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Where do I find things in the admin menu? (Store Admins)

A map of the store owner menu: daily operations, people, money and settings.

The left-hand menu, under the heading Main, groups everything a store owner needs: Home, Sales, People, Inventory, Money, Reports, Store Management, Imports and Settings.

Who this is for: Store admin / store owner

These steps use the New Experience. If your menu looks different, click Switch to New Experience (Beta) at the top of the page. Your choice is remembered in this browser.

Main areas

  1. Home: your landing page, with today's numbers and a Needs attention list (Administrators only).
  2. Sales: Register, Transactions (completed sales; More ▾ > Batch close for your daily batch close), Customers, Gift Cards, Layaway and Cashier Tools.
  3. People: Vendors (vendor profiles, commission rates, what each vendor can use), Email vendors and Users (add employees, resend invites, confirm emails, assign roles such as Manager or Cashier).
  4. Inventory: All items (view and edit stock, print labels, transfer items between stores), Promotions & deals, Bulk price / quantity and Label designer.
  5. Money: Overview, Settlements, Checks & ACH, Invoicing, Rent & fees (charge rent, post credits, fees and deposits, recurring fees, vendor balances), Account activity, Check designer and Multi-store (only for stores in a multi-store group).
  6. Reports: a hub grouped by question, such as vendor sales, taxes, end of day, cash drawer, rent and time clock.
  7. Store Management: Overview (spaces, vacancies, rent roll) and Store map (lay out your store and assign booths).
  8. Imports: Spaces, Employees & time clock, Customers, Gift cards, Vendors and Inventory.
  9. Settings: Overview, Store settings (store info, tax rates, Financial settings such as Allow Check Payments, POS hardware, settlements and ACH, multi-store, QuickBooks and other integrations), Activity log (a permanent record of who did what, and when) and Notifications (the store inbox).
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What you see depends on your role and your store's plan.

Tips

  • Switch stores: click the store name at the top of the screen to open Switch store or vendor.
  • Find anything fast: type in Search anything... at the top (or press /). It finds pages, customers, sales, items and vendors.
  • Back to Home: click the Syncrostore logo.
  • Your own settings: click your avatar and choose Settings for your profile, notifications and time clock.
  • Can't find an old menu item? On Home, Reports or Settings > Overview, click Where did it move?.

Troubleshooting

  • A menu item you expect is missing. Check that your role is Administrator and that your plan includes the feature. If your login was set up as a vendor, you'll only see vendor tools. Contact support to fix your role.
  • No "check" option at the register. Go to Settings > Store settings, open the Financial tab, turn on Allow Check Payments, and save.