Training
Every feature ships with a walk-through.
No blank screens, no guesswork. Sign in to your Tare7 account to open the guides — they live inside the app so screenshots always match what you'll actually see.
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Getting around Tare7
The four hubs — Track, Buy, Sell, Work — and where each feature lives.
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Quotes
Draft a price for a customer without committing stock, then turn it into a sales order when they accept.
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Sales orders
Confirm orders, pick from stock, ship in batches, and auto-generate customer invoices.
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Pick lists
The warehouse queue. Assign, pick, QC, and stage for shipping.
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Returns and RMAs
Receive customer returns and issue credit memos with compensating ledger entries.
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Customers and vendors
The two rolodexes — SOs reference customers, POs reference vendors.
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Work orders
Internal releases of stock. Each release writes a RELEASE ledger row.
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Assemblies and BOMs
Kits + component recipes. Explicit build or backflush at sale.
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Cycle counts
Physical counts. Variances post ADJUST rows automatically.
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Receiving
Log received quantities against a location. Feeds on-hand automatically.
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AP invoices
Vendor invoices. Three-way match against PO + receipts before payment.
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AR invoices
Customer invoices auto-generated when a sales order ships.
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Reorder queue
Threshold-driven replenishment suggestions grouped by vendor.
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Shortages
Open SO demand that on-hand stock can't cover.
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Reports
Analytical snapshot + CSV exports for spreadsheets and accounting.
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Customer reports
Statement, Outstanding, Open orders, Sales history, Shipments.
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Sales journal
Balanced double-entry export for QuickBooks / Xero / Wave.
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Calendar
Inbound receipts, outbound shipments, and pickups on one grid.
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Settings
The Admin index of every configurable surface.
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Tax rules
Rate table for sales-tax on invoices and quotes.
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Shipping methods
Carrier catalog for the shipping picker on quotes, SOs, and invoices.
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Locations
Warehouses, sites, trucks, shops. Every ledger row lives at one.
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Adding an item
Create a new SKU. SKU + name required; everything else is optional.
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CSV imports
Bulk-load catalog data. Existing rows updated in place — idempotent.
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Scan
Camera or manual barcode lookup to jump straight to an item.
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Today
Cross-functional exceptions, workload, approvals — profile-tuned.
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More and Inbox
Mobile navigation shortcut and live notifications inbox.
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Insight
Reports + aging + health + calendar — the read-only side.
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Audit log
Read-only record of every write. Filterable by entity + action.
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Appearance and theme
Light / dark / auto. Preference is per-device.
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Categories
Item taxonomy for filters and report slicing.
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Email notifications
Automated digests (low stock, etc.) at daily or weekly cadence.
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Company branding
Logo, legal name, remit-to, and terms on every branded PDF and email.
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Custom fields
Org-specific fields on items — anything jsonb can hold.
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Adjustment reason codes
Required on ledger adjustments. Slice exports by reason.
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Bins
Sub-locations inside a warehouse. Optional, Scale-only.
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Inventory health
Below-reorder, dead stock, $ at risk, over-max tiles.
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Getting started
11-step checklist to reach first-sale-ready.
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AR aging
Open invoices bucketed by age (Current, 1-30, 31-60, 61-90, 90+).
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Gross margin
Revenue vs COGS by item, plus FIFO stock-on-hand snapshot.
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AI tools
Reorder review, packing-slip extraction, plain-language search.
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Demo data
Seed a business-shaped dataset for realistic dashboards.
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Data exports
One-click CSV downloads across inventory / purchasing / sales / accounting.
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Email integration (Resend)
Configure outbound email + send a test to verify delivery.
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Role visibility
Per-role sidebar/tab visibility. Nav-only — does not change permissions.
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Revisit how you work
Business questionnaire — toggles which features appear.
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Open orders + Outstanding invoices
Two focused customer reports for what you're waiting on.
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Sales history + Shipments + Statement
Three historical customer reports for post-facto analysis.
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Adding rolodex + reference records
The shape of /customers/new, /vendors/new, /locations/new, /cycle-counts/new.
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Scan-based receiving
Free-form batch scan vs PO-anchored scan with discrepancy checks.
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Work order — draft to released
End-to-end WO release with 0090/0091 qty guards.
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Assembly — define, build, or backflush
Kit recipe + explicit build vs backflush-at-sale.