Overview
The Home Tab Consists of two sections, a dashboard for your business highlighting profit, sales, and cogs, and also where you manage your team and integrations.
Team Management
Your users are the people in your team who can log in to your LineNow account and perform certain actions. Here you can also set various account permissions.
To add a new user click the button in the users section and enter their name and email. They will get an email invitation with instructions for them to sign up and create a password. Once that process is complete you will see the invite status update to “accepted”.
External Supplier Communication
If you plan to send purchase order details via your email inbox outside of the LineNow portal, then you will need to integrate your email account so that our system can keep the order information up to date.
To add a new email account click on the email provider of your choice and sign in. Then accept the permissions and you’re done.
If you plan to use the LineNow Order and Communication tab's exclusively then this integration is not vital.
Point of Sale Integration
If you use a popular point of sale (POS) system such as Shopify, Square or Toast you can connect it to LineNow so that we can a) automatically remove inventory as you sell b) provide you with valuable insights such as profitability and c) pull in existing recipes/product combinations for you.
- For Shopify: Click here to go to the Shopify App Store and Install the App
- For Square: Home Tab > Point of Sale Integration > Click the Square Icon > Sign in
- For Toast: See the guide here
To request a new integration partner, contact us at
Accounting Integration
If you want to pull in vendors or items from Quickbooks or push purchase orders as bills, click the QBO icon and sign in.