# EcommOS Help Center

## Docs

- [EcommOS Merchant Documentation](https://ecommos.co/docs/index.md): Merchant onboarding and first-run guides for running your EcommOS store.
- [Create your account and workspace](https://ecommos.co/docs/getting-started/create-account.md): Sign up, verify email, create an organization, and finish the onboarding wizard.
- [Starter setup checklist](https://ecommos.co/docs/getting-started/starter-setup.md): The fastest path to your first live order on EcommOS.
- [Add your first product](https://ecommos.co/docs/getting-started/first-product.md): Create a product with offers and inventory components.
- [Create your first sales form](https://ecommos.co/docs/getting-started/first-form.md): Create a public order form, copy the hosted link, and test one submission.
- [Create and handle your first order](https://ecommos.co/docs/getting-started/first-order.md): Receive or create your first order and walk it through the queue.
- [Understand the order lifecycle](https://ecommos.co/docs/getting-started/order-lifecycle.md): From New to Confirmed to Delivered to Remitted — what each transition requires.
- [You're the Owner — where to begin](https://ecommos.co/docs/roles/owner.md): What Owner access covers and the order to set things up in.
- [You're a General Manager — where to begin](https://ecommos.co/docs/roles/general-manager.md): What General Manager access covers and the order to work through it.
- [You're a Sales manager — where to begin](https://ecommos.co/docs/roles/sales-manager.md): What Sales manager access covers and the order to work through it.
- [You're a Sales rep — where to begin](https://ecommos.co/docs/roles/sales-rep.md): What Sales rep access covers and how to work your queue.
- [You're a Logistics manager — where to begin](https://ecommos.co/docs/roles/logistics-manager.md): What Logistics manager access covers and the order to work through it.
- [You're an Inventory manager — where to begin](https://ecommos.co/docs/roles/inventory-manager.md): What Inventory manager access covers and the order to work through it.
- [You're an Accountant — where to begin](https://ecommos.co/docs/roles/accountant.md): What Accountant access covers and the order to work through it.
- [Read your dashboard](https://ecommos.co/docs/operations/dashboard.md): What each dashboard number means and why revenue can lag delivered orders.
- [Add staff and set roles](https://ecommos.co/docs/operations/staff-onboarding.md): Invite staff, assign a role, scope them to products, and verify assignment works.
- [Work the order queue](https://ecommos.co/docs/operations/order-queue.md): Filter, search, and advance orders through the queue on desktop and mobile.
- [Set up custom order statuses](https://ecommos.co/docs/operations/custom-order-statuses.md): Add your own labels to organize the queue without changing how orders actually move.
- [Hand off confirmed orders to deliveries](https://ecommos.co/docs/operations/deliveries.md): Dispatch, deliver, and track orders through delivery agents.
- [Manage delivery agents](https://ecommos.co/docs/operations/delivery-agents.md): Build your delivery agent roster, coverage areas, and see performance.
- [Manage stock and waybills](https://ecommos.co/docs/operations/inventory-basics.md): Receive stock, transfer to delivery agents, and track balances and movements.
- [Bundle products with combos](https://ecommos.co/docs/operations/combo-products.md): Sell a bundle deal made of products you already sell, priced as one offer.
- [Connect other systems with Channels](https://ecommos.co/docs/operations/channels.md): How orders reach EcommOS automatically — sales forms and webhooks.
- [Configure business settings](https://ecommos.co/docs/operations/business-settings.md): Set your business identity, locale, and order status configuration.
- [Notifications and queue configuration](https://ecommos.co/docs/operations/notifications-and-queue.md): Enable push and in-app alerts for order assignments and queue activity.
- [Track income and expenses with Cashflow](https://ecommos.co/docs/finance/cashflow.md): Record income and expenses, and read the Cashflow overview numbers correctly.
- [Track what delivery agents owe you](https://ecommos.co/docs/finance/remittance.md): See what's outstanding, chase it down, and record what actually came back.
- [FAQ](https://ecommos.co/docs/faq.md): Common setup and operations questions for new EcommOS merchants.