OrderSync has two views: your company and each of your stores. Which one you're in decides what's in the left sidebar. This guide shows you where everything lives in each.
Stores were previously called retailers. You may still see "Retailer"
Switching between your company and stores
At the top of the left sidebar is your company and store name. Click it to open the switcher:
Under Company, pick your company to manage company-wide settings.
Under Retailers, pick a store to work with its orders.
+ Add Retailer adds a new store. See How to add a new store.
Tip: if you can't find something, check whether you're in the company view or a store view.
In a store: your day-to-day work
When you select a store, the sidebar shows:
Menu item | What it's for |
Purchase Orders | Every order for this store and its current status. Search by PO number or customer, filter by status, supplier or destination, open an order to see its details and comments, and use the download button to export to CSV. See How to filter purchase orders and Order Statuses. |
Queue | Orders that haven't been sent to the supplier yet, including any that need your attention (Review or Invalid). See Understanding the Queue. |
Reports | A live count of orders by status, delayed orders, buying trends and supplier performance. See Using Reports. |
Admin | This store's settings. Click it to expand the items below. |
Admin → Team | Who has access to this store and their role here. See How to invite team members. |
Admin → Locations | This store's addresses, used to tell drop ships from ship-to-store orders. See Locations: how orders get matched to your stores. |
Admin → Suppliers | This store's supplier logins and rep contacts. See How to connect suppliers. |
Admin → API Keys | Read-only keys for pulling this store's order data into your other systems. |
Admin → Webhooks | Send order updates to your other systems automatically. |
On the Purchase Orders page you'll also see the Order Watcher button in the bottom right.
In your company: company-wide settings
When you select your company, the sidebar shows:
Menu item | What it's for |
Admin → Team | Everyone in your company, their company role and which stores they belong to. |
Admin → Locations | Addresses across all your stores. |
Admin → Suppliers | Supplier connections across your stores, the suppliers you can connect, and Request A Supplier for ones that are coming soon. |
Admin → Email Templates | The emails your customers get as their special order moves through each status. See Special order tracking emails. |
Admin → Notification Logs | Every customer email sent, with its delivery status. Search by email, tracking number or order number. |
Admin → API Keys | Company-level read-only keys that cover all your stores, plus a log of API usage. |
Members don't have access to everything in Admin. See Team roles and permissions explained.
Notifications and your account
Bell icon (top right): your in-app notifications, such as new comments on an order or a supplier login that stopped working.
Account menu (bottom left): click your email address to open Profile, Notifications and Log out.
Under Notifications you choose which alerts you get and whether they arrive in the app, by email or both. See Managing your notifications.
Tips
Click the panel icon next to the page title to hide or show the sidebar.
The NEW label next to a menu item marks a recently added feature.