Getting started

Dashboard

What each card and button on the Dashboard does.

On this page

Quick actions

Button What it does
Build Order Starts an order you add books to by scanning, typing or pasting ISBNs. See Build Order.
Import Order File Turns a PDF invoice or spreadsheet into an order. See Import an order file.
COGS Report Sales, cost and profit over a date range. See COGS Report.
Restock Planner Which books will run out soonest. See Restock Planner.
Storefront Owners and admins only. Shows whether your online store is live and how many online orders are waiting. See Storefront.

Stats

  • Active Orders: orders you haven't sent to Square yet. Click to see them.
  • Processed This Week: how many orders you've sent to Square this week.
  • Square Catalog: how many items and categories are in your Square catalog. Search opens Square Catalog.

Recent Orders

The last five orders you opened. Click one to pick up where you left off.

The search box at the top looks through your orders by ISBN, title or author and opens the results on the Orders page.

Stocking your shelves?

New stores see this card until their first order. It suggests scanning the books you have on hand or importing an invoice, and points stores selling used books to book conditions. You can dismiss it.

Didn't find what you need? Use the Help button in book by book, or email support@bookbybook.app.