After logging into the Back Office for the first time, or when setting up a new store, Account Managers will be greeted by the First Run process. The First Run process will guide Account Managers through the process of setting up the Back Office for the first time.
The First Run process will guide users through the process to complete their Company Information and Store Information, entering tax rates, and have the option to set up their Welcome and Miss You emails. Afterwards, users will have the option to see an overview of Inventory setup before being prompted to set up the store’s Inventory. As users progress through the First Run setup, a progress bar located at the top of the screen will fill up as steps are completed.
Once a section is complete, users will see it marked with a checkmark.
Note: Users can elect to skip setting up Auto Emails and may proceed to the next step.
If the user elects to set up Auto Emails, merchants are provided a template for their Welcome and Miss You emails and for creating special offers.
Merchants can select from a set of pre-defined offers or create their own custom offer.
Once each step is complete, users will be prompted to set up their inventory.
First, users are shown an overview of how to set up their inventory, which includes sections on categories and items and the difference between variations and modifiers.
Then users are prompted between choosing to import items or set them up manually. More information on importing and setting up Inventory can be found below:
Setting Up Your Inventory
If a user is adding a new store to the system, the Account Manager will see a shortened version of First Run, which requires them to complete their Store Information and enter their store’s tax rate.
Once the required information has been entered, the Account Manager will be directed to the Inventory tab to set up Inventory.
This completes the First Run process.