KitchenDEV Blog
How to Define and Manage Taxes
When managing taxes, go Under Settings > Taxes. Here you can add key-value pairs for managing taxes. For example, you can add ‘New York — 10%’, ‘No Tax’, ‘Tax 1’ and percentages. Taxes you define here will be available for
How to Add and Edit Users
When you need to create new users or edit existing users, go to Users under Settings. Define a role (Sales or Admin) for each user, as well as a location (pick from one of the existing locations). When defining a
How to Add and Edit Customers
If you need to add new or edit existing customers, go to the Customers page.If you have already added some customers, you will see a table with all customers listed. For each customer, there are two columns showing a number
How to Manage Locations
To manage showroom locations, go to Settings > Locations. This is the place where you come when you need to add more locations. Locations are available as an additional filter for proposals and orders if shared settings are enabled.
How to Manage Shared Customers, Users, Proposals & Orders
You can find these features in Settings > General. We introduced them to support the specific needs of multi-location cabinet retailers. Some of you may want each of your locations set up in the system to have open access for
How to Manage Dashboard History and Catch Up/Mentions
For a global view of all proposals and orders you created, go to the History and Catch Up tabs on the dashboard. The History tab displays a nice view of all proposals and orders. Both proposals and orders can be