Frequently asked questions
Quick answers about trial, billing, modules, and security.
Product
What is included in the free trial?
The trial includes the operations dashboard, catalog, partners, procurement, sales, inventory, and settings. You get Growth plan limits for 14 days in your own workspace.
Which modules ship today?
Live today: dashboard, catalog, partners, procurement (with purchase orders), sales (quotes, sales orders, shipments, returns), inventory (stocktake and barcode), CSV import, price lists, PDFs, custom roles, activity log, command palette, saved views, workspace notification bell, list batch actions, duplicate as draft, document timelines, and API keys on Starter, Growth, or Scale (Free has none).
How is workspace data isolated?
Each workspace keeps data separate. Sign-in binds you to your organization, and roles limit what each person can do.
Who is it for?
Teams that need inbound, outbound, and stock in one system, especially if spreadsheets break at month-end.
Inventory ERP vs inventory management, what is the difference?
Inventory management usually means tracking on-hand and moves. HEITHON adds posted procurement and sales documents, orders, roles, dashboard KPIs, and exports, so operations and finance read the same posted totals.
How soon can we post real documents?
After master data is in place, you can post a first receipt or shipment as soon as lines look right, often within the same week when you start with a small catalog. Verify stock on the dashboard, then expand.
Do I need to install software?
No. Sign in with a browser. Mobile works for browsing; we recommend desktop for documents.
Can several people work at once?
Yes. Invite teammates to one workspace; plan limits cap how many members you can add. Roles control modules and actions.
Orders and import
How do sales and purchase orders work?
Create order drafts, confirm them, and fulfill into shipment or receipt drafts. Orders do not reserve stock, on-hand updates when you post the resulting documents.
Can we run stocktake and scan barcodes?
Yes. Create a stocktake draft per warehouse, enter counts, and post variances as inventory adjustments. Filter and scan by SKU or barcode on supported screens.
Can we import spreadsheet data?
Yes. Settings → Data import accepts CSV for items, partners, or opening stock. Preview validates headers and rows before you commit; templates are available in the product.
Do you support price lists and PDFs?
Yes. Maintain price lists that seed deal prices on shipments, and download PDFs for posted receipts and shipments from the document view.
Is there an API?
Paid plans from Starter upward can create API keys in Settings → Developer (Free has none; limits match the pricing table). The public REST API v1 reads items, partners, warehouses, stock, purchase orders, sales orders, inbound receipts, and outbound shipments over HTTPS with per-key rate limits. OpenAPI documentation is linked from Settings → Developer.
Can we export data for accounting or analysis?
Yes, from Settings → Data. Export journal-style CSV for QuickBooks or Xero, custom inventory or receipt CSV reports with filters, and workspace data exports. HEITHON is not a full accounting suite; exports help you hand off posted figures to tools you already use.
Can we define our own roles?
Admins can create custom roles and pick permission sets in Settings. Built-in admin, operations, and viewer roles remain available.
Can we see an activity log?
Yes. Settings includes a read-only log of workspace security and business events.
Is there a command palette?
Yes. Press ⌘K on Mac or Ctrl+K on Windows/Linux to open the command palette and jump to modules or common actions.
Can we save list filters?
Yes, on supported lists. Save the current filters and column layout, set a default view, and manage views you own from the saved views menu.
How do workspace notifications work?
A bell in the header lists recent workspace events such as CSV import results, webhook deliveries, and scheduled scans. It is not email push, open the bell to review items in the product.
Can we duplicate a document?
Yes, on supported inbound and outbound documents. Duplicate creates a new draft with lines copied so you can adjust quantities before posting.
Can we act on multiple documents at once?
On supported inbound and outbound lists you can multi-select rows and run batch actions from the toolbar, useful for end-of-day cleanup.
Billing & subscription
How many warehouses can we use on each plan?
Free includes 1 warehouse, Starter 2, Growth 10, and Scale unlimited warehouses per workspace. See the pricing table for member, document, and API key limits too.
How much do Starter and Growth cost?
Starter is US$29 per workspace per month; Growth is US$79. Start with a 14-day trial that uses Growth limits.
What are plan limits?
Each plan caps members, warehouses, posted documents per month, and API keys. Free: 1 member, 1 warehouse, 100 posted documents/month, no API keys. Starter: 5 members, 2 warehouses, 1,000 documents/month, 1 API key. Growth: 15 members, 10 warehouses, 10,000 documents/month, up to 5 API keys. Scale: unlimited members, warehouses, and posted documents per month, up to 20 API keys.
What happens when my trial ends?
Before or after trial ends, open Settings → Billing to upgrade to Starter or Growth via Lemon Squeezy. If you do not subscribe, export data from Settings and expect write access to follow plan rules.
Can I cancel or get a refund?
Cancel anytime by contacting us or following the instructions on your Lemon Squeezy receipt. Access continues until the end of the paid period. Refund details are in our Refund Policy.
How are tax and invoices handled?
Lemon Squeezy acts as merchant of record for subscriptions and calculates tax by location. Receipts and invoices are available from Lemon Squeezy after you pay.
Which payment methods are accepted?
Upgrade and manage payment in Settings → Billing. Lemon Squeezy is merchant of record for card checkout and receipts.
Can I export my data?
Yes. Export your account data from Settings, and download warehouse stock as CSV from Inventory when you need a snapshot.
Stop reconciling spreadsheets.
Create a workspace, import or add master data, and post your first receipt or shipment to see totals align.