Find a module or action without browsing the entire sidebar.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Select the magnifying glass. Open search from the top bar.
- Enter what you need. For example, “stock”, “employee” or “delivery”.
- Select a result. Use the module label next to the name to identify the right result.
- Close search. After navigating to the page, press Escape or select the close button.
Check the result
Search opens the expected page without changing the active establishment.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.