Welcome to Cashvio Documentation
Your complete guide to managing your business with Cashvio. Learn how to set up your stores, manage products, process orders, and grow your business.
What is Cashvio?
Cashvio is a business management platform that helps you run your retail and e-commerce operations from one place. Whether you have a physical store, an online shop, or both, Cashvio gives you the tools to manage everything — products, orders, customers, inventory, and more.
With Cashvio, you get:
- A portal for your team to manage daily operations (orders, products, inventory, customers)
- An online storefront for customers to browse, add to cart, and place orders
- Multi-store support with individual settings for each store
- Multi-language support (English and Arabic with full RTL support)
- Dark and light mode across all interfaces
- Role-based access control so each team member sees only what they need
Who is this guide for?
This documentation is written for business owners, store managers, and team members who use Cashvio daily. No technical knowledge is required. Each guide walks you through the steps with clear instructions.
How to use this documentation
Browse the sidebar on the left to find the topic you need. Each section covers a specific part of Cashvio:
Getting Started
New to Cashvio? Start here to learn how to create your account, complete the guided onboarding, and understand your Dashboard.
Store Management
Learn how to create and configure your stores, set up payment methods (for both portal and storefront), fulfillment methods, service fees, delivery zones, and receipt settings.
Product Catalogue
Manage your categories, product options (like sizes and colors), and products with variants.
Sales & Orders
Learn how to create orders from the portal, manage orders from both portal and storefront, accept receipt payments, track overdue payments, and handle day-to-day sales operations.
Returns & Refunds
Understand how to process returns from customers and issue refunds through different payment methods.
Customers
Manage customer profiles, track store credit balances, and view order history per customer.
Inventory
Keep track of stock levels across all stores, handle low stock alerts, make stock adjustments, and transfer inventory between stores.
Suppliers & Purchasing
Manage your suppliers and create purchase orders to restock your inventory.
Team & Permissions
Set up roles with specific permissions and invite team members to help manage your business.
Reports & Analytics
View sales reports, profit analysis, customer insights, staff performance, and business insights.
Settings
Configure your account settings, business information, and brand appearance.
Online Store
Set up your online storefront so customers can browse products, add items to cart, select payment and fulfillment methods, upload payment receipts, and place orders online.
Sales Channels
Manage different sales channels to track where your orders come from.
Integrations
Connect with Facebook Pixel, Google Tags, and manage multi-currency and multi-language support for your stores.
Calculations & Pricing
Understand how prices, taxes, discounts, and order totals are calculated throughout the system.
Need Help?
If you cannot find what you are looking for, use the search bar at the top to search across all documentation pages.