log.
 Notifications
Email pipeline
Templates, signatures, delivery status, bounce handling.
 Notifications
SMS pipeline
Templates, sender numbers, two-way replies.
 Billing
Billing & quotas
Stripe subscriptions, plan limits, per-module flags.
 i18n
Automatic translation
Messages, reviews, and product copy auto-translated to your buyer’s locale.
 Compliance
Audit log
Tamper-evident hash chain, export, retention.

Reference

API
REST API reference
All endpoints, request shapes, and OpenAPI specs in one place.
 Cookbook
Integration recipes
Paste-and-go code for WooCommerce, Zapier, Node, Python.
 Changes
Changelog
What shipped this week, this month, this quarter.
 Support
Get in touch
When the docs don’t cover it. Email, response times, escalation.