Navigating the Knowledge Base

Modified on Mon, 16 Dec at 5:07 PM

Table of Contents
Buddi Support Portal: Index

Category	Folder	Article

Getting Started	Contact Us	Reaching out to Buddi Support

	Table of Contents	Navigating the Knowledge Base

	Admin Portal	Admin Portal Overview
		Signing into the Admin Portal
		Accessing your Buddi Onboarding Ticket

	Online Menu	Installing Buddi
		Preparing for Launch
		Adding an Age Gate to your Website
		Clearing your Browser Cache

	Tablet App	Setting up the Tablet App
		Logging in to the Tablet App
		Hardware Recommendations
		Browser Support for the Tablet App
		Pinning the Tablet App (iOS)
		Pinning the Tablet App (Android)
		Navigating the Tablet App
		Accessing the Customer Queue

	Product Content	Product Content Management
		Product Content Overview
		Content Layering and Priorities
		How Integrations Work
		Showing Exact THC / CBD Values
		Accessories Overview
		VPT Vape Tax Setup (BC / SK Retailers)
		Rotational Strains
		Error Message: UPC is Missing from Point of Sale
		Error Message: Content Not Found
		Error Message: Duplicate UPC Detected
		Error Message: Category/Type Missing from Point of Sale
		Error Message: Limited Content

Buddi Plans	Paid Subscriptions	Choosing a Buddi Plan
		Accessing the Billing Section
		Cannot Access Billing

Online Payments	Getting Started	Set up Online Payments
		3D Security for Online Payments
		Chargeback Management Guide
		FAQs: Online Payments

	Merrco	Merrco Overview
		Merrco Setup
		Merrco Refunds
		Switching from API Connection to Hosted Checkout

	Moneris	Moneris Overview
		Moneris Refunds

	Other Payment Providers	Cova Pay Overview
		Global Payments Overview

Buddi x Cova Integration	Getting Started	Buddi x Cova POS Setup
		Taxes & Fees Setup (Cova Users)
		Cova Pay Integration

	Product Content Management	Syncing Exact THC & CBD Values
		Syncing Accessory Content from Cova

	Delivery	Delivery Setup
		Troubleshooting Delivery Orders

	Tips	Tips Setup

	Order Fulfillment	Cova POS: Managing Incoming Orders
		Orders Not Sent to Cova
		Balancing Totals in Cova
		How to Print Order Receipts (Cova Users)

	Promotions	Setting up Discounts in Cova (to Sync into Buddi)
		Discount FAQs (for Cova Users)
		Date-Restricted Discounts: Sale Prices Showing Too Early


Buddi x Greenline Integration	Getting Started	Buddi x Greenline POS Setup

	Product Content Management	Syncing Cannabis Inventory from Greenline
		Syncing Accessory Content from Greenline
		Syncing Exact THC & CBD Values

	Order Fulfillment	Greenline POS: Managing Incoming Orders
		Processing a Buddi Order Manually in the POS

	Promotions	Setting up Discounts in Greenline


Other POS Integrations	TechPOS	Buddi x TechPOS Setup
		Product Content Management for TechPOS Users
		Syncing Accessory Content from TechPOS
		Discount Codes with TechPOS

	Barnet POS	Buddi x Barnet POS Setup
		Barnet POS: Managing Incoming Orders

REPORTING	Sales Overview	Tracking Buddi Sales

STORE MANAGEMENT	Overview	Quick Overview
		Order Queue
		Staff Management
		Store Settings

	My Stores	Changing Admin Passwords
		Editing the Store Address
		Adding a New Store

	Custom Branding	Customizing your Online Menu
		Customizing your Kiosk (Tablet App)
		Adding a Video to the Tablet App

	Staff Management	Adding/Removing Staff Members
		Account Setup: User Types and Permissions
		General Staff Account

Order Queue	Order Management	Navigating the Order Queue
		Quick Guide to Manage Incoming Buddi Orders
		Order Queue Notifications
		Buddi Order Numbers

	Order Fulfillment	Buddi Order Fulfillment
		Exporting an Orders List in Buddi
		Processing Refunds

Store Settings	Store Hours	Editing Store Hours and Closed Dates

	Tax Settings	Adjusting Taxes
		Adding a Bag Fee
		Bottle Deposit Fees

	Filter Settings	Using the 'Sold Out' Filter for Restock Notifications

	In-Store Kiosk: Settings	Customizing your Buddi Kiosk: Settings and Features

	Online Menu: Messages	Customer Notifications

	Online Menu: Configuration	Enabling Online Orders
		SEO Configuration

	Online Menu: Delivery	Delivery Overview
		Setting up Delivery in Buddi
		Creating Multiple Delivery Zones
		Adding a Custom Delivery Message at Checkout
		Troubleshooting Delivery Orders
		Delivery Regulations in Ontario

	Online Menu: Direct Mail	Adding Direct Mail as an Option

	Online Menu: Curbside	Adding Curbside Pickup as an Option

	Online Menu: Payment	Adding a Payment Option to your Menu
		Activating Online Payments

	Online Menu: Club Membership	Activating Buddi Special Membership
		Integrated Loyalty Programs

	Online Menu: Tags	Advanced Menu Customizations (CSS Styling)

	Online Menu: Store Contact	Adding a Custom Caption at the Footer of your Menu

	Online Menu: Sign in/up Content	Adding a Message to the Buddi Profile Sign in/up Page

MENU MANAGEMENT	My Menu	How Buddi Uses UPC Codes
		Syncing Products from your POS Integration
		Editing Content in 'My Menu'
		Syncing THC/CBD with your Point of Sale
		Hiding Products from your Menu
		How to find Product Listings in Buddi
		Editing Rotational Strains
		Missing Product Listing
		Wrong Product Listing / Details

	Inventory Levels	Setting up Safety Stock

	Accessory Products	Syncing Accessories into Buddi
		Importing Accessories into Buddi (Manually)
		Adding an Accessory Product in Buddi (Manually)

PROMOTIONS	Collections	Building Collections
		Importing Products to Build a Collection (CSV File)

	Discounts	Discounts Overview
		Setting up Discounts in Buddi

	Featured Products	Setting up a Featured Products Campaign with Banners

	Special Messages	Adding Captions to your Product Listings

	Discount Codes	Creating Discount Codes

	Pre-filtered Links	Using Pre-filtered Links to Optimize your Menu

	Product Bundling	Creating Product Bundle Discounts

	Graphic Assets	Generating Images / JPG Files
		Banner Image Dimensions


Other Integrations	Non-Integrated POS Systems	Manual Menu Import Process in Buddi

	Loyalty Program - AlpineIQ	AlpineIQ Overview
		Connecting Buddi to AlpineIQ
		How Customers Can Earn Points
		Creating Discounts for your AlpineIQ Wallet
		How Loyalty Members are Identified in Buddi

	Loyalty Program - Springbig	Buddi x Springbig - Onboarding Guide
		Membership Signup + Accessing Your Wallet
		Creating and Redeeming Rewards/Offers
		Earning Points
		Refunds
		Customization of Wallet

	Google Analytics	Setting up Google Analytics with Buddi
		Setting up Basic Tracking with Google Tag Manager