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Creating A Club

September 29, 2021/in Clubs, Knowledge Base/by IMX Support

Please note – the club function must be enabled on your site. Not enabled, contact us to get started. You will also need to add a ‘Join The Club’ link to your Shop navigation to enable your customers to sign up. If you need help with this step contact us for help. The link to […]

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Creating A Catalog

September 29, 2021/in Catalogs, Clubs, Knowledge Base/by IMX Support

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 […]

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Making a Product Unavailable

July 9, 2021/in Knowledge Base, Navigation, Products, Warehouse/by IMX Support

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 […]

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Creating a Basic Global Promotion With Promo Code

May 20, 2021/in Knowledge Base, Promo Codes, Promotions/by IMX Support

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 […]

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Settling A House Account Order

May 18, 2021/in B2B, House Accounts, Knowledge Base/by IMX Support

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 […]

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Adding/Updating Products to Warehouse Inventory

May 17, 2021/in Knowledge Base, Products, Warehouse/by IMX Support

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 […]

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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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