The videos below will take you through the system's core processes and account setup. They are set up in short, bite-sized chunks to help you learn the platform!
NEW NAVIGATION UPDATE IN PROGRESS!
Craftable's Navigation Update goes live on 2/29/2025 at 5 A.M. CST. While some terminology has changed, the overall functionality remains the same.
Updated webinars are on the way—stay tuned!
Overview
You don’t need to know everything about Craftable to get started! Dive in by learning small sections of the platform at your own pace.
- Taking Your First Audit? Watch the video below to see how it’s done, then explore our article Taking Your First Audit for a step-by-step guide.
- Adding New Users? Check out the video on managing Team Accounts to quickly learn how to add and manage users.
This article includes these additional videos:
- Logging in to Craftable and Navigation Panel basics
- Managing your Vendors & Sales Reps
- Store Settings
- Placing Orders & Managing Items and Purchase Units
- Manual Invoicing Process
- Electronic Invoicing Process
Quick Trainings
Logging in to Craftable and Navigation Panel basics
Managing your Vendors & Sales Reps
Adding and Managing Team Accounts
The first video guides you through adding users and managing their permissions. The second video covers managing Team Accounts within Craftable departments.
Store Settings
Store settings are where you can view and manage your Store Info, Categories, Storages, and Order & Invoice Notifications.
Placing Orders & Managing Items and Purchase Units
The first video shows you how to submit orders using the Order Form and add alternative purchasing options from your vendor. The second video explores ordering options within Craftable departments.
Please note: these steps do not apply to Director-controlled stores
Manual Invoicing Process
Electronic Invoicing Process
Learn how to create and manage Electronic Invoices in Craftable in the first video. The second video covers managing Electronic Invoices within Craftable departments.
Taking an Audit
You can take your inventory on the system by creating an audit. You will learn how to create, complete, and close an audit on the platform.
Webinars
If you prefer to watch the webinars on demand, you can find recordings below:
Initial Training Webinar Part 1
Topics covered: Getting started, Store Settings, Managing Vendors, Managing Items, Setting Storages, Taking an Audit
Initial Training Webinar Part 2
Topics Covered: Placing Orders, Receiving Invoices, Processing Electronic Invoices
Initial Training Webinar Part 3
Topics Covered: Building Recipes, Building Modifier Recipes, Mapping POS Items and Mapping POS Modifiers