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Sales and Marketing
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- Sales Orders
- How to open a register
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- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
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- How to Print an Invoice
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- How to create a Vendor
- How to edit a distributor
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- How to Search For An Inventory Item
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to Transfer Inventory from One Location to Another
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Adjust Inventory Quantities or Reserve Quantities for Any Location
- How to Add a Catalog Subscription to Your Database
- How to Stop Automatic Updates to a Catalog Subscription
- How to remove or archive a customer
- How to add a customer from the customer page
- How to add a customer from the Point of Sales page
- How to edit a customer from the customer page
- How to edit a customer from the Point of Sales page
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- What sales channels can be added
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- How to Add a Store Location / Inventory Location
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- How to Edit a Store / Inventory Location
- How to Create a Cash Register
- How to remove a Cash Register
- How to edit a register
- How to open a register
- How to close a register
- How to view a Cash Register’s transactions for today
- How to view all of a Cash Register’s transactions history
- How to Create a Report
- How to delete a Report
- How to run a Report
- How to modify a Report
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- How to Add a Report to My Dashboard
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- How to view a return order
- How to Archive a Product
- How To Add Shopify Sales Channel
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- Sales Orders
- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return an order
- How to view a return order
- Show Remaining Articles (18) Collapse Articles
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- Articles coming soon
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- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- Show Remaining Articles (4) Collapse Articles
-
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return an order
- How to view a return order
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- Articles coming soon
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- How to Search For An Inventory Item
- How to Add a Catalog Subscription to Your Database
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Transfer Inventory from One Location to Another
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
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- How to Search For An Inventory Item
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to Transfer Inventory from One Location to Another
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Adjust Inventory Quantities or Reserve Quantities for Any Location
- How to Archive a Product
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- Articles coming soon
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- Articles coming soon
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- Articles coming soon
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- How to add a Country Item
- How to remove a Country Item
- How to edit a Country Item
- How to add a User
- How to edit a User
- How to Change my password
- How to remove a User
- How to add a currency type
- How to remove a currency type
- How to edit a currency type
- How to Create a New Order Status
- How to Edit an Order Status
- How to Delete an Order Status
- How to Add a Store Location / Inventory Location
- How to Remove a Store / Inventory Location
- How to Edit a Store / Inventory Location
- How to Create a Cash Register
- How to remove a Cash Register
- How to edit a register
- How to open a register
- How to close a register
- How to view a Cash Register’s transactions for today
- How to view all of a Cash Register’s transactions history
- How to Create a Report
- How to delete a Report
- How to run a Report
- How to modify a Report
- How to add a Setting
- How to modify a Setting
- How to Remove a Setting
- How to turn on or off auto print receipt
- How to add a Search filter
- Show Remaining Articles (17) Collapse Articles
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- Articles coming soon
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Onboarding
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Reports
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Mantle User Info
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Mantle Tables
- Articles coming soon
How Do I Create My Catalog?
Welcome to Mantle! We’re thrilled to have you on board! Creating your catalog is a crucial step in setting up your inventory management system, and we’re here to guide you through the process. Below, we’ll explain what the catalog system is, how to add subscriptions, and how the entire process works.
Step 1: Preparing Your Current Inventory
- Create a Complete Inventory File:
If you already have an inventory system, download an all-inventory file from your current provider.- Not Using a System Yet? If Mantle is your first inventory management tool, skip to Step 3 to set up catalog subscriptions.
- Clean Up Your Inventory:
- Remove items you’re certain you’ll never carry again.
- Keep any items you may carry in the future.
- Backup Your Data:
- Download and save all sales, customer, and inventory data for your records.
- Share copies with your accountant and check with your insurance provider for any additional requirements. This preparation can save you a lot of hassle later!
Step 2: Sending Us Your Inventory File
- Export your current inventory file in a format we can work with:
- Google Docs, Excel, or CSV files work best for us.
- Email the File to Mantle Staff:
- If you need assistance exporting or formatting your inventory, reach out to schedule a virtual meeting. We’re happy to guide you through this step.
- Google Docs, Excel, or CSV files work best for us.
- If you need assistance exporting or formatting your inventory, reach out to schedule a virtual meeting. We’re happy to guide you through this step.
Alternative Solution: Perform a Full Inventory Audit
If you prefer not to import your data and would rather start fresh, you can conduct a full inventory audit instead:
- Set Up Your Catalog:
Follow our guide on [How to Create a New Catalog] ([link to FAQ or video tutorial]). - Perform an Inventory Audit:
- Once your catalog is populated with the items you wish to track, follow the steps outlined in our guide on [How to Audit Inventory] ([link to guide]).
- During the audit, the system will adjust inventory levels based on your counts and update them in Mantle.
Step 3: Setting Up Your Catalog Subscriptions
While we’re working on converting your data (or after completing your audit), you can start setting up your catalog and subscriptions:
- Create Your Catalog:
Follow our guide on [How to Create a New Catalog] ([link to FAQ or video tutorial]). - Set Up Publisher Subscriptions:
- Subscriptions automatically add catalog data to your Mantle, saving time and effort.
- By subscribing to publishers, games, and titles you carry, you’ll ensure your inventory is accurate and up-to-date.
- Many subscriptions include official descriptions, photos, and key art provided by publishers, enhancing your product displays and aligning with their marketing.
Step 4: Adding Custom Items
If you sell unique or custom items not in our database:
- Follow our step-by-step guide on [How to Create a Custom Item] ([link to guide]).
- Have a unique catalog of awesome items? Let us know! We might collaborate with creators or smaller publishers to include their catalog in our database.
- Creators can contact us directly at: https://mntl.gg/contact.
Final Steps
Once your subscriptions are set up and any custom items are added:
- Our team will finalize your import or audit.
- Allow 24 to 48 hours for us to review and address any questions about unusual or custom items in your file.
Thank you for choosing Mantle—welcome aboard! We’re excited to support you and your business. Let us know if you need any help along the way.