Start by checking how your customers, catalog and orders fit. Commercial prices and allowances are being finalized; paid subscriptions are not open.
Company setup guides you from the first customer and product to a completed practice simulation.
Review the workflowEvaluation has bounded usage and an expiry shown in the company’s Billing & usage page. No subscription starts from viewing this page or creating a company. Provider accounts, postage and other third-party fees are separate from the proposed software subscription.
| Workflow | Core OperationsA shared place for reviewed orders and customer pricing. | AutomationAssisted intake and channel workflows, with review controls. | Enterprise / ResellerLarger operating allowances; advanced reseller capabilities remain planned. |
|---|---|---|---|
| Customer & catalog work | Accounts, units, price lists and tiers | Accounts, units, price lists and tiers | Accounts, units, price lists and tiers |
| Ordering & buyer portal | Reviewed orders, saved carts and packing | Reviewed orders, saved carts and packing | Reviewed orders, saved carts and packing |
| AI-assisted intake | Structured text workflow | Eligible when extraction is configured | Eligible when extraction is configured |
| WhatsApp channel pilot | Not included | Subject to channel pilot acceptance | Subject to channel pilot acceptance |
| Staff & processing allowances | To be finalized | To be finalized | To be finalized |
| Subscription price | Not published | Not published | Not published |
A shared place for reviewed orders and customer pricing.
Assisted intake and channel workflows, with review controls.
Larger operating allowances; advanced reseller capabilities remain planned.
QuickBooks accounting actions require your company’s authorized accounting connection. Shipping rates and labels require a configured ShipStation account. AI extraction and the WhatsApp pilot have additional service and plan requirements.
No. The proposed subscription covers this software. Provider subscriptions, carrier postage and any accounting or messaging service charges remain separate.
Reseller hierarchies, custom domains and SSO remain planned. The proposed tier name does not mean those capabilities are available today.
Saved drafts and existing order history remain available to authorized users. New accepted orders, intake and additional people require an active entitlement. The owner can review current usage and access in the workspace.
Set up your company, add a customer and your catalog, then practice the workflow with a simulation.