Getting Started

Introduction

Importing an Existing Inventory Spreadsheet

Creating a User Account and Organization

Account Management

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?

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?

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?

Staff Training (Shift Notes)

What is the purpose of Shift Notes?