SBA App: Adding an SBA

Modified on Wed, 11 Dec, 2024 at 12:56 PM

  • To add a shop to the SBA, the shop must first be created as a location in the system and added to the SBA locations group. 
  • Please refer to the Settings app videos for more information. 
  • Once added, a user will click + Add from the SBA tab. 
  • This will bring down a menu to add information for the SBA. 
  • Only fields in the Info Section of the Info tab need to be filled out to be added as a new SBA. 

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