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How to create and manage categories
In this guide: Organize products and assign the inventory behavior they should use. Create a cate...
How to edit, merge, or remove a product
In this guide: Correct product details, combine duplicates, or remove a product from a location. ...
How to find and review a product
In this guide: Find a product and review its catalog, pricing, and inventory information. Steps O...
How to create a product
In this guide: Add a new product to your catalog so it can be stocked, searched, and sold. Before...
How to create a received inventory purchase
In this guide: Record merchandise that has already been received and add it to the selected locat...
Edit a Customer
Update a customer record when their contact information or other saved details change. Edit a cus...
Mark a Customer as Favorite or VIP
Mark an important customer as a favorite so employees can recognize that the customer may deserve...
Understand the Customer Profile
The customer profile brings together the customer's details, activity, loyalty information, and t...
Manage Customer Addresses
A customer profile can store multiple addresses, such as a home, work, store, billing, or deliver...
Create a Customer
Create a customer record to keep contact details, addresses, loyalty activity, and purchase histo...
View Customer Receipts, Balance, and History
Use the customer profile to review the customer's account balance, visits, spending, receipts, an...
View and Filter the Customer List
The customer list gives you a searchable view of customer records available to your location or o...