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Portal
Everything you need to know about out Merchant Portal, including how-to articles and FAQ documents.
Portal Overview
Dashboard
Engagement
- How to Connect MailChimp to Smooth Commerce
- How do I Send a Mobile Message (Push Notification)?
- How to Schedule the App Feed in the Smooth Commerce Merchant Portal
- How to Pin an App Feed Card
- How to Map Customers or Segments to Credit Codes
- How to Manage the Refer A Friend Credit Code
- How Can I Delete An App Feed Layout?
- How do I set an expiry date and time for an offer?
- How do I create a coupon?
- How Do I Create A Card On My App Feed?
- How Do I Edit A Card On My App Feed?
- How Do I Arrange App Feed Rows?
- How do I add scan to pay connection for offers?
- How Do I Create a Discount Offer?
- How Do I Create a Segment?
- PROMO CAMPAIGNS: Coupon Codes Versus Offer Codes
- How Do I Create An App Feed Layout?
- What Is An App Feed?
- How Do I Create a First Time Offer?
- How do I delete a segment?
- How do I edit a segment?
- What is a segment?
- How do I deactivate a coupon?
- How do I edit a coupon?
- How do I edit an offer?
- How do I delete an offer?
Menu Management
- How do I reorder options for a product?
- How Do I Configure Default Product Options?
- How do I set up different prices in different locations?
- How to Manage Active and Inactive Menu Items in the Smooth Commerce Merchant Portal
- How to Archive Products and Combos in the Merchant Portal
- 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?
- How do I create a combo-only product?
- How do I reorder categories & products?
- How Do I Create A Combo?
- How do I edit a variant?
- How do I delete a product?
- How do I send loyalty points and credits to a customer?
- How Do I Create A Product?
- How Do I Assign A Price To An Option?
- How do I add a label for combos with the same combo name?
- How do I assign a date & time to products/combos?
- How do I view location-based product availability from Merchant Portal?
- How Do I Add Products To My Upsell Menu?
- How Do I Create Options, Sub-Options, Items And Sub-Items?
- How Do I Create A Variant?
- How Do I Delete A Variant?
- How Do I Edit A Category?
- How Do I Create A Subcategory?
- How Do I Create A Category?
- How do I edit a combo?
- What is a product business override?
- How do I edit a product?
- How do I create an option price business override?
- What is an option price business override?
- How do I delete an option?
- How do I edit an option?
Customer Service
- How to reset customer password?
- Editing Customer Information in the Merchant Portal
- Customer Activity Log Tracker
- 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?
- Where Can I Find Customer Contact Information?
- How do I refund a customer?
- How Can I See My Order History?
- How Do I See A List Of All My Customers?
- How Do I View Customers’ Feedback?
- On the Account History page, can I refund a partial order?
Finance
App Settings
- How do I edit or delete a tag?
- How do I edit my location hours?
- How Do I Edit Location Information?
- How Do I Create A New Location?
- How do I create a tag?
- How can I offer a free delivery promo?
- How do I invite a new user to the Portal?
- How do I delete a user's role from the Portal?
- How do I edit a user's role?