How to videos

Welcome to Rundoo, the first video in the implementation series.

Logging in, setting up your staff, and managing permissions.

Help Is One Button Away: start a chat, call or email the team, or search Rundocs for a quick answer, all without leaving Rundoo.

Just Ask Your Store: type a plain-English question about your sales, customers, or stock, and Rundoo AI answers in seconds. Open it from anywhere, start a chat, and keep asking follow-ups in the same thread. No report to build, just the answer you need while you help the next customer.

Let Rundoo Act: ask Rundoo AI in plain English to create a record or take an action, and it does the work for you. Set up a whole vendor with one message, let it run while you handle something else, then review what it prepped and make the final call. Ask again anytime to update.

Your Night Manager: set up a Rundoo AI agent that runs on a schedule, reviews the day, and texts you what to notice. Find Agents, start a new one, name it and pick a type, set the schedule and write the prompt, then create it and run it now. In this example it caught a $4,000 mistake. Verify, pause, and reactivate anytime so Rundoo works the night shift for you.

A quick tour of Transactions, your new counter.

Who’s at the counter? Handling regulars, new accounts, and walk-ins.

Cash, Card, Check, or Charge: ring up any item and take payment by cash, card, check, or charge on account, all from the same counter screen.

Drafts, Quotes & Will Call: how to save a sale to finish later, a draft to pause, a quote to price, a will call to hold the stock.

Returns, Made Simple: pull up the original sale and Rundoo fills in the details, so a receipted return takes seconds.

No Receipt, No Problem: when there's no original sale to link, ring up an unlinked return, unlock the refund with a sale note, turn it into an exchange, and send the money back the right way.

Set Your Starting Cash: set each register's starting cash float in the admin settings, so the day begins from a known number and every end-of-day close-out lines up.

Counting Down the Drawer: log the cash you pull out as petty cash, count down the drawer at close, handle the normal small variance and the cash refund that trips people up, and head home with the numbers balanced.

Waive the Late Fee: when you want to give a customer a break, find the finance charge, void it, and it drops straight off their balance. One note, it can come back on the next statement.

Two Ways to Pay: when a customer wants to put part on a check and the rest in cash, use Split Payment under the Sale button, and the receipt shows both payments.

Void It Clean: find the charge sale under Completed, open it, click Void, add a reason and put the items back on the shelf. It moves to your Voided tab. You can only void a charge sale.

Paid on Account: when a contractor stops in to settle up, pull up their account in Receivables, apply the payment to the oldest bills or check off a specific job or PO, pick how they're paying, and post it. Any overpayment becomes a customer credit.

Credit Where It's Due: to thank a loyal customer, head to Receivables, Payments, enter the credit amount and check Credit to add. A missing note shows a red border. Choose Write off to record why, and the credit lands on their account. It is a goodwill gesture, not real debt.

We Can Get That: when a customer wants something you don't stock, flag the product as special orderable, then put the customer and product on a ticket. Decide how much of a deposit to take, collect it, and print the receipt. Place the order with your vendor, and when it comes in and they pick up, take the final payment.

Group the Ticket: split one sale into named item sets, each with its own total. Start a set and drop items into it, add a second set for another job, and whatever you add next lands in the active set. Put one item on both jobs, sell something for neither, and each group travels with the sale and gets its own section on the receipt.

Finding Products Fast: type a few letters, scan a barcode, or look up any product in seconds so the line keeps moving.

Four Fields to Sell It: a new shipment landed and you need it in the system. Hit Add product and fill just four fields to make an item sellable, set a price so it doesn't ring up at zero, then add a cost, a vendor, and a starting count. Rundoo blocks a duplicate primary ID, and Save and edit opens the full settings page when you want to add more.

How Many Do I Have: open a product to see exactly where you stand. The History tab is the whole story, every count, sale, and receipt, and you can see stock by location plus on hand, on order, and committed. Set a min and max so Rundoo reorders for you, and fix an on-hand count right there when the shelf and the screen disagree.

Price It Your Way: open a product's pricing tab and read the grid at a glance. Set your retail price straight by the dollar, work up from your cost with a margin, or take a discount and round it clean. Your other tiers follow tier rules, add a volume break so bulk buyers get a better price, and set a custom price for one specific customer.

Pricing by the Group: give different customers different prices without doing the math every time. See what a pricing tier really is and where tiers live, with Tier 1 Retail as your default. Build a rule-based tier, like 15% off all Benjamin Moore, and Rundoo always rings the lowest price. Put a customer on the tier, set it once, and it rings right every time.

One Tag, One Price: give one group of customers a special price without touching every product. Open your contractor pricing tier and add a rule for a single product tag, like 30% off your Tier 1 price. Save it, and every product carrying that tag rings up at the discount on its own.

Make It Behave: open a product and go to Settings to decide how it acts. Fill in product info and extra IDs, sort it by department, class, and fineline, and add a fee if it needs one. Set its tax status or mark it single-use, flip the non-stock switch for things you do not count, and leave notes or a sale reminder for the counter.

Tags on the Shelf: keep the right price in front of every customer. Print just one label when a single price changes, run a whole batch when a shipment lands, or print everything on the screen at once. Filter down to a whole department when you are refreshing a section, and learn the one option you will reach for most.

Design Your Own Label: every store has its own look, so open the Custom Label Designer and make the shelf tag yours. Match the size to your real labels or set a custom size, turn on just the fields you want, move them around and make them bigger, and make the name bold. Save once, and it is ready for every cashier to print at the counter.

Open a House Account: add a new customer with just a phone and name, set their pricing tier, then turn them into a charge account in Settings. Change the finance term to Net 30, set a credit limit, and they are on the books and ready to charge on their tab.

Their History, Their Balance: when a customer calls asking what they bought or what they owe, pull up their account. The Transactions tab shows their whole history, filterable by job, PO, or date range, and you can send a summary on the spot. Contractors with a house account also get a Balance tab with aging, history, and statements.

Track It by Job: when a contractor has several projects running, open their Jobs tab and add a job, each with its own job ID. Tag each sale to a job right at the counter, and anything without a job just lands on their main account. Totals roll up per job, and you can close out a job once it's finished.

The VIP Treatment: give your best customers white-glove service. On a customer's Relationship tab, assign them a point of contact and keep notes your whole team can see, then set them their own custom price that rings up automatically at the counter.

Set It Once: open a customer's Settings tab to tune how they check out. Add contacts and pick who gets statements, keep a card or bank account on file, set a pricing tier and a reminder note, require a PO at checkout, or make them tax exempt. Each section saves on its own, so their whole account is set once.

Set Up a Supplier: bringing on a new supplier takes a minute. Find Vendors, click Add Vendor, and all Rundoo needs to start is the name, then Save or Save and edit to add more. Make the Pay to name match your books, point the Orders email at where your POs should go, choose whether to attach the PO, and keep your rep on as a contact.

Draft Your Order: start a purchase order without committing to it. Head to your orders, start a new one, and pick a vendor. Add products and change quantities, or let Rundoo suggest the order for you based on what you need, while you stay in full control. Add a note and save it as a draft to finish later.

From Draft to Ordered: take a saved draft PO and place it with your vendor. Open the draft, adjust products and quantities, then pick your order method. EDI sends it straight into the vendor's system, email sends them a PDF, or mark it ordered to handle it yourself. Confirm the ship-to location, click order, and the PO moves into Ordered to wait on the truck.

Check In the Truck: when the delivery shows up, find your order in the ordered tab and open it to drop into receiving mode. Check in what actually arrived against the PO, then log the vendor's invoice so your costs and quantities stay accurate.

OK to Pay: once your stock is received, copy the invoice details and click voucher. Vouchering turns the order into an official bill in your books, and from there you can mark it paid so your vendor balance stays straight.

Square Up the Invoice: when the vendor's bill does not match your screen, fix it before you voucher. Correct a line cost the vendor billed higher, then add freight as one charge across the whole invoice, pick the account it posts to, and watch the total line up with the bill.

Group It, Find It: create a tag, give it a name, and choose whether it rides on products or customers. Attach it to a customer or to your inventory, then filter by that tag to pull up the whole group in one click. Your tags list is where you rename or clean them up, and remember that deleting a tag is permanent.

One Spreadsheet, Big Changes: when you need to change hundreds of products at once, filter first, then download the spreadsheet. Make your edit across every row but never touch the Token column, save, and import the file back in. The confirmation box shows exactly what changes before you commit, with a safety net if you slip up. Same rhythm for customers and vendors.

What Prints, Who Signs In: open Communications and Security to set the rules of your register. Choose what shows on receipts and how many print, set how long a quote is good for, and write your return policy. Add a card surcharge and mind the rules, then tax it and watch it land on a sale. Track loyalty points, then lock down the register: sign the cashier out after every sale, require a reason to void, and set your return defaults.

Ready to Bill: dial in your statement settings before your first run. Write the message that prints on every statement, set the payment terms for your charge customers, and add an early payment discount if you offer one. Turn on finance charges for overdue balances and let Rundoo do the math, then set the handful of defaults that apply to every statement.

How the Bill Looks and Lands: dial in each customer one by one. Open a customer, find their statement settings, and set the format their statement takes. Then choose how it reaches them, mail it, email it, or let autopay charge their saved card automatically.

A Statement, On Demand: when a regular calls and needs their statement right now, you do not have to wait for the monthly run. Find Statement Runs, generate a statement for that one customer on the spot, and send it their way.

Reports That Answer Back: when you have a question about your business, the answer is in your sales history. Find Report Builder, open the report you need, set the date range and the columns you care about, then export what you find.

Your Own Reports: turn a question you ask all the time into a report you keep. Build a custom report, sort and shape it, then save it with a name that says what it does. Reopen it in one click, and because reports are shared with your team by default, anyone can run it or you can just send them the link.

The Back Office: step in to set the foundation your whole store runs on. Fill in your company's big-picture details, choose how you see margins with cost management, and set the tender methods customers pay with. Set up each location, where customer emails land, cash drawers, and out-of-town delivery taxes. Then add your staff and set permissions, including who holds the master key.