Get Started Guide

When starting with Poppy, your first stop will be Store Management via the Menu Navigation.

Follow the steps below to set up your Poppy Store Settings.

Step 1: Fill in your Store Profile

• Store Profile

Step 2: Fill in your Store Hours

• Primary Hours
• Special Hours
• Seasonal Hours

Step 3: Fill in your Store Numbers

• Sales Numbers
• Store Sales Goals

Step 4: Fill in your Customer Requirements

• Customer Categories
• How Heard Tags

Next, you’ll want to create the profiles for your staff. By creating a user for each staff member, you’ll be giving them access to your Poppy Store.

Step 1: Add Store Users

Step 2: Add User Sales Goals

Step 3: Add Users Work Schedule

Now, Let’s start setting up your Calendar, Appointment Types and Fitting Rooms.

Step 1: Configure your Calendar Settings

Step 2: Add Appointment Types

Step 3: Add Fitting Rooms 

Next, you will set up everything Point-of-Sale related. Do this step before adding any inventory as you will need to have your sales tax amounts added before assigning them to your inventory items.

Step 1: Add Sales Agreements

Step 2: Add Customer Pickup Agreement (Release of Liability)

Step 3: Configure Sales Order Settings

• Set Up Your Pre-populated Payment Amount

Step 4: Configure Your Tax Settings

• Add Tax Codes
• Add Fees and Shipping Tax

Step 5: Enable/Disable Tipping Settings

Step 6: Configure Text to Pay Settings

Step 7:  Return Categories

Step 1: Create Your Store’s Departments

Step 2: Add Your Store’s Vendors

• Add New Vendors
  • Create/Add a Size Chart to a Vendor
  • Create/Add Color Groups to a Vendor
  • Add Vendor Notes and View Change Logs

Step 3: Set Up Your Inventory

• Create New Items
  • Add Service Items 
• Add Items to Inventory

If you need to audit or make changes to your inventory items or counts after you’ve added items, go to the In Stock Inventory tab. 

In order to take appointments online or send customer interview forms, follow the steps below.

Step 1: Set up Online Booking

• Configure Online Booking Settings
• Set Up Your Customer Interview Form

Step 2: Adding Online Booking iFrame to Website

• For WordPress websites

Note: If you are using a different website builder, so you may need to search your website provider support articles on how to add an iframe to your website. If you have any issues, please reach out to our support, they should be able to help add this to your site 

Your final step of setting up your new store is to configure your Messaging methods (text & email).

Step 1: Choose Your Text Method

• Connect Your Twilio Number to Poppy 

Step 2: Choose Your Email Method

Step 3: Set up Your Notification Lists

If your store is established and you are migrating customers, appointments or past sales. Follow the tutorials below in order to migrate this data to Poppy.

Customers

• Adding Customers
• Linking Group Members to Customer Profiles

All Customer Management tutorials & videos.

Appointments

• Adding Past Appointments
• Adding New Appointments

All Calendar tutorials & videos about

Sales Orders

• Adding Past Sales Orders
• Create a NEW Sales Order

All Point-of-Sale tutorials and videos

Purchase Orders & Receiving Vouchers

• Adding Existing/Past Purchase Orders
• Adding a New Customer or Stock Purchase Orders
• Customer Pickup Workflow

All POs and Receiving tutorials and videos