User guide

This guide is for the people who use Fincas every day: sales, warehouse, purchasing, accounting and CRM staff, whoever runs the storefront, and developers wiring other systems to it. Each page walks through real tasks in the back office, in the words the screens use.

If you are installing or running Fincas, start with Getting started and Deployment instead.

Follow along in the live demo

Open demo.fincas.dev and sign in as demo with the password golden-demo. It runs the current release on sample data and resets every night, so you can try every step here without worrying about breaking anything.

Daily work

Quotes, orders, invoices and paymentsThe sales loop: quote, convert, ship, invoice, get paid.

Catalog and pricingProducts, variants, categories, price lists, tax rates and discount codes.

Inventory and purchasingWarehouses, stock, purchase orders, receiving and picking.

AccountingThe ledger, posting from documents, fiscal periods and the trial balance.

Working the CRMMy day, engagements, tasks, leads, parties, merges and consent.

Selling online and connecting systems

Running the storefrontWhat the shop shows, where it comes from, and what happens at checkout.

API and integrationsAPI documentation, keys, webhooks and connected accounts.

A few conventions

• One company per instance. Everything you see belongs to one business. Another company runs its own Fincas.
• Price and cost. A price is what a customer pays you. A cost is what you pay a supplier.
• Your screens may differ a little. A deployment can rename nouns (a “Customer” might be an “Account”) and add its own menu items through plugins. The flows stay the same.