To create a catalog, whether for use in a promotion, or for a club, etc…, do the following: Create the Catalog Log in and go to Product/Catalogs Click the ‘new catalog’ link just above the Catalogs box In the New Catalog box, Name your new catalog. Name is the only box required Create a name […]
Making a product unavailable can be handled in a few ways. Make it unavailable for purchase – keeps the product on the site, but removes the quantity dropdown and the Add To Cart button. Displays a Sold Out notice on the product – Zeroing the website inventory will display a Sold Out on the site […]
To create a basic GLOBAL (applies to all products) promotion requiring a promo code, do the following: Log in and go to Product/Catalogs Click the ‘new catalog’ link just above the Catalogs box In the New Catalog box, Name your new catalog. Name is the only box required Create a name that makes sense for […]
If you have customers using House Accounts to pay for their orders, you can use the following steps to settle a House Account at payment time. To apply payment/settle a house account order, do the following: Log in Go to Customer and then Search Search for the customer and when the results come back, click […]
Adding a New Product to Warehouse Inventory Go to Products/Warehouses Click the ‘new product’ link between the Warehouses and Product sections Add the SKU and the number On-Hand The other fields are not required and are there if you keep track of product location in your warehouse. OPTION: When adding a new product under the […]
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 […]
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 […]
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 […]
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 […]
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 […]
