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Get Started Guide

Get Started Guide

Follow the step-by-step Get Started guide to onboard your store today! If you have any questions along the way, please reach out to the Poppy Support Team. We’re here to help!

01

Store Profile

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

Step 2: Fill in your Store Hours

Step 3: Fill in your Store Numbers

Step 4: Fill in your Customer Requirements

02

Store Users & Roles

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

03

Calendar, Appointments, & Fitting Rooms

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 

04

Point-of-Sale Settings

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

Step 4: Configure Your Tax Settings

Step 5: Enable/Disable Tipping Settings

Step 6: Configure Text to Pay Settings

Step 7:  Return Categories

05

Inventory Management

Step 1: Create Your Store’s Departments

Step 2: Add Your Store’s Vendors

Step 3: Set Up Your 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. 

06

Online Booking & Customer Interview Form

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

Step 1: Set up Online Booking

Step 2: Adding Online Booking iFrame to Website

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 

07

Messaging Settings

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

Step 1: Choose Your Text Method

Step 2: Choose Your Email Method

Step 3: Set up Your Notification Lists

08

Additional Set Up Items for Established Stores

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

All Customer Management tutorials & videos.

 

Appointments

All Calendar tutorials & videos about

 

Sales Orders

All Point-of-Sale tutorials and videos

 

Purchase Orders & Receiving Vouchers

All POs and Receiving tutorials and videos

More Training Resources...