Retailer Knowledge Base

How to Train

• Add, Edit, or Delete a User: Store Dashboard & Crew App
• Training Guides
• Badge Cards

How to Shop & Exit

• Privacy
• Stocking Guidelines
• Sales Floor Responsibilities & Interactions
• Exit Responsibilities & Interactions
• Assisted Customer Shopping (Buddy Shopper)

How to Enter & Pay

• Receipts, Refunds, Returns
• Temporary Hold Signage
• Payment Processing
• Entry Responsibilities & Interactions
• Temporary hold (Pre-authorization)
• Crowd Control

Operational Excellence

• Retailer Video Access Acknowledgement
• Offline Payments Mode
• Store Signage Best Practices
• Access Management Audit Log
• Customer Journey Signage Audit

How to Manage Inventory & Planogram

• Add, Edit or Delete Categories (SKU Catalog)
• Assorted SKUs
• Bulk Import, Export & Audit Log (SKU Catalog)
• Bulk planogram (shelf inventory) update
• Configure Promotions (Self-service) - new August 2025
• Create or add to your SKU Catalog

See all 16 articles

How to Troubleshoot

• Credit Card Terminals
• Store Outages - Power and Network / Internet
• Reach Retailer Support

How to Operate

• Adding a Tax Type, or Multiple Tax Types
• Bulk import feature (SKU Catalog)
• Chair Rental Locations: Store Shutdown and Power-Off Protocol
• Cleaning Guidelines
• Event Schedules Policy
• Hours of Operation Policy

See all 15 articles