The Rundocs are Rundoo's customer-facing help library, with walkthroughs for the workflows you run every day. Searching for something specific? Use the search bar at the top โ€” or tap the sparkle icon to ask Rundoo AI, which can answer questions about your data straight from the docs. Otherwise, browse by category below. Can't find what you need? Post on the Idea board, or call Rundoo Support at (650) 334-3205.

๐Ÿš€ Getting Started

Welcome to Rundoo

Go-live

Sign-in

Navigation

Search

Mobile apps

๐Ÿ’ณ POS

Sales

Drafts, quotes & will-calls

Special orders

Cash drawer

๐Ÿ‘ฅ Customers & Jobs

Customers

Customer imports

Jobs

Statements

Sales reps

๐Ÿ’ฐ Accounts Receivable

Bill payments

Customer credits

Refunds

Finance terms

Finance charges

๐Ÿ” Returns & Exchanges

Returns

Exchanges

Return policy

๐Ÿ“ฆ Inventory

Products

Product imports

Product labels

Product catalog

Inventory counts

Transfers

Gift cards

Mistints & store-use accounts

๐Ÿ›’ Vendors & Purchasing

Vendors

Vendor imports

Purchase orders

Benjamin Moore orders

Order receipts

Vouchers

Vendor invoices

๐Ÿท๏ธ Pricing

Product prices

Custom prices

Creating Promotions

Spiffs

Pricing tiers

Additional fees

Product categories

๐Ÿ“Š Analytics

Dashboards

Running Reports

Custom reports

โœจ Rundoo AI

Rundoo AI

AI Agents

Common AI workflows

๐Ÿงพ Accounting

Rundoo Accounting

Chart of Accounts

Account mapping

Profit & Loss

Balance Sheet

Purchase journal

Journal entries

Payouts

General ledger

Cost method

โš™๏ธ Admin & Settings

Company details

Locations

Tax

Staff

Tender methods

Card surcharges

Loyalty points

Units of measure

Sale forms

Product settings

Tags

POS security

๐Ÿค– Integrations

Benjamin Moore

QuickBooks

Stripe

COLORx

Pittsburgh Paints

CCP & RSD

Contractor Rewards

Pick Up In Store

Orgill EDI

๐Ÿ†˜ Support & Help

Rundoo Support