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Knowledge Base
Portal
Portal
Portal Overview
Dashboard
Engagement
Menu Management
Customer Service
Finance
App Settings
Profile
Settings
Reporting
Product Platform Features
Add On Services / Products
Merchant Tablet
Order Management
Guides
Help Docs
Forms
Payment Processors & POS Integrations.
Support & Troubleshooting
Web & Portal Issues
App Issues
Tablet Issues
Add New Location/Transfer Ownership
Portal
Everything you need to know about out Merchant Portal, including how-to articles and FAQ documents.
Smooth Commerce 2024 Merchant Portal Release Summary
Portal Overview
How Do I Create a Free Item Offer?
Dashboard
What is the Top Locations Dashboard?
What is the Transactions Dashboard?
What is the Users Dashboard?
Engagement
How do I delete an offer?
How do I edit an offer?
How do I edit a coupon?
How do I deactivate a coupon?
What is a segment?
How do I edit a segment?
How do I delete a segment?
How Do I Create a First Time Offer?
What Is An App Feed?
How Do I Create An App Feed Layout?
PROMO CAMPAIGNS: Coupon Codes Versus Offer Codes
How Do I Create a Segment?
How Do I Create a Discount Offer?
How do I add scan to pay connection for offers?
How Do I Arrange App Feed Rows?
How Do I Edit A Card On My App Feed?
How Do I Create A Card On My App Feed?
How do I create a coupon?
How do I set an expiry date and time for an offer?
How Can I Delete An App Feed Layout?
How do I Send a Mobile Message (Push Notification)?
How to Connect MailChimp to Smooth Commerce
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
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Menu Management
How do I edit an option?
How do I delete an option?
What is an option price business override?
How do I create an option price business override?
How do I edit a product?
What is a product business override?
How do I edit a combo?
How Do I Create A Category?
How Do I Create A Subcategory?
How Do I Edit A Category?
How Do I Delete A Variant?
How Do I Create A Variant?
How Do I Create Options, Sub-Options, Items And Sub-Items?
How Do I Add Products To My Upsell Menu?
How do I view location-based product availability from Merchant Portal?
How do I assign a date & time to products/combos?
How do I add a label for combos with the same combo name?
How Do I Assign A Price To An Option?
How Do I Create A Product?
How do I send loyalty points and credits to a customer?
How do I delete a product?
How do I edit a variant?
How Do I Create A Combo?
How do I reorder categories & products?
How do I create a combo-only product?
How Do I Assign A POS Mapping ID To A Product, Item, Sub-Item, Combo, Offer Or Coupon?
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
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Customer Service
On the Account History page, can I refund a partial order?
How Do I View Customers’ Feedback?
How Do I See A List Of All My Customers?
How Can I See My Order History?
How do I refund a customer?
Where Can I Find Customer Contact Information?
What if a customer comes to our store for an order, but we haven’t received one?
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
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Finance
How do I generate a Coupon Report?
How Do I Generate A Loyalty Report?
How do I generate a product report?
How do I generate a combo report?
How do I generate a location report?
How do I generate a customer report?
How do I generate a summary report?
How Do I Generate An Offer Report?
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App Settings
How do I edit a user's role?
How do I delete a user's role from the Portal?
How do I invite a new user to the Portal?
How can I offer a free delivery promo?
How do I create a tag?
How Do I Create A New Location?
How Do I Edit Location Information?
How do I edit my location hours?
How do I edit or delete a tag?
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Profile
How Do I Change My Merchant Portal Password?
Settings
How Do I Create a Service Fee?
How to Close a Location
How Do I Enable or Disable Delivery?
How to Archive and Unarchive a Location
Managing Portal User Time Zones
How to Archive and Unarchive Portal Users
Add Address Details to a Location
Creating and Editing Precise Delivery Zones 🚚
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Reporting
How to Export Transaction Report
Understanding Reporting - Loyalty Report
