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Manifold docs

How to run your business in Manifold, and how to build on it.

New to Manifold?

Read Getting started: sign up, connect what you use today, bring your data in, run Manifold beside your old system, then go live. Coming from Cin7? Read Moving from Cin7, and see what each Cin7 screen is called here.

Common tasks

Running the business

One guide per area of the admin. Each screen's "Learn more" link opens its guide.

  • OrdersTaking a sales order, moving it through allocate, pick, pack and ship, and recording what was paid, refunded and changed.
  • QuotesDrafting a quote, issuing it to a customer and placing it as an order: what each stage allows and why a quote holds no stock.
  • Customers and companiesKeeping the businesses and people you sell to and buy from: companies, their locations and contacts, payment terms, tax, catalogs, tags, and erasing a person's data.
  • Purchase ordersRaising a purchase order on a supplier, authorising it, receiving what arrives into a location, confirming the supplier's invoice, landing freight and paying the supplier.
  • Stock and locationsHow Manifold counts stock at each location: available, unavailable, incoming and projected; recording a movement; setting up locations; and moving stock between them.
  • StocktakesCounting stock in Manifold: starting a stocktake, recording counts and costs, reviewing the differences and completing it to correct the figures. The first one sets your opening stock value.
  • Catalogs and pricingHow catalogs set what you sell and at what price: list prices, currencies, price breaks, customer catalogs and derived catalogs.
  • Sales channels and ShopifyConnecting Shopify and other sales channels to Manifold: what comes in, what goes out, and how stock and orders stay in step.
  • ShippingPacking parcels, getting carrier quotes, booking consignments and setting shipping rates for each channel in Manifold.
  • Reports and the dashboardHow the business is doing: the dashboard's sales figures and cards, the reports under Financials (stock value, cost of goods sold, margin, the ledger), building your own report, and exporting the figures.
  • Accounting and ledgersHow Manifold posts sales, costs and stock value to the general ledger, and sends journals to Xero, MYOB or QuickBooks.
  • Import & exportBringing items, stock, prices and orders in from a CSV, mapping its columns, and taking data back out.
  • Read-only mode and going liveWhy a new Manifold organization starts read-only, what is held until it goes live, and what happens when you go live.
  • People and rolesInviting people to your organization, giving them roles, and ending their access in Manifold without losing their history.
  • Activity and historyFinding who changed what and when: the Activity log, the activity on an order, a customer or a SKU, people, apps and agents as the ones who acted, and viewing stock, orders and customers as they stood at a past moment.
  • BillingHow Manifold bills: one monthly plan with sales orders included, the free trial, adding a card, and paying through Shopify.
  • NotificationsYour mail sender, sending domain and the log of what was sent.
  • AI agentsConnecting Claude, ChatGPT or any MCP client to Manifold: setup, sign-in, what an agent can and cannot do, example prompts, privacy and support.
  • Agent skills

Building on Manifold

For developers and integrators calling the API.