Onboarding Checklist

    Helpful information to guide you through the onboarding checklist  

    To fully setup your account and make the most of Backbar, complete all tasks on the onboarding checklist.


    Task Helpful Information
    Verify your account

    How to verify your account

    Add inventory items

    How to add new inventory items

    Importing an existing inventory spreadsheet

    Importing an existing spreadsheet [video]

    Complete an inventory session

    How to take inventory

    How to take inventory [video]

    Add a vendor

    How to add a vendor

    How to assign a vendor to many items at once

    Assign sizes to inventory items How to assign a size to many items at once
    Place an order

    How to place an order

    How to place an order [video]

    Receive an order How to close/receive an order


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