Store

Business name, currency, address, and contact details.

Profile

Your personal account details and preferences.

Invoices

Invoice templates, numbering, and tax configuration.

Agreements

Consignment, purchase, and sale agreement templates.

Custom Fields

Add custom fields to inventory items and clients.

VAT / BTW

VAT treatment, margin scheme, EU B2B, and intra-EU supply settings.

Site Integrations

Connect your website, embed inventory, and capture leads.

Website Forms

Build and embed Sell, Trade, Source, Contact, and Newsletter forms for Shopify.

Documents

Manage document templates, letterheads, and branding.

Lead Genius

Configure AI matching preferences and scoring weights.

Intelligence

Business thresholds for Daily Intelligence suggestions and Daily Review.

Engage

Inbox settings, auto-reply, signatures, and templates.

Message Templates

Reusable quick replies and message templates for Engage conversations.

Integration Health

Review and retry failed Shopify, Meta, document, and payment operations.

Staff & Roles

Manage team members, assign roles, and review permission sets.

Audit Logs

Full trail of sensitive actions: merges, payments, documents, and settings.

Accounting

VAT/BTW reports, margin scheme, sales/purchase invoice exports, and accountant workspace.

Backup & Restore

Export structured data snapshots, view backup history, and prepare for future restore workflows.