• Pistachio Overview

  Pistachio Overview Pistachio is a modern POS and ERP built specifically for furniture and mattress retailers—designed to handle the complexities of your business from the showroom to the warehouse. With a pre-loaded product catalog, powerful order management tools, and deeply integrated features for purchasing, inventory, operations, and accounting, Pistachio replaces the patchwork of spreadsheets and disconnected systems with one intuitive platform. Whether you're managing split deliverFeatured

• How to Process a Sale

  Find a video demo here Initiate New Sales Order Navigate to the "Sales Order" tab in the sidebar menu. Click on the "New Sales Order" button to open the sales order interface. Select Customer Search for an existing customer or click "Add New" to create a new customer profile. Verify customer details and check their order history if necessary. AdFeatured

• Cardpointe Overview

  Cardpointe Overview Cardpointe is Pistachio’s integrated credit card processor. As a merchant, you will likely need to interact directly with Cardpointe. This article gives you an overview of what to expect. Cardpointe <Pistachio integration Pistachio is integrated with Cardpointe in 2 ways, with plans to add additional integrations in the future. Physical credit card terminals: When you sign up for Cardpointe, you will have a physical credit card terminal provisioned toFew readers

• How to place a PO

  Purchase Orders in Pistachio track purchases you've made or will make with vendors and can contain items both from stock or customer orders. Orders that need to be placed for customers will appear in 2 sections as detailed below. You can also create a new purchase order using the + New Purchase Order button. Section 1: The top part of the page is generated from any special order items that are being ordered for pickup or delivery from the store. The POs are generated by vendor and wilFew readers

• How to track shipments and receive inventory

  There are two ways to receive items into inventory: Via a shipment record (preferred method) Directly from a Purchase Order To receive items via a shipment record: It's common for vendors to partially ship POs, so we recommend getting into the habit of tracking shipments. This has 2 benefits: it allows you to track the true landed cost of your goods and the true margin of every sale, and it can help you plan staffing to receive shipments since shipments will show up on your Calendar. ISome readers

• How to print labels

  Labels can help you track and identify inventory and can also be used to scan items to create sales orders. Option 1: Products Go to products from the left side panel and click on the 3 dots on the right of the product you are interested in. Select inventory. You will be taken to the inventory page. This page will list all individual items associated with thatSome readers

• How to mark items delivered

  Items in Inventory: Marking Items as Delivered can occur immediately at the end of a transaction if your sales order only has items from inventory on it. Option 1: On the Fulfillment step select Apply different fulfillment methods to each item and choose Immediate Fulfillment to assign inventory. Click Assign Inventory. Click the checkbox on the individual item(s) tSome readers

• How to schedule a delivery

  A delivery can be scheduled at any time after the Purchase Order associated with the Sales Order has been sent. Scheduling deliveries from the Sales Order Table Find the Sales Order you want to schedule a delivery for and click on the 3 dots to select Create Delivery. The delivery screen will open and all items from the Sales Order will be populated on the deliFew readers

• How to Check Inventory

  Inventory can be found through a few different flows. Products: Scroll to the right to see summary inventory information. To view more detailed inventory information, select "Inventory" using the Products action menu. The inventory of all items assoFew readers

• How to Split Payment

  If a sales order requires a deposit, customer wants to put down a deposit, or the customer wants to split their payment into multiple types there are 2 ways to complete this task. 2. Option 1: Apply across all items. At the top of the page an apply deposit button will show. 3. Click on the button and enter in the deposit value. (https://storage.crisp.chat/users/helpdesk/website/b8Some readers

• Quickbooks Integration Setup

  Ensure you have vendors & accounts set up in Quickbooks We recommend the following chart of accounts setup to link your Pistachio accounts to your QB account: Pistachio QB Chart of Accounts Template Connect your QB account in Pistachio Navigate to “Settings” Click on “Quickbooks” Connect account Link Pistachio accounts to QB accounts Link Pistachio venPopular

• Quickbooks Online Integration Overview

  Pistachio's Quickbooks Online integration automates the process of keeping your POS data and accounting system of record in sync. Once your Quickbooks account is connected, Pistachio will automatically create journal entries that directly sync with Quickbooks, eliminating the need for double entry in both systems. Integration setup Accounting hooks (https://pistachio.crisp.help/en/article/pistachio-accounting-Some readers

• Adding Comments and Tasks

  One feature that Pistachio offers you is to add comments or tasks to any sales order, purchase order, shipment, delivery or transfer. This can be really helpful for a few reasons: Communicating any specific information about an order if the salesperson will be away or if they are away and someone else takes a message for them. Explaining why an order may appear strange, ex: payments and invoicing have some odd debits and credits. Including any important information about a delivery, eSome readers

• Calendar Functionality

  The calendar is used to consolidate all of the transportation activities that have been scheduled within Pistachio. Deliveries, Shipments, and Transfers will appear here once they have a scheduled date and time. You will see: Transfers (TR) in light purple - these are activities happening between 2 locations within your business, ex: warehouse and store Shipments (SH) in dFew readers

• Issues

  Issues are alerts meant to track any concern related to a Sales Order, Purchase Order, Shipment or Delivery. Automatically created: They will be automatically created if an expected date has passed and the Sales Order, Purchase Order, Shipment or Delivery was not completed. Manually created: Navigate to issues using the left panel. At the top of the page select + New Issue. (https://storage.crisp.chat/users/helpdesk/website/-/b/8/b/d/b8bdb9a0a8dcb000/screenshot-2025-03-25-at-Few readers

• Account Settings

  Account Settings will be used to personalize many aspects of the system to meet your business needs. To start scroll down the left navigation panel and click on Settings. Sales Orders: If you want to be notified with an issue alert for late or expected delays in Sales Orders click on the checkbox to the left of these options. These alerts are based on the lead times which can be configured per vendor in the Vendors tab. (https://storage.crisp.chat/users/helpdesk/website/-/b/8/b/d/b8bdFew readers