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Introduction

Orb Ledger Documentation

Orb Ledger is the CRM built for watch dealers — run your inventory, contacts, sales pipeline, broker network, investor accounts, ledger, and reporting in one place.

This is the user guide: every feature in the product, organized by area and by the role that uses it. Looking for something specific? Use the search box above, or jump in from the sections below.

Start here

  • Getting Started — first-time setup, signing in, account security, and the public-facing pages.
  • Core Concepts — organizations, roles & permissions, how the ledger and money work, the audit log, approvals. The mental model for everything else.

Running your dealership

  • Inventory & Catalog — inventory list, watch detail, the global Watch Library, wanted list, memos.
  • Sales, Deals & Purchases — recording sales (single & multi-watch, trade-ins, splits), payments, reversals, the deal calculator.
  • Invoices & Documents — invoice builder & templates (retail / B2B / broker), delivery, purchase invoices.
  • Finance & Money — financials workspace, money in/out, commissions, reconciliation, crypto banking, distributions, payouts.
  • Contacts & Relationships — contacts directory, investor operations & statements, broker roster.
  • Communications — unified inbox, AI reply queue, templates, broadcasts, notifications.
  • Dashboard, Reports & Compliance — KPIs, analytics, the report center, KYC/AML/privacy, the audit log.
  • Settings & Administration — organization settings, team & permissions, integrations, API keys, approvals.

Self-service portals

Need help that isn’t covered here? Reach out to your Orb Ledger contact, or visit orbledger.com .

Getting Started