PlanB.io

PlanB is a business management app built for teams that manage day-to-day store operations.

Use PlanB to keep your business activity organized and accessible from one place.

With PlanB, authorized team members can:

• View, create and manage orders
• Manage products, variants and product media
• Create and manage offers
• Access customer information related to orders and service
• Create and manage returns and RMAs
• Track fulfillment and delivery information
• Review and respond to Boss Chat conversations
• Manage staff users and access roles
• View operational dashboards and store information
• Use supported AI-assisted tools for selected business workflows

PlanB is designed for businesses that use the PlanB platform. Access requires a valid PlanB store account. Users sign in using the store code and credentials provided by their organization.

PlanB uses role-based access so users only see and manage the areas available to their assigned role.

Some functionality requires an internet connection. Notifications may be used for important operational events such as assigned Boss Chat conversations.

For information about how PlanB handles personal information, visit:
https://useplanb.io/privacy

Account and data deletion information:
https://useplanb.io/account-deletion