Getting started

Crumpet keeps your stock, orders and sales channels in one place. This page covers the things most people do first. Everything here is also one question away: press Ask Crumpet at the top of the screen and ask in plain words.

A trial workspace comes ready to explore, so you can try every step below without setting anything up:

• Sample products — three swimwear styles in a range of sizes, with stock on hand.
• A test sales order — SO-DEMO-1001 for Coastline Boutique, on hold and waiting for you to confirm, pick and ship. There are sample Shopify orders and a completed order too.
• A test purchase order — PO-DEMO-ATP, a confirmed 600-unit order that shows how incoming stock is promised to customers before it arrives.

Change anything you like. The sample data resets every night at 3am (Sydney time), so you can experiment freely. Connections to outside services such as Shopify and Xero are switched off in a trial, so nothing you do can reach a real store. The trial lasts 14 days; the days remaining are shown under the bell at the top right. When you are ready to run your own business on Crumpet, choose a plan on the Billing page or email support@crumpet.now.

1. In the menu on the left, open Orders and press the + beside Sales Orders.
2. Choose the customer. New customers can be added on the spot, or ahead of time under Contacts.
3. Search for products and enter quantities. Each line shows how much stock is available now and when more is due, so you can see straight away what you can promise.
4. Your work saves as you go. Move the order through its statuses as it is confirmed, picked and shipped; stock is reserved for the order and leaves your warehouse when it ships.

To see all orders, open Orders → Sales Orders. Orders from Shopify and the B2B portal appear in the same list once those apps are connected.

1. Open Orders and press the + beside Purchase Orders.
2. Choose the supplier, add products and quantities, and set the expected arrival date.
3. Confirm the order and send it to your supplier. Confirmed stock shows as incoming, and sales orders can be promised against it.
4. When the goods arrive, receive the order. Received quantities are added to your stock on hand.

Open Inventory → Products and add a product. A product can have up to three option groups, such as colour, size and length; every combination becomes its own SKU with its own stock, barcode and price. Bulk loads from a spreadsheet are under Admin → Import / Export.

Administrators turn on connections under Admin → Apps & Integrations. Each app has its own card with a switch and an Open Setup button:

• Sales channels — Shopify, WooCommerce and Crumpet’s own B2B wholesale portal.
• Accounting — Xero.
• Shipping — Starshipit and Australia Post.

Apps you have turned on appear in the Apps & Integrations section of the menu. The top of that page also shows your plan and how many SKUs you are using.

Every plan includes every core feature — unlimited users, sales and purchase orders, order promising and two warehouses. Plans differ only by how many SKUs they include. Your monthly bill is itemized: your plan, any extra warehouses (A$29 a month each) and any paid add-ons you turn on; free add-ons are never charged. See it and change plan under Admin → Billing.

• Ask Crumpet — the button at the top of every page answers questions about your own stock and orders.
• Support → Contact Us or support@crumpet.now for anything else, including anything that does not work as it should.

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