Getting Started

Introduction

Importing an existing inventory spreadsheet

Using a menu to import your inventory items

Creating a user account and organization

Onboarding Checklist

Account Management

How do I invite users to my organization?
How do I edit or delete users in my organization?

How do I set user permissions?

What is the difference between admins, managers and users?
How do I invite my staff to access Shift Notes?
Can I have more than one admin?
How do I remove an Admin from my account?
How to set the location time zone
How do I add multiple locations for my company?

How do I change or upgrade my plan?

How do I cancel my trial or subscription plan?

How do I update payment information?

Is my credit card billed if I sign up for a trial subscription?

Inventory

What is the best/fastest way to take inventory with Backbar

How do I add new items to inventory in Backbar?

How do I take inventory in Backbar?

What does sort by last counted mean?

What is an inventory session?

What is a partial inventory session?

Can I leave an inventory session and come back later?

How can I quickly search, filter and sort my items?

If I make a mistake doing inventory, how can I go back and correct it?

How do I change the name of an inventory location?

How do I find my low inventory and out of stock items?

How do I change the location an item?

What does excess inventory mean?

What is the difference between a partial inventory and a full inventory?

Can I take inventory with no internet connection?

Can I take inventory for a recipe?

How do I delete an inventory session?

Purchasing

How to bulk set the vendor or size for multiple products at a time

Why do I have open orders?

Managing order cutoff notifications

How do I add a vendor?

How do I place orders with vendors?

How do I close orders?

Will deleting an order cancel the order with the vendor?

Is there a limit to the number of orders I can place?

Can I add additional fees to my order?

Can I put my vendor invoices into Backbar?

Are my orders automatically added to my current inventory?

Can I add multiple contacts to a vendor and choose who to send my contacts to?

Where does my order go when it gets placed?

Will deleting a vendor stop all future order deliveries?

Where do I find past orders?

Can I place orders if I'm in a control state?

How do I put in an order I placed outside of Backbar?

Can I save orders in Backbar without ordering through the app?

How does the Automatic Invoice Data Capture work?

Reports

Overview of reports and how they are calculated

How do I export my reports to a spreadsheet?

Why don't my items show on usage reports?

How long can I view reports in Backbar?

How do I see my Cost of Goods Sold?

How do I print reports?

Operations

What is the purpose of Shift Notes?

Why can't I change my serving size? 

Does Backbar integrate with my point-of-sale system?

How do I enter sales data?

How do I create a recipe?

How do I create QR Codes for digital menus?

How does the price calculator work?

How do I change the serving size in the price calculator?

How do I change the default units used in the price calculator?