Site Management

This guide will walk you through the creation and management of your site(s)

1. Sign In

2. Sites Button

From the main dashboard screen, click on Sites to manage sites in your organization.

3. Add Site

To add a new site to your organization, click the add site button

4. New Site Form

This is where you will configure your new site.

5. Site Type

You can choose a number of different options to identify your site

6. Currency

Your site can use different currency options for its products

7. Measurement

Your site can use imperial or metric measurement systems

8. Create Site

Once all site information is added, click the create button to create your new site

9. Continue Setup

After site creation you can continue setting up your site, browse other sites in your organization, or add a new site

10. Manage Employees

To see and manage employees in your site click on the employees button

11. Add Employee

To add an employee to your site click the add user button

12. Create Employee

Here you can create employees for your site

13. Orders

To see all orders for your site, click on the Orders button

14. Add order

You can also add new orders from this view by clicking on the + button

15. Add a Device

To add a scanning solution to your site, click the + button on add device. You will then see a pop up with scanning solutions that have been onboarded to your site

16. Adding Product

To add product(s) to your site inventory, click the + button on the products sections

17. Choose your product

The products listed in this view are all the products available to your organization and can be added to your site(s)

18. Price

Add a price to your product and click save.

19. Sites Overview

Clicking the sites button on the left will take you to an overview of all sites in your organization.