Navigation

Dashboard

The dashboard is your home screen after you log in. Its Quick Links cards take you straight to Components, Products, Retailers, Events, Leads, Podcasts & Collabs and My Tasks. Admins also see Goals and AI Assistant.

On the Maker plan, Retail-plan cards (like Retailers and Leads) show a Retail plan tag. Click one to see how to upgrade. The Home page in this section explains each part of the dashboard.

Sidebar Navigation

The sidebar on the left takes you everywhere in AMS. Click a section name to open it and see its pages.

Navigation Sections

From top to bottom:

• Home — back to your dashboard from any page
• Inventory — Components, Products, Pricing Calculator, Stock Management
• Sales — Sales Dashboard, New Sale
• Retail — Retailers, Orders, Retail Portal
• Marketing — Leads, Podcasts & Collabs, Outreach
• My Business (admins only) — Business Properties, Recurring Expenses, Team Members, Goals
• Integrations — Shopify, Etsy, Instagram, AI Assistant (some only show when they're ready for you)
• Events and Tasks — one page each

On the Maker plan, Retail, Marketing and Team Members don't show. You'll see one More with Retail link instead. It shows what the Retail plan adds.

The Help menu at the top has Documentation, Support Tickets, Keyboard Shortcuts, Accessibility and Guided Tours.

Collapsed Mode

Click the collapse button at the bottom of the sidebar to switch to icon-only mode, giving more screen space to your content. Click again to expand. Your preference is remembered for the session.

Mobile Navigation

On smaller screens, the sidebar becomes a slide-out drawer. Tap the hamburger menu icon to open it. The drawer shows the same navigation sections as the desktop sidebar. Tap a link to navigate and the drawer closes automatically. Press Escape or tap the backdrop to close it.

Global Search

Press Cmd+K (Mac) or Ctrl+K (Windows) to open the global search bar. Search across products, components, retailers, orders, transactions, events, leads, collaborations, and podcasts. Results appear instantly as you type — click a result to navigate directly to that record.

On a phone, tap the magnifying glass at the top of the screen to open the search bar.

Using a keyboard? Press Tab once on any page and choose Skip to main content to jump past the menus.

User Menu

Click your avatar and name in the top-right corner to open the user menu. From here you can:

• Profile — Update your name, email, phone number, and password
• Change plan — Move to another plan, or switch between paying monthly and yearly
• Manage Billing — Your payment method, invoices and renewal date, on our secure billing page. Before you subscribe, this says Subscribe instead
• Sign out — Log out of your account

Permissions

What you see in AMS depends on your access level and permissions. Business admins have full access to all sections, including My Business settings, team management, and task administration. Staff members see only the sidebar sections their admin has granted them access to.

Words You Might Not Know

See a small ? next to a word like SKU or COGS? Tap it to see what the word means. Tap it again, or press Escape, to close it.

You'll find it in forms, totals and at the top of table columns.

• SKU — Your own short code for each product, like CP-0012. It helps you tell items apart on lists, labels and orders.
• COGS — Cost of goods sold: what one piece costs you to make, counting your time and your materials.
• Consignment — A shop sells your work for you and pays you after it sells. They keep a share, called their commission.
• Wholesale — A shop buys your work from you up front at a lower price, then sells it at full price.
• SOP — Standard operating procedure: step-by-step instructions for a task you do often, so it's done the same way every time.