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Search Results for “import data”
372 articles found
Emailing Invoices and Packing Slips
Learn how to send invoice PDFs and packing slip PDFs directly to customers from the invoice form, including email configuration, prerequisites, the email flow, and troubleshooting common issues.
Recommended Setup Order for Marketing
A step-by-step guide to setting up AccuArk's Marketing and Promotions module in the correct order, including prerequisites for each feature area and a pre-launch checklist.
First-Time Customer Discounts
How to configure First-Time Customer promotions in AccuArk, including how the system identifies first-time customers, the requirement for customer records, configuration steps, limitations, stacking behavior, and use cases.
Coupon Validation and Limits
Understand how AccuArk validates coupons at the Point of Sale, including all validation rules, per-customer limits, anonymous customer restrictions, atomic usage tracking, and error messages.
Creating Customer Segments
Learn how to create and manage customer segments in AccuArk, including manual segments for hand-picked lists and rule-based segments that automatically include customers matching filter criteria such as total spend, visit count, last visit date, and location.
Creating Marketing Campaigns
Learn how to create and configure marketing campaigns in AccuArk, including campaign fields such as name, status, scope, date range, priority, stackability, budget limits, usage caps, location selection, and linking promotions to a campaign.
Marketing Best Practices and Tips
A comprehensive collection of best practices for managing promotions, coupons, and campaigns in AccuArk, including stacking configuration, sandbox testing, campaign organization, usage limits, reporting, customer segments, naming conventions, and common pitfalls to avoid.
Item Settings: Display, Stock Tracking and Notes
A detailed reference for every checkbox and flag on the item form, including Track Stock, Allow Orders Exceeding Stock, Display in POS, Modifier Only, Prompt Note, and more.
Using Inventory Classes and Attributes
Understand the difference between categories and classes in AccuArk, how to create inventory classes with attribute definitions, and how to manage manufacturers linked to items.
Stock Tracking Within a Location: Zone-Level Inventory
Learn how AccuArk's two-tier stock model tracks inventory at both the location level and the zone level, including how zone stock updates work, the Zone Stock tab, and the relationship between location totals and zone breakdowns.
Managing Adjustment Reason Codes
How to create and manage stock adjustment reason codes in AccuArk, including direction types, standard reason codes, and how reasons drive the adjustment workflow.
Can I Upgrade or Downgrade My Plan?
Learn how to change your AccuArk© subscription plan as your business needs evolve.
Connection Errors and Sync Issues
How to resolve internet connection problems and data synchronization issues in AccuArk©.
How Does the Free Trial Work?
Learn about AccuArk's 7-day free trial, how to get started, and what happens at the end of the trial period.
How Long Does Setup Take?
A guide to installation timeframes and what to expect during the initial AccuArk© setup process.
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