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How FoxTrack works
Short articles on every part of the app, from your first order to plans and billing.
Start here
Getting startedWhat FoxTrack is for, the dashboard and its order board (Load more per column), the four status lists side by side, live updates, the sidebar sections, searching everything (Ctrl K), using FoxTrack on a phone, the setup screen, page tips, and what to set up first.Getting help and troubleshootingWhat to do when you are stuck: common problems and their fixes, and how to reach a person (the Support button, email, Discord).
Sales
QuotesBuilding a quote from products or one-off lines, how material, electricity and labor costs are priced, markup, discounts and tax, quote statuses, the quote PDF, emailing and duplicating a quote, and converting a quote into an order or an invoice.OrdersCreating, editing and duplicating orders, line items, statuses and priorities, due dates, shipment details, discounts, order numbers, and how saving an order moves stock (held and promised stock hints).Fulfillment and shippingThe fulfillment queue and its filters, changing many lines at once, recording a failed print, an order's own fulfillment page, item statuses and printers per line, splitting lines into units, packing slips, item cards, CSV export and import, and marking an order packed.InvoicesRaising an invoice from an order, a quote or by hand, the invoice editor, numbering, tax and discounts, sending by email (and the receipt for a paid invoice), the PDF, payments and refunds as dated rows, part payments, marking paid, overdue tracking, duplicating, credit notes and voiding one, repeating invoices, payment reminders, and a payment linkCustomers and CRMAdding customers and companies, contact details and address, customer history and lifetime spend, a customer's invoices and what they owe, archiving, merging duplicates, deleting, and how customers connect to orders, quotes and invoices.
Production
PrintersAdding printers with power draw, print hours, cost and lifespan, printer status, archiving a printer, the printer detail view (live status, print queue, installed hardware), FoxTrack Bridge, and Bridge cameras and snapshots.Print plannerThe Farm print planner: what to print on which printer and when someone has to be there, plate setup (pieces per plate, print time), work hours and swap times, Print, Mark started, Mark done and Mark failed on a plate, spools and materials per printer, the AMS, Assign printers to lines, and why a line is late or not planned.MaintenanceMaintenance schedules (by print hours or days), the service log, downtime hours, due and overdue servicing, and per-printer history.
Stock
FilamentThe filament catalog and spools, adding spools one at a time or in bulk, SpoolmanDB lookup, remaining weight and logging usage, grams on the spool versus promised to open orders, a spool's stock history, archiving, low-stock thresholds, storage location, QR labels.Products, variants and variant axesThe product catalog, fulfillment modes, SKUs and pricing, product variants, variant axes and generated combinations, the bill of materials, stock per variant and per location, and print files (a sliced file on a variant that FoxTrack can send to a printer).ReplenishmentRestocking sales channels (stores, markets) from your default stock pool: stock by location, shortfalls, replenishment runs, suggested quantities, pool units held for a run, printing a line in batches, and completing a run.Inventory and stockInventory items (hardware, packaging, consumables), quantity on hand, unit price, reorder points and low-stock alerts, expiry dates, quick adjustments, and the stock history of any item, spool or variant.
Finance
ExpensesRecording expenses and credits, categories, vendors, receipts and attachments, recurring expenses, the month-to-date figures, and scanning a receipt with AI.Reports and analyticsThe reports available, who can see them, the date ranges, how the figures are worked out (revenue by orders or by payments received), and exporting to CSV or PDF.
Settings and account
SettingsWhere each setting lives: the settings tabs, business info and localization, sales channels, what counts as revenue, product name separator and stock on new lines, quoting defaults and the one tax rate, document numbering (with the year), item statuses, priorities, white labeling, onboarding and page tips, activity log.Document templates and PDFsSettings → Documents: the logo on documents, quote PDF options, invoice defaults, invoice labels, the invoice email, the quote, receipt, reminder and credit note emails with their tokens and previews, what every customer email looks like, online payment, payment reminders, email sending limits, invoice display toggles, and per-document languageTeam and workspacesInviting people with a link, the owner, admin and member roles and what each can do, changing roles, removing someone or leaving, and seat limits.Plans and billingThe Free, Pro and Farm plans, the exact limits of each, what happens when you reach one, billing periods, upgrading, managing or cancelling a subscription.Account, sign-in and workspacesSigning in with email or Google, the 8-character password minimum, resetting a forgotten password, changing your login email, two-step verification with an authenticator app and recovery codes, the devices you are signed in on, changing your password and display name, the theme, switching and creating workspaces, and deleting your accountNotificationsThe bell in the top bar: which conditions raise a notification (low stock, expiry, maintenance due, Bridge prints and printer errors, orders due soon, overdue invoices, a paused store sync), where each one leads, marking read, and the low-stock popups.Importing, exporting and QR labelsImporting CSV files into orders, customers, products, filament, inventory and expenses, updating existing records from a file, exporting any dataset as CSV, importing from the old FoxTrack app, QR labels, and clearing or deleting a workspace.
Integrations and AI
Integrations, Bridge, API and webhooksFoxTrack Bridge setup, linking Bridge printers to your printers, changing a printer's IP address in the Bridge, printing a file from FoxTrack and setting the filament in an AMS slot through Bridge, step-by-step setup guides and order sync for Shopify, Etsy, WooCommerce and CloudSlicer3D, and the Developer tab's API keys, endpoints and webhooks (payload format, retries).The AI assistantWhat the assistant can and cannot do, asking how FoxTrack works, connecting a provider or a local model, the permission toggles, images and receipts, draft orders and expenses, privacy.
Still stuck?
Email info@foxtrack.studio or ask on the FoxTrack Discord. Inside the app, the question mark in the top bar sends a bug report or feedback.