iotoms Docs

iotoms Help Center

Step-by-step guides for running your business on iotoms.

Pick a guide to get started, or press ⌘K to search every page.

Dashboard Overview

Read your business snapshot, drill into alerts, and export the dashboard.

Business Setup (Venues, Registers, Stores)

Set up and manage your venues, stores, and POS registers.

Catalog & Items

Add and maintain items, attributes, taxes, discounts, and units of measure.

New Sale (Counter POS)

Ring up a sale at the desk: store and register, customer, line items, and payment.

Quotations

Send a customer a priced offer, track whether it lands, and turn an accepted one into an order.

Orders & Invoices

Work the queue of orders your field books — or key one yourself when the field could not — correct and confirm them, then preview and issue the tax invoice.

QuickPick

Build fast-order button layouts and publish them to your registers.

Reports

Open live reports, change date ranges, and export to CSV or PDF.

Customers (CRM)

Keep customer profiles up to date: add, find, edit, and remove customers.

Sales History

Review every sale coming in from the field and the console in one register.

Data Import & Export

Bring data in from any system with the AI import wizard, or export your data as CSV.

Inventory (Stock, Locations, Transfers)

Check quantity on hand, manage stock locations, move stock with transfers, and clear stock that never moved.

Procurement (Vendors, Quotes, Purchase Orders, Goods Receipts)

Manage vendors, get competing prices, raise purchase orders, and record goods receipts when stock arrives.

Agreed Prices & Price Variances

Hold a supplier to the rate you negotiated, see where a purchase-order cost came from, and work the list of purchases that came in above it.

Settings & Account

Configure general preferences, organization branding, your profile, plan, sign-in with Google, and the names and layout of your sidebar.

Field Operations (Day Cycles, Routes, Vehicles)

Monitor your van sales team: day cycles, route plans, vehicles, and customer stores.

Notifications

Stay informed with the notification bell, tune your preferences, and broadcast to your team.

Users, Roles & Permissions

Invite your team, create roles, and control which features each role can use.

Accounting (Books, Journal, Trial Balance)

Set up your chart of accounts, record journal entries, close months, and check your trial balance.

Commission

Pay sales staff a percentage of what they collect, and let the expense reach your accounts by itself.

AI Assistant

Ask questions about your business data and make changes with the propose-and-confirm agent.