---
title: Portal | Knowledge Base
description: Everything you need to know about out Merchant Portal, including how-to articles and FAQ documents.
---
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1. [Knowledge Base](https://kb.smooth.tech/knowledge)
2. [Portal](https://kb.smooth.tech/knowledge/portal)
# Portal
Everything you need to know about out Merchant Portal, including how-to articles and FAQ documents.
- [Smooth Commerce 2024 Merchant Portal Release Summary](https://kb.smooth.tech/knowledge/smooth-commerce-2024-merchant-portal-release)
## Portal Overview
- [How Do I Create a Free Item Offer?](https://kb.smooth.tech/knowledge/how-to-create-a-free-item-offer)
## Dashboard
- [What is the Users Dashboard?](https://kb.smooth.tech/knowledge/users-dashboard)
- [What is the Transactions Dashboard?](https://kb.smooth.tech/knowledge/transactions-dashboard)
- [What is the Top Locations Dashboard?](https://kb.smooth.tech/knowledge/top-locations-dashboard)
## Engagement
- [Setting up Pop-Up App Feed Cards](https://kb.smooth.tech/knowledge/setting-up-pop-up-app-feed-cards)
- [How to Create a Credit Code](https://kb.smooth.tech/knowledge/how-to-create-a-credit-code)
- [How to Create an App Feed Card](https://kb.smooth.tech/knowledge/how-to-create-an-app-feed-card)
- [How do I Send a Mobile Message (Push Notification)?](https://kb.smooth.tech/knowledge/how-to-send-a-mobile-message)
- [How to Connect MailChimp to Smooth Commerce](https://kb.smooth.tech/knowledge/connect-smooth-commerce-to-mailchimp)
- [How to Schedule the App Feed in the Smooth Commerce Merchant Portal](https://kb.smooth.tech/knowledge/how-to-schedule-the-app-feed-in-the-smooth-commerce-merchant-portal)
- [How to Pin an App Feed Card](https://kb.smooth.tech/knowledge/how-to-pin-an-app-feed-card)
- [How to Map Customers or Segments to Credit Codes](https://kb.smooth.tech/knowledge/how-to-map-customers-or-segments-to-credit-codes)
- [How to Manage the Refer A Friend Credit Code](https://kb.smooth.tech/knowledge/how-to-manage-the-refer-a-friend-credit-code)
- [How Can I Delete An App Feed Layout?](https://kb.smooth.tech/knowledge/can-i-delete-an-app-feed-layout)
- [How do I set an expiry date and time for an offer?](https://kb.smooth.tech/knowledge/how-do-i-set-an-expiry-date-and-time-for-an-offer)
- [How do I create a coupon?](https://kb.smooth.tech/knowledge/how-do-i-create-a-coupon)
- [How Do I Edit A Card On My App Feed?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-card-on-my-app-feed)
- [How Do I Arrange App Feed Rows?](https://kb.smooth.tech/knowledge/how-do-i-arrange-app-feed-rows)
- [How do I add scan to pay connection for offers?](https://kb.smooth.tech/knowledge/how-do-i-add-scan-to-pay-connection-for-offers)
- [How Do I Create a Discount Offer?](https://kb.smooth.tech/knowledge/how-to-create-a-discount-offer)
- [How Do I Create a Segment?](https://kb.smooth.tech/knowledge/how-do-i-create-a-segment)
- [Credit Codes Versus Promo Codes](https://kb.smooth.tech/knowledge/coupon-codes-versus-offer-codes)
- [How Do I Create An App Feed Layout?](https://kb.smooth.tech/knowledge/how-do-i-create-an-app-feed-layout)
- [What Is An App Feed?](https://kb.smooth.tech/knowledge/what-is-an-app-feed)
- [How Do I Create a First Time Offer?](https://kb.smooth.tech/knowledge/how-to-create-a-first-time-offer)
- [How do I delete a segment?](https://kb.smooth.tech/knowledge/how-do-i-delete-a-segment)
- [How do I edit a segment?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-segment)
- [What is a segment?](https://kb.smooth.tech/knowledge/what-is-a-segment)
- [How do I deactivate a coupon?](https://kb.smooth.tech/knowledge/how-do-i-deactivate-a-coupon)
- [How do I edit a coupon?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-coupon)
- [How do I edit an offer?](https://kb.smooth.tech/knowledge/how-do-i-edit-an-offer)
- [How do I delete an offer?](https://kb.smooth.tech/knowledge/how-do-i-delete-an-offer)
See less ▼
## Menu Management
- [How to Add Tags to Products](https://kb.smooth.tech/knowledge/how-to-add-tags-to-products)
- [How do I reorder options for a product?](https://kb.smooth.tech/knowledge/how-do-i-reorder-options)
- [How Do I Configure Default Product Options?](https://kb.smooth.tech/knowledge/how-do-i-configure-default-product-options)
- [How do I set up different prices in different locations?](https://kb.smooth.tech/knowledge/how-do-i-set-up-different-prices-in-different-locations)
- [How to Manage Active and Inactive Menu Items in the Smooth Commerce Merchant Portal](https://kb.smooth.tech/knowledge/how-to-manage-active-and-inactive-menu-items-in-the-smooth-commerce-merchant-portal)
- [How to Archive Products and Combos in the Merchant Portal](https://kb.smooth.tech/knowledge/how-to-archive-products-and-combos-in-the-merchant-portal)
- [How to Reorder Combos, Combo Groups, and Products](https://kb.smooth.tech/knowledge/how-to-reorder-combos-combo-groups-and-products)
- [How Do I Assign A POS Mapping ID To A Product, Item, Sub-Item, Combo, Offer Or Coupon?](https://kb.smooth.tech/knowledge/how-do-i-assign-a-pos-mapping)
- [How do I create a combo-only product?](https://kb.smooth.tech/knowledge/how-do-i-create-a-combo-only-product)
- [How do I reorder categories & products?](https://kb.smooth.tech/knowledge/how-do-i-reorder-categories-products)
- [How Do I Create A Combo?](https://kb.smooth.tech/knowledge/how-do-i-create-a-combo)
- [How do I edit a variant?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-variant)
- [How do I delete a product?](https://kb.smooth.tech/knowledge/how-do-i-delete-a-product)
- [How do I send loyalty points and credits to a customer?](https://kb.smooth.tech/knowledge/how-do-i-send-loyalty-rewards-to-a-customer)
- [How Do I Create A Product?](https://kb.smooth.tech/knowledge/how-do-i-create-a-product)
- [How Do I Assign A Price To An Option?](https://kb.smooth.tech/knowledge/how-do-i-assign-a-price-to)
- [How do I add a label for combos with the same combo name?](https://kb.smooth.tech/knowledge/how-do-i-add-a-label-for-combos-with-the-same-product-name)
- [How do I assign a date & time to products/combos?](https://kb.smooth.tech/knowledge/how-do-i-assign-a-date-time-to-products-and-combos)
- [How do I view location-based product availability from Merchant Portal?](https://kb.smooth.tech/knowledge/location-based-product-availability)
- [How Do I Add Products To My Upsell Menu?](https://kb.smooth.tech/knowledge/how-do-i-add-products-to-my-upsell-menu)
- [How Do I Create Options, Sub-Options, Items And Sub-Items?](https://kb.smooth.tech/knowledge/how-do-i-create-options-sub-options-items)
- [How Do I Create A Variant?](https://kb.smooth.tech/knowledge/how-do-i-create-a-variant)
- [How Do I Delete A Variant?](https://kb.smooth.tech/knowledge/how-do-i-delete-a-variant)
- [How Do I Edit A Category?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-category)
- [How Do I Create A Subcategory?](https://kb.smooth.tech/knowledge/how-do-i-create-a-subcategory)
- [How Do I Create A Category?](https://kb.smooth.tech/knowledge/how-do-i-create-a-categoryhow-do-i-create-a-category)
- [How do I edit a combo?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-combo)
- [What is a product business override?](https://kb.smooth.tech/knowledge/what-is-a-product-business-override)
- [How do I edit a product?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-product)
- [How do I create an option price business override?](https://kb.smooth.tech/knowledge/how-do-i-create-an-option-price-business-override)
- [What is an option price business override?](https://kb.smooth.tech/knowledge/what-is-an-option-price-business-override)
- [How do I delete an option?](https://kb.smooth.tech/knowledge/how-do-i-delete-an-option)
- [How do I edit an option?](https://kb.smooth.tech/knowledge/how-do-i-edit-an-option)
See less ▼
## Customer Service
- [How to reset customer password?](https://kb.smooth.tech/knowledge/how-to-reset-customer-password)
- [Editing Customer Information in the Merchant Portal](https://kb.smooth.tech/knowledge/editing-customer-information-in-the-merchant-portal)
- [Customer Activity Log Tracker](https://kb.smooth.tech/knowledge/customer-activity-log-tracker)
- [How to Restore Deleted Customers in the Merchant Portal](https://kb.smooth.tech/knowledge/how-to-restore-deleted-customers-in-the-merchant-portal)
- [What if a customer comes to our store for an order, but we haven’t received one?](https://kb.smooth.tech/knowledge/what-if-a-customer-comes-to-our-store-for-an-order-but-we-havent-received-one)
- [Where Can I Find Customer Contact Information?](https://kb.smooth.tech/knowledge/where-can-i-find-customer-contact-information)
- [How do I refund a customer?](https://kb.smooth.tech/knowledge/how-do-i-refund-a-customer)
- [How Can I See My Order History?](https://kb.smooth.tech/knowledge/how-i-can-i)
- [How Do I See A List Of All My Customers?](https://kb.smooth.tech/knowledge/how-do-i-see-a-list-of-all-my-customers)
- [How Do I View Customers’ Feedback?](https://kb.smooth.tech/knowledge/how-do-i-view-customers-feedback)
- [On the Account History page, can I refund a partial order?](https://kb.smooth.tech/knowledge/on-the-account-history-page-can-i-refund-a-partial-order)
See less ▼
## Finance
- [How Do I Generate An Offer Report?](https://kb.smooth.tech/knowledge/how-do-i-generate-an-offer-report)
- [How do I generate a summary report?](https://kb.smooth.tech/knowledge/how-do-i-generate-a-settlement-report)
- [How do I generate a customer report?](https://kb.smooth.tech/knowledge/how-do-i-generate-a-customer-report)
- [How do I generate a location report?](https://kb.smooth.tech/knowledge/how-do-i-generate-a-location-report)
- [How do I generate a combo report?](https://kb.smooth.tech/knowledge/how-do-i-generate-a-combo-report)
- [How do I generate a product report?](https://kb.smooth.tech/knowledge/how-do-i-generate-a-product-report)
- [How Do I Generate A Loyalty Report?](https://kb.smooth.tech/knowledge/how-do-i-generate-a-loyalty-report)
- [How do I generate a Coupon Report?](https://kb.smooth.tech/knowledge/how-do-i-create-a-coupon-report)
See less ▼
## App Settings
- [How do I edit or delete a tag?](https://kb.smooth.tech/knowledge/how-do-i-edit-or-delete-a-tag)
- [How do I edit my location hours?](https://kb.smooth.tech/knowledge/how-do-i-edit-my-location-hours)
- [How Do I Edit Location Information?](https://kb.smooth.tech/knowledge/how-do-i-edit-location-information)
- [How Do I Create A New Location?](https://kb.smooth.tech/knowledge/how-do-i-create-a-new-location)
- [How can I offer a free delivery promo?](https://kb.smooth.tech/knowledge/how-can-i-offer-a-free-delivery-promo)
- [How do I invite a new user to the Portal?](https://kb.smooth.tech/knowledge/how-do-i-invite-a-new-role-to-the-portal)
- [How do I delete a user's role from the Portal?](https://kb.smooth.tech/knowledge/how-do-i-delete-a-users-role-from-the-portal)
- [How do I edit a user's role?](https://kb.smooth.tech/knowledge/how-do-i-edit-a-users-role)
See less ▼
## Profile
- [How Do I Change My Merchant Portal Password?](https://kb.smooth.tech/knowledge/how-do-i-change-my-password)
## Settings
- [How Do I Create a Service Fee?](https://kb.smooth.tech/knowledge/how-do-i-create-a-service-fee)
- [How to Close a Location](https://kb.smooth.tech/knowledge/how-to-close-a-location)
- [How Do I Enable or Disable Delivery?](https://kb.smooth.tech/knowledge/how-do-i-enable-or-disable-delivery)
- [How to Archive and Unarchive a Location](https://kb.smooth.tech/knowledge/how-to-archive-and-unarchive-a-location)
- [Managing Portal User Time Zones](https://kb.smooth.tech/knowledge/managing-portal-user-time-zones)
- [How to Archive and Unarchive Portal Users](https://kb.smooth.tech/knowledge/how-to-archive-a-portal-user)
- [Add Address Details to a Location](https://kb.smooth.tech/knowledge/add-address-details-to-a-location)
- [Creating and Editing Precise Delivery Zones 🚚](https://kb.smooth.tech/knowledge/creating-and-editing-precise-delivery-zones)
See less ▼
## Reporting
- [How to Export Transaction Report](https://kb.smooth.tech/knowledge/how-to-export-transaction-report)
- [Understanding Reporting - Loyalty Report](https://kb.smooth.tech/knowledge/understanding-reporting-loyalty-report)
- [Portal](https://kb.smooth.tech/knowledge/portal#main-content)
- [Portal Overview](https://kb.smooth.tech/knowledge/portal#portal-overview)
- [Dashboard](https://kb.smooth.tech/knowledge/portal#dashboard)
- [Engagement](https://kb.smooth.tech/knowledge/portal#engagement)
- [Menu Management](https://kb.smooth.tech/knowledge/portal#menu-management)
- [Customer Service](https://kb.smooth.tech/knowledge/portal#customer-service)
- [Finance](https://kb.smooth.tech/knowledge/portal#finance)
- [App Settings](https://kb.smooth.tech/knowledge/portal#app-settings)
- [Profile](https://kb.smooth.tech/knowledge/portal#profile)
- [Settings](https://kb.smooth.tech/knowledge/portal#settings)
- [Reporting](https://kb.smooth.tech/knowledge/portal#reporting)
- [Product Platform Features](https://kb.smooth.tech/knowledge/product-platform-features#main-content)
- [Add On Services / Products](https://kb.smooth.tech/knowledge/product-platform-features#add-on-services-products)
- [Merchant Tablet](https://kb.smooth.tech/knowledge/merchant-tablet#main-content)
- [Order Management](https://kb.smooth.tech/knowledge/merchant-tablet#order-management)
- [Guides](https://kb.smooth.tech/knowledge/guides#main-content)
- [Help Docs](https://kb.smooth.tech/knowledge/guides#help-docs)
- [Forms](https://kb.smooth.tech/knowledge/guides#forms)
- [Payment Processors & POS Integrations.](https://kb.smooth.tech/knowledge/payment-processors-pos-integrations)
- [Support & Troubleshooting](https://kb.smooth.tech/knowledge/support-troubleshooting#main-content)
- [Web & Portal Issues](https://kb.smooth.tech/knowledge/support-troubleshooting#web-portal-issues)
- [App Issues](https://kb.smooth.tech/knowledge/support-troubleshooting#app-issues)
- [Tablet Issues](https://kb.smooth.tech/knowledge/support-troubleshooting#tablet-issues)
- [Add New Location/Transfer Ownership](https://kb.smooth.tech/knowledge/add-new-location-transfer-ownership)
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