← Account How to Everything you do in the app, step by step. Only your team and approved customers will see this page; packing team see the packing parts only.
Demo only. No live stock, orders, labels or billing are switched on. Each guide is labelled Available in demo, Planned or Awaiting confirmation — planned steps describe how it will work, not how it works today.
Admin Packing team Trade customer
▶ Logging in and rolesPlanned ▶ Previewing a role in the demoAvailable in demo ▶ Add to your home screenAvailable in demo ▶ Viewing trade customersAvailable in demo ▶ Approving and inviting a customerPlanned ▶ Disabling a customerPlanned ▶ Ordering on behalf of a customer (View as)Available in demo ▶ Placing an orderAvailable in demo ▶ Cancelling an orderPlanned ▶ Working the Orders queueAvailable in demo ▶ What each status meansAvailable in demo ▶ Why an order is on holdAvailable in demo ▶ What goes in the parcelAvailable in demo ▶ Mixed Synova and Bio ordersAvailable in demo ▶ Branding and product codesAwaiting confirmation ▶ Printing dispatch notes and labelsPlanned ▶ Reading stockAvailable in demo ▶ Adjusting stockAvailable in demo ▶ Requesting a new productAvailable in demo ▶ Website and trade stock sync, receipts and low-stock alertsPlanned ▶ Trade tabs and balancesAvailable in demo ▶ Checking payment proofPlanned ▶ Adding a charge or creditPlanned ▶ Royal Mail Click & DropPlanned ▶ Apex Labs website ordersAwaiting confirmation ▶ Bio Performance email ordersAwaiting confirmation ▶ Discord alertsPlanned ▶ Returns, refunds and exchangesAwaiting confirmation ▶ Duplicate importAvailable in demo ▶ Missing addressAvailable in demo ▶ Unmapped product codeAvailable in demo ▶ Stock shortageAvailable in demo ▶ Tracking update failedPlanned ▶ Wrong branding on a parcelAvailable in demo