Kitchen365 Console Guide
Welcome to the Kitchen365 Console v2.0.0 documentation.
Login
The Login page in the Kitchen365 Console v2.0.0 lets registered users securely sign in to manage orders, quotes, claims, customers, and more.
Forgot Password
The Forgot Password flow in the Kitchen365 Console v2.0.0 lets registered users reset their password when they cannot sign in.
Dashboard
The Dashboard is the landing page of the Kitchen365 Console v2.0.0. It gives you a quick summary of quotes, orders, customers, and claims, along with a table of the most recent leads.
Customers
The Customers module in the Kitchen365 Console v2.0.0 lets admin users view, add, and manage customer records. Customers can be assigned to Customer Groups for tier pricing and tax rules, and their address type (Residential or Commercial) affects shipping calculations. Each customer profile also shows related orders, quotes, and digital assets.
Quote Management
The Quote Management module in the Kitchen365 Console v2.0.0 provides a centralized interface to create, view, edit, and convert customer quotes into orders. Admins can build quotes with catalog products or imports, configure shipping and tax, apply promo codes, send quote emails, export PDFs, and place orders directly from the Console.
Order Management
The Order Management module in the Kitchen365 Console v2.0.0 provides a centralized interface to view, track, and manage all customer orders. Admins can monitor order and payment statuses, create new orders, view full order details, manage invoices, shipments, credit memos, and update order statuses.
Claim Management
The Claim Management module in the Kitchen365 Console v2.0.0 lets admin users view, track, and manage claims submitted by customers related to their orders. Use it to handle issues such as damaged goods, missing items, or other order complaints.
Call Recording & Tracking
The Call Recording & Tracking module in the Kitchen365 Console v2.0.0 provides an interface to view and manage inbound and outbound calls associated with your CallRail tracking numbers for sales, support, and lead activity. Call data is automatically synced from CallRail via API integration.
Lead Management
The Lead Management module in the Kitchen365 Console v2.0.0 lets admin users view, track, and manage leads generated through website forms — Kitchen Remodel Estimator, Contact Us, Free Kitchen Design, and Become a Dealer — as well as Newsletter Subscriptions.
Catalog Management
The Catalog Management module in the Kitchen365 Console v2.0.0 lets admin users manage the product catalog for a tenant website. It includes Categories, Products, Attributes, and Custom Options Templates.
Sales & Promotions
The Sales & Promotions module in the Kitchen365 Console v2.0.0 lets admin users manage storefront promotional banners and cart-level discount rules for a tenant website.
Assets Management
The Assets Management module in the Kitchen365 Console v2.0.0 lets admin users store, organize, and manage digital files and folders for the tenant website. Files can be managed at the tenant level or scoped to individual customers.
Staffs Management
The Staffs Management module in the Kitchen365 Console v2.0.0 helps you add team members to your account, control who can sign in, and decide what each person can see and do in the Console.
Reports
The Reports module in the Kitchen365 Console v2.0.0 gives you visual analytics for your website traffic and lead generation. It is split into two pages:
Configuration
The Configuration module in the Kitchen365 Console v2.0.0 lets admin users manage store-level settings — tax classes, tier pricing rules, shipping methods, tax methods, payment methods, and timezone display preferences.
Supported Payment
This page lists every payment method Kitchen365 supports, what you need from each payment provider before you start, and what every field on the Edit Payment Method form means.
Supported Shipping
This page lists every shipping method Kitchen365 supports, what you need before you set each one up, and what every field on its Edit form means.
Supported Tax
This page lists every tax method Kitchen365 supports, what you need before you set each one up, and what every field on the Edit Tax Method form means.
QuickBooks Settings
The QuickBooks Settings page in the Kitchen365 Console v2.0.0 lets admin users connect a QuickBooks account to accept online payments. Once connected, customers can pay orders and quotes using QuickBooks Credit Card and QuickBooks ACH.
User Profile
The User Profile page in the Kitchen365 Console v2.0.0 lets signed-in users view and update their personal information. Email address is read-only and cannot be changed from this screen.
Change Password
The Change Password page in the Kitchen365 Console v2.0.0 lets signed-in users update their account password without using the forgot-password email flow.
Log out
The Log out action in the Kitchen365 Console v2.0.0 securely ends your session and returns you to the Login page.