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Getting started

Welcome to CardCounter

Learn how the counter, inventory, buying desk and shop website work together.

On this page

Before you begin

Sign in to your staff workspace using the account your shop administrator provided.

Access

All staff. Company feature access and current setup requirements apply.

Step by step

  1. 1

    Start with Today

    Use Today for the current shop overview and daily work that needs attention. Check the shop and location before changing a record.

  2. 2

    Choose a workspace

    Sell runs the register. Inventory keeps exact products and physical stock. Buy / Trade handles collections. Orders, Customers and Events connect the remaining shop work.

  3. 3

    Open the rest of the tools

    Use More workspaces for Website, Connections, Reporting and Settings. Inventory has its own sections for labels, receiving and scanning.

  4. 4

    Follow a complete record

    A product identifies the exact item. Receiving records physical stock. A sale records the customer, tender and receipt. Opening a draft or searching the catalog alone does not complete these tasks.

On the screen

Shop settings
CardCounter settings workspace with business, access, records and desktop sections
Example shop · Sample records
  1. 1
    Settings sections

    Choose the business, policy, staff, shipping or device setting.

  2. 2
    Current values

    Check the shop and location before editing a shared setting.

  3. 3
    Shop address

    Complete the location address and contact fields, then save and read the result.

Shop settings
CardCounter settings workspace with business, access, records and desktop sections

Example shop with sample records. Numbered annotations identify the controls described below the article image.

Keep in mind

These guides use an example shop and sample records. They do not show a merchant’s real customers or financial results.

A visible feature still needs your role, company access and any required shop or provider approval. The current screen is the authority for whether an action is ready.

If something goes wrong

A workspace is missing

Ask your owner to check company feature access and your staff role. Use the plans and access guide before assuming a navigation issue.

Still need a hand?Prepare a support report

Search documentation

What would you like to do?

Try “phone scanner”, “counter approval”, “free shipping” or “fullscreen”.

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