Use cases

78 things people do with the platform, each walked step by step with the operations it runs — every step's request and response included.

Manage

• Bring someone onto the team — Give a person a working identity here — who they are, what they may do, and the team they sit in.
• Change what someone can do — Adjust a person’s roles — what the platform will and will not let them do.
• Open a new location — Set up a new place of business — where it is, what it’s called, and how it operates.
• Fix the business details — Correct your organization’s own record — name, registration facts, the details on your paperwork.
• Someone left — shut their access off — Take a person out of service — their sign-in stops working here; history stays intact.
• Shape a role from a canned template — Copy a platform-preset role into your group as your own editable copy, edit what it may do, and deactivate a role no longer in use — its history stays.
• Build a team — Create a working group of staff so shared work and team messages reach the right people, edit it as people move, and deactivate it when it disbands.
• Verify your identity as an owner — Owning an organization asks a one-time identity check — see where yours stands and begin or pick it back up on the secure page; once verified you are never asked again.

POS estate

• Connect a till — Bring a point-of-sale device online — enroll it, pair it, and bind it to its register.
• Set up a register position — and shut a lost till off — Create the till position a device drives, point the paired device at it, record the printer, scanner or card reader on the device — and when a till is lost or compromised, suspend it immediately and retire it for good.
• Open, run and close a till day — Open the drawer with a counted float, record cash moving in or out outside a sale, open the drawer without a sale when you must, freeze it for the closing count, and close it — the over/short is the shift’s record.
• Approve what the till may not do alone — A discount, a return or a void above someone’s limit files an approval request; a manager grants it — lending their authority to that exact act — or denies it.

Integrations

• Let an app or your accountant integrate — Mint an API key with an exact scope — the secret shows once, and it expires on schedule.
• Connect your AI assistant — Let Claude or ChatGPT read this group’s data — paste one URL, approve the connection, pick the organization. Read-only.
• Send events to another system (webhooks) — Register your endpoint for signed POSTs when the events you pick happen, prove it end to end with a signed test delivery, and rotate the signing secret — the new one shows once.
• Schedule a data feed for your BI tool — Register a scheduled export of one record kind onto your export shelf, run it now when you cannot wait, and mint the short-lived link your tool pulls a file with.
• Manage your integrations’ keys and plugins — See the keys your integrations hold, fix a key’s caption, retire a key that should no longer work, and switch a registered plugin on or off for your organization.
• Bring in an outside collaborator — Add the accountant, agency or consultant with scoped, never-owner access, send them their one-time invite code privately, and pause their access when the engagement ends.

Work

• Plan a batch of records before creating them — Write the records as a reviewable plan — check what will be born, approve it, then create them all together under your own permissions.
• Plan with Aldric — from a conversation to real records — How a conversation becomes records safely: Aldric drafts a plan in the chat, taking it opens a scratchpad, and nothing exists until you review, approve, and realize the plan under your own permissions.
• Act on the desk’s suggestions — How the desk works for you: detectors watch your own data and draft plans — low stock worth ordering, reviews waiting too long, stock worth moving. You only ever see what your own permissions could run; taking one opens a scratchpad you approve and realize yourself.
• Give the team its work — tasks, labels, hand-offs — Create tasks for people or teams, move them through their life, label them to organize the board, park one until a chosen moment — it comes back by itself — and leave a permanent note on any record.
• Tune the desk’s detectors — The desk runs detectors over your own data — see which ones run for your organization, park one you no longer want offers from, bring it back, or retire it for good.

Procurement

• Stock arrives — from purchase order to the shelf — How goods enter your business on paper and in fact: you order from a vendor, the order is approved and issued, and when the boxes arrive a receipt records exactly what came in — your stock figures move only when the receipt posts.
• Set up a supplier and what you buy from them — Record who sells to you, your commercial terms with them, their catalog entry for each of your variants — their cost, their pack, their SKU — and the pack sizes they ship in.
• Send goods back to a supplier — Raise the return-to-vendor, approve it, ship it — stock leaves your books when it ships — and record the supplier’s credit, the money side of sending goods back.
• Record and match a supplier’s invoice — Record what the supplier billed you against the purchase and capture it so the three-way story — ordered, received, billed — builds; cancel one recorded in error.
• Keep shelves replenished — Set how reorder suggestions are computed for a scope, read the maths per item, and see what to reorder — nothing is ordered until you raise the purchase orders.

Catalog

• Set up a new product line — How new merchandise becomes sellable: the brand exists first, the item wizard creates the style, product, and variant together, and a sale price makes it ring at the till.
• Create an item — style, product and variant in one pass — One pass births the whole sellable family — the style, its product and the variant — reviewed before anything is created, so nothing is born half-made.
• Organize the catalog into categories and collections — Give the catalog its shape — a tree of categories to browse by, curated collections to merchandise with, and the links between products that belong together — so people, storefronts and agents find things the same way.
• Describe how products vary — sizes, colours, options — Say what dimensions your products vary by, list the values, then add the exact sellable variants — the barcode level — under each product.
• Give items their barcodes and identifiers — Attach the codes scanners and tills recognize — a barcode, a UPC or EAN, an internal SKU — to each variant, and retire or void a code cleanly when it changes.
• Sell items together as a kit — Declare a kit’s recipe — which components and how many go into the kit variant — then assemble kits from component stock, or break them back into parts, in one all-or-nothing movement each way.
• Shape the catalog’s vocabulary — seasons, tags, characteristics, units — Define the words the catalog is described in — the seasons goods belong to, free-form tags, the typed characteristics products carry, your own units of measure, the top-level divisions and the makers — so every item is filed the same way.
• Switch shared catalog entries on for your organization — Brands, seasons, manufacturers, styles and divisions are shared across the group; switching one on locally is how your organization starts using it — and decorations add the display content a record shows.

Warehouse

• Move stock between locations — How stock travels between your locations without losing custody: a transfer names the lines up front, submitting reserves them at the source, shipping carries them at their book value, and receiving lands them — with every shortfall or surplus disposed by name, never silently.
• Count the shelves against the books — How the books stay honest: a count freezes a location’s lines, the counter works blind against the shelves, captures record what was physically found, and posting moves the books by exactly the differences — no more, no less.
• Lay out a location into zones and bins — Name the areas inside a facility and the exact shelves and slots stock lives in, then move stock between them — the totals hold, only where it sits changes.
• Stock an item at a location — Give a variant its stock identity at a location, book stock in against a purchase as it arrives, and check that the books add up.
• Correct stock on hand, with a reason — Write stock on or off outside buying and selling — corrections, damage, shrink — with a reason code, move stock between buckets without changing the total, and read the full movement story of an item.
• Ask another location for stock — Raise the request, submit it to the sending location, let them accept — reserving the stock and starting the transfer — or decline it; open a regular lane between two locations that move stock often.

Pricing & money

• Price differently for a customer group — Name the customers who get special pricing, give them a price list, and put the prices on it — the till and the storefront pick the right price by who is buying.
• Change what an item sells for — A sale price is what the till charges for a window of time — add the new price with its dates, or edit the standing one; the old windows stay as history.
• Take foreign cash at the till — Set the exchange rates your tills convert foreign cash at, and see exactly which rate a payment would use right now.
• Bill a business customer and collect on account — Issue the formal invoice for an order, take payments against the customer’s house account — applied oldest-first, always — and correct a bill with a credit or debit note; an issued invoice is never edited.
• Sell and redeem gift cards and store credit — Create the money-like instrument, turn it on so it can be sold and redeemed, look a card up at the till by its number, and correct a balance with a reason when you must — every entry stays on the ledger.
• Fund the AI wallet and see what the platform costs you — Put a card on file for your group’s kernel wallet, buy kernels when you need them, and read what the platform is charging you — the kernel ledger, the usage day by day, the AI usage by surface, and the platform’s charges.
• Pay the people who sell for you — staff commissions and referral partners — Define how staff commission is computed and read what you owe each seller; set up the partners who refer businesses to you and read what you owe them — ledgers and payout reports on both sides.

Promotions & loyalty

• Run a promotion — An automatic price rule — create it, adjust it while it runs, and switch it off when it ends; it keeps its history and can come back.
• Issue coupon codes — one code or a batch — Create the coupon with its terms, mint a batch of unique single-use codes that unlock it, and export the codes with their redemption status for the campaign.
• Start a loyalty programme and enrol members — Define how customers earn and redeem points, enrol members, and correct a member’s points with a reason when you must — every entry stays in the ledger.
• Plan scheduled price cuts (a markdown) — Write the markdown plan — the price cuts and their dates — schedule it so the cuts fire on time, and cancel it before it fires if plans change.

Customers

• Add a shopper and record their consent — Create the shopper identity the portals use, keep its details current, record the consent they actually gave and the withdrawal the moment it comes — consent records are legal facts.
• Open an account for a business customer — Create the business buyer with its house terms and open its account with your organization — the customer that buys on invoice.
• Handle a customer case from first message to close — Open the case, reply to the customer or leave staff-only notes, and move it through its life — take it, resolve it, close it.
• Build a gift registry for a shopper — Create the registry, add the products the shopper wants with their quantities, and record each purchase against it so others do not double-buy.
• Group shoppers into segments for marketing — Create the named group, add the shoppers who belong, and recompute a rule-based segment so it always matches its rule.

Address book

• Keep contacts for suppliers, customers and sites — Add the people and addresses your business deals with, and assign each contact to the record it belongs to — the buyer on this supplier, the manager at this store.

Tax

• Register for tax where you sell — Record your tax registration in a jurisdiction — the legal basis for collecting there — find the jurisdiction that applies at a postal code, read the rate table your tills resolve against, and hold a customer’s exemption certificate so their purchases are taxed correctly.

Selling

• Ring a sale — Start the order, place it — the moment a cart becomes a committed sale — take the payment in cash, card or another tender, and hold an order to pick it up later.
• Give a discount on a sale — coupon, points or staff — Apply a coupon code, redeem a customer’s loyalty points or attach an employee discount to an open order — the order keeps the maths and the who.
• Take a return and refund it — Create the return, take the goods back — sellable or damaged as received — approve it, pay the customer back on the original method where possible, and close it. At the till with a receipt, one step does the whole walk.
• Set warranty terms and handle a claim — Define what coverage a product carries so every sale of it can carry a warranty, and when a customer claims, file the claim on the active warranty — it links the customer-service case and the warranty flips to claimed.
• Offer appointments on a bookable resource — Add the resource appointments book against — a person, a station, a chair — take the request, confirm it so the slot is reserved, and complete it when it happens.
• Open your online storefront — Set the storefront up as a draft — the selling location, a theme, the collections it merchandises, a web address — publish it to go live, moderate the reviews it shows, and take it down when you must without losing the configuration.
• Let AI shopping agents buy from you — Set the controls agents buy under — what is listed, prices, fulfillment, the platforms you allow — publish the channel, and rotate its signing key on your schedule.

Payments & fulfillment

• Take a card payment on the reader — Send the order’s remaining amount to the paired card reader, capture an authorized payment when the money should move, and void a payment that should not have happened — the paper trail stays.
• Refund a payment — Refund a specific payment on an order — the record-only lane for cash and external tenders — and read the refunds as recorded.
• Answer a card dispute — Fight the chargeback with your evidence — usually one shot — or accept it and let the money go back to the cardholder.
• Pick, pack and ship or hand over an order — Start the fulfilment job, pick it, pack it, and either ship it with the carrier or stage it for pickup and hand it to the customer.
• Get set up to take card payments — Create your organization’s payments account with the processor — where card money settles — complete the paperwork through the onboarding link, and re-check the account’s status.

Insights

• Build a dashboard — Lay out the canned metric widgets you want at a glance, read the live figures, and rename or re-lay it as your questions change.

Compliance

• Answer a privacy request — Record the request the moment it arrives, verify the requester, mark the work underway, erase the shopper’s personal data when the right is erasure, and close it fulfilled with the evidence — or reject it with your grounds.
• Define what shoppers can consent to — Name each thing customers can allow or refuse — marketing email, data use — as a consent purpose, so every consent recorded points at a defined purpose.
• Triage a fraud alert — Take the alert under investigation, then record the verdict — a confirmed finding kept forever, or a dismissal with your reason.
• Issue a fiscal receipt where the law requires one — Where a market’s fiscal scheme applies, issue the certified receipt for a completed order or an issued invoice — signed or authority-cleared, gap-free numbered, one per document forever.
• Set a policy value — thresholds and limits — Schedule a policy value for an organization or a location — a fraud-alert threshold, for instance — and see exactly which value applies right now.