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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