General

Utilities which appear throughout the system

Hide Left Navigation

This will allow the user to toggle how the filter appears on Product Listing Pages. 

How it displays

With Left Hand Navigation

The filters will always be displayed on the screen. 

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Without Left Hand Navigation

Filters are hidden by default, and are opened by interacting with the 'Filter' button in the top left of the screen.

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Stock Management

Stock Management

Stock Reservation

Stock Reservation prevents automated processes from over-allocating a unit of stock

However, it is possible for a human to override this by manually selecting already reserved stock during Stock Allocation ⁠.

How Stock Reservation Works

Sales Orders

Stock which is allocated to a Sales Order line is always reserved to that Sales Order line.

Quotes

When creating a quote, the user will be asked if stock should be reserved for it. This stock will be reserved until the quote expires⁠.

Draft Orders

Stock allocated to draft orders will never act as a reservation. If the user would like to reserve stock, the draft should be converted to an order⁠.

eCommerce Baskets

Stock that is added to an eCommerce basket will be reserved for that basket for the duration of the user’s session. The reservation status will be automatically cleared one hour after the user becomes inactive⁠.

Stock Locations

Stock that

FAQs

What is Stock Reservation?

Stock Reservation is the process by which stock is reserved to Sales Orders.

How does this work with Purchase Orders?

A similar process is used with stock ordered via a Purchase Order.

Once stock has been ordered from a Supplier, and the stock has been

Can stock reservation be overridden?

Stock Management

Cost Prices

This page outlines the way in which Cost Prices are managed, both against individual units of stock, and directly related to Sales Orders.

The Basics

Cost prices are managed within the Variant Tab, and can also be amended within the CSV Import or by using the Price Management tool.

It is possible to set multiple Cost Prices for a single Variant if your system is enabled for Multiple Suppliers.

When stock is added to the system, it will be stored with a Cost Price. That will usually be based on the default Cost Price but may be adjusted in various ways (more detail below).

When fulfilling orders, IXO Commerce will always prioritise the oldest units of stock available.

Zero vs Null Cost Prices

When a product is created, the Cost Price will be set to 'null', unless a user actively amends it.

A 'null' Cost Price means that one has not been entered, and so IXO Commerce can not use it for any purpose. This includes, but is not limited to:

A 'zero' cost price of £0.00 must be manually entered. If it has been, this will be treated as an absolute value, and will therefore be used by the system as the Cost Price for that item. This includes, but is not limited to:

Stock Adjustments

Stock may be adjusted either through a Manual Stock Adjustment or via the Stock Take screen.

Manual Stock Adjustments

Item Details
Adjusting a Variant When added, stock will be added to the system with a Cost Price that matches the default Cost Price for the Variant
Adjusting a Unique Stock Record When added, stock will be added to the system with a Cost Price that matches the default Cost Price for the Unique Stock Record, if it is different to that stored against the linked Variant

If your product is enabled for Multiple Suppliers and has multiple Cost Prices, when stock is added manually, IXO Commerce will use the lowest Cost Price as the default Cost Price.

Stock Take

Item Details
Stock Taking a Variant When stock level is increased, stock will be added to the system with a Cost Price that matches the default Cost Price for the Variant
  When stock level is decreased, stock will be deducted from the oldest stock records first
Stock Taking a Unique Stock Record When stock level is increased, stock will be added to the system with a Cost Price that matches the default Cost Price for the Unique Stock Record, if it is different to that stored against the linked Variant
  When stock level is decreased, stock will be deducted from the oldest stock records first

If your product is enabled for Multiple Suppliers and has multiple Cost Prices, when stock is added manually, IXO Commerce will use the lowest Cost Price as the default Cost Price.

Purchase Orders

When a Variant is added to a Purchase Order, that line is added at the default Cost Price set for that Variant.

If your product is enabled for Multiple Suppliers and has multiple Cost Prices, when a Variant is added to a Purchase Order, it will use the Cost Price linked to the Supplier attached to that Purchase Order.

Cost Prices may be amended within the Purchase Order.

If the cost price is changed on the purchase order after the stock has been received, it will update the cost price of the unit of stock.

Cost Prices and Sales Orders

Default Function

Item Details
Variants By default, it takes the cost price of the variant as it was at the time the order was created.
  If the default cost price of the variant changes, it does not affect existing sales orders.
Unique Stock Records If a Unique Stock Record exists and has been selected when creating the order, the default cost price of the Unique Stock Record will override the variant cost.

Existing Stock

Item Details
Stock Assignment If stock is assigned from a warehouse/stock location, it will take the cost price from the oldest unit of stock within that location.
  If the order line is for more than one item, the oldest items in that location are allocated to that order line, producing an average cost price.
  The average cost price is calculated from the costs of the allocated units, as only one cost price can be stored per sales order line.

Purchase Orders

Item Details
Order Line Allocation If the order line is allocated/linked to a purchase order, the cost price on the purchase order will override the default cost price.
Goods In When the stock item on the purchase order is received, a new unit of stock is created with a cost price that matches the purchase order. This item is then automatically allocated to the Sales Order.
Changes to Purchase Order If the cost price is changed on the purchase order after the stock has been received, it will update the cost price of the unit of stock and, subsequently, the Sales Order.

Practical Examples

Example 1: Assigning Sales Orders

  1. Order Creation:
    • Variant "Widget A" has a default cost price of £10.00.
    • Sales order created on 01/01/2024 uses this cost price.
    • If the cost price of "Widget A" changes to £12.00 on 02/01/2024, the sales order from 01/01/2024 still uses £10.00.
  2. Unique Stock Record:
    • Unique Stock Record for "Widget A" has a cost price of £11.00.
    • When creating the sales order, this record is selected.
    • The cost price for the sales order line is £11.00, overriding the variant’s default price.

Example 2: Existing Stock

  1. Stock Assignment:
    • Warehouse location "Main" has 3 units of "Widget A" with cost prices £10.00, £11.00, and £12.00 (oldest to newest).
    • Sales order line requests 2 units of "Widget A".
    • The system assigns the two oldest units (cost prices £10.00 and £11.00).
    • The average cost price for the sales order line is £10.50.

Example 3: Purchase Orders

  1. Linking to Purchase Order:
    • Purchase order for "Widget A" has a cost price of £13.00.
    • Sales order line is linked to this purchase order.
    • The cost price for the sales order line is £13.00, overriding the default cost price.
  2. Changes and Despatch:
    • Cost price on the purchase order is changed to £14.00 after receiving stock.
    • The new cost price of £14.00 updates the unit of stock and the sales order.
    • Once the sales order line is despatched, it no longer updates from the purchase order.

Example 4: Stock Adjustments

Example 5: Stock Take

Example 6: Multiple Suppliers

FAQs

What happens if the stock is returned after despatch?

How do I view the cost price history of a variant?

Navigate to the "Inventory" section, select the variant, and view the "Price History".

Stock Management

Stock Allocation

IF YOU AMEND A MTO PRODUCT AFTER IT HAS BEEN ORDERED, IT WILL BREAK FUTURE ALLOCATIONS

 

Stock Allocation

Stock Allocation is the process by which a unit of Stock is added to a Sales Order. This process can be manual or automated.

Stock Allocation is powered by Store Stock and Purchase Orders.

if automated, IXO Commerce will allocate stock based on proximity and age. It will prioritise stock from the selling Store (e.g. the Store in which the Sales Order was created), and will always allocate the oldest units first.

if there is no stock available in the selling store, IXO Commerce will allocate stock from other Stores, if available. stock will be allocated from the Location with the most available stock. other settings at Store and Location level may override that. 

if there is not enough physical stock in the business, IXO Commerce will attempt to allocate stock from open purchase orders, if there is free stock on a purchase order

if there is insufficient stock available (either in the business, or in open purchase orders), then the order will fall into ‘unallocated’ and manual intervention will be required

at minimum, the auto allocation process will run hourly

manual assignment can either be done within the pos, or from the sales order edit screen. function is similar on both, but in the pos, it is not possible to split stock, or to create new purchase orders

to allocate a lpine within the pos, the user must click or tap on the line item. this will open the edit item pop up, and stock may be allocated using the drop down

to allocate a line within the sales order edit screen, the user simply uses the drop down against the relevant sales order line

a user may either

- leave the line as ‘not allocated’ (this will trigger automated allocation processes)
- mark the line as ‘do not allocate’ (this will prevent automated allocated processes)
- allocate existing stock from a location by choosing a location
    - if there is not enough stock in the location for a line, e.g. 5 are neeed and location a only has 2, then a splitstock button will appear. this will allow the user to split the line, so that the first part is fulfilled from location a, and the second part can be allocated separately
- alternatively, a user may create a new purchase order using the tick box to the right of the drop down. that will create a new back to back purchase order linked to this sales order line
    - new purchase orders may also be created from the required orders screen.

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Overview

Stock Allocation is the process by which a unit of stock is added to a Sales Order. This process can be manual or automated⁠.

Stock Allocation is powered by Store Stock and Purchase Orders⁠.

Automated Stock Allocation

If automated, IXO Commerce will allocate stock based on proximity and age. It will prioritize stock from the selling Store (e.g., the Store in which the Sales Order was created), and will always allocate the oldest units first⁠.

If there is no stock available in the selling store, IXO Commerce will allocate stock from other stores, if available. Stock will be allocated from the location with the most available stock, although other settings at the Store and Location level may override this⁠.

If there is not enough physical stock in the business, IXO Commerce will attempt to allocate stock from open purchase orders, if there is free stock on a purchase order⁠.

If there is insufficient stock available (either in the business or in open purchase orders), then the order will fall into ‘unallocated’ and manual intervention will be required⁠.

At minimum, the auto-allocation process will run hourly⁠.

Manual Stock Allocation

Manual assignment can either be done within the POS or from the Sales Order edit screen. The function is similar in both, but in the POS, it is not possible to split stock or to create new purchase orders⁠.

POS Allocation

To allocate a line within the POS, the user must click or tap on the line item. This will open the edit item pop-up, and stock may be allocated using the drop-down⁠.

Sales Order Edit Screen Allocation

To allocate a line within the Sales Order edit screen, the user simply uses the drop-down against the relevant Sales Order line⁠.

Allocation Options

A user may either:

However, it is possible for a human to override this by manually selecting already reserved stock during Stock Allocation.

FAQs

How does automated Stock Allocation work?

IXO Commerce allocates stock based on proximity and age. It prioritizes stock from the selling Store and allocates the oldest units first⁠.

Can I rely solely on automation?

No, if there is insufficient stock available, the order will fall into ‘unallocated’ and manual intervention will be required⁠⁠.

Is it possible to over allocate?

Stock Management

Store Stock

Stores and Locations

In IXO Commerce, stock is managed at the Store level, with each Store potentially having multiple Locations.

Each Location can be set to one of the following statuses:

Units of Stock

For each item (e.g., a Variant or a Unique Stock Record), there may be multiple units of stock. These units are organized by:

Date Received: When the stock was added to the system (typically the date it was received on a Purchase Order)

Cost Price: The cost to associated with that unit of stock.

This allows for multiple units of the same item to have different cost prices and dates of receipt.

Adding Units of Stock

Units of stock can be created through:

Removing Units of Stock

Units of stock can be removed through:

Practical Examples

Example 1: Multiple Units of Stock

  1. Storing the age of a unit of stock:
    • Variant “Gadget A” has 5 units of stock in the Bristol Store
    • 2 units were received on the 01/05/2024
    • 3 units were received on the 24/02/2024
  2. Storing different Cost Prices:
    • Variant ‘small-pink-shirt’ has 5 units of stock in the London Store
    • 1 is stored at a Cost Price of £5
    • 3 are stored at a Cost Price of £6.50
    • 1 is stored at a Cost price of £7
    • Total value of the stock holding is £31.50

Example 2: Stock Adjustments

Example 3: Stock Take

FAQs

Can I have units of stock with multiple cost prices for the same item?

Yes, IXO Commerce allows you to manage multiple units of the same item with different cost prices and dates of receipt. This helps in accurate cost tracking and inventory management.

Will units of stock be linked to Purchase Orders?

Yes, if a unit of stock was ordered and received as part of a Purchase Order, the Purchase Order Id will be stored alongside the cost price and date or receipt.

What happens if stock units have different dates of receipt?

IXO Commerce allows you to track the date each unit of stock was received, which helps in identifying the age of your stock and managing stock rotation effectively.

Stock Management

Terminology - Stock

Current Stock

This list applies to units which are currently in the business. These terms are used throughout the CMS and the POS. 

Label

Purpose

Stock

Total number of units in the business

 

Includes Available, Reserved and Unavailable

On Hand

Number of units held at the current Store

 

Includes Available, Reserved and Unavailable

Available

Number of units available for Sales Order fulfilment in the User's current Store

 

This equals On Hand minus Reserved and Unavailable

Reserved

Number of units Reserved to Sales Orders and eCommerce baskets

 

Includes all Sales Order lines which have not been despatched, and excludes orders with the following statuses:

  • Draft
  • Quote (unless 'reserve' manually toggled)
  • Abandoned
  • Cancelled

Also includes units of stock in locations marked as 'Reserved'

Unavailable

Unavailable units, typically damaged or undergoing quality control

 

Number of units held in locations marked as 'Unavailable'

Available Elsewhere Number of Available units elsewhere in the business, e.g. the total amount of Available units in other Stores

Purchase Orders

This list applies to units which are currently on order from a Supplier. These terms are used throughout the CMS and the POS. 

Label Purpose
On Order

Total number of units ordered from the Supplier

 

Typically, this is in relation to the total number of units ordered from a Supplier on a particular Purchase Order

 

This equals 'Allocated' plus 'Unallocated'

Allocated

Total number of units on a Purchase Order allocated to Sales Order lines

 

This equals 'On Order' minus 'Unallocated'

 

This figure includes units on 'Locked' Purchase Orders

Unallocated

Total number of units on a Purchase Order that are free to be allocated

 

This equals 'On Order' minus 'Allocated'

 

Units on a 'Locked' Purchase Order will be excluded from 'Unallocated'

POS

This list includes labels which are only used within the POS.

Label Purpose
Available to order Signifies that there are no units of the SKU within the business, and that there are none on order - fulfilment of a new Sales Order will only be possible following a Purchase Order
Backorder lead time is xxx days Displays the default lead time for the SKU

eCommerce

This list includes labels which are only used within the eCommerce website.

Label Purpose
In Stock

Signifies that there are units available in the business, and that a new Sales Order may be immediately fulfilled

 

An 'In Stock' figure is made up of the total number of Available units in Locations across all Stores enabled for web fulfilment.

Out of Stock

Signifies that there are no units available in the business, and that a new Sales Order may be will not be fulfilled 

 

An 'Out Of Stock' figure is determined by checking the total number of Available units in Locations across all Stores enabled for web fulfilment.

Available (allow XXX days for delivery) Displays the default lead time for the SKU
Low Stock

Signifies that there are only a small number of Available units

 

Triggered if the number of 'In Stock' units is less than the 'Low Stock (order at)' figure on the Inventory tab

Available to pre-order

Signifies that stock is coming into the business, which will be used to fulfil a new Sales Order

 

The appropriate lead time will be displayed in the checkout

 

Only displays if 'allow back order' is not enabled

 

Total number of units available to pre-order equals the total amount of 'unallocated' units for that SKU across all Purchase Orders

Stock Management

Orphan Stock and Stock Matching

Orphan Stock

Orphan stock occurs when a unit of stock becomes disassociated from its original purchase order. This can happen in several ways, such as manual stock adjustments made through the inventory screen or the addition of new stock during a stock take. Another common issue arises when non-existent stock is dispatched—if that stock is later returned, it remains unlinked to any purchase order, further complicating inventory tracking.

Orphan Stock Cost Price

Whenever units of Orphan Stock are created, they will inherit the default cost price for that Variant or Unique Stock Record.

Example 1

A customer has bought a Red Hat. There are no stock records for the Red Hat, but Bob has found one. He packs up the item and marks the order as despatched.

The Sales Order is not linked to a Purchase Order, so the true cost of the item is not known. 

The Cost Price of the Variant as of today is £5.43, so £5.43 is recorded against the Sales Order and is used in margin reporting.

Example 2

In IXO Commerce, Shelf A has 5 Blue Hats that arrived on PO123 at £2.34 each.

During Stock Take, those are not found, and the stock is removed. At the same time, Shelf B is found to have 5 Blue Hats, so these are added.

If there was no link to another stock record, those new ones would be added at today's cost price of £3.45.

Automated Stock Matching will automatically resolve this problem (see below)

Stock Matching

IXO Commerce will attempt to match Orphan Stock Records as best it can, in order to reduce their number. This will occur in a few specific cases:

If automatic Stock Matching is not possible, it will still be possible for a user to manually amend the Cost Price of Orphan Stock Records via the Inventory tab.

Example 1

A customer has bought a Red Hat. There are no stock records for the Red Hat, but Bob has found one. He packs up the item and marks the order as despatched.

The Sales Order is not linked to a Purchase Order, so the true cost of the item is not known. 

The Cost Price of the Variant as of today is £5.43, so £5.43 is recorded against the Sales Order and is used in margin reporting.

There is no matching adjustment, so nothing can be matched automatically.

Example 2

In IXO Commerce, Shelf A has 5 Blue Hats that arrived on PO123 at £2.34 each.

During Stock Take, those are not found, and the stock is removed. At the same time, Shelf B is found to have 5 Blue Hats, so these are added.

Because these Stock Takes took place within a week of one another, IXO Commerce can update the Orphan Stock Records with Purchase Order and Cost Price information; the Stock Records on Shelf B will be linked to PO123, and their cost price will be set to £2.34.

Documents

Documents

Picking List

Documents

Sales Order Invoices

Documents

Product Labels

Documents

Shipping Labels

Bandwidth

Bandwidth is the amount of data that can be sent between your website and its visitors. Every time someone visits your site, data like images and text is transferred, using up bandwidth.

The more visitors you have or the larger your files are (like high-quality images or PDFs), the more bandwidth you’ll need. If you use more bandwidth than your hosting plan allows, your hosting costs may increase.

Modular Blocks

Modular Blocks

Summary

Modular Blocks

Version Control

Every Modular Page comes with version control. 

These are intended to allow users to work on multiple versions of the page, either to make changes in draft before putting them live, or to have multiple versions for different purposes:

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Although all changes to Modular Pages are instant, you will not see them on the website unless you are editing the live versionimage.png

FAQs

How do I make a new version?

To make a new version, either copy and existing version, or alternatively user the control to create a new version from scratch.

How do I switch between versions?

Use the drop down and select a version, then click 'view version'.

How do I rename a version?

Use the 'rename version' button in order to rename the version.

You can only rename the version that you are currently viewing.

Modular Blocks

Text Blocks


Use this block to add large chunks of text to your page. 

Appearance

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Editing the Block

Content

Field Purpose
Heading Enter a short block title - this will show above the main content of the block
Body Text This is the main content of the block. Use the controls to format your text
Link URL

 

The position of this button can be controlled with the 'Link Position' control

Link Text

 

The position of this button can be controlled with the 'Link Position' control

 

If left blank, the button will read 'More'

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Heading Position

Alter the alignment of the block header:

 

  • Left
  • Central
  • Right
Link Position

Alter the alignment of the link button:

 

  • Left
  • Central
  • Right

Additional Options

Field Purpose
Collapsible

If set to yes, the whole Text block will be set as collapsible (see below)

 

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Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Image

Use this block to add simple images to your page. 

There are also other blocks which can be used to add images:

Appearance

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Editing the Block

Content

Field Purpose
Heading Enter a short block title - this will show above the main content of the block
Body Text

This is the main content of the block. Use the controls to format your text

 

It will appear as a caption, below the image

Link URL Enter a link URL - if populated, this will add a link to the image. 
Image Use the dialogue to select an image to upload
Delete Image Use the tick box to delete an image - you will be asked to confirm your action

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Mobile Width

Set the block width by selecting from the drop down:

 

  • 33%
  • 50%
  • 100%
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Heading Position

Alter the alignment of the block header:

 

  • Left
  • Central
  • Right
Background Colour Choose a background colour for your image. Choose from recommended colours, or use a colour picker. 

Additional Options

Field Purpose
Invert Text Colour Toggle to invert the text colour
Actual Size Choose to display the image at actual size

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Carousel

Use this block to add small images on a swipeable carousel.

There are also other blocks which can be used to add images:

Appearance

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Editing the Block

Content

Each image has an expandable menu, allowing it to be edited individually.

image.png

Images may be dragged around to resequence them. 

Use the Image dialogue to select images to upload to this block.

Settings

Block width is not editable for the Hero block - it is always set to 100%.

Field Purpose
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)

 

Items Visible

Define how many images will be visible to the page visitor without scrolling

Additional Options

Field Purpose
Mouse Drag Allow a user to mouse drag/swipe to scoll through the Carousel 
Alt Style Alters the amount of padding between each image within the block
Caption on Right? Choose to show the Summary text below the image, or to the right of the image
Auto-play Set the Carousel to auto scroll
Loop? Set the auto scroll on a loop

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Hero

Use this block to add large rotating banners with linked products.

There are also other blocks which can be used to add images:

Appearance

image.png

Editing the Block

Each image has an expandable menu, allowing it to be edited individually.

image.png

Images may be dragged around to resequence them. 

Content

Field Purpose
Title Enter a short title - this will be output as a text overlay, on top of the image
Link URL Enter a link URL - if populated, this will add a link to the image. 
Link Text

Text to be shown with a button, if a link is set

 

If left blank, the whole image will act as a button

Additional Text Enter some short text - this will be output as a text overlay, on top of the image below the title
Related Products

Search for Products by name or SKU Code to link them to this hero image

 

They will display below the image

 

If you have multiple images in a Hero Block, the Products will change along with the image

Delete This Image? Use this control to delete an image

Use the Image dialogue to select images to upload to this block.

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Text Colour

Choose from:

 

  • Auto (will select a high contrast automatically)
  • Black
  • White
Text Position

Alter the alignment of the block text:

 

  • Left
  • Central
  • Right

Additional Options

These options allow you to auto assign Products to Hero Images, without assigning specific Products. 

Field Purpose
Include featured products Auto add featured products to the images in this Hero block
Include recommended products Auto add recommended products to the images in this Hero block
Include sale products Auto add sale products to the images in this Hero block

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Parallax

Use this block to add an image that sits behind content, adding depth to a page.

There are also other blocks which can be used to add images:

Appearance

image.png

Editing the Block

Content

Field Purpose
Heading Enter a short block title - this will show above the main content of the block
Text

This is the main content of the block. Use the controls to format your text

 

It will appear as a caption, below the image

Link Enter a link URL - if populated, this will add a link to the image. 
Link Text

Text to be shown with a button, if a link is set

 

If left blank, the whole image will act as a button

Delete Image Use the tick box to delete an image - you will be asked to confirm your action

Use the Image dialogue to select images to upload to this block.

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Text Position

Alter the alignment of the block text:

 

  • Left
  • Central
  • Right
Text Colour

Choose from:

 

  • Auto (will select a high contrast automatically)
  • Black
  • White

Additional Options

Field Purpose
Full Screen Toggle a large or small version of the parallax image
Box? Toggle a box to surround the text
Filter?

Toggle a filter on the image, which will make it darker if applied

 

This should be used to ensure high contrast between the image and overlaid text

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Callout

Use this to add small blocks of text with a coloured background.

Appearance

image.png

 

Content

Field Purpose
Heading Enter a short block title
Text This is the main content of the block. Use the controls to format your text

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Background Colour Choose a background colour for your image. Choose from recommended colours, or use a colour picker. 

Additional Options

Field Purpose
Invert text colour Toggle to invert the text colour

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Feature

Use this block to add a styled image.

There are also other blocks which can be used to add images:

Appearance

image.png

Editing the Block

Styling will be applied to this block as part of your website build - this will then remain constant across all pages.

Content

Field Purpose
Heading Enter a short title - this will be output as a text overlay, on top of the image
Additional Text Enter some short text - this will be output as a text overlay, on top of the image below the title
Link URL Enter a link URL - if populated, this will add a link to the image. 
Link Text

Text to be shown with a button, if a link is set

 

If left blank, the whole image will act as a button

Delete This Image? Use this control to delete an image

Use the Image dialogue to select images to upload to this block.

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Mobile Width

Choose from:

 

  • 33%
  • 50%
  • 100%
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Text Colour

Choose from:

 

  • Auto (will select a high contrast automatically)
  • Black
  • White

Additional Options

These options allow you to auto assign Products to Hero Images, without assigning specific Products. 

Field Purpose
Text underneath Output the text beneath the image, instead of over the image
Text central Output the text centrally on the image
Do not crop to fit Toggle to retain the aspect ratio of the image uploaded

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Multi-Feature

Use this block to add multiple static images in a single block.

There are also other blocks which can be used to add images:

Appearance

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Editing the Block

To best configure this block, it is important to select your layout under Settings (see below) before you upload any images

Each image has an expandable menu, allowing it to be edited individually.

image.png

Content

Field Purpose
Heading Enter a short title - this will be output as a text overlay, on top of the image
Text Enter some short text - this will be output as a text overlay, on top of the image below the title
Link URL Enter a link URL - if populated, this will add a link to the image. 
Link Text

Text to be shown with a button, if a link is set

 

If left blank, the whole image will act as a button

Delete This Image? Use this control to delete an image

Use the Image dialogue to select images to upload to this block.

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Text Colour

Choose from:

 

  • Auto (will select a high contrast automatically)
  • Black
  • White
Layout

Use the control to select the layout - this may alter the number of images in this block

 

image.png

Gap

Choose the number of pixels between the images within this block

Additional Options

These options allow you to auto assign Products to Hero Images, without assigning specific Products. 

Field Purpose
Text central Output the text centrally on the image

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Wide-Feature

Use this block to add image with a block of text.

There are also other blocks which can be used to add images:

Appearance

image.png

Editing the Block

Content

Field Purpose
Heading Enter a short title - this will be output as a text overlay, on top of the image
Additional Text Enter some short text - this will be output as a text overlay, on top of the image below the title
Link URL Enter a link URL - if populated, this will add a link to the image. 
Link Text

Text to be shown with a button, if a link is set

 

If left blank, the whole image will act as a button

Delete This Image? Use this control to delete an image

Use the Image dialogue to select images to upload to this block.

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Background colour

Choose a background colour for your image

 

Choose from recommended colours, or use a colour picker

Additional Options

These options allow you to auto assign Products to Hero Images, without assigning specific Products. 

Field Purpose
Invert text colour Toggle to invert the text colour
Do not crop to fit Toggle to retain the aspect ratio of the image uploaded
Reverse layout swap the position of the image and the text

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Products

Use this to insert blocks of Products onto your page. 

This will add live products to your page, so if any product data is updated, this page will also be automatically updated.

Disabled products are not shown within the block; add automated products to fill any gaps (see below for more details)

Appearance

image.png

Content

Field Purpose
Heading Enter a short block title - this will show above the main content of the block
Search Product Use this to search for specific products to display within this block
Selected Category

 

If left blank, no filter will be applied

Selected Brand

Select a Brand - this will filter automated Products

 

If left blank, no filter will be applied

Link URL
Link Text

 

If left blank, the button will read 'More'

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Heading Position

Alter the alignment of the block header:

 

  • Left
  • Central
  • Right
Display
  • Default
  • Scroller
  • List
Border Colour

Choose from:

 

  • Default
  • Grey
  • Red
  • Black
Max Rows

Select the maximum number of rows to appear:

 

  • Unlimited
  • 1
  • 2
  • 3
  • 4

Additional Options

These controls should be used in conjunction with the Category and Brand filters in the Content section

Field Purpose
Include featured products? Auto add featured products to the images in this content block
Include home products? Auto add products marked as 'home page featured' to this content block
Include recommended products? Auto add recommended products to the images in this content block
Include hot this week products? Auto add 'hot this week' products to this content block
Include most searched products?

Auto add 'most searched' products to this content block

Include sale products? Auto add sale products to the images in this content block

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Video

Use this to add a video to your page. 

Appearance

image.png

Editing the Block

Content

See here for more information about locating the Video IDs for Youtube and Vimeo. 

Field Purpose
Heading Enter a short block title - this will show above the main content of the block
Video ID Enter the unique ID of the video you wish to add
Video Type

Choose from:

 

  • Youtube
  • Vimeo

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Heading Position

Alter the alignment of the block header:

 

 
  • Left
  • Central
  • Right

Additional Options

Field Purpose
Auto-play? Toggle auto-play for the video (e.g. if the video automatically plays on page load)
Loop? Toggle whether the video will or will not loop

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Enquiry Form

Use this to add an Enquiry Form to any page. 

To use this content block, you must first have set up the Form that you wish to embed.

Appearance

image.png

Editing the Block

Content

Field Purpose
Heading Enter a short block title - this will show above the main content of the block
Body Text Enter some short text that will show above the form
Form Template Select you Form Template from the list

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Heading Position

Alter the alignment of the block header:

 

  • Left
  • Central
  • Right

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Raw HTML

Use this content block to embed raw HTML and third party code, e.g. for a Google Map. 

Embedding third party code is risky and may cause harm to your website

You may have to contact Iconography prior to using these blocks, as third party domains will be blocked unless they have been whitelisted, e.g. for a Google Map

Appearance

image.png

Editing the Block

Content

Field Purpose
HTML Paste your HTML into here

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Group

Group blocks are used to create nested collections of blocks; they may also be given a background colour, allowing you to break up the appearance of a page. 

Blocks may be moved within a group, or the block may be moved on the page, which will update move its contents too. 

Adjusting a Group will adjust the blocks within it as well, e.g. reducing the width of the Group will make the blocks within it smaller, or changing the background colour of the Group will override the background colour of blocks within it. 

To add a block to a Group, simply drag and drop it over the Group. 

Appearance

image.png

Editing the Block

Settings

Field Purpose
Block Width

Choose from:

 

  • 25%
  • 33%
  • 50%
  • 66%
  • 75%
  • 100%
  • Full Width (set to always be the full width of the user's device)
Visibility

Set the block visibility from the list:

 

  • Default (both)
  • Desktop Only
  • Mobile Only
  • Hidden (none)
Background Colour Choose a background colour for your image. Choose from recommended colours, or use a colour picker. 

Additional Options

Field Purpose
Invert text colour Toggle to invert the text colour
Content contained? Toggle to contain the Content - this will affect the maximum width available to the content in the Group

Advanced

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

More information is available here

Margin

The margin will add additional space around the current block. 

More information is available here

Modular Blocks

Margin

The margin will add additional space around the current block. 

Margin (Left & Right)

No Margin

The block fills it's width (in this case, 100%).

image.png

With Margin

The width of the block is reduced by the left/right margin (in this case, 75px).

image.png

Margin (Top & Bottom)

No Margin

The blocks are touching, with no gaps.

image.png

With Margin

There is now a gap between the blocks.

image.png

Modular Blocks

Padding

Adding padding will insert space within the current block; this will adjust the position of content within the block.

Padding (Left & Right)

Add left and right padding to indent the content.

No Padding

image.png

With Padding

image.png

Padding (Top & Bottom)

Adding padding to the top of bottom of the block will adjust the height of the block:

No Padding

image.png

With Padding

image.png


Content

Content

Meta Tags

Use this control to update meta data and add custom URLs to your pages.

Meta titles and descriptions are essential HTML elements that help define a webpage's content for search engines and users. The meta title summarises the page in a few words, while the meta description provides a brief overview. Both are crucial for improving search engine optimization (SEO) and increasing click-through rates.

Meta Keywords are used to improve the accuracy of onsite search. 

Setup

Automated Setup

IXO Commerce will autogenerate meta data and URLs for your page.

The Meta Title will be based on the page name, to which IXO Commerce will append your business name. e.g. 'Lego - Example Retailer'.

The Meta Description will be based on the page content, typically a description or a summary.

Meta Keywords are not automatically managed.

The URL structure is autogenerated based on the page name, as well as any hierarchy, e.g. /category/subcategory/productname.

Manual Setup

Use the fields to setup the content.

Field Purpose
Custom URL Use this to define a Custom URL for a page
Meta Title Use this to set a manual Meta Title
Meta Description Use this to set a manual Meta Description
Meta Keywords Use this to set your Meta Keywords

How Meta Tags Display

A summary of how these display will be shown below the fields. This will be updated as you type. 

image.png

FAQs

Can I manage my Meta Tags in bulk?

Meta Data for Products may be managed in Bulk via the CSV Import/Export

Loyalty Scheme

CMS

CMS

Alerts

The Alerts are a list of actions that you need to take today. These will slide out automatically on login, or can be accessed via the red roundel in the top right hand corner of the screen.

image.png

They display like this, and will often have links to encourage action:

image.png

CMS

Bookmarks

The Bookmarks are a series of shortcuts that appear in the CMS to aid frequent navigation. These are unique to each user. 

Use the shortcut to add a Bookmark. 

Right mouse click to remove a Bookmark.

Some standard Bookmarks are controlled via Site Settings

It is also possible to reorder your Bookmarks via drag and drop. 

How it Displays

image.png

CMS

Show/Hide Disabled

On various screens in the CMS, it is possible to choose to show/hide Disabled items. 

By default, disabled items will be hidden

image.png

For these purposes, disabled items include those which are actively disabled or archived. These include, but are not limited to:

Disabled items will still display in all reports and filters

Workflows

Reporting


Reporting

Margin Calculation

Profit margins are calculated as a percentage of the cost of a sale vs the revenue generated by it.

image.png

 

 

 

 

 

In addition to this, there are several specific inclusions and exclusions:

Integrations

Integrations

Storefeeder