Knowledge Base: Table of Contents

Use this tool to navigate the Buddi Support Portal: Jump to a category to browse every article, or use 'Find' to look up a topic.

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• Find Help
• Getting Started
• Promotions
• Buddi Billing
• Online Payments
  Getting Started, Merrco, Moneris, Other Payment Providers
• Buddi x Cova POS Integration
• Buddi x Greenline POS Integration
• Other POS Integrations
  TechPOS, BarnetPOS
• REPORTING
  Sales Overview
• STORE MANAGEMENT
  Overview, My Stores, Custom Branding, Staff Management, Order Queue
• STORE SETTINGS
  Store Hours, Tax Settings, Filter Settings, In-Store Kiosk: Settings, Online Menu: Messages, Online Menu: Configuration, Online Menu: Delivery, Online Menu: Direct Mail, Online Menu: Curbside, Online Menu: Payment, Online Menu: Club Membership, Online Menu: Tags, Online Menu: Store Contact, Online Menu: Sign in/up Content
• MENU MANAGEMENT
  My Menu, Inventory Levels, Accessory Products
• Other Integrations
• Buddi Sites

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Find Help

Quick Access to Key Topics

• Knowledge Base: Table of Contents (current page)

Contact Us

• Reaching out to Buddi Support

Getting Started

Admin Portal

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

Online Menu (Embedded Menu)

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

Tablet App (Kiosk)

• Setting up the Tablet App
• Logging in to the Tablet App
• Hardware Recommendations
• Browser Support for the Tablet App
• Pinning the Tablet App (iOS/Apple)
• 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
• How to Search & Apply Product Content
• Showing Exact THC / CBD Values
• How to Display Terpene % On Your Buddi Menu
• Syncing Accessories into Buddi
• How to Create UPCs for Accessories
• How to Hide Accessory Products
• Rotational Products
• Accessories VPT Vape Tax Setup (BC / Saskatchewan Retailers)
• Cannabis VPT Vape Tax Setup (BC / Saskatchewan Retailers)
• Error Message: UPC is missing from your 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

Promotions

Custom Branding

• Styling your Online Menu with Custom Branding

Collections

• Building Collections
• Select Using Logic vs. Individually Select
• Excluding Specific Products from a Collection Using Logic
• Importing Products to Build a Collection (CSV File)
• Collections: New In Stock & Restocked

Featured Products

• Setting up Featured Products (with Banners)

Special Messages

• Special Messages: Adding Captions to Listings
• Adding Custom Image Badges to Listings (Special Messages)

Discounts

• Discounts Overview
• Setting up Discounts in Buddi

Discount Codes

• Creating Discount Codes

Pre-filtered Links

• Using Pre-filtered Links to Optimize your Menu

Product Bundling

• Creating Product Bundle Discounts

Delivery Options

• Promoting Your Delivery Service through Buddi

Out-of-Stock / Restocking Notifications

• Using the 'Sold Out' Filter for Restock Notifications

Graphic Assets

• Generating Images for Buddi Promotions
• Banner Image Dimensions

Buddi Billing

Paid Subscription

• Choosing a Buddi Plan
• Accessing the Billing Section + FAQs
• Subscription Billing Terms
• Cannot Access Billing

Online Payments

Getting Started

• Setting up Online Payments
• Using AVS as a Security Feature
• 3D Security for Online Payments (3D Secure 2.0)
• Chargeback Management Guide
• FAQs: Online Payments

Merrco

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

Moneris

• Moneris Setup Guide
• Moneris Refunds

Other Payment Providers

• Cova Pay Setup Guide
• Global Payments Setup Guide
• BlazePay Setup Guide
• BlazePay Overview
• How to Enable and Use e-Transfer Lite

Buddi x Cova POS Integration

Getting Started

• Buddi x Cova Setup
• Cova Pay Integration
• Taxes & Fees Setup (Cova Users)

Product Content Management

• Syncing Exact THC & CBD Values from Cova
• Syncing Accessory Content from Cova

Delivery

• Delivery Setup (Cova Users)
• Troubleshooting Delivery Orders (Cova Users)

Tips

• Tips Setup for Cova Users

Order Fulfillment

• Cova POS: Managing Incoming Orders
• How Buddi and Cova connect Customer Profiles
• Auto-Complete Options for Order Management (Buddi x Cova)
• How to Print Order Receipts (Cova Users)
• Balancing Totals in Cova
• Orders Not Sent to Cova: Overview
• Orders Not Sent to Cova: What to Do

Promotions

• How Cova Promotions Sync with Buddi
• Setting up Discounts in Cova (to Sync into Buddi)
• Cova: Pricing Groups
• Discount FAQs (for Cova Users)
• Technical Reference: Cova Promotions API (Developer Docs)

Buddi x Greenline POS 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
• Entering a Barcode in Greenline + Finding a UPC in Buddi

Order Fulfillment

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

Promotions

• Setting up Discounts in Greenline (to Sync into Buddi)

Other POS Integrations

TechPOS

• Buddi x TechPOS Setup
• Order Fulfillment with TechPOS
• Cannabis Product Syncing with TechPOS
• Accessory Product Syncing with TechPOS
• Troubleshooting: When Products Don't Sync
• Discount Codes with TechPOS

BarnetPOS

• Buddi x BarnetPOS Setup
• BarnetPOS: Managing Incoming Orders

REPORTING

Sales Overview

• Analytics

STORE MANAGEMENT

Overview

• Quick Overview
• Order Queue
• Staff Management
• Store Settings

My Stores

• Changing Admin Passwords
• Editing the Store Address
• Managing Multi-Store Locations in Buddi

Custom Branding

• Online Menu: Custom Branding
• 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
• Updating the Order Status (in Buddi)
• Order Notifications
• Buddi Order Numbers

Order Fulfillment

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

STORE SETTINGS

Store Hours

• Editing Store Hours
• Blackout Dates

Tax Settings

• Adjusting Taxes
• Adding a Bag Fee
• Bottle Deposit Fees

Filter Settings

• Should I display sold-out products on my menu?

In-Store Kiosk: Settings

• Customizing your Buddi Kiosk: Settings and Features

Online Menu: Messages

• Customer Notifications

Online Menu: Configuration

• Configuring Your Online Menu
• Enabling Online Orders
• Adding a Custom Pickup Message at Checkout

Online Menu: Delivery

• Delivery Overview
• Setting up Delivery in Buddi
• Creating Multiple Delivery Zones
• Adding a Custom Delivery Message at Checkout
• Troubleshooting Delivery Orders
• Launching a Successful Cannabis Delivery Program
• Delivery Regulations in Ontario
• Delivery Regulations in BC
• Delivery Regulations in Alberta
• Delivery Regulations in Manitoba

Online Menu: Direct Mail

• Adding Direct Mail (Shipping) 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
• Tips Setup (Enable Tipping)

Online Menu: Club Membership

• Activating Buddi Special Membership

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 / Sign up Page

MENU MANAGEMENT

My Menu

• Navigating 'My Menu' in the Admin Portal
• Editing Content in 'My Menu'
• How Buddi Uses UPC Codes
• Finding Products in Buddi
• Hiding Products from your Menu

Inventory Levels

• Setting up Safety Stock
• Generating a Safety Stock Report

Accessory Products

• Importing Accessories into Buddi (Manual Method)
• Adding an Accessory Product in Buddi (Manual Method)

Other Integrations

POS - Non-Integrated Providers

• Manual Menu Import Process in Buddi

Loyalty Program - Alpine IQ

• 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 With Springbig and Accessing Your Wallet
• Creating and Redeeming Rewards with Springbig
• Earning Points + Refunding Points (Springbig)
• Customization of Wallet

Google Analytics

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

Buddi Sites

• Product Overview
• SEO Best Practices
• Customizing Your Theme: A Visual Guide
• Site Settings for Optimal Performance
• Understanding URL Redirects
• Setting Up Google Tag Manager, Google Analytics, and Google Search Console

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