Operations
Keep daily counter work moving with shared records that the next employee can pick up without starting over.
- Dashboard and daily follow-up
- Customer records
- Trade Desk intake and payouts
- Store-credit ledger
Cardstead solutions
One place to run the work behind the counter.
Cardstead connects operations, money, calendars, people, and business controls. Your POS continues to handle checkout and payments.
Core product
Manage the full workday.
Money
Track the movement of money through the shop and review the day from the same records your team creates.
- Money accounts and transactions
- Register sessions and closeout
- Safe activity and cash movement
- Budgets, forecasts, and reports
Calendars
Give releases, events, and follow-up work a clear place on the schedule.
- Product release calendar
- Store events and tournaments
- Preorder and vendor dates
- Customer and employee reminders
People
Set up each employee with the access and locations that match their job.
- Employee accounts
- Roles and permissions
- Location assignments
- History for important actions
Business, locations, and policies
Keep store details and operating rules consistent across every location.
- Business profile
- Store locations and timezones
- Trade and financial policies
- Billing and store assignments
Included features and integrations
Choose the tools that fit your shop.
Inventory Management, Storefront, and the Square integration are included, while checkout and payments stay in Square.
Inventory Management
Receive, locate, count, and process store-owned inventory. Each store includes 50,000 records. Add capacity to individual stores in 50,000-record blocks for $9.99 per block per month.
- Send accepted trades to receiving
- Organize stock by storage location
- Run counts, bulk processing, labels, and exports
Storefront
Publish a branded storefront with locations, hours, announcements, events, and selected inventory. Customers can submit buy lists and order requests online or at an in-store kiosk.
- Control what is published and preview changes
- Receive sell requests and shopping handoffs
- Order requests do not take payment or reserve stock
Square
Bring Square daily sales performance and optional drawer details into Cardstead for money review.
- Connect your Square account
- Review daily performance and sync history
- Keep checkout and payments in Square
Works alongside your POS
Keep checkout where it is.
Cardstead organizes the work around sales and payments. Your POS continues to handle customer checkout, card payments, receipts, and sales tax.
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