# Caska Help Documentation ## Documentation - [Introduction to Caska](https://help.caska.app/introduction.md): Discover Caska, the operations platform built for food manufacturers to streamline inventory, orders, production, and customer management, eliminating daily chaos. - [Core Concepts](https://help.caska.app/getting-started/core-concepts.md): Understand how Caska is organized, how its modules connect, and the key ideas behind the platform before you dive in. - [Setting Up Your Account](https://help.caska.app/getting-started/account-setup.md): Configure your Caska account with company details, unit preferences, timezone, and key settings that apply across every module. - [Inviting Your Team](https://help.caska.app/getting-started/inviting-your-team.md): Add team members to your Caska account and assign them the right role so they have access to what they need. - [User Roles](https://help.caska.app/getting-started/user-roles.md): Understand the difference between Owner, Admin, and Employee roles in Caska and what each level can access. - [Creating Your First Product](https://help.caska.app/guides/creating-your-first-product.md): A step-by-step walkthrough of setting up a product in Caska — from adding inventory ingredients to configuring pricing, costing, and stock tracking. - [Creating Your First Order](https://help.caska.app/guides/creating-your-first-order.md): A walkthrough of creating a customer order in Caska — from selecting the customer through adding line items, setting a due date, and moving the order to completion. - [Setting Up a Follow-Up Campaign](https://help.caska.app/guides/setting-up-follow-up.md): A walkthrough of configuring Caska's automated re-engagement system — from setting email sequences and intervals to monitoring the Follow-Up dashboard. - [Importing Your Data](https://help.caska.app/guides/importing-your-data.md): A guide to migrating your existing customer, product, inventory, and order data into Caska using CSV files — with tips on order, format, and what to do when rows are skipped. - [Managing Customers](https://help.caska.app/customers/managing-customers.md): Add, edit, and organize your customer accounts in Caska, including contact details, addresses, discounts, and engagement tracking. - [Customer Categories](https://help.caska.app/customers/categories.md): Organize your customers into groups using categories like Retail, Wholesale, or Distributor for easier filtering and reporting. - [Engagement Statuses](https://help.caska.app/customers/engagement-statuses.md): Track the health of each customer relationship with customizable engagement statuses, and connect them to Caska's automated follow-up system. - [Custom Fields](https://help.caska.app/customers/custom-fields.md): Add custom data fields to capture business-specific information that isn't covered by Caska's standard fields — available across Customers, Products, Inventory, Orders, Batches, and Timesheets. - [Importing Customers via CSV](https://help.caska.app/customers/importing-customers.md): Migrate your existing customer list into Caska using a CSV file, with guidance on formatting and what to do if rows are skipped. - [Managing Products](https://help.caska.app/products/managing-products.md): Add and manage your product catalogue in Caska, including pricing, recipe ingredients, stock levels, and product ordering. - [Product Categories](https://help.caska.app/products/product-categories.md): Organize your product catalogue using categories by product type, flavour line, dietary designation, or any grouping that makes sense for your business. - [Recipe Ingredients & Costing](https://help.caska.app/products/recipe-costing.md): Define what goes into each product using ingredients and packaging from your Inventory, and let Caska calculate your cost per unit automatically. - [Tracking Product Stock](https://help.caska.app/products/tracking-stock.md): Understand how Caska tracks finished product stock levels, logs every movement, and alerts you when stock runs low. - [SKU, GTIN, and Barcode Fields](https://help.caska.app/products/sku-barcode.md): Manage product identifiers in Caska including internal SKUs, retail GTINs, and barcode values for label generation and retail workflows. - [Managing Inventory](https://help.caska.app/inventory/managing-inventory.md): Track your raw materials and packaging supplies in Caska — quantities on hand, unit costs, supplier info, and full stock movement history. - [Inventory Categories](https://help.caska.app/inventory/inventory-categories.md): Organize your raw materials and supplies using categories like Dry Ingredients, Packaging, or Flavourings for easier filtering and management. - [Stock Movements](https://help.caska.app/inventory/stock-movements.md): Understand how Caska logs every inventory stock change — restocks, order fulfillment, and manual adjustments — giving you a complete audit trail. - [Lot Tracking](https://help.caska.app/inventory/lot-tracking.md): Record raw material lot numbers and expiry dates in Caska for food safety compliance, supplier traceability, and recall readiness. - [Managing Orders](https://help.caska.app/orders/managing-orders.md): Create and manage customer orders in Caska from first entry through to fulfillment, with automatic stock updates and invoice link support. - [Order Auto-Numbering](https://help.caska.app/orders/order-numbering.md): Configure Caska's sequential order numbering to match your existing system, including custom prefixes and starting numbers. - [Custom Fields for Orders](https://help.caska.app/orders/order-custom-fields.md): Add custom fields to orders to capture order-specific information like PO numbers, delivery instructions, or sales rep names. - [Importing Orders](https://help.caska.app/orders/importing-orders.md): Import historical order data into Caska via CSV when migrating from a spreadsheet or another system. - [Managing Batches](https://help.caska.app/batches/managing-batches.md): Track production runs in Caska — create batches linked to products, move them through statuses, and maintain a full archive of completed production history. - [Managing Timesheets](https://help.caska.app/timesheets/managing-timesheets.md): Track employee hours by pay period in Caska — set up pay periods, log time entries, manage employee vs. admin views, and mark periods as paid. - [Managing Fundraisers](https://help.caska.app/fundraisers/managing-fundraisers.md): Track fundraising campaigns in Caska — log paper and online sales, calculate earnings owed to the organization, and maintain a historical archive. - [How the Follow-Up System Works](https://help.caska.app/follow-up/how-follow-up-works.md): Automate re-engagement outreach to customers who haven't ordered recently using Caska's built-in follow-up email sequences. - [Reports Overview](https://help.caska.app/reports/reports-overview.md): Understand what reports are available in Caska, how to filter by date range, and how to export data for use in external tools. - [Notification Alerts](https://help.caska.app/settings/notifications.md): Configure scheduled email alerts in Caska for low inventory stock, low product stock, price reminders, and timesheet activity — set per user. - [Communication Settings](https://help.caska.app/settings/communication.md): Configure a custom SMTP server so Caska can send customer-facing emails through your own email address and domain. - [CSV Import & Export](https://help.caska.app/import-export/csv-import-export.md): Import and export Customers, Products, Inventory, and Orders using CSV files — all processing happens in the browser with no external data transfer. - [Account Security](https://help.caska.app/account/account-security.md): Manage your Caska account password, set up two-factor authentication, and understand how suspicious sign-in detection works. - [Billing & Subscription](https://help.caska.app/account/billing-subscription.md): Manage your Caska plan, update your payment method, understand plan changes, and learn about founding member pricing. - [Mobile App Overview](https://help.caska.app/mobile-app/mobile-overview.md): Get the Caska iOS app and learn what's currently available on mobile — Dashboard, Customers, and Orders — with more modules coming. ## Changelog - [Changelog](https://help.caska.app/changelog.md): Track the evolution of Caska with details on recent updates, new features, and improvements for food manufacturers. ## Roadmap - [Roadmap](https://help.caska.app/roadmap.md): See what's coming next for Caska — upcoming features, planned improvements, and our product direction. ## Help - [Help Center](https://help.caska.app/help-center/index.md): Find answers, troubleshoot issues, and get help with your Caska account. - [How do I get started with Caska?](https://help.caska.app/help-center/faq/getting-started.md): Learn how to begin using Caska for your team. - [Can't log in to Caska](https://help.caska.app/help-center/troubleshooting/login-issue.md): Resolve login problems quickly.