Help Center: guides

Step-by-step guides for every product

Written from the products' own screens and walkthroughs: where to go, what to press and what each screen is for.

Command guide

Using Command

Every part of the business on one screen. Sign in at command.venditory.com, then follow the steps below.

Money Overview

Every channel's sales on one screen.

  1. Money Overview: Sales from every channel, what is owed to you and what is coming in.
  2. Search, at the top of the screen: Find a customer, an invoice or a product by name.
  3. Alerts, at the top of the screen: Anything that needs you shows up here.
Owner overview in the Venditory demo
Owner overview

Reports

Sales by day, product, rep and store.

  1. Reports, in the menu on the left: Every report lives here.
  2. Reports: Pick a report, set the dates and export it.
Reports in the Venditory demo
Reports

Invoices

What is paid and what is late.

  1. Invoices, in the menu on the left: Open your invoices from here.
  2. Invoices: Every invoice, its terms and whether it is paid. Late ones are flagged.
Invoices in the Venditory demo
Invoices

Employees

People and what they can see.

  1. Employees, in the menu on the left: Your whole team, in one list.
  2. Employees: Each person's role decides which screens they can open.
Inventory in the Venditory demo
Inventory

Inventory

Stock across every place you sell.

  1. Inventory, in the menu on the left: Stock for the whole business.
  2. Inventory: Every item, counted once, wherever it is sold.
Inventory dark in the Venditory demo
Inventory dark

Business Profile

Name, hours, address and brand.

  1. Business Profile, in the menu on the left: Set this up once.
  2. Business Profile: Every product uses these details, so a change here reaches all of them.
Roles in the Venditory demo
Roles

Every screen in Command: Money

  • Reports: Sales breakdowns, money owed, expenses and tax for any date range
  • Revenue: Revenue by channel: in store, online and from sales reps
  • Invoices: Create, send and track invoices, and see what is still owed
  • Commissions: Commission earned by each rep, order by order
Invoices dark in the Venditory demo
Invoices dark

Every screen in Command: Business

  • Employees: Staff accounts, each with its own login
  • Staff Roles: Give each person a role and see exactly what each role may do
  • Inventory: Stock levels, deliveries received, counts and the history of every change
  • Contracts: Start a contract from a template, edit the costs and terms, and send it by email
  • Reviews: Customer reviews, the monthly rating, replies and review requests
  • Chargebacks: Card payments a customer's bank took back, each with the exact sale, and a daily alert for new ones
  • Goals: Revenue goals, each shown against real sales
  • Plans: Plans with steps, a status and a due date
Staff dark in the Venditory demo
Staff dark

Every screen in Command: Administration

  • Business Profile: The business name, locations and details every product uses
  • Connections: Connect Shopify, WooCommerce or a Lovable website
  • Billing: The Venditory plan, billing term and payment history
  • Settings: Settings for the whole business
  • Audit Log: A record of who changed what, and when
  • Feedback: Feedback sent from inside the products
Overview dark in the Venditory demo
Overview dark

Questions about Command

Reports dark in the Venditory demo
Reports dark

Outbound Sales guide

Using Outbound Sales

Selling by phone, by email and in person. Sign in at outbound.venditory.com, then follow the steps below.

Daily Route

A rep's stops for the day.

  1. Daily Route: The stops for the day, in order, with directions.
  2. Search, at the top of the screen: Find a store by name.
Route in the Venditory demo
Route

Sales Reps

Who is out and what they sold.

  1. Sales Reps, in the menu on the left: Your field team.
  2. Sales Reps: Where each rep has been today and what they sold.
Roles in the Venditory demo
Roles

Customers

Every store you sell to.

  1. Customers, in the menu on the left: All of your accounts.
  2. Customers: Orders, terms and the last visit for every store.
Invoices in the Venditory demo
Invoices

Leads

Stores that are not customers yet.

  1. Leads, in the menu on the left: New stores to call on.
  2. Leads: Hand a lead to a rep and track it to a first order.
Route dark in the Venditory demo
Route dark

Pipeline

Every lead by stage.

  1. Pipeline: Move a lead from first knock to first order.
  2. Alerts, at the top of the screen: A lead that needs a follow-up shows up here.
Territory dark in the Venditory demo
Territory dark

Territories

Each rep's area on the map.

  1. Territories, in the menu on the left: The map of your areas.
  2. Territories: Draw an area so two reps never call on the same store.
Territories in the Venditory demo
Territories

Every screen in Outbound Sales: Sales Reps

  • Sales Reps: Every sales rep, with territory and numbers
  • Applications: Applications from people who want to sell for the business
  • Movement: Where reps have been during the working day
  • Rep Performance: Each rep's results and the indicators that show how the rep is doing
  • Rep Roster: Every rep, their level and their territories
  • Competitions: Leaderboards that rank reps by store, company, city, state and nationwide
  • Points: What earns reps points, the bonuses for reaching a total, and each month's points
  • Mileage: How reps are repaid for driving, with each rep's vehicle and monthly statements
Owner overview in the Venditory demo
Owner overview

Every screen in Outbound Sales: Prospects

  • Customers: Customer businesses, their contacts and their order history
  • Leads: Leads to call, email or visit, assigned by territory
  • Pipeline: Leads on a board by stage, from new to won
  • Order History: Every order, from every rep and channel
Inventory in the Venditory demo
Inventory

Store guide

Using Store

Storefront, wholesale and e-commerce. Sign in at store.venditory.com, then follow the steps below.

POS System

Make a sale at the counter.

  1. POS, in the menu on the left: The screen you use at the counter.
  2. POS System: Scan or tap items, take cash or card, and print or text the receipt.

Store Overview

Today's sales and low stock.

  1. Store Overview: Today's sales, who is working and what is running low.
  2. Search, at the top of the screen: Find an item or a customer by name.

End-of-Day Close

Count the drawer and close the day.

  1. Close, in the menu on the left: Open this at the end of the day.
  2. End-of-Day Close: Count the drawer, compare it to the register and close the day.

Inventory

Prices and counts on the shelf.

  1. Inventory, in the menu on the left: Everything you sell in the shop.
  2. Inventory: Each item, its price and how many you have.

Customers

Your regulars and how to reach them.

  1. Customers, in the menu on the left: People who buy from your shop.
  2. Customers: What they buy, and how to reach the ones who said yes to messages.

Online Store

Sell from your own website.

  1. Online Store, in the menu on the left: Your shop's website.
  2. Online Store: The same stock and prices as the counter, ordered from a phone.

Every screen in Store: Store Tools

  • Locations and Transfers: Storefronts, online stores, wholesale locations and warehouses, the stock each holds, and every transfer or write-off between them
  • Reports: Store sales reports for any date range
  • Messages: Messages to and from customers
  • Stock Counts: Start a stock count, scan items and post every correction at once
  • Barcode Labels: Print barcode labels on sheets or rolls
  • Item Options: Sizes, colors and other options for items
  • Consignors: Consignors, their items and the amount owed to each
  • Store Settings: Store settings, including the return policy printed on receipts

Questions about Store

Studio guide

Using Studio

Everything you post and everything you print. Sign in at studio.venditory.com, then follow the steps below.

Ideas to Posts

Turn an idea into posts in your voice.

  1. Ideas to Posts: Type an idea and Studio writes the posts in your brand's voice.
  2. Search, at the top of the screen: Find a post or an idea by its words.

Inbox

Messages from every channel.

  1. Inbox, in the menu on the left: One list for every channel.
  2. Inbox: Reply to messages and comments without switching apps.

Ambassadors

Manage the people who promote the shop.

  1. Ambassadors, in the menu on the left: Your brand ambassadors and their referrals.
  2. Ambassadors: Add an ambassador, find more by business type and record who they bring.

Services

See what the team offers and what it costs.

  1. Services, in the menu on the left: Websites, AI audits, chatbots, automations and search optimization.
  2. Services: Open an offering to see its tiers and prices.

Calendar

What goes out and when.

  1. Calendar, in the menu on the left: Your posting schedule.
  2. Calendar: Every scheduled post, across every channel.

Brand Voice

Teach Studio how you talk.

  1. Brand Voice: Your words, your colors and your logo, used in every post.
  2. Alerts, at the top of the screen: A post ready for review shows up here.

Social Accounts

Accounts Studio posts to.

  1. Social Accounts: Connect each account once and Studio posts to it after you approve.
  2. Light and Dark, at the top of the screen: Switch the screen between light and dark.

Every screen in Studio: Content Operations

  • Inbox: Messages from connected platforms in one list; channel connections are in development
  • Calendar: Scheduled posts by date, at the best local time
  • Ambassadors: Find brand ambassadors by business type and manage the ones you work with
  • Services: What the team can build or fix for a business, with the tiers and prices for each
  • Brand Setup: The brand kit: logo, colors, fonts and voice
  • Images: Upload photos, edit them and preview them on products and posts
  • Link Page: One public page with a short bio and up to ten links to put in a social profile, shown to the public only once it is published
  • Design Services: Order designed and printed items such as business cards, signs, loyalty cards and gift cards
  • Business Materials: Business materials you can order, filled in from your brand setup
  • Voice Questions: Twenty-five questions that capture how your business sounds
  • SEO: Search engine tools: rework a page you have or write a new one
  • Redo existing SEO: Rework an existing page so it ranks better
  • New SEO: Write a search-friendly page for a new topic
  • Connections: Connect a social account, or disconnect one

Every product

Getting around any product

Getting Around

Top menu, search, light and dark.

  1. Switch Products, at the top of the screen: Command, Outbound Sales, Store and Studio. Switch here at any time.
  2. Search, at the top of the screen: Find anything in the product you are in.

Help and Contact

Where to get answers.

  1. Help, at the top of the screen: Every screen, explained.
  2. Tutorials, at the top of the screen: Short walkthroughs like this one.
  3. Contact Us, at the top of the screen: Questions or feedback. We answer within 1 business day.

Settings

Your account, colors and sign-in.

  1. Settings, at the top of the screen: Pinned at the bottom of the menu.
  2. Account: The email you sign in with and your role.
  3. Appearance: The owner picks the colors for each product.
  4. Sign-In and Security: A username, a passcode for this device and two-step sign-in.

Download the App

Put Venditory on your home screen.

  1. Download the App, at the top of the screen: Install steps for every device live here.
  2. iPhone: Safari, then Share, then Add to Home Screen.
  3. Android: Chrome menu, then Install app.
  4. Computer: The install icon in the Chrome or Edge address bar.