Trades and store credit
Manage intake, pricing, approval, payouts, and the ledger behind each customer balance.
Cardstead gives your team one place to manage trades, store credit, money, calendars, employees, and the records that keep a shop moving.

Manage intake, pricing, approval, payouts, and the ledger behind each customer balance.
Track accounts, register sessions, safe activity, cash movement, budgets, and reports.
Plan releases, events, preorder dates, customer calls, and employee follow-up.
Manage employees, roles, locations, permissions, and the history behind important actions.
Cardstead keeps the record behind each balance, payout, approval, and correction so the next employee can pick up where the last one left off.
See how the workflows fit togetherWhich trades are still waiting for review or a customer decision?
Why did this customer’s store-credit balance change?
Who approved this cash payout, and where did the money come from?
What changed between the expected drawer and the final count?
Accounts, locations, and permissions keep each person in the right part of the shop. Important changes stay in the record for owners and managers to review.
Read about security and customer dataAdditional stores cost $19.99 per month. Add as many employees as you need. No transaction fees or revenue share.
See pricing detailsA condition-review process with inspection notes, pricing math, escalation triggers, and a record both buyer and customer can follow.
Read guideA worked Friday-night closeout that separates cash sales, entry fees, trade payouts, paid-outs, transfers, and physical count.
Read guideA worked ledger timeline for finding unsupported corrections, checking hidden history, and fixing the balance without erasing the record.
Read guideTurn demand, condition, stock ceilings, market references, and cash-versus-credit rates into a repeatable counter process.
Read guideFollow one collection through lot notes, 60% cash and 70% credit options, approval, settlement, correction, and closeout.
Read guideA short-allocation worksheet for preorders, events, store transfers, shelf stock, customer contact, and vendor exceptions.
Read guideTrack acquisition cost, processing sessions, identified singles, bulk outputs, labor, value yield, and final storage separately.
Read guideDefine a small count scope, pause movement, count blind, trace picks and transfers, and approve only true inventory adjustments.
Read guideConnect card identity, storage hierarchy, capacity, placement rules, picks, staged work, and full-scope moves.
Read guideA four-copy transfer example covering source count, packing, in-transit state, partial receipt, condition mismatch, and placement.
Read guideOpen a $200 drawer, check trades and event product, reconcile shift cash, and leave the next employee a usable shop record.
Read guideA card-shop cutover plan for reconciling customer credit, matching open trades to physical custody, and freezing side channels.
Read guideA $240 duplicate-credit example with role thresholds, linked trade issuance, append-only correction, and pattern review.
Read guideMap Friday-night sales, trades, store credit, cash payouts, safe transfers, event registration, and follow-up to the right records.
Read guideA practical way to record additions, redemptions, corrections, approvals, and customer questions without relying on memory.
Read guideWhat to record as cards move through intake, review, approval, customer decision, and payout.
Read guideA calm checklist for confirming the count, rebuilding expected cash, reviewing payouts, and recording what happened.
Read guideChoose the areas you want to cover, from trade intake and money to calendars and employee access.