eCommerce help centre

Store details

Go to Settings > Stores and select an individual store to update the following details displayed on your eCommerce site:

• Store address
• Store phone number and email
• Store opening times

Go to Settings > My account to display your Company number and VAT registration number in the footer of your eCommerce site.

Product inventory

Product inventory for all stores both in-store and online is managed from the Products section of your Back office. If you sell a product online and in multiple stores the product is created once and you can define where the product is sold. Please refer to the Product inventory section on the Back office help guide page for guidance on the following:

• Adding and editing a product
• Product availability
• Archiving and duplicating a product

Online availability

If you have an online store account, an additional eCommerce section is displayed beneath the Product information section on the product page. This section is used to populate the product description and filters on your online store. The following fields are available:

• SEO meta description - Add a product description up to 155 characters that will displayed on a search engine result
• Product filters - Add product filters to drive the product list filters on your online store. Only pre-defined filters on the Product filters view within the Online store > Online setup area can be added
• Custom attributes - This field can be left blank unless we've specified that your eCommerce site uses this field
• Weight and dimensions - Weight and dimensions can be displayed on your eCommerce site. This is also used when calculating shipping rates if you've chosen to ship by weight or size
• Add additional information? - Select this option if you wish to add additional information about the product. The information will be displayed beneath the product description

The product description field on the product page is the description displayed on your eCommerce site. Beneath the description, tags can be added. The tags can also be used to drive your eCommerce navigation, as the navigation can be built using products, categories, brands and tags.

Site structure

To edit the site structure and page content, go to Online store > Site structure. The site structure on the left displays a list of all pages on your eCommerce site. Each page is represented by the page name, an icon within a teal circle representing the page type and an .

To add a new page, tap then Add child. Give the page a name, select the content type then tap Save.

To add a delete or unpublish a page, tap then Delete or Unpublish. You cannot delete the Home page. To publish the page, tap the page name in the left hand navigation list, tap then Publish. The red strip will turn green to indicate that it's ready to publish. To publish the changes live to your eCommerce site, go to Online store > Online setup then tap Publish setup info in the top right.

Default pages

By default, blank standalone pages are created for the following pages:

• Homepage
• About
• Contact
• Privacy policy
• Cookie policy
• Delivery and returns policy
• Terms and conditions
• FAQs

These pages are standalone so do not appear in your primary navigation. To add a new standalone page, select any of the default pages, tap then Add sibling. Give the page a name, add content then tap Save.

For default pages, add the title, sub-title, SEO meta description and add page content. For details on how to add page content please refer to the Add content section.

Homepage

To add a carousel item to the image carousel, tap the icon. Add the carousel title, sub-title, button text and button URL link. Next add the carousel image, upload a 1900px (w) x 700px (h) JPEG, the image crops and scales depending on device type so ensure the main focus is the centre of the image. To display the carousel item check Publish item then the Save button to update the changes. Once saved the carousel title and preview image will appear. Tap the item to edit or delete it. Repeat the process to add another carousel item, up to 5 items can be added. To change the order in which carousel items appear, drag and drop the icon displayed to the left of each item.

To add a hero category follow the same process as the image carousel. Hero categories are displayed beneath the image carousel on the homepage, up to 6 can be added depending on your eCommerce design. Suitable aspect ratios are 1:1 or 4:3, with a maximum height of 600px.

The icon bar (depending on your eCommerce site), is displayed beneath the image carousel. Select the background and foreground colour for the section then add the items to be displayed. Adding 3 items within the icon bar is preferred as the items are displayed within 3 columns. Follow a similar process as the carousel image but ensure the image uploaded is either a PNG with a transparent background or has a background that is the same colour as the icon bar background colour chosen. Upload an image with a maximum height of 100px.

Featured products are displayed beneath the hero category and icon bar on your eCommerce site. Add a title and sub-title then up to 12 products. Start typing the product name, a list of matching results will be displayed, select a product to add it to the featured list. To change the order in which products appear, drag and drop the icon displayed to the left of each product.

For details on how to add additional page content please refer to the Add content section.

Contact page

Add the title, sub-title, SEO meta description, then select which stores you wish to display on the contact page. Selecting a store will display the address, contact information and opening hours for each store. Store information can be updated on the Stores and registers view within the Settings section. Store information will also be displayed in the footer. Next, specify which email address you wish contact form enquiries and online orders to go to. By default we'll also include a map of locations and a contact form on your contact page. For details on how to add additional page content please refer to the Add content section.

Add a page

To add a new page, tap on the Home navigation item then Add child. Give the page a name, select a page type then tap Save to create the page. You can then add the page content. There are 6 page types:

• Product collection page
• Product list page
• Sale page
• Gift cards
• Blank page
• Blog list page

The page will be displayed in your main navigation. To create a secondary navigation item, repeat the process but tap to add a child page from the on the page you have created rather than Home. If you have many child pages, on the parent page, tap the icon in the teal circle to collapse/expand the entire section.

For all page types, add a title, sub-title and SEO meta description. The URL is automatically generated but editable.

Product collection page

A collection page displays a list of tiles that represent each child page. The collection page will display the title, collection summary and collection image of each child page. A product list page, blank page or gift card page can be added as a child page.

An optional navigation image can be added to a collection page. This image is displayed beneath the page title and sub-title.

For details on how to add page content please refer to the Add content section. Additional content will be displayed at the bottom of the product collection page.

Product list page

This is the product list page on your eCommerce site, usually accompanied by a filter panel for sites with a large quantity of products.

Define the products you wish to display on the page. Search by product name, brand, category or tag. Specifying a category or brand .etc will display all matching products. Tap to remove the item.

You can also specify which products you wish to be display first on each page. Search for a product by name, brand, category or tag. The first 10 matches will be displayed. Refine your search if there are many matches. Select a result to add it to the list. To change the order in which products appear, drag and drop the icon displayed to the left of each product. Tap to remove the product.

An optional header image can be added to a product list page. This image is displayed beneath the page title and sub-title.

For details on how to add page content please refer to the Add content section. Additional content will be displayed at the bottom of the product list page. For example, you may wish to add an FAQ section at the bottom of the list page.

The collection summary text and collection tile image is displayed on the parent collection page.

Sale page

The sale page displays a list of all discounted products or products that are part of an active promotion.

An optional header image can be added to a sale page. This image is displayed beneath the page title and sub-title. If you wish to display a filter panel on the sale page, check Filter sale products?. For details on how to add page content please refer to the Add content section. Additional content will be displayed at the bottom of the product list page.

The collection summary text and collection tile image is displayed on the parent collection page.

Gift card page

When a customer purchases an e-gift card online they will specify which email address the e-gift is sent to plus an optional personalised message, who the e-gift card is from and the date they wish the recipient to receive the e-gift card.

You will receive a standard online order confirmation about the e-gift card but you will not need to take any action. The e-gift will be automatically sent to the recipient on the date specified by the purchaser. Please note: Promo codes are invaild when purchasing an e-gift card.

To setup a gift card please refer to the Gift card section within the Back office help guide. Once the gift cards are setup, create a navigation collection named Gift cards then create a navigation item named Gift cards and assign the collection to the navigation item. Next, assign that navigation collection to each gift card product. All gift cards assigned to the collection will be displayed on your online store under the Gift cards navigation link.

For details on how to add additional page content please refer to the Add content section.

Blank page

A blank page enables you to add as many blank pages you require. These pages are more informational pages rather than product pages so can be used to advertise your services.

An optional header image can be added to a blank page. This image is displayed beneath the page title and sub-title. For details on how to add page content please refer to the Add content section.

Blog list page

Please refer to the Blog section.

Add page content

To add content to a page, tap then select one of 7 content types:

• Accordion
• Gallery
• Product slider
• Carousel
• Text editor
• Image slider
• Video

Once a content type is added, select Full width to display the section as full width on the eCommerce site, and select Publish if you are ready to display the section of the eCommerce site. Tap to delete the section. A dialogue will ask you to confirm deletion.

Once many content types have been added, the order of appearance can be changing by tapping the and icons.

Accordion

An accordion is a control that displays questions, tapping a question reveals the answer. This control is commonly used for FAQ's. Select Accordion as the content type option then add a title such as FAQ. Tap the icon to add accordion content. Add the content for the question and answer then tap Save to add the accordion item. Repeat the process to add multiple questions. Tap to drag and drop the order of the items and to delete an item.

Gallery

A gallery control displays images in a chosen layout, which the user can vertically scroll through if many images are uploaded. Choose a layout from 3-4 images in a row, with or without gaps. Select Gallery as the content type, add a title, select the layout then to add a gallery item. Add the gallery title, sub-title, button text and button URL link. Next add the gallery image, the preferred ratio is 1:1 or 4:3 if a uniform layout is chosen, if not any ratio can be added, with a maxmium JPEG of 600px. Next, tap Save to add the gallery item. Tap to drag and drop the order of the items and to delete an item.

Product slider

A product slider is a carousel of products, with 3-4 products displayed in a row, in a similar format to product list page products. Select Product slider as the content type then add a title, sub-title and up to 12 products. Start typing the product name, a list of matching results will be displayed, select a product to add it to the slider. Tap to drag and drop the order of the items and to delete an item.

Carousel

A carousel is the same control as the homepage carousel. Select Carousel as the content type then to add a carousel item. Add the carousel title, sub-title, button text and button URL link. Next add the carousel image, upload a 1900px (w) x 700px (h) JPEG, the image crops and scales depending on device type so ensure the main focus is the centre of the image. To display the carousel item check Publish item then the Save button to update the changes. Repeat the process to add carousel items. Tap to drag and drop the order of the items and to delete an item.

Text editor

A text editor displays text and media content within a chosen layout. Select Text editor as the content type then the column layout:

• One column
• Two equal columns
• Three equal columns
• 2/3 and 1/3 column split
• 1/3 and 2/3 column split
• 1/4, 1/2 and 1/4 column split

One the layout is chosen, select the text control outline to display the text editor. Add text and media content, then change the style and text positioning as required. For sub-headings we recommend using heading 3 (h3) as the style. The style of the heading will be displayed inline with your eCommerce site design. When copying text from elsewhere, ensure you right click then select Paste a plain text to avoid styles and formats being copied across from a different site. For those familiar with HTML code, tap to display the code editor. We do not recommend using this if you are unfamiliar with HMTL.

Image slider

An image slider displays images in a chosen layout, which the user can horizontally scroll through if many images are uploaded. Choose a layout from 3-5 images in a row, with or without gaps. Select Image slider as the content type, add a title, select the layout then to add a slider item. Add the slider title, sub-title, button text and button URL link. Next add the slider image, the preferred ratio is 1:1 or 4:3, with a maxmium JPEG of 600px then tap Save to add the slider item. Tap to drag and drop the order of the items and to delete an item.

Video

Select Video as the content type option then upload a video. The video by default is on an autoplay loop.

Online setup

To publish any changes made in the Online store area tap Publish setup info in the top right of the Online setup view. To publish any product changes such as product image or description changes or to publish new products to your online store tap Publish products in the top right of the Online setup view.

To setup your online store go to Online store > Online setup. From this view you'll be able to add the following online store information:

Website information

Add your website SEO title and meta description. This is shown on search engine results so ensure you include keywords related to your business. You can also add the favicon (the small icon shown on web page tabs), Google Analytics tracking code (if you have created a Google Analytics account) and ribbon text. This text is displayed above or below your navigation and usually used to advertise a promo code and free delivery .etc. You can set the foreground and background colour of the ribbons by tapping the square colour swatches.

For single store retailers, set your store under primary warehouse and leave the secondary warehouse blank. For multi-store retailers, select a primary warehouse. Stock will be taken from the primary warehouse before any secondary warehouses chosen. Stock level changes from online orders will be sync to the selectd warehouse(s).

Product upsell

Add-ons are displayed when the customer navigates to the checkout page. An add-on product will be displayed within a dialog to encourage customers to purchase additional products before checkout.

To create an add-on rule go to Online store > Online setup > Product upsell. Tap Add-on to create an add-on rule. Complete the following information:

• Title - Add a title you wish to display on the add-on dialog to promote the product.
• Priority - If multiple rules match the product that is added to the basket the rule with the highest priority will be displayed (0 then 1 being the highest priority, 10 being a lower priority)
• Publish this item - Checking this option means the rule is active
• Create the rule - Define when the product add-on should be displayed. If the product added to the basket matches the category, brand and tag defined then display the selected product

Tap Save to save the add-on rule. All add-on rules are displayed in a list in the Add-on section sortable by all columns. Tap the product name from the add-on list to view the rule. All fields can be updated and the rule can be unpublished if you no longer wish to use it but don't wish to delete it. Tap Save to save any amendments or Delete to delete the rule.

Related products are displayed in a product carousel beneath the product on an individual product page. A maximum of 12 products will be displayed. By default the first 12 products within the same category will be displayed. If the product is part of a composite the remaining products within that composite plus any colour variants will be displayed first as part of the 12 products. When creating a related products rule, the products within the composite take priority then the matching rule products will be displayed. Create a title for the section such as You may also like then create the related product rules.

To create a related product rule go to Online store > Online setup > Product upsell. Tap Related product to create a related product rule. Complete the following information:

• Priority - If multiple rules match the product display up to 12 products in priority order. The rule with the highest priority will be displayed (0 then 1 being the highest priority, 10 being a lower priority)
• Publish this item - Checking this option means the rule is active
• Viewing product - Define what types of products the customer needs to view to display products matching the Related products rule below. Set the rule parameters; select the category, brand and tag. Related products are shown if the customer views a product with a matching Viewing product rule
• Related products - Define what types of products should be displayed if the customer is viewing a product that matches the Viewing product rule above. Set the rule parameters; select the category, brand and tag. Products with matching rule parameters will be displayed in the related products section (Up to 12)

Tap Save to save the related products rule. All related product rules are displayed in a list in the Related products section sortable by all columns. Tap the product name from the related products list to view the rule. All fields can be updated and the rule can be unpublished if you no longer wish to use it but don't wish to delete it. Tap Save to save any amendments or Delete to delete the rule.

Product filters

To enable a user to filter products on the product list page, create Product filters. Add a tag category then define the filters within that category. For example, a filter category could be Pattern and the filter itself could be Tweed, Plain and Floral. Once the filters have been defined add the relevant product filters on each product page.

Size filters

To enable a user to filter products by size on the product list page, reate Product size filters. Add a filter category then define the sizes within that category. For example, a filter category could be Shirt size and the sizes could be Small, Medium, Large and Extra Large. Ensure the sizes are added in the desired order of appearance. Ensure your naming conventions are the same as the size variant names added on each product page, the filters work by matching the size variant names to the filter names.

Colour filters

To enable a user to filter products by colours on the product list page, create Colour filters. Many suppliers have their own description for a colour so you could have 50 shades of blue. To make filtering easy for users, for example, create a colour filter named Blue, then drag and drop all product colours into the blue section.

Size guides

To create a size guide, tap Add then give the size guide a name. Tap Save to save the guide. Tap Delete to delete the guide.

To create a guide that is specific to a brand or garment type, specify the category, sub-category, brands or tag. A size guide button will be displayed on each product page if there is a size guide that matches the product. The size guide is displayed within a pop up. If you need to be even more specifc, tap Add rule. Use the text editor to build a size guide table and add text. Upload a How to measure image to make the size guide clearer for users.

Shipping rates

Delivery synopsis

To setup a delivery synopsis go to Online store > Online setup > Delivery synopsis. A brief description of your delivery and returns policy. This is displayed on the individual product page.

Create shipping rates

To setup shipping rates for your online store go to Online setup > Online store > Shipping rates. Tap the Shipping method button in the top right to create a shipping method. Specify the following:

• Destination name - Shipping rates are created per destination name. Only include countries within a destination name that have share the same shipping rates. This enables you to specify shipping rates for multiple countries at once if you charge the same. If you charge different shipping rates for each country give the destination name the individual country name. For example, the destination name could be Europe and the countires with the same shipping rates could be France, Germany and Spain. If you charge different rates for each the destination name would be France and the country would be France
• Type:
  • Countries - Select countries to then specify the countries you deliver to
  • Rest of world - Select rest of world to add shipping rates to any country not specified in the countries or blacklist type
  • Blacklist - Select blacklist to then specify the countries you do NOT deliver to
• Countries - Select all the countries relevant to the Type selected above

Tap the Save button in the top right to create the destination information. Next, add the shipping method name(s) (Standard, Next day .etc). Once added, tap a method name to add the shipping details:

• Shipping details - Add a description such as 2-3 working days
• Disabled for out of stock purchases - If you Allow out of stock purchases for products check Disabled for out of stock purchases on shipping methods with fast shipping times. This means if you offer next day delivery, this delivery option will be disabled at checkout if the customer purchases a product that is out of stock due to the Allow of out stock purchase feature being enabled. The default shipping date will be set to 7 days from the purchase date to allow you to order the required stock and ship the order to the customer
• Publish - Check to publish, the shipping rate will become available on your ecommerce site
• Shipping calculation method - Select Ship by sales value or Ship by weight

Specify the shipping rate per price range. For example, the shipping cost for orders between £0-£34.99 could be £7.99 and free over £35. Tap the button to add a new shipping rate, multiple can be added.

Under the Product information section of each product page specify the weight of the product in grams.

• Free shipping over basket total? - If selected a Free over amount field is displayed. Input a value, any orders above the set value will be defaulted to free shipping
• Price per kg? - If selected the shipping rate price defined is per kg. If unselected the price defined is a set price for that shipping rate range
• Shipping rates -Specify the shipping rate per price range. For example, the shipping cost for orders between £0-£34.99 could be £7.99 and between £35-£100 could be £4.99

Newsletter signup

eCommerce signup

On your eCommerce site, the user has the option to signup to your newsletter. They’ll input their name, email and optional phone number. The signup will be created as a customer in the back office and opted into marketing. Looking to run email marketing campaigns? Create and connect a Hubspot account to Saledock. Saledock customer profiles will be sync to Hubspot so you can create and run email marketing campaigns.

Welcome email

An automated email will be sent to their specified email address with default text. You have the option to personalise the email subject line, message template and banner image. To add an image, upload a 600px (w) x 260px (h) JPG. Within the message field, tap the nugget control within the text editor to insert the:

• Customer first name
• Customer last name
• Discount percentage
• The number of days the discount is valid for

Do not alter the text within the double brackets as this is auto-generated in code. Your logo, colour scheme, contact details and social media links will be included in the email. This follows the same format as your in-store email receipts.

If you’d like to include a unique one-off promo code in the welcome email, select Generate unique discount code on signup? Enter the discount % and how many days the discount code will be valid for. This code can be entered at checkout.

Active promo codes

A list of all customers with active promo codes yet to expire will be displayed. Tap the customer name to view their profile. The list displays:

• Customer name
• Promo code
• Created on
• Expires on
• Redeemed

Notify me

Notify me requests

If an item is out of stock on your eCommerce site, the user has the option to request an email notification when the item is back in stock. The user can submit their name, email address and phone number. You will receive an email notifying you of the request. From the Email setup tab, you can automate the back in stock email request.

All open requests will be displayed in the list. Search by customer name or product to filter the list. If you wish to view the sent requests, check the Show sent emails checkbox displayed above the list. The list displays:

• The date of the request
• Customer name
• Email address
• Phone number
• Product requested
• Stock quantity available
• Action – Tap the to manually send the back in stock email (shown if the stock available is greater than one), manually send the no longer available email or remove the request from the list

Email setup

Check Automatically send emails when stock becomes available. An automated email will be sent to their specified email address with default text. You have the option to personalise the email subject line and message. Within the message field, tap the nugget control within the text editor to insert the:

• Customer name
• Product name
• Product URL
• Requested date

Do not alter the text within the double brackets as this is auto-generated in code. You can also manually send the customer an email if you know stock will no longer be available for a requested item. You have the option to personalise the email subject line and message. Emails can be manually sent from the action column of the Notify me requests tab.

Your logo, colour scheme, contact details and social media links will be included in the email. This follows the same format as your in-store email receipts.

Abandoned baskets

Abandoned basket emails

A list of abandoned basket emails are listed. Tap the subject line to edit the existing email. Tap + Email Template to create a new email. Multiple abandoned basket emails can be created, each sent at a different interval. We recommend creating 3. A list of all existing abandoned basket emails are listed:

• Email Subject
• Interval - When the email will be sent after the basket has been abandoned
• Discount - Is a discount code included in the email
• Active - Is the email active

Email setup

Tap + Email Template to create a new email, and add the following information:

• Automatically send email when basket is abandoned? - Only if enabled, will the email be sent
• Email subject line
• Message title
• Header image - Include an eye-catching image to encourage the customer to complete the sale
• Message - Use the {{CustomerName}} Nugget to personalise the email. This message is to encourage customers to complete the sale. Beneath the message, the products within their basket will be displayed along with a link, returning the customer directly to the checkout page
• When should the email be sent? - How long after the customer has exited the site should the email be sent
• Incentivise the sale with a discount code? - If selected, enter the discount percentage, the number of days the code is valid for, and if the code only applies to baskets of a certain value. If you've opted to include a discount code, the code, value and validity will be automatically included beneath the email message

Tap the Save button once complete to create the email template. Repeat the process to create multiple abandoned basket emails. Only is the customer is logged in or has entered their email as a guest checkout, shall the email be sent.

To track abandoned basket rates, please refer to the Abandoned Basket Report within the Reporting Help Centre.

Publish products

By default the publish products list shows all products with the online store selected within the Product availability section on each product page. The list is grouped by supplier. Tap the All suppliers button to filter by a specific supplier. Search for a product by brand, SKU, model no., product name and category. Select the Only display unpublished check to display only unpublished products. The Brand, SKU, Model no., Name and Category columns are also sortable. The next column displays a variant value indicating how many variants each product has. The icon is shown for a composite product to represent a group of products rather than the number of variants.

To display the product on the online store multi-select the products and tap the Publish button in the top right or individually publish a product using the toggle button. To Feature, Allow out of stock purchase or Enable in-store purchase only on a product follow the same process as publishing a product.

If you enable Allow out of stock purchase on certain products please ensure shipping methods with fast shipping times are disabled as described in the last paragraph on the Shipping rates section above.

If you enable In-store purchase only on certain products you will be able to view the product on you online store but customers will not be able to purchase the product.

Process online orders

A list of all unprocessed online orders are displayed, ordered by date (oldest first). Search for an order by order number or customer name. The Order number, Date and Status columns are also sortable. If the customer has opted to checkout as a guest then Guest checkout will be displayed in the customer column and a customer profile will not be created. If the customer opts to create an account a customer profile will be created containing the customers details, billing address, marketing preference, previous orders and any items currently in the customers wishlist. To view a list of all in-store and online customers tap Customers in the navigation menu.

Each order displays the shipping method and status. All unprocessed orders will have a status of New. In the unlikely event you see an order with a status of Pending payment please contact us and check your Stripe account to confirm payment has been received before processing the order. An order with a Pending payment status is highly unlikely to occur and only happens if Stripe has received payment but the back office has not received confirmation of the payment.

Export online orders

Tap then Export to export the online orders.

Process an order

Tap a sales order number to view and process the order. The full order details include:

• Order number and order date
• Customer name - Either the customer name or Guest checkout if the customer has opted to checkout as a guest and not create an account
• Sales history - A breakdown of all ordered items including the shipping type and cost (delivery order only)
• Payment summary
• Billing address
• Shipping or store pick up address
• Notes - Any notes added by the customer at checkout and the order status progression including timestamps

To process an order tap the Process order button in the top right and update the order status.

Delivery order status':

• New - A new order that has not been picked
• Picked - The products has been picked and ready for shipping
• Shipped - The order has been dispatched. You have the option to add the courier, tracking no. and tracking URL. The customer will receive an Order dispatched email

Store collection order status':

• New - A new order that has not been picked
• Ready to collect - The products has been picked and ready to collect. The customer will receive a Ready to collect email
• Collected - The order has been collected.

Online orders may also be processed from your POS, please refer to the Click and collect within the POS help guide. Once the order has been shipped or collected the order will be moved to the Sales history view on both your POS and back office.

Refunds

To process a refund from the back office, find the order from the sales history and tap Refund/exchange. Select the items you wish to refund/exchange then process the order. The Stripe payment will automatically refunded from your Stripe account. You do not need to manually issue the refund from Stripe.

To process a refund using your POS application, please refer to the Refund/exchange (Stripe online payments) area within the POS help guide.

Shipping labels

To use the print shipping label feature you will require the DYMO LabelWriter 450 or 550. For setup and how to use instructions please refer to the Label printer section on the Hardware setup page.

To print a shipping label view an individual order. In the top right tap Shipping label. A panel displays a preview the label to be printed with the DYMO LabelWriter 450 or 550 selected as the printer and the Standard 54x101 selected as the label template. Tap Print within the preview panel to print the label. If the label printer is not connected or powered on the Print button will be disabled and the label previews will not be generated.

Label template:

• Business logo
• Shipping first name and surname
• Shipping address

Promo codes

Promo codes are applied on your online store. Multi-use codes can be advertised on your online store whilst single use codes can be emailed directly to an individiual customer.

By default the promotions list shows all active online promo codes ordered alphabetically by name (A first). Check Show inactive to show inactive codes and Show expired to show expired codes. Search for a promo code by name or the code itself, the Name, Code, Start date and End date columns are also sortable. The list shows the start and end date of each code, how many times the code has been used online and if the code is active.

Add a code

Tap Add to add a new promo code. Complete the following information:

• Promo code name - Add the name used to identify the promo code
• Start and end date - Specify the start and end date in which the promo code is valid. If the dates are left blank the promo code will always be valid if the promo code is set to active
• Type - Select either fixed amount (£ amount to be deducted off total order) or percentage (% deducted off total order)
• Single use code? - Check this option is the promo code is single use only
• Promo code is active - Checking this option means the code will be valid to use within the dates specified
• Code - For single use promo codes the code will be auto generated once the Single use code? option is checked. For multi-use codes input a code (e.g. 20%OFF)
• Amount/Percentage - Specify the amount/percentage discount the customer will receive off the total order (shipping costs excluded)
• Minimum spend - Add a minimum spend for the code to be valid. Input 0 if a minimum spend does not apply
• Apply to specific products or product types? - Select if you wish the promo code to be valid on only certain products, brands, categories or tags

Tap Save to save the promo code. If you've selected to apply the promo code to specific products an additional input field will now be displayed. Type in a product, brand, category or tag and select the relevant result from the list. Multiple can be added. Tap Save once the relevant products, brands, categories and tags have been added.

View a code

Tap the promo code name from the list to view the promo code information and the codes full sales history. The sales history shows all orders that have used that code. All fields can be updated and the code can be set to inactive if you no longer wish to use it but don't wish to delete it if you plan to activate it again in the future. Tap Save to save any amendments or Delete to delete the code. For single use only codes you can duplicate the code multiple times, tap Duplicate and input the number of times you wish to duplicate the code then tap Generate codes to generate the specified number of codes. The new codes will appear in the list with a unique code generated for each.

Blog

The blog list page displays an overview of all articles, ordered by date (newest first). Once a blog list page has been created, blog articles can be created. For details on how to add page content please refer to the Add content section. You may wish to display additional information beneath the blog tiles.

Add an article

To add an article, select the blog list page name in the left navigation panel, tap then Add child. Give the article a name, select Blog page as the page type then tap then Save. In addition to the title, sub-title, URL, and SEO meta description, specify the publish date and the author.

An optional header image can be added to a blog page. This image is displayed above the page title, sub-title, author and published date. For details on how to add page content please refer to the Add content section.

The collection tile image is the image displayed on the product list page. The collection summary text may be left blank, it is not displayed on a blog list page.

The collection summary text and collection tile image is displayed on the parent collection page.

Events

By default the list shows a list of all events, ordered by date (newest first). Check Show past events to display past events. Search for an event by event name. The Event name and Event date columns are also sortable. The list also displays the number of tickets sold for the event to highlight the popularity of your event.

Add an event

Tap Add to create a new event. Add the following information:

• Event name
• Hosted by
• Start date and time
• End date and time
• Is a product shipped as part of the event? - If selected, attendees will be charged your standard shipping rate for the product at checkout
• Event is published - If selected the article will be displayed on your ecommerce site
• Event description - The details about your event
• Event location - The location of your event whether physical or online
• Event message - The content within this message field will be displayed within the Additional information of the event confirmation sent to customers. Only customers who have purchased tickets will receive this email. An email will be sent upon purchase of event tickets and 3 days before the event as a reminder. The event description, location and time will be displayed in the email, if you wish to add additional information add your content here. For example you could add car parking information, a promo code if the event is online add the video call URL and passcode
• Main event image - Upload a 800px(w) x 433px(h) jpg. This image will be displayed within the events tile on the event list page and shown in the header of the event page.
• Ticket image - Upload a 282px(w) x 375px(h) jpg. This thumbnail image will be displayed at checkout and on email receipts on your POS device and ecommerce site. This thumbnail is also used in the back office to represent the event.

Next, add the VAT, product weight (if a product is sold with the ticket) then select if the event should be displayed as a POS quick key. Although primarily used on your ecommerce store, events are available to purchase from your POS device.

Add the cost price and number of tickets you wish to sell and specify the ticket availability across all stores. Tap Save to save the article.

View an event

On the events list page tap the event name to view the details. The event can be edited, tap Save to save any amendments or Delete to delete the article.

Beneath the event details a list of all sales associated with the event are displayed, with the customer name, contact details and number of tickets purchased. A list of all these customers can be exported should you need to contact them regarding the event.

Stripe account

Stripe is our chosen payment gateway provider. Once we've designed your store we'll email you account registration details and connect the account to your online store. We will guide you through any setup required via phone call or video chat.

When you log into your Stripe account the dashboard of sales statistics is displayed. To the left the navigation panel is shown. Only the Payments, Balances and Settings sections are relevant as customers, products, reports and promotions are managed from Saledock back office.

• Payments - View a list of payments, refunds and payouts
• Balances - View the total balance on the way to your bank and estimated future payout totals
• Settings - View account and bank details and adjust radar rules

Payments

Stripe captures the card holders payment details, name, email address and address and checks the CVC (if enabled), street name and postcode (if enabled) details provided are valid and match the card holders details. A risk evaluation score is assigned to each payment, a score of 75 and higher is automatically blocked to help protect against fraudulent payments.

Payments are displayed under 4 tabs; Succeeded, Refunded, Uncaptured and All. Payments with a status of Incomplete or Blocked appear under the All tab and are payments that have not been completed by the customer or have been blocked if the card details provided could not be verified by Stripe. Incomplete and blocked payments are not classed as orders and will not be shown in the back office. For Successful payments you will receive an order confirmation email and the order will be displayed in the back office for you to process.

Refunds

To process a refund please do so using your POS application. Please refer to the Refund/exchange (Stripe online payments) area within the POS help guide.

Settings

• Product settings > Billing > Invoice template - You may wish to use Stripe to send invoices. Invoices can be branded under Business settings > Your business > Branding
• Product settings > Radar > Rules - We recommend that CVC and postcode verification is enabled, if verification fails the payment will be blocked. Optionally, any payment with a risk evaluation score of 65-74 can be added to a review section for you to verify or cancel. Enabling this feature means you would need to login to Stripe and check the score each time you receive an order
• Business settings > Your business - Update account details, bank account details and scheduling
• Business settings > Compliance > PCI compliance - All businesses who accept cards need to validate PCI compliance annually. Only once you've processed around 20 live transactions will Stripe review your integration patterns (this is done by Saledock) and determine what PCI validation documentation you'll need to use.