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How to create and manage categories

Products & Inventory 1. Product Catalog

In this guide: Organize products and assign the inventory behavior they should use. Create a cate...

Updated 1 month ago by Sunny

How to edit, merge, or remove a product

Products & Inventory 1. Product Catalog

In this guide: Correct product details, combine duplicates, or remove a product from a location. ...

Updated 1 month ago by Sunny

How to find and review a product

Products & Inventory 1. Product Catalog

In this guide: Find a product and review its catalog, pricing, and inventory information. Steps O...

Updated 1 month ago by Sunny

How to create a product

Products & Inventory 1. Product Catalog

In this guide: Add a new product to your catalog so it can be stocked, searched, and sold. Before...

Updated 1 month ago by Sunny

How to create a received inventory purchase

Purchasing and Receiving 1. Create a Purchase

In this guide: Record merchandise that has already been received and add it to the selected locat...

Updated 1 month ago by Sunny

Edit a Customer

Customers Managing Customers

Update a customer record when their contact information or other saved details change. Edit a cus...

Updated 1 month ago by Sunny

Mark a Customer as Favorite or VIP

Customers Customer Status and Safety

Mark an important customer as a favorite so employees can recognize that the customer may deserve...

Updated 1 month ago by Sunny

Understand the Customer Profile

Customers Managing Customers

The customer profile brings together the customer's details, activity, loyalty information, and t...

Updated 1 month ago by Sunny

Manage Customer Addresses

Customers Customer Details and History

A customer profile can store multiple addresses, such as a home, work, store, billing, or deliver...

Updated 1 month ago by Sunny

Create a Customer

Customers Managing Customers

Create a customer record to keep contact details, addresses, loyalty activity, and purchase histo...

Updated 1 month ago by Sunny

View Customer Receipts, Balance, and History

Customers Customer Details and History

Use the customer profile to review the customer's account balance, visits, spending, receipts, an...

Updated 1 month ago by Sunny

View and Filter the Customer List

Customers Managing Customers

The customer list gives you a searchable view of customer records available to your location or o...

Updated 1 month ago by Sunny