Reference pages
Guides tell you how to do a job. Reference pages are for looking something up: what a field means, which columns an import accepts, what a status stands for, or which permission unlocks an action. Each chapter keeps its own reference pages beside its guides; this page lists all of them in one place, grouped the way the app's menu is.
For a plain-English definition of a single term, use the glossary instead.
Imports and exports
Pages with columns in the title, such as Importable product columns reference, list every column of a spreadsheet import or export, with what each accepts.
Dashboard
- Dashboard: Dashboard reference
Orders
- Document Inbox: Document Inbox reference
- Sales Orders: Export sales order columns reference, Fields reference, Importable sales order columns reference, List columns and filters, Order detail and mobile reference, Permissions reference, Sales order status reference, What your customer sees on the PayPal pay page
- Fulfillments: Fulfillment orders list reference, Fulfillment status reference
- Returns (RMAs & Sales Credits): Returns reconciliation reference, RMA status reference
- Purchase Orders: Exportable purchase order columns reference, Importable purchase order columns reference, Purchase order fields reference, Purchase order status reference, The purchase orders list: columns and filters
- Purchase Invoices: Purchase invoices reference
Products
- Create & Maintain Products: Product detail page reference, Product fields & validation reference, Product permissions reference, Products list columns, search & filters reference
- Organize Your Catalog: Attribute fields & types reference
- Product Pricing: Pricing tier fields & guards reference
- Product Setup: Units of measure reference
- Bundles & Kits: Kit & bundle component reference
- Import, Export & Bulk Edit: Importable product columns reference
Listings
- Channel Listings: Listing and channel inventory reference
- Product Types & Channel Categories: Product type rules & limits
Inventory
- Stock Levels & Movements: Movement types & fields reference, Stock states & fields reference
- Allocations & Backorders: Allocation, hold & backorder statuses & fields
- Adjustments: Adjustment fields, reasons & columns
- Stock Takes: Stock take statuses, fields & list
- Transfers: Transfer statuses, fields & list
- Serial Numbers: Serial numbers reference
- Compliance Docs: Compliance reference
- Costing (FIFO & COGS): FIFO layer fields, statuses & enums
- Inventory Debt: Claim statuses and sources, Fulfillment Debt report reference, Inventory debt settings, When a shipment is refused
Manufacturing
- Manufacturing Orders: Manufacturing order status reference
- Planning (MRP): Action and exception messages, Exports, imports and permissions, Planning policy settings
Accounting
- Set Up: Chart of accounts reference
- Month-End Close: Close pack: columns on every report sheet, Close settings and custom checklist items, Statuses in the close, The close checks, The close pack workbook, The Close tab at a glance, Who can do what in the close
Insights
- Reports: Reports catalog
- Brand Reports: Brand report columns, FBA inventory health in the monthly report, Report statuses, notes, and flags
Contacts
- Suppliers: Importable supplier columns reference, Supplier detail page reference, The suppliers list — columns, filters & inline edit
- Customers: Importable customer columns reference, The customers list — columns, filters & bulk actions
- Warehouses: Warehouse detail page reference
Workflows
- Workflows: Workflow templates reference
Integrations
- Integration Basics: Integrations reference
- Amazon: FBA reimbursement reference
- Airtable: Dataset and field reference, Reliability, limits, and sync-health alerts, Sync-mapping settings reference, Troubleshoot the Airtable integration
- VeraCore: Product mapping import and export, Scheduled syncs and commands, Troubleshooting, VeraCore settings reference, VeraCore statuses reference, VeraCore tabs and columns reference
- ShipBob: Check ShipBob webhooks and activity, ShipBob scheduled syncs reference, ShipBob settings reference, ShipBob statuses reference, ShipBob tabs and columns reference, ShipBob troubleshooting
- PayPal: PayPal reference
- SPS Commerce: SPS Commerce reference
Settings
- Users & Permissions: Roles and permissions reference
- PDF Templates: Packing Slip template reference, Page setup & CSS support, Pick List template reference, Purchase Order template reference, Quote template reference, Sales Order template reference, Template editor reference, Variables reference, Vendor Credit & Sales Credit template reference
- Developer & API: API scopes reference
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