Business owner
Understand the connected commercial workflow and service boundaries.
THE SOFTWARE / WORKING MANUAL
Software documentation
Nineteen source-backed guides with role paths, stable sections and explicit shared-versus-customer boundaries.
19 guides141 procedure steps12 software areasSource reviewed 2026-09-10
Start with your role
Sales operator
Create customer context, assign work and persist the next action.
Commerce operator
Maintain products, quotes, payment outcomes and fulfillment.
Administrator / integrator
Manage permissions, imports, subscriptions and integration boundaries.
Northline flagship walkthroughs
Northline is fictional. These stories are source-backed explanations with unmistakable capture placeholders until a dedicated demo is run after Phase 1.
Northline negotiated B2B sale
Avery Chen becomes a lead, linked account and reviewed quote for NL-ACT-240; conversion retains BasketID, while payment and fulfillment remain separate outcomes.
Northline conversation to next action
A synthetic call with Avery Chen supplies suggested context; the operator reviews it before saving note NL-N-118 or a Follow Up Date. No AI suggestion is presented as an executed action.
Northline business rule evolution
A minimum-order request becomes scoped examples, an authoritative implementation, controlled tests, a reviewed release and an updated guide—not a fictional in-product rule wizard.
Northline configured retail purchase
A shorter configured retail path uses a published offer and checkout. It remains distinct from account-linked negotiated B2B quoting and does not invent guest checkout or payment options.
19 articlesPROCEDURES · REFERENCE · RUNBOOKS
Guide / Getting started
Complete your first lead-to-order workflow
Create a lead, link the billing account, prepare a product and quote, then verify payment and fulfillment.
7 steps · Standard admin
Guide / CRMCreate a lead and record the customer context
Enter company and primary contact details, set ownership and source, and verify the new lead before adding more activity.
6 steps · Standard admin
Guide / CRMFind, assign and work leads through follow-up
Use the right queue, change ownership and status, and turn a note into a dated next action.
7 steps · Standard admin
Guide / CRMMaintain contacts, notes and acquisition context
Add secondary contacts, preserve the conversation and inspect source/campaign attribution without creating duplicate leads.
7 steps · Standard admin
Guide / AccountsCreate a commerce account from a lead
Create and link the billing entity needed for quotes, payments and customer subscriptions.
5 steps · Standard admin
Guide / CatalogCreate a product and complete its workspace
Set identity, type and primary price; then maintain categories, media and recurring billing configuration.
8 steps · Standard admin
Guide / CatalogOrganize categories and maintain product prices
Create catalog categories, attach products and distinguish primary prices, additional price types and negotiated quote prices.
7 steps · Standard admin
Guide / PricingCreate a discount and attach a promotional code
Configure one of five benefit types, its eligibility and schedule, then link and verify a promo code.
8 steps · Standard admin
Guide / OrdersCreate a quote, edit its lines and convert it to an order
Select an account, add products and negotiated prices, save notes, review totals and finalize the same basket for checkout.
10 steps · Standard admin
Guide / PaymentsTake payment and resolve unfinished fulfillment
Use saved-card, new-card or manual payment controls, then inspect balance and fulfillment before deciding what to retry.
9 steps · Configured admin
Guide / SubscriptionsConfigure a subscription product and billing schedule
Create the billing terms, attach a matching schedule to a product and verify the customer renewal after purchase.
9 steps · Configured admin
Guide / SubscriptionsInspect, change, pause or cancel a customer subscription
Use the lifecycle workspace and operation history; distinguish local management suspension from changes to remote billing.
8 steps · Configured admin
Guide / OperationsMaintain inventory and associate product vendors
Set stock quantities and order/backorder limits, maintain supplier records and connect them to products.
8 steps · Configured admin
Guide / AI & communicationsReview a call transcript and turn it into follow-up
Inspect the recorded call, transcript and extracted facts, then save the next action on the correct lead.
8 steps · Configured admin
Guide / Data & integrationImport lead data and review duplicates or bulk changes
Load a file or sheet, inspect mappings and transformed data, then commit a controlled import and reconcile the result.
9 steps · Configured admin
Reference / AdministrationDiagnose access and role-dependent controls
Separate page access, record ownership and action permission when a control or customer record is unavailable.
5 steps · Standard admin
Reference / ReferenceRecord and route reference: from lead to renewal
Look up record identities, relationships, task entry routes and the state transitions that connect the software.
5 steps · Standard admin
Service / Data & integrationConfigure an integration and verify the handoff
Define the records, owner, contract and recovery behavior for storefront, payment, fulfillment or external-system integrations.
7 steps · Implementation runbook
Service / Managed serviceRequest, test and release a business-rule change
Describe a rule using examples and acceptance checks, then verify the delivered behavior and update its operator guide.
8 steps · Implementation runbook
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Shared foundation, explicit installation boundary.
Public guides describe shared controls, records and configuration boundaries using fictional data. Tenant URLs, credentials, customer records, provider identifiers and installation-only procedures belong in customer-controlled documentation and are excluded from public pages and search. Source verification does not imply runtime proof.