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Placing a B2B Order

May 17, 2021/in B2B, Knowledge Base, Orders/by IMX Support

NOTE: Because B2B rules vary state-to-state, B2B is not set up by default on websites. Please contact support@imxsolutionsinc.com to make sure your site is set up correctly before completing the steps below. To place an order for a B2B store, use the steps below: Getting Started – PreOrder Todos Log in to EOS Find the […]

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Creating a B2B Store

May 17, 2021/in B2B, Knowledge Base/by IMX Support

NOTE: Because B2B rules vary state-to-state, B2B is not set up by default on websites. Please contact support@imxsolutionsinc.com to make sure your site is set up correctly before completing the steps below. Here are the instructions for adding a new B2B/Wholesale store. Log in to EOS Using the top nav, hover over Admin and click […]

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Refunding An Order

May 14, 2021/in Knowledge Base, Orders/by IMX Support

If you are cancelling the entire order and refunding it, please see: Canceling An Order To refund an order: Log into your admin section Go to Orders/Search in the top nav Filter using any available fields and click Search or just click Search to return all orders Click the Order number in the first column […]

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Fulfilling An Order

May 14, 2021/in Knowledge Base, Orders, Picking Tickets/by IMX Support

Fulfilling an order in your site is literally only a few clicks, in fact, we had one client tell us “it was so easy I thought we did something wrong.” To fulfill an order: Log in and go to Orders/Picking Tickets Any order in the Processing status will appear in the Picking Ticket list Other […]

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Reprinting Picking Tickets

May 11, 2021/in Knowledge Base, Picking Tickets/by IMX Support

There will be times when you need to reprint a picking ticket, be it the browser pop-up blocker was on, printer issues, out of paper, whatever, so you go back to the Picking Tickets list, and the ticket you need is no longer available. Remember, the Picking Ticket list only displays tickets in the Processing […]

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Promoting Your Site Best Practices

May 11, 2021/in Advertising Your Site, Knowledge Base, Social Media/by IMX Support

To get the most benefit out of your new shop, we suggest you feature a link to it prominently in several places: Have your webmaster add a call to action button or link to ‘Shop Online Now’ or similar wording, linking directly to your new site. We suggest you add it to a prominent place […]

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Adding/Editing a Product to the System

May 7, 2021/in Knowledge Base, Products/by IMX Support

A BASIC OVERVIEW of the options available on the Product Add or Update page. Please contact us for more detailed information if you cannot find your answer below. Log into your admin section Go to Products/Add for a new product or Products/Search in the top nav to add/eidt a product To EDIT a product, find […]

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Completing Curbside Pickup Orders

May 7, 2021/in Knowledge Base, Orders/by IMX Support

If your site has distillery or curbside pickup option, there is an additional step needed to complete your distillery/curbside pickup orders. Shipped orders have UPS info assigned to them, so the system knows to auto-complete when the end-of-day process is run. This is not the case for pickup orders. To complete picked up orders: Login […]

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Canceling An Order

May 7, 2021/in Knowledge Base, Orders/by IMX Support

It is best if you do this BEFORE you print a picking ticket. Log into your admin section Go to Orders/Search in the top nav Filter using any available fields and click Search or just click Search to return all orders Click the Order number in the first column to go to the order in […]

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Editing the Home Page

April 28, 2021/in Home Page, Knowledge Base/by IMX Support

Add/Edit/Remove Home Page Products FIRST NOTE – In case it did not come up in training. Please run any new products by us before adding them to navigation for a while so we can make sure there are no compliance gotchas. There are several steps to that, so we like to validate to make sure […]

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