Getting Started

Add Associate

• By now, you’ve created your store and a Bindo ID. Let's add your associates next.Tap on the sidebar menu → Settings → Associates tab.
• Tap the more options icon (three blue dots, or a blue gear)
• Tap Create New Associate.
• Have your associate fill in the information, and choose their permission level.
• Tap Create Bindo Account.Your associate now has a Bindo ID, and is added to your store.

Add Inventory

• Open the sidebar menu → Inventory
• Tap on the +
• Scan a UPC or enter it manually and tap Done.
• Enter a price and tap Done.
• Tap Save in the lower left corner. Your item is now saved to the inventory.

Add customers

• Tap on Sidebar Menu → Customers
• Tap on the +
• Enter the customer information (only a name is required)
• Tap Save
• Your customer now has an account at your store.

Ring Up a Sale

• Tap on Sidebar Menu → Register
• Scan a product (enter a price if it’s a new item) to add it to the receipt, or tap on the inventory icon to search for a product, and tap to add the item to the receipt.
• Tap the green Charge button in the bottom right corner to go to the payment screen
• Tap the green Tender button to run a cash transaction
• Enter an email and tap Send to send an email receipt. You can also tap Print Receipt, or tap Skip to skip printing a receipt.

Run a Sales Summary Report

• Tap on Sidebar Menu → Reports
• Tap on Sales Summary Report
• Tap on the Date in the upper left-hand corner
• Tap on a calendar date, or you can tap on one of the pre-selected ranges across the top.
• Your report for the selected date(s) appears. You can export (email it as a csv file) it by tapping on the blue box in the upper right-hand corner.

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