# General

# 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

If a Stock Location is set toe 'reserved' then all stock in that location will be considered reserved, even though it is not linked to a Sales Order.

## 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?

Yes - it is possible to over allocate a single unit of stock. More information is available [here](https://bookstack.iconography.co.uk/books/general/page/stock-allocation).

# 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:

- calculating the total price of Purchase Orders (e.g. an error message will be shown)
- calculating the profit margin of an order (e.g. the unit of stock will be excluded, both as a revenue and as a cost)
- profit margin in reporting (e.g. the unit of stock will be excluded, both as a revenue and as a cost)
- stock holding (e.g. the unit of stock will be excluded from the report)

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:

- calculating the total price of Purchase Orders
- calculating the profit margin of an order (e.g. that line would be 100% profit)
- profit margin in reporting (e.g. sales of that unit of stock would be 100% profit)
- stock holding (e.g. the stock holding for that unit of stock will be £0.00)

## Stock Adjustments

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

### Manual Stock Adjustments

<table id="bkmrk-item-details-adjusti"><thead><tr><th>**Item**</th><th>**Details**</th></tr></thead><tbody><tr><td>*Adjusting a Variant*</td><td>When added, stock will be added to the system with a Cost Price that matches the default Cost Price for the Variant</td></tr><tr><td>*Adjusting a Unique Stock Record*</td><td>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</td></tr></tbody></table>

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

<table id="bkmrk-item-details-stock-t"><thead><tr><th>**Item**</th><th>**Details**</th></tr></thead><tbody><tr><td>*Stock Taking a Variant*</td><td>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</td></tr><tr><td> </td><td>When stock level is decreased, stock will be deducted from the oldest stock records first</td></tr><tr><td>*Stock Taking a Unique Stock Record*</td><td>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</td></tr><tr><td> </td><td>When stock level is decreased, stock will be deducted from the oldest stock records first</td></tr></tbody></table>

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](https://www.notion.so/Multiple-Suppliers-78ec2a384edb4821b28e7fd7cdb8fc93?pvs=21) 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.

<p class="callout warning">The link to the purchase order is broken once the line has been despatched. If returned, the unit of stock will not be updated by changes against the purchase order.</p>

## Cost Prices and Sales Orders

Cost Prices are linked to Sales Order Lines, and are used for margin reporting throughout IXO Commerce.

### Default Function

<table id="bkmrk-item-details-variant"><thead><tr><th>**Item**</th><th>**Details**</th></tr></thead><tbody><tr><td>*Variants*</td><td>By default, it takes the cost price of the variant as it was at the time the order was created.</td></tr><tr><td> </td><td>If the default cost price of the variant changes, it does not affect existing sales orders.</td></tr><tr><td>*Unique Stock Records*</td><td>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.</td></tr></tbody></table>

### Existing Stock

<table id="bkmrk-item-details-stock-a"><thead><tr><th>**Item**</th><th>**Details**</th></tr></thead><tbody><tr><td>*Stock Assignment*</td><td>If stock is assigned from a warehouse/stock location, it will take the cost price from the oldest unit of stock within that location.</td></tr><tr><td> </td><td>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.</td></tr><tr><td> </td><td>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.</td></tr></tbody></table>

### Purchase Orders

<table id="bkmrk-item-details-order-l"><thead><tr><th>**Item**</th><th>**Details**</th></tr></thead><tbody><tr><td>*Order Line Allocation*</td><td>If the order line is allocated/linked to a purchase order, the cost price on the purchase order will override the default cost price.</td></tr><tr><td>*Goods In*</td><td>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.</td></tr><tr><td>*Changes to Purchase Order*</td><td>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.</td></tr></tbody></table>

## 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

- Variant "Gadget B" has a default cost price of £15.00.
- On 03/01/2024, 5 units of stock are manually added via a Stock Adjustment.
- These units are now in the system at the cost price of £15.00, matching the default cost price at time of the Stock Adjustment.

### Example 5: Stock Take

- Warehouse "North" has 10 units of "Gadget C" with varying cost prices.
- During a stock take, it is discovered that 2 units are damaged and removed from the system.
- The system deducts the 2 oldest units first, adjusting the average cost price accordingly.

### Example 6: Multiple Suppliers

- Variant "Tool D" has cost prices from Supplier A (£20.00) and Supplier B (£18.00).
- A purchase order is created with Supplier B, setting the cost price to £18.00.
- When stock is manually added, the system uses the lowest cost price, which is £18.00.

## FAQs

### What happens if the stock is returned after despatch?

The link to the purchase order is broken once the line has been despatched. If returned, the unit of stock will not be updated by changes against the purchase order.

### 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 Allocation

## 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.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/6iLimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/6iLimage.png)

Units of stock are displayed per Location/Purchase Order, with clear indicators for quantities On Hand/Reserved/On Order/Allocated.

For definitions on these terms, please see [Stock Terminology](https://bookstack.iconography.co.uk/books/general/page/stock-terminology).

#### 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:

- Leave the line as ‘not allocated’ (this will trigger automated allocation processes)⁠ and flag the Sales Order Line to be shown in [Required Orders](https://bookstack.iconography.co.uk/books/required-orders "Required Orders") if it meets the other criteria
- Mark the line as ‘do not allocate’ (this will prevent automated allocation processes)⁠⁠ and flag the Sales Order Line to be shown in [Required Orders](https://bookstack.iconography.co.uk/books/required-orders "Required Orders") if it meets the other criteria
- 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 needed and location A only has 2, then a split stock 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
    - 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](https://bookstack.iconography.co.uk/books/required-orders "Required Orders") screen⁠
- 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.

### Overallocation

A Sales Order Line may become overallocated for a variety of reasons. These include (but are not limited to):

- a stock take has reduced the amount of stock available in an allocated location
- a user has manually over allocated multiple orders to the same stock location
- fewer units than expected were received via a Purchase Order

<p class="callout info">It may also be that there is a Sales Order Line that can not be allocated as the quantity required is larger than the quantity available in any given stock location; for order lines like this, it may be necessary to treat it as an overallocation</p>

#### Resolving Overallocation

This can be achieved via the Split Stock button on the [Sales Order](https://bookstack.iconography.co.uk/books/sales-orders/chapter/sales-orders-detail "Sales Orders (Detail)") page:

1\. This order is overallocated

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-28/4d285644-f153-4c00-8041-35c5a13da75a/user_cropped_screenshot.webp?tl_px=0,0&br_px=822,346&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=494,515)

2\. Click "Split stock"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-28/0f2f1136-08c3-4762-b59b-1ec7187096a5/ascreenshot.jpeg?tl_px=0,400&br_px=1376,1169&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=140,277)

3\. This will split the problematic Sales Order Line into two lines; this will retain the same price, date added, etc., in order to maintain reporting integrity

4\. The lines will still be allocated to the same Stock Location, so you will need to change this using the Allocation drop down

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-28/fe5d95a4-87b0-4674-bcc8-178f5634027b/ascreenshot.jpeg?tl_px=213,35&br_px=1589,804&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,277)

5\. Choose your new Location/Purchase Order

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-28/a1902f0c-cc0f-4f2f-8bdd-f6f1d3b41b3c/ascreenshot.jpeg?tl_px=251,168&br_px=1628,937&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,277)

6\. Click "Update items"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-28/528224a5-3c55-44a5-b97a-635b26060c77/ascreenshot.jpeg?tl_px=544,167&br_px=1920,936&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=988,277)

7\. Repeat these steps if necessary

8\. This will have resolved the stock overallocation

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-28/09e58020-800a-4866-8b75-8b56931ec4bc/user_cropped_screenshot.webp?tl_px=272,215&br_px=1648,984&force_format=jpeg&q=100&width=1120.0)

## 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?

Yes - within the CMS a user may assign the same unit of stock to multiple Sales Order Lines. This will result in over allocation (see above).

# 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:

- Available: Stock is available for order fulfillment.
- Unavailable: Stock is not available for Sales Order fulfillment (typically used for damaged stock).
- Reserved: Stock is reserved and cannot be used for Sales Order fulfillment.

### 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:

- Manual adjustments
- Stock take
- Purchase ordering

### Removing Units of Stock

Units of stock can be removed through:

- Manual adjustments
- Stock take
- Supplier returns
- Sales Order fulfillment

## 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

- Variant "Gadget B" has a default cost price of £15.00.
- On 03/01/2024, 5 units of stock are manually added via a Stock Adjustment.
- These units are now in the system at the cost price of £15.00, matching the default cost price at time of the Stock Adjustment.

### Example 3: Stock Take

- Warehouse "North" has 10 units of "Gadget C" with varying cost prices.
- During a stock take, it is discovered that 2 units are damaged and removed from the system.
- The system deducts the 2 oldest units first, adjusting the average cost price accordingly.

# 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 Terminology

### Current Stock

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

<table border="1" id="bkmrk-label-purpose-stock-" style="border-collapse: collapse; width: 100%; height: 664.734px;"><colgroup><col style="width: 50.0586%;"></col><col style="width: 49.9414%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Label</td><td class="align-center" style="height: 29.7969px;">Purpose

</td></tr></thead><tbody><tr style="height: 63.3906px;"><td style="height: 63.3906px;">Stock</td><td style="height: 63.3906px;">*Total number of units in the business*

*Includes Available, Reserved and Unavailable*

</td></tr><tr style="height: 63.3906px;"><td style="height: 63.3906px;">On Hand</td><td style="height: 63.3906px;">*Number of units held at the current Store*

*Includes Available, Reserved and Unavailable*

</td></tr><tr style="height: 63.3906px;"><td style="height: 63.3906px;">Available</td><td style="height: 63.3906px;">*Number of units available for Sales Order fulfilment in the User's current Store*

*This equals On Hand minus Reserved and Unavailable*

</td></tr><tr style="height: 210px;"><td style="height: 210px;">Reserved</td><td style="height: 210px;">*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'](https://bookstack.iconography.co.uk/books/stores/page/summary)*

</td></tr><tr style="height: 85.7812px;"><td style="height: 85.7812px;">Unavailable</td><td style="height: 85.7812px;">*Unavailable units, typically damaged or undergoing quality control*

*Number of units held in locations marked as ['Unavailable'](https://bookstack.iconography.co.uk/books/stores/page/summary)*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Available Elsewhere</td><td style="height: 29.7969px;">*Number of Available units elsewhere in the business, e.g. the total amount of Available units in other Stores*</td></tr></tbody></table>

### 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.

<table border="1" id="bkmrk-label-purpose-on-ord" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Label</td><td>Purpose</td></tr></thead><tbody><tr><td>On Order</td><td>*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'*

</td></tr><tr><td>Allocated</td><td>*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*

</td></tr><tr><td>Unallocated</td><td>*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'*

</td></tr></tbody></table>

### POS

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

<table border="1" id="bkmrk-label-purpose-availa" style="border-collapse: collapse; width: 100%; height: 148.984px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Label</td><td style="height: 29.7969px;">Purpose</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Available to order</td><td style="height: 29.7969px;">*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*</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Backorder lead time is xxx days</td><td style="height: 29.7969px;">*Displays the default lead time for the SKU*</td></tr></tbody></table>

### eCommerce

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

<table border="1" id="bkmrk-label-purpose-in-sto" style="border-collapse: collapse; width: 100%; height: 148.984px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Label</td><td style="height: 29.7969px;">Purpose</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">In Stock</td><td style="height: 29.7969px;">*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](https://bookstack.iconography.co.uk/books/stores/page/summary).*

</td></tr><tr><td>Out of Stock</td><td>*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](https://bookstack.iconography.co.uk/books/stores/page/summary).*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Available (allow XXX days for delivery)</td><td style="height: 29.7969px;">*Displays the default lead time for the SKU*</td></tr><tr><td>Low Stock</td><td>*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](https://bookstack.iconography.co.uk/books/categories/page/inventory "Inventory") tab*

</td></tr><tr><td>Available to pre-order</td><td>*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*

</td></tr></tbody></table>

# Orphan Stock and Stock Matching

### Orphan Stock

<article class="text-token-text-primary w-full" data-scroll-anchor="true" data-testid="conversation-turn-2" dir="auto" id="bkmrk-orphan-stock-occurs-">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](https://bookstack.iconography.co.uk/books/stock-take "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.

</article>#### 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.

<p class="callout info">Automated Stock Matching will automatically resolve this problem (see below)</p>

### 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 adjustments are made within a week of each other, for the same SKU
- If adjustments take place within the same store

<p class="callout info">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](https://bookstack.iconography.co.uk/books/categories/page/inventory "Inventory") tab.</p>

##### 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.

<p class="callout warning">There is no matching adjustment, so nothing can be matched automatically.</p>

##### 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.

<p class="callout success">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.</p>

# Despatching Order Lines without Stock

It is possible to dispatch line items without stock, either through the POS or via the CMS (order detail screen).

### POS

A user may manually mark a line as despatched; they are also despatched when Completing an order.

<p class="callout info">A system setting is available to prevent dispatching items without stock in the POS.</p>

### CMS

It is always possible to despatch without stock from the CMS Sales Order screen.

### Reporting

If a Sales Order line is despatched without stock, an entry will be made in the [Stock Discrepancy](https://bookstack.iconography.co.uk/books/stock-reports/page/stock-discrepancy "Stock Discrepancy") report.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/m4Bimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/m4Bimage.png)

## FAQs

#### Why allow despatch of items without stock?

In most cases, businesses want to tightly control stock levels so that only available inventory can be sold or dispatched. However, there are practical situations where allowing dispatch without stock is not just useful, but necessary:

1. **Stock Accuracy Issues** – Real-world operations sometimes suffer from stock discrepancies (miscounts, damaged items, or delays in stock updates). If the system blocks dispatch completely, it can halt order fulfilment unnecessarily, even when the item *is* physically available.
2. **Urgent Customer Needs** – In retail or wholesale, meeting a critical customer deadline may be more important than stock accuracy. Dispatching without stock lets the business complete the order and correct the stock position afterward.
3. **Operational Flexibility** – Some businesses prefer to allow managers (via the CMS) to override stock restrictions when exceptional circumstances arise. This gives control to responsible staff while maintaining normal safeguards at the POS.

#### Why allow wouldn't I despatch items without stock?

1. **Stock Accuracy &amp; Integrity**  
    If items are dispatched without stock, the system no longer reflects reality. This undermines the accuracy of inventory data and makes it harder to trust reports.
2. **Overselling**  
    Allowing dispatch without stock increases the risk of selling products that cannot actually be fulfilled, leading to customer dissatisfaction or cancelled orders.
3. **Financial Misreporting**  
    Inventory valuation and cost-of-sales reporting rely on accurate stock records. Dispatching without stock can create gaps that distort financial reporting.
4. **Operational Confusion**  
    Staff may assume goods are available when they are not, leading to errors, wasted time, and additional administration to fix discrepancies later.
5. **Loss Prevention &amp; Control**  
    Strict stock controls help prevent misuse, theft, or mistakes. Allowing dispatch without stock can weaken those safeguards.

# Documents



# Delivery Notes

This will produce a form that can be used to confirm delivery with the Customer.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/9AIimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/9AIimage.png)

# Picking List

A Picking List may be printed from various sections of the system. It will include essential information.

If you would prefer to only have one Sales Order per page, this can be configured within [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings")

Example:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/p6gimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/p6gimage.png)

<p class="callout info">If the Location field is blank, that signifies that there is no stock allocated to the Sales Order line</p>

# Product Labels

Product Labels will either be printed via a [STAR printer](https://bookstack.iconography.co.uk/books/device-setup/chapter/hardware "Hardware"), or via a standard A4 printer.

<p class="callout info">If you are using a standard printer, you can control the size of label (quantity per sheet) in [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings")</p>

These may be printed with and without prices.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/cpJimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/cpJimage.png)

# Sales Order Invoices

These are output for each Sales Order.

<p class="callout info">It is possible to customise the text that is output on these in [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings")</p>

Example:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/wuUimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/wuUimage.png)

# Shipping Labels



# Warehouse (Free Stock) Labels

Warehouse (Free Stock) Labels will either be printed via a [STAR printer](https://bookstack.iconography.co.uk/books/device-setup/chapter/hardware "Hardware"), or via a standard A4 printer.

These have more information on them, and the barcode will be linked to either the Variant or the USR, as appropriate.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/Pyvimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/Pyvimage.png)

# Warehouse (Reservation) Labels

Warehouse (Reservation) Labels will either be printed via a [STAR printer](https://bookstack.iconography.co.uk/books/device-setup/chapter/hardware "Hardware"), or via a standard A4 printer.

These have more information on them, and the barcode will be linked to either the Variant or the USR, as appropriate.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/yd4image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/yd4image.png)

# Purchase Order PDF

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/52himage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/52himage.png)

# 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



# Summary



# 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:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/scaled-1680-/1pbimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/1pbimage.png)

<p class="callout success">Although all changes to Modular Pages are instant, you will not see them on the website unless you are editing the live version![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/scaled-1680-/3LTimage.png)</p>

### 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.

<p class="callout warning">You can only rename the version that you are currently viewing.</p>

# Text Blocks

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

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/xKTimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/xKTimage.png)

## Editing the Block

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; height: 349.903px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Heading</td><td style="height: 46.4722px;">*Enter a short block title - this will show above the main content of the block*</td></tr><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Body Text</td><td style="height: 46.4722px;">*This is the main content of the block. Use the controls to format your text*</td></tr><tr style="height: 96.8472px;"><td style="height: 96.8472px;">Link URL</td><td style="height: 96.8472px;">*Enter a link URL - if populated, this will add a call to action below the content of the block.*

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

</td></tr><tr style="height: 130.431px;"><td style="height: 130.431px;">Link Text</td><td style="height: 130.431px;">*Enter link text - if populated, this will change the text in a call to action below the content of the block*

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

*If left blank, the button will read 'More'*

</td></tr></tbody></table>

### Settings

<table border="1" id="bkmrk-field-purpose-block-" style="width: 92.7381%;"><thead><tr><td style="width: 45.7196%;">Field</td><td style="width: 54.2662%;">Purpose</td></tr></thead><tbody><tr><td style="width: 45.7196%;">Block Width</td><td style="width: 54.2662%;">*Choose from:*

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

</td></tr><tr><td style="width: 45.7196%;">Visibility</td><td style="width: 54.2662%;">*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td style="width: 45.7196%;">Heading Position</td><td style="width: 54.2662%;">*Alter the alignment of the block header:*

- *Left*
- *Central*
- *Right*

</td></tr><tr><td style="width: 45.7196%;">Link Position</td><td style="width: 54.2662%;">*Alter the alignment of the link button:*

- *Left*
- *Central*
- *Right*

</td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-collap" style="border-collapse: collapse; width: 100%; height: 59.3612px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Collapsible</td><td style="height: 29.6806px;">If set to yes, the whole Text block will be set as collapsible (see below)

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/y9Wimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/y9Wimage.png)

<p class="callout success">Doing so will also adjust the Schema of the block; this will be flagged to search engines as an FAQ; the block Heading will be labelled as the question, and the Body Text as the answer</p>

</td></tr></tbody></table>

<span style="font-family: var(--font-heading, var(--font-body)); font-size: 2.333em; font-weight: 400;">Advanced</span>

#### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Image

Use this block to add simple images to your page.

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

- [Carousel](https://bookstack.iconography.co.uk/books/general/page/carousel "Carousel") (small images on a swipeable carousel)
- [Hero](https://bookstack.iconography.co.uk/books/general/page/hero "Hero") (large rotating banners)
- [Parallax](https://bookstack.iconography.co.uk/books/general/page/parallax "Parallax") (an image that sits behind content, adding depth to a page)
- [Feature](https://bookstack.iconography.co.uk/books/general/page/feature "Feature") (a styled image)
- [Multi-Feature](https://bookstack.iconography.co.uk/books/general/page/multi-feature "Multi-Feature") (multiple static images in a single block)
- [Wide Feature](https://bookstack.iconography.co.uk/books/general/page/wide-feature "Wide-Feature") (image with a block of text)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/nMhimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/nMhimage.png)

## Editing the Block

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Heading</td><td>*Enter a short block title - this will show above the main content of the block*</td></tr><tr><td>Body Text</td><td>*This is the main content of the block. Use the controls to format your text*

*It will appear as a caption, below the image*

</td></tr><tr><td>Link URL</td><td>*Enter a link URL - if populated, this will add a link to the image.* </td></tr><tr><td>Image</td><td>*Use the dialogue to select an image to upload*</td></tr><tr><td>Alt Text</td><td>*Amend the Alt Text for the image*

</td></tr><tr><td>Delete Image</td><td>*Use the tick box to delete an image - you will be asked to confirm your action*</td></tr></tbody></table>

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Mobile Width</td><td>*Set the block width by selecting from the drop down:*

- *33%*
- *50%*
- *100%*

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Heading Position</td><td>*Alter the alignment of the block header:*

- *Left*
- *Central*
- *Right*

</td></tr><tr><td>Background Colour</td><td>*Choose a background colour for your image. Choose from recommended colours, or use a colour picker.* </td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Invert Text Colour</td><td>*Toggle to invert the text colour*</td></tr><tr><td>Actual Size</td><td>*Choose to display the image at actual size*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Carousel

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

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

- [Image](https://bookstack.iconography.co.uk/books/general/page/image "Image") (simple images)
- [Hero](https://bookstack.iconography.co.uk/books/general/page/hero "Hero") (large rotating banners)
- [Parallax](https://bookstack.iconography.co.uk/books/general/page/parallax "Parallax") (an image that sits behind content, adding depth to a page)
- [Feature](https://bookstack.iconography.co.uk/books/general/page/feature "Feature") (a styled image)
- [Multi-Feature](https://bookstack.iconography.co.uk/books/general/page/multi-feature "Multi-Feature") (multiple static images in a single block)
- [Wide Feature](https://bookstack.iconography.co.uk/books/general/page/wide-feature "Wide-Feature") (image with a block of text)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/92simage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/92simage.png)

## Editing the Block

### Content

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-09/scaled-1680-/B7pimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-09/B7pimage.png)

Images may be dragged around to resequence them.

<table border="1" id="bkmrk-field-purpose-link-e" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Link URL</td><td>*Enter a link URL - if populated, this will add a link to the image*</td></tr><tr><td>Alt Text</td><td>*Amend the Alt Text for the image*

</td></tr><tr><td>Summary</td><td>*Enter text that will be shown below the image*</td></tr><tr><td>Delete Image</td><td>*Use the tick box to delete an image - you will be asked to confirm your action*</td></tr></tbody></table>

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

### Settings

<p class="callout info">Block width is not editable for the Hero block - it is always set to 100%.</p>


<table border="1" id="bkmrk-field-purpose-visibi" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Items Visible</td><td>*Define how many images will be visible to the page visitor without scrolling*

</td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-mouse-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Mouse Drag</td><td>*Allow a user to mouse drag/swipe to scoll through the Carousel* </td></tr><tr><td>Alt Style</td><td>*Alters the amount of padding between each image within the block*</td></tr><tr><td>Caption on Right?</td><td>*Choose to show the Summary text below the image, or to the right of the image*</td></tr><tr><td>Auto-play</td><td>*Set the Carousel to auto scroll*</td></tr><tr><td>Loop?</td><td>*Set the auto scroll on a loop*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Hero

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

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

- [Image](https://bookstack.iconography.co.uk/books/general/page/image "Image") (simple images)
- [Carousel](https://bookstack.iconography.co.uk/books/general/page/carousel "Carousel") (small images on a swipeable carousel)
- [Parallax](https://bookstack.iconography.co.uk/books/general/page/parallax "Parallax") (an image that sits behind content, adding depth to a page)
- [Feature](https://bookstack.iconography.co.uk/books/general/page/feature "Feature") (a styled image)
- [Multi-Feature](https://bookstack.iconography.co.uk/books/general/page/multi-feature "Multi-Feature") (multiple static images in a single block)
- [Wide Feature](https://bookstack.iconography.co.uk/books/general/page/wide-feature "Wide-Feature") (image with a block of text)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/1yQimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/1yQimage.png)

## Editing the Block

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/scaled-1680-/TTyimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/TTyimage.png)

Images may be dragged around to resequence them.

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Title</td><td>*Enter a short title - this will be output as a text overlay, on top of the image*</td></tr><tr><td>Link URL</td><td>*Enter a link URL - if populated, this will add a link to the image.* </td></tr><tr><td>Link Text</td><td>*Text to be shown with a button, if a link is set*

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

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

</td></tr><tr><td>Delete This Image?</td><td>*Use this control to delete an image*</td></tr></tbody></table>

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

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Text Colour</td><td>*Choose from:*

- *Auto (will select a high contrast automatically)*
- *Black*
- *White*

</td></tr><tr><td>Text Position</td><td>*Alter the alignment of the block text:*

- *Left*
- *Central*
- *Right*

</td></tr></tbody></table>

#### Additional Options

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

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Allow header overlap</td><td>*Allows for the creation of [transparent headers](https://bookstack.iconography.co.uk/books/pages/page/transparent-headers "Transparent Headers")*</td></tr><tr><td>Include featured products</td><td>*Auto add featured products to the images in this Hero block*</td></tr><tr><td>Include recommended products</td><td>*Auto add recommended products to the images in this Hero block*</td></tr><tr><td>Include sale products</td><td>*Auto add sale products to the images in this Hero block*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# 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:

- [Image](https://bookstack.iconography.co.uk/books/general/page/image "Image") (simple images)
- [Carousel](https://bookstack.iconography.co.uk/books/general/page/carousel "Carousel") (small images on a swipeable carousel)
- [Hero](https://bookstack.iconography.co.uk/books/general/page/hero "Hero") (large rotating banners)
- [Feature](https://bookstack.iconography.co.uk/books/general/page/feature "Feature") (a styled image)
- [Multi-Feature](https://bookstack.iconography.co.uk/books/general/page/multi-feature "Multi-Feature") (multiple static images in a single block)
- [Wide Feature](https://bookstack.iconography.co.uk/books/general/page/wide-feature "Wide-Feature") (image with a block of text)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/hVTimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/hVTimage.png)

## Editing the Block

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Heading</td><td>*Enter a short block title - this will show above the main content of the block*</td></tr><tr><td>Text</td><td>*This is the main content of the block. Use the controls to format your text*

*It will appear as a caption, below the image*

</td></tr><tr><td>Link</td><td>*Enter a link URL - if populated, this will add a link to the image.* </td></tr><tr><td>Link Text</td><td>*Text to be shown with a button, if a link is set*

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

</td></tr><tr><td>Delete Image</td><td>*Use the tick box to delete an image - you will be asked to confirm your action*</td></tr></tbody></table>

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

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Text Position</td><td>*Alter the alignment of the block text:*

- *Left*
- *Central*
- *Right*

</td></tr><tr><td>Text Colour</td><td>*Choose from:*

- *Auto (will select a high contrast automatically)*
- *Black*
- *White*

</td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Full Screen</td><td>*Toggle a large or small version of the parallax image*</td></tr><tr><td>Box?</td><td>*Toggle a box to surround the text*</td></tr><tr><td>Filter?</td><td>*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*

</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Callout

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

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/FLBimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/FLBimage.png)

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; height: 349.903px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Heading</td><td style="height: 46.4722px;">*Enter a short block title*</td></tr><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Text</td><td style="height: 46.4722px;">*This is the main content of the block. Use the controls to format your text*</td></tr></tbody></table>

### Settings

<table border="1" id="bkmrk-field-purpose-block-" style="width: 92.7381%;"><thead><tr><td style="width: 45.7584%;">Field</td><td style="width: 54.2416%;">Purpose</td></tr></thead><tbody><tr><td style="width: 45.7584%;">Block Width</td><td style="width: 54.2416%;">*Choose from:*

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

</td></tr><tr><td style="width: 45.7584%;">Visibility</td><td style="width: 54.2416%;">*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td style="width: 45.7584%;">Background Colour</td><td style="width: 54.2416%;">*Choose a background colour for your image. Choose from recommended colours, or use a colour picker.* </td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-collap" style="border-collapse: collapse; width: 100%; height: 59.3612px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 29.6806px;"><td>Invert text colour</td><td>*Toggle to invert the text colour*</td></tr></tbody></table>

<span style="font-family: var(--font-heading, var(--font-body)); font-size: 2.333em; font-weight: 400;">Advanced</span>

#### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Feature

Use this block to add a styled image.

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

- [Image](https://bookstack.iconography.co.uk/books/general/page/image "Image") (simple images)
- [Carousel](https://bookstack.iconography.co.uk/books/general/page/carousel "Carousel") (small images on a swipeable carousel)
- [Hero](https://bookstack.iconography.co.uk/books/general/page/hero "Hero") (large rotating banners)
- [Parallax](https://bookstack.iconography.co.uk/books/general/page/parallax "Parallax") (an image that sits behind content, adding depth to a page)
- [Multi-Feature](https://bookstack.iconography.co.uk/books/general/page/multi-feature "Multi-Feature") (multiple static images in a single block)
- [Wide Feature](https://bookstack.iconography.co.uk/books/general/page/wide-feature "Wide-Feature") (image with a block of text)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/scaled-1680-/Vs5image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/Vs5image.png)

## Editing the Block

<p class="callout info">Styling will be applied to this block as part of your website build - this will then remain constant across all pages.</p>

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Heading</td><td>*Enter a short title - this will be output as a text overlay, on top of the image*</td></tr><tr><td>Additional Text</td><td>*Enter some short text - this will be output as a text overlay, on top of the image below the title*</td></tr><tr><td>Link URL</td><td>*Enter a link URL - if populated, this will add a link to the image.* </td></tr><tr><td>Link Text</td><td>*Text to be shown with a button, if a link is set*

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

</td></tr><tr><td>Delete This Image?</td><td>*Use this control to delete an image*</td></tr></tbody></table>

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

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Mobile Width</td><td>*Choose from:*

- *33%*
- *50%*
- *100%*

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Text Colour</td><td>*Choose from:*

- *Auto (will select a high contrast automatically)*
- *Black*
- *White*

</td></tr></tbody></table>

#### Additional Options

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

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Text underneath</td><td>*Output the text beneath the image, instead of over the image*</td></tr><tr><td>Text central</td><td>*Output the text centrally on the image*</td></tr><tr><td>Do not crop to fit</td><td>*Toggle to retain the aspect ratio of the image uploaded*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# 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:

- [Image](https://bookstack.iconography.co.uk/books/general/page/image "Image") (simple images)
- [Carousel](https://bookstack.iconography.co.uk/books/general/page/carousel "Carousel") (small images on a swipeable carousel)
- [Hero](https://bookstack.iconography.co.uk/books/general/page/hero "Hero") (large rotating banners)
- [Parallax](https://bookstack.iconography.co.uk/books/general/page/parallax "Parallax") (an image that sits behind content, adding depth to a page)
- [Feature](https://bookstack.iconography.co.uk/books/general/page/feature "Feature") (a styled image)
- [Wide Feature](https://bookstack.iconography.co.uk/books/general/page/wide-feature "Wide-Feature") (image with a block of text)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/e62image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/e62image.png)

## Editing the Block

<p class="callout info">To best configure this block, it is important to select your layout under Settings (see below) before you upload any images</p>

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/scaled-1680-/sm7image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/sm7image.png)

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px; height: 244.8px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr style="height: 29.6px;"><td style="height: 29.6px;">Field</td><td style="height: 29.6px;">Purpose</td></tr></thead><tbody><tr style="height: 46.4px;"><td style="height: 46.4px;">Heading</td><td style="height: 46.4px;">*Enter a short title - this will be output as a text overlay, on top of the image*</td></tr><tr style="height: 46.4px;"><td style="height: 46.4px;">Text</td><td style="height: 46.4px;">*Enter some short text - this will be output as a text overlay, on top of the image below the title*</td></tr><tr><td>Alt Text</td><td>*Amend the Alt Text for the image*

</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">Link URL</td><td style="height: 29.6px;">*Enter a link URL - if populated, this will add a link to the image.* </td></tr><tr style="height: 63.2px;"><td style="height: 63.2px;">Link Text</td><td style="height: 63.2px;">*Text to be shown with a button, if a link is set*

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

</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">Delete This Image?</td><td style="height: 29.6px;">*Use this control to delete an image*</td></tr></tbody></table>

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

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Text Colour</td><td>*Choose from:*

- *Auto (will select a high contrast automatically)*
- *Black*
- *White*

</td></tr><tr><td>Layout</td><td>*Use the control to select the layout - this may alter the number of images in this block*

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/scaled-1680-/45gimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-12/45gimage.png)

</td></tr><tr><td>Gap</td><td>*Choose the number of pixels between the images within this block*

</td></tr></tbody></table>

#### Additional Options

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

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Text central</td><td>*Output the text centrally on the image*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# 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:

- [Image](https://bookstack.iconography.co.uk/books/general/page/image "Image") (simple images)
- [Carousel](https://bookstack.iconography.co.uk/books/general/page/carousel "Carousel") (small images on a swipeable carousel)
- [Hero](https://bookstack.iconography.co.uk/books/general/page/hero "Hero") (large rotating banners)
- [Parallax](https://bookstack.iconography.co.uk/books/general/page/parallax "Parallax") (an image that sits behind content, adding depth to a page)
- [Feature](https://bookstack.iconography.co.uk/books/general/page/feature "Feature") (a styled image)
- [Multi-Feature](https://bookstack.iconography.co.uk/books/general/page/multi-feature "Multi-Feature") (multiple static images in a single block)

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/1w6image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/1w6image.png)

## Editing the Block

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Heading</td><td>*Enter a short title - this will be output as a text overlay, on top of the image*</td></tr><tr><td>Additional Text</td><td>*Enter some short text - this will be output as a text overlay, on top of the image below the title*</td></tr><tr><td>Alt Text</td><td>*Amend the Alt Text for the image*

</td></tr><tr><td>Link URL</td><td>*Enter a link URL - if populated, this will add a link to the image.* </td></tr><tr><td>Link Text</td><td>*Text to be shown with a button, if a link is set*

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

</td></tr><tr><td>Delete This Image?</td><td>*Use this control to delete an image*</td></tr></tbody></table>

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

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Background colour</td><td>*Choose a background colour for your image*

*Choose from recommended colours, or use a colour picker*

</td></tr></tbody></table>

#### Additional Options

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

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px; height: 118.4px;"><colgroup><col style="width: 50.0477%;"></col><col style="width: 50.0477%;"></col></colgroup><thead><tr style="height: 29.6px;"><td style="height: 29.6px;">Field</td><td style="height: 29.6px;">Purpose</td></tr></thead><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">Invert text colour</td><td style="height: 29.6px;">*Toggle to invert the text colour*</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">Do not crop to fit</td><td style="height: 29.6px;">*Toggle to retain the aspect ratio of the image uploaded*</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">Reverse layout</td><td style="height: 29.6px;">*swap the position of the image and the text*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# 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](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/FtRimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/FtRimage.png)

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; height: 349.903px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Heading</td><td style="height: 46.4722px;">*Enter a short block title - this will show above the main content of the block*</td></tr><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Search Product</td><td style="height: 46.4722px;">*Use this to search for specific products to display within this block*</td></tr><tr><td>Selected Category</td><td>*Select a Category - this will filter automated Products*

*If left blank, no filter will be applied*

</td></tr><tr><td>Selected Brand</td><td>*Select a Brand - this will filter automated Products*

*If left blank, no filter will be applied*

</td></tr><tr><td>Link URL</td><td>*Enter a link URL - if populated, this will add a call to action below the content of the block.*

</td></tr><tr><td>Link Text</td><td>*Enter link text - if populated, this will change the text in a call to action below the content of the block*

*If left blank, the button will read 'More'*

</td></tr></tbody></table>

### Settings

<table border="1" id="bkmrk-field-purpose-block-" style="width: 92.7381%;"><thead><tr><td style="width: 45.7196%;">Field</td><td style="width: 54.2662%;">Purpose</td></tr></thead><tbody><tr><td style="width: 45.7196%;">Block Width</td><td style="width: 54.2662%;">*Choose from:*

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

</td></tr><tr><td style="width: 45.7196%;">Visibility</td><td style="width: 54.2662%;">*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td style="width: 45.7196%;">Heading Position</td><td style="width: 54.2662%;">*Alter the alignment of the block header:*

- *Left*
- *Central*
- *Right*

</td></tr><tr><td style="width: 45.7196%;">Link Position</td><td style="width: 54.2662%;">*Alter the alignment of the link:*

- *Left*
- *Central*
- *Right*

</td></tr><tr><td style="width: 45.7196%;">Display</td><td style="width: 54.2662%;">- *Default*
- *Scroller*
- *List*

</td></tr><tr><td style="width: 45.7196%;">Border Colour</td><td style="width: 54.2662%;">*Choose from:*

- *Default*
- *Grey*
- *Red*
- *Black*

</td></tr><tr><td style="width: 45.7196%;">Max Rows</td><td style="width: 54.2662%;">*Select the maximum number of rows to appear:*

- *Unlimited*
- *1*
- *2*
- *3*
- *4*

</td></tr></tbody></table>

#### Additional Options

<p class="callout info">These controls should be used in conjunction with the Category and Brand filters in the Content section</p>

<table border="1" id="bkmrk-field-purpose-collap" style="border-collapse: collapse; width: 100%; height: 59.3612px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr><td>Include featured products?</td><td>*Auto add featured products to the images in this content block*</td></tr><tr><td>Include home products?</td><td>*Auto add products marked as 'home page featured' to this content block*</td></tr><tr><td>Include recommended products?</td><td>*Auto add recommended products to the images in this content block*</td></tr><tr><td>Include hot this week products?</td><td>*Auto add 'hot this week' products to this content block*</td></tr><tr><td>Include most searched products?</td><td>*Auto add 'most searched' products to this content block*

</td></tr><tr><td>Include sale products?</td><td>*Auto add sale products to the images in this content block*</td></tr></tbody></table>

<span style="font-family: var(--font-heading, var(--font-body)); font-size: 2.333em; font-weight: 400;">Advanced</span>

#### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Video

Use this to add a video to your page.

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/JA0image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/JA0image.png)

## Editing the Block

### Content

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

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Heading</td><td>*Enter a short block title - this will show above the main content of the block*</td></tr><tr><td>Video ID</td><td>*Enter the unique ID of the video you wish to add*  
</td></tr><tr><td>Video Type</td><td>Choose from:

- Youtube
- Vimeo

</td></tr></tbody></table>

### Settings

<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Heading Position</td><td>*Alter the alignment of the block header:*

- *Left*
- *Central*
- *Right*

</td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-auto-p" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Auto-play?</td><td>*Toggle auto-play for the video (e.g. if the video automatically plays on page load)*</td></tr><tr><td>Loop?</td><td>*Toggle whether the video will or will not loop*</td></tr><tr><td>Hide controls?</td><td>*Hide player controls*</td></tr><tr><td>Allow header overlap?</td><td>*Toggles whether the video shows behind the header, as per Hero banners*

<p class="callout info">*Important: User must also 'hide page title' to enable this*</p>

</td></tr><tr><td>Portrait?</td><td>*Toggle if this is a Portrait video, e.g. a Youtube Short*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Enquiry Form

Use this to add an Enquiry Form to any page.

<p class="callout warning">To use this content block, you must first have set up the [Form](https://bookstack.iconography.co.uk/books/forms) that you wish to embed.</p>

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/Yabimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/Yabimage.png)

## Editing the Block

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; height: 349.903px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 46.4722px;"><td style="height: 46.4722px;">Heading</td><td style="height: 46.4722px;">*Enter a short block title - this will show above the main content of the block*</td></tr><tr><td>Body Text</td><td>*Enter some short text that will show above the form*</td></tr><tr><td>Form Template</td><td>*Select you Form Template from the list*</td></tr></tbody></table>

### Settings

<table border="1" id="bkmrk-field-purpose-block-" style="width: 92.7381%;"><thead><tr><td style="width: 45.7196%;">Field</td><td style="width: 54.2662%;">Purpose</td></tr></thead><tbody><tr><td style="width: 45.7196%;">Block Width</td><td style="width: 54.2662%;">*Choose from:*

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

</td></tr><tr><td style="width: 45.7196%;">Visibility</td><td style="width: 54.2662%;">*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td style="width: 45.7196%;">Heading Position</td><td style="width: 54.2662%;">*Alter the alignment of the block header:*

- *Left*
- *Central*
- *Right*

</td></tr></tbody></table>

<span style="font-family: var(--font-heading, var(--font-body)); font-size: 2.333em; font-weight: 400;">Advanced</span>

#### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Raw HTML

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

When embedding a script or an iframe from a third party domain, it will be locked, unless that domain is on the [permitted list.](https://bookstack.iconography.co.uk/books/general/page/permitted-third-party-domains "Permitted Third Party Domains")

<p class="callout danger">Embedding third party code is risky and may cause harm to your website</p>

<p class="callout warning">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</p>

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/JMzimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/JMzimage.png)

## Editing the Block

### Content

<table border="1" id="bkmrk-field-purpose-headin" style="border-collapse: collapse; width: 100%; height: 349.903px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.6806px;"><td style="height: 29.6806px;">Field</td><td style="height: 29.6806px;">Purpose</td></tr></thead><tbody><tr style="height: 46.4722px;"><td style="height: 46.4722px;">HTML</td><td style="height: 46.4722px;">*Paste your HTML into here*</td></tr></tbody></table>

### Settings

<table border="1" id="bkmrk-field-purpose-block-" style="width: 92.7381%;"><thead><tr><td style="width: 45.7196%;">Field</td><td style="width: 54.2662%;">Purpose</td></tr></thead><tbody><tr><td style="width: 45.7196%;">Block Width</td><td style="width: 54.2662%;">*Choose from:*

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

</td></tr><tr><td style="width: 45.7196%;">Visibility</td><td style="width: 54.2662%;">*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr></tbody></table>

<span style="font-family: var(--font-heading, var(--font-body)); font-size: 2.333em; font-weight: 400;">Advanced</span>

#### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# 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.

<p class="callout info">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. </p>

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

## Appearance

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/Y2wimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/Y2wimage.png)

## Editing the Block

### Settings


<table border="1" id="bkmrk-field-purpose-block-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Block Width</td><td>*Choose from:*

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

</td></tr><tr><td>Visibility</td><td>*Set the block visibility from the list:*

- *Default (both)*
- *Desktop Only*
- *Mobile Only*
- *Hidden (none)*

</td></tr><tr><td>Background Colour</td><td>*Choose a background colour for your image. Choose from recommended colours, or use a colour picker.* </td></tr></tbody></table>

#### Additional Options

<table border="1" id="bkmrk-field-purpose-invert" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Invert text colour</td><td>*Toggle to invert the text colour*</td></tr><tr><td>Content contained?</td><td>*Toggle to contain the Content - this will affect the maximum width available to the content in the Group*</td></tr></tbody></table>

### 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](https://bookstack.iconography.co.uk/books/general/page/padding).

#### Margin

The margin will add additional space around the current block.

More information is available [here](https://bookstack.iconography.co.uk/books/general/page/margin).

# Margin

The margin will add additional space around the current block.

### Margin (Left &amp; Right)

#### No Margin

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/LjWimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/LjWimage.png)

#### With Margin

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/pSpimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/pSpimage.png)

### Margin (Top &amp; Bottom)

#### No Margin

The blocks are touching, with no gaps.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/E7Nimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/E7Nimage.png)

#### With Margin

There is now a gap between the blocks.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/cDhimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/cDhimage.png)

# Padding

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

### Padding (Left &amp; Right)

Add left and right padding to indent the content.

#### No Padding

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/ff0image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/ff0image.png)

#### With Padding

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/h0rimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/h0rimage.png)

### Padding (Top &amp; Bottom)

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

#### No Padding

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/J7simage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/J7simage.png)

#### With Padding

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/scaled-1680-/P52image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-11/P52image.png)

# 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.

<table border="1" id="bkmrk-field-purpose-custom" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Custom URL</td><td>*Use this to define a Custom URL for a page*</td></tr><tr><td>Meta Title</td><td>*Use this to set a manual Meta Title*</td></tr><tr><td>Meta Description</td><td>*Use this to set a manual Meta Description*</td></tr><tr><td>Meta Keywords</td><td>*Use this to set your Meta Keywords*</td></tr></tbody></table>

<p class="callout info">Meta Keywords are used as additional keywords for the eCommerce site search</p>

## 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](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/scaled-1680-/fHtimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/fHtimage.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

The IXO Commerce loyalty scheme works on a simple basis. A registered customer will earn a certain number of points based on their spend.

Each of those loyalty points is worth a fixed amount.

<p class="callout info">Both the 'loyalty points earned per £ spent' and 'loyalty point value' are defined with [Site Settings](https://bookstack.iconography.co.uk/books/site-settings/page/summary "Summary"). </p>

### Example

A system is set up to award a loyalty point for every £10 spent. Each point is worth 10p.

A customer has previously placed an order for £676; for their next order, they are prompted to use their loyalty balance of £6.70.

# 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](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/scaled-1680-/SH8image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/SH8image.png)

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/scaled-1680-/uihimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/uihimage.png)

# 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](https://bookstack.iconography.co.uk/books/site-settings "Site Settings").

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

## How it Displays

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-10/scaled-1680-/Mhlimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-10/Mhlimage.png)

# Show/Hide Disabled

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

<p class="callout info">By default, disabled items will be hidden</p>

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-02/scaled-1680-/image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-02/image.png)

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

- Disabled Products
- Archived Products
- Disabled Categories
- Empty [Dynamic Categories](https://bookstack.iconography.co.uk/books/categories/page/dynamic-categories "Dynamic Categories")
- Disabled Collections
- Disabled Brands
- Disabled Suppliers

<p class="callout info">Disabled items will still display in all reports and filters</p>

# Workflows



# Finding Video IDs

## YouTube

These can be found in the video URL:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/2ryimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/2ryimage.png)

## Vimeo

These can be found in the video URL:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/BMYimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/BMYimage.png)

# Reporting



# Margin Calculation

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2026-03/scaled-1680-/a7Ximage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2026-03/a7Ximage.png)

Margins are calculated per Sales Order line, which will then be averaged as needed for individual reports, Sales Order level margin, etc.

### Examples

#### Positive Margin

<table id="bkmrk-gross-sale-net-sale-"><thead><tr><th>Gross sale</th><th align="right">Net sale</th><th align="right">Cost</th><th align="right">Net profit</th><th align="right">Net margin</th></tr></thead><tbody><tr><td class="align-center">£120.00</td><td align="right" class="align-center">£100.00</td><td align="right" class="align-center">£80.00</td><td align="right" class="align-center">£20.00</td><td align="right" class="align-center">20%</td></tr><tr><td class="align-center">£180.00</td><td align="right" class="align-center">£150.00</td><td align="right" class="align-center">£100.00</td><td align="right" class="align-center">£50.00</td><td align="right" class="align-center">33.33%</td></tr><tr><td class="align-center">£240.00</td><td align="right" class="align-center">£200.00</td><td align="right" class="align-center">£100.00</td><td align="right" class="align-center">£100.00</td><td align="right" class="align-center">50%</td></tr><tr><td class="align-center">£300.00</td><td align="right" class="align-center">£250.00</td><td align="right" class="align-center">£150.00</td><td align="right" class="align-center">£100.00</td><td align="right" class="align-center">40%</td></tr><tr><td class="align-center">£90.00</td><td align="right" class="align-center">£75.00</td><td align="right" class="align-center">£60.00</td><td align="right" class="align-center">£15.00</td><td align="right" class="align-center">20%</td></tr><tr><td class="align-center">£200.00</td><td align="right" class="align-center">£166.67</td><td align="right" class="align-center">£100.00</td><td align="right" class="align-center">£66.67</td><td align="right" class="align-center">40%</td></tr></tbody></table>

#### Negative Margin

<table class="w-fit min-w-(--thread-content-width)" data-end="372" data-start="0" id="bkmrk-gross-sale-net-sale--1"><thead data-end="58" data-start="0"><tr data-end="58" data-start="0"><th class="align-center" data-col-size="sm" data-end="13" data-start="0">Gross sale</th><th class="align-center" data-col-size="sm" data-end="24" data-start="13">Net sale</th><th class="align-center" data-col-size="sm" data-end="31" data-start="24">Cost</th><th class="align-center" data-col-size="sm" data-end="44" data-start="31">Net profit</th><th class="align-center" data-col-size="sm" data-end="58" data-start="44">Net margin</th></tr></thead><tbody data-end="372" data-start="85"><tr data-end="132" data-start="85"><td class="align-center" data-col-size="sm" data-end="94" data-start="85">£60.00</td><td class="align-center" data-col-size="sm" data-end="103" data-start="94">£50.00</td><td class="align-center" data-col-size="sm" data-end="113" data-start="103">£100.00</td><td class="align-center" data-col-size="sm" data-end="123" data-start="113">-£50.00</td><td class="align-center" data-col-size="sm" data-end="132" data-start="123">-100%</td></tr><tr data-end="179" data-start="133"><td class="align-center" data-col-size="sm" data-end="142" data-start="133">£96.00</td><td class="align-center" data-col-size="sm" data-end="151" data-start="142">£80.00</td><td class="align-center" data-col-size="sm" data-end="161" data-start="151">£100.00</td><td class="align-center" data-col-size="sm" data-end="171" data-start="161">-£20.00</td><td class="align-center" data-col-size="sm" data-end="179" data-start="171">-25%</td></tr><tr data-end="228" data-start="180"><td class="align-center" data-col-size="sm" data-end="190" data-start="180">£120.00</td><td class="align-center" data-col-size="sm" data-end="200" data-start="190">£100.00</td><td class="align-center" data-col-size="sm" data-end="210" data-start="200">£120.00</td><td class="align-center" data-col-size="sm" data-end="220" data-start="210">-£20.00</td><td class="align-center" data-col-size="sm" data-end="228" data-start="220">-20%</td></tr><tr data-end="277" data-start="229"><td class="align-center" data-col-size="sm" data-end="239" data-start="229">£240.00</td><td class="align-center" data-col-size="sm" data-end="249" data-start="239">£200.00</td><td class="align-center" data-col-size="sm" data-end="259" data-start="249">£250.00</td><td class="align-center" data-col-size="sm" data-end="269" data-start="259">-£50.00</td><td class="align-center" data-col-size="sm" data-end="277" data-start="269">-25%</td></tr><tr data-end="324" data-start="278"><td class="align-center" data-col-size="sm" data-end="287" data-start="278">£36.00</td><td class="align-center" data-col-size="sm" data-end="296" data-start="287">£30.00</td><td class="align-center" data-col-size="sm" data-end="305" data-start="296">£90.00</td><td class="align-center" data-col-size="sm" data-end="315" data-start="305">-£60.00</td><td class="align-center" data-col-size="sm" data-end="324" data-start="315">-200%</td></tr><tr data-end="372" data-start="325"><td class="align-center" data-col-size="sm" data-end="334" data-start="325">£50.00</td><td class="align-center" data-col-size="sm" data-end="343" data-start="334">£41.67</td><td class="align-center" data-col-size="sm" data-end="353" data-start="343">£100.00</td><td class="align-center" data-col-size="sm" data-end="363" data-start="353">-£58.33</td><td class="align-center" data-col-size="sm" data-end="372" data-start="363">-140%</td></tr></tbody></table>

### Exclusions

In addition to this, there are several specific exclusions:

- Products with a NULL cost price are omitted from all margin reporting
- Line discounts are included in margin calculation (e.g. uses line discounts to reduce the value of the sold item before working out margin)
- Excludes cancelled, deleted and returned lines (these have no value for working out margin)
- Excludes draft, quote, abandoned and cancelled orders (these are not valid)

### FAQs

#### How does IXO Commerce calculate margin?

It uses the Net Margin method.

#### Does IXO Commerce use any other methods?

No. ICO Commerce doesn't use Gross Margin, Markup, Profit or Loss on Cost or Operating Margin.

#### My margin is showing as less than -100%, does this mean that I have lost more money than the item cost?

No. This is because when calculating Net Margin, everything is relative to the Net Profit and Cost Price. Think of it as selling something at double the cost price will be a 100% Net Margin, and selling it for half the Cost Price will be a -100% profit margin.

# Integrations



# Storefeeder

This third party service is used to link an IXO Commerce system to third party marketplaces like Amazon and eBay.

### Primary Functionality

- All standard products sent to StoreFeeder by default
- Updates stock
- Updates pricing
- Downloads Sales Orders into CMS

<p class="callout warning">Product listings can not be created in third party marketplaces; they can only be updated via the Storefeeder integration</p>

##### Points of note

- SKU needs to match what's set in IXO Commerce for updates to work
- Listings are downloaded from a marketplace into StoreFeeder
- Basic product data is uploaded from IXO Commerce into StoreFeeder to create a link between marketplace listing and the IXO
- Listing and products from IXO Commerce must be mapped manually
    
    
    - Stock shared across all marketplaces
    - Pricing shared across all marketplaces but this can be optional if required
    - Stock and prices updates every 15 minutes
    - Special pricing comes across as normal price
- Despatch notifications are passed to StoreFeeder to pass onto marketplaces
    
    
    - Cancellation and returns not triggered to StoreFeeder
- Items cancelled or returned on marketplace will be downloaded to IXO

### Setup

You must connect your own account.

<span style="font-size: 20pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Connect StoreFeeder to Amazon </span><span style="border: none; display: inline-block; overflow: hidden; width: 107px; height: 51px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-thulqpqz.png)</span>

<span style="font-size: 20pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Integration </span>

<p class="callout info"><span style="font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Check your emails for a email from "support@storefeeder.com" with the subject "StoreFeeder Account Creation" select Activate Account and enter a password. </span></p>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">1 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate to </span><span style="font-size: 11pt; font-family: 'Noto Sans',sans-serif; color: #1d4ed8; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: underline; -webkit-text-decoration-skip: none; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;">https://my.storefeeder.com/Dashboard.aspx</span><span style="font-size: 11pt; font-family: 'Noto Sans',sans-serif; color: #1d4ed8; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> </span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">2 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Settings"</span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-o6xjxdfy.png)</span></span><span style="font-size: 10pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">  
</span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">3 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Edit/View Integration" </span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 363px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-jniuabde.png)</span></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">4 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Connect To Amazon"</span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 420px; height: 267px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-7roiaz8s.png)</span></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">5 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Login into your Seller Central account </span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-oxwaby9u.png)</span></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">6 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "United Kingdom"</span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-yrtxvv6c.png)</span></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">7 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Select account" </span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-drsxecnd.png)</span></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">8 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click here.</span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-sjilldiu.png)</span></span><span style="font-size: 10pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> </span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">9 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Confirm" </span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-gkggh6yz.png)</span></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">10 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Test Connection"</span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-cjdwfyxw.png)</span></span><span style="font-size: 10pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> </span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">11 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click "Test Connection" </span>

<span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-ihwy3trj.png)</span></span>

<span id="bkmrk--9" style="font-weight: normal;"></span>

<span style="font-size: 13.999999999999998pt; font-family: 'Noto Sans',sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">12 </span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Please inform Iconography that your account is connected to StoreFeeder</span><span style="font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 619px; height: 345px;">![](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/embedded-image-svcvomkt.png)</span></span>

# Permitted Third Party Domains

This is a list of whitelisted domains for use within IXO Commerce. These are typically linked to integrations.

<table id="bkmrk-domain-service-vimeo" style="width: 110.833%;"><thead><tr><th class="align-left" style="width: 50.6634%;">Domain</th><th class="align-left" style="width: 49.3499%;">Service</th></tr></thead><tbody><tr><td style="width: 50.6634%;">`vimeo.com`</td><td style="width: 49.3499%;">Vimeo video embeds</td></tr><tr><td style="width: 50.6634%;">`ampproject.org`</td><td style="width: 49.3499%;">AMP blog pages</td></tr><tr><td style="width: 50.6634%;">`clarity.ms`</td><td style="width: 49.3499%;">Microsoft Clarity</td></tr><tr><td style="width: 50.6634%;">`gstatic.com`</td><td style="width: 49.3499%;">Google Fonts</td></tr><tr><td style="width: 50.6634%;">`googleapis.com`</td><td style="width: 49.3499%;">Google Fonts</td></tr><tr><td style="width: 50.6634%;">`google.com`</td><td style="width: 49.3499%;">Google Pay</td></tr><tr><td style="width: 50.6634%;">`google.co.uk`</td><td style="width: 49.3499%;">Google Pay</td></tr><tr><td style="width: 50.6634%;">`google-analytics.com`</td><td style="width: 49.3499%;">Google Analytics</td></tr><tr><td style="width: 50.6634%;">`googletagmanager.com`</td><td style="width: 49.3499%;">Google Tag Manager</td></tr><tr><td style="width: 50.6634%;">`googleadservices.com`</td><td style="width: 49.3499%;">Google Analytics</td></tr><tr><td style="width: 50.6634%;">`googlesyndication.com`</td><td style="width: 49.3499%;">Google Ads</td></tr><tr><td style="width: 50.6634%;">`g.doubleclick.net`</td><td style="width: 49.3499%;">Google Ads</td></tr><tr><td style="width: 50.6634%;">`googlecommerce.com`</td><td style="width: 49.3499%;">Google Commerce</td></tr><tr><td style="width: 50.6634%;">`bing.com`</td><td style="width: 49.3499%;">Bing tracking</td></tr><tr><td style="width: 50.6634%;">`facebook.net`</td><td style="width: 49.3499%;">Facebook Pixel</td></tr><tr><td style="width: 50.6634%;">`trustpilot.com`</td><td style="width: 49.3499%;">Trustpilot</td></tr><tr><td style="width: 50.6634%;">`feefo.com`</td><td style="width: 49.3499%;">Feefo</td></tr><tr><td style="width: 50.6634%;">`chimpstatic.com`</td><td style="width: 49.3499%;">Mailchimp</td></tr><tr><td style="width: 50.6634%;">`klaviyo.com`</td><td style="width: 49.3499%;">Klaviyo</td></tr><tr><td style="width: 50.6634%;">`sibautomation.com`</td><td style="width: 49.3499%;">Brevo</td></tr><tr><td style="width: 50.6634%;">`omnisnippet1.com`</td><td style="width: 49.3499%;">Omnisend</td></tr><tr><td style="width: 50.6634%;">`ddlnk.net`</td><td style="width: 49.3499%;">Dotdigital</td></tr><tr><td style="width: 50.6634%;">`trackedlink.net`</td><td style="width: 49.3499%;">Dotdigital</td></tr><tr><td style="width: 50.6634%;">`trackedweb.net`</td><td style="width: 49.3499%;">Dotdigital</td></tr><tr><td style="width: 50.6634%;">`dotdigital-pages.com`</td><td style="width: 49.3499%;">Dotdigital</td></tr><tr><td style="width: 50.6634%;">`postcodeanywhere.co.uk`</td><td style="width: 49.3499%;">Loqate (PCA Predict / Postcode Anywhere)</td></tr><tr><td style="width: 50.6634%;">`opayo.cloud`</td><td style="width: 49.3499%;">Opayo</td></tr><tr><td style="width: 50.6634%;">`elavon.com`</td><td style="width: 49.3499%;">Opayo</td></tr><tr><td style="width: 50.6634%;">`stripe.com`</td><td style="width: 49.3499%;">Stripe</td></tr><tr><td style="width: 50.6634%;">`dnapayments.com`</td><td style="width: 49.3499%;">DNA Payments</td></tr><tr><td style="width: 50.6634%;">`blinkpayment.co.uk`</td><td style="width: 49.3499%;">Blink Payment</td></tr><tr><td style="width: 50.6634%;">`api.ipify.org`</td><td style="width: 49.3499%;">Blink Payment</td></tr><tr><td style="width: 50.6634%;">`applepay.cdn-apple.com`</td><td style="width: 49.3499%;">Apple Pay</td></tr><tr><td style="width: 50.6634%;">`cardstream.com`</td><td style="width: 49.3499%;">Cardstream</td></tr><tr><td style="width: 50.6634%;">`handepay.co.uk`</td><td style="width: 49.3499%;">Handepay</td></tr><tr><td style="width: 50.6634%;">`morphpay.com`</td><td style="width: 49.3499%;">Morphpay</td></tr><tr><td style="width: 50.6634%;">`paydough.me`</td><td style="width: 49.3499%;">Paydough</td></tr><tr><td style="width: 50.6634%;">`tponlinepayments.com`</td><td style="width: 49.3499%;">Takepayments</td></tr><tr><td style="width: 50.6634%;">`universaltp.com`</td><td style="width: 49.3499%;">UTP</td></tr><tr><td style="width: 50.6634%;">`paysafe.com`</td><td style="width: 49.3499%;">Paysafe</td></tr><tr><td style="width: 50.6634%;">`worldpay.com`</td><td style="width: 49.3499%;">Worldpay</td></tr><tr><td style="width: 50.6634%;">`paypal.com`</td><td style="width: 49.3499%;">PayPal</td></tr><tr><td style="width: 50.6634%;">`paypalobjects.com`</td><td style="width: 49.3499%;">PayPal</td></tr><tr><td style="width: 50.6634%;">`dekopay.com`</td><td style="width: 49.3499%;">Deko Finance</td></tr><tr><td style="width: 50.6634%;">`afterpay.com`</td><td style="width: 49.3499%;">Clearpay Finance</td></tr><tr><td style="width: 50.6634%;">`payments-amazon.com`</td><td style="width: 49.3499%;">Amazon Pay</td></tr><tr><td style="width: 50.6634%;">`zdassets.com`</td><td style="width: 49.3499%;">Zendesk Chat</td></tr><tr><td style="width: 50.6634%;">`zendesk.com`</td><td style="width: 49.3499%;">Zendesk Chat</td></tr><tr><td style="width: 50.6634%;">`zopim.com`</td><td style="width: 49.3499%;">Zendesk Chat</td></tr><tr><td style="width: 50.6634%;">`zendesk-eu.my.sentry.io`</td><td style="width: 49.3499%;">Zendesk Chat</td></tr><tr><td style="width: 50.6634%;">`smooch.io`</td><td style="width: 49.3499%;">Zendesk Chat</td></tr><tr><td style="width: 50.6634%;">`olark.com`</td><td style="width: 49.3499%;">Olark Chat</td></tr><tr><td style="width: 50.6634%;">`hotjar.com`</td><td style="width: 49.3499%;">Hotjar tracking</td></tr></tbody></table>

# CRM



# Adding Notes and Tasks

Notes may be added to Tasks, Customers, Sales Orders, Purchase Orders and Stock Transfers; the process is the same for each one.

<p class="callout info">Task categories are controlled within [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings")</p>

<p class="callout info">On Sales Orders, it is possible to email the note directly to the Customer; this email will include any attachments you upload to the Note</p>

### How to add a Note or a Task

1\. Click into this box to type a note

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/4327c8d2-d958-47d1-94ab-a73c134bc5d6/user_cropped_screenshot.webp?tl_px=0,0&br_px=1114,343&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=573,136)

2\. Click add attachments to the note

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/e21a7f6c-c244-4b66-b21d-8fa0b92c13e8/user_cropped_screenshot.webp?tl_px=0,0&br_px=999,362&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=182,231)

Tip: There is a file size limit, but it is possible to add multiple files simultaneously; use this to add PDFs, images and short videos

3\. Choose your files from the dialogue, or alternatively drag and drop them onto the 'choose files' button

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/6aa03e8c-8521-4a85-8844-bb740a2342a2/ascreenshot.jpeg?tl_px=0,23&br_px=1376,792&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=359,277)

Tip: You have the option to save this as a note or to turn it into a Task

4\. To turn this into a task, click the appropriate button

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/29e2c1dd-13ee-4266-ae3d-304c5eef926c/ascreenshot.jpeg?tl_px=28,310&br_px=1405,1080&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,280)

5\. Make you selections, and then click to 'create task'; this will save the note and add a Task

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/f58f5ee0-73b4-4b0b-8f6f-99a353a11eff/ascreenshot.jpeg?tl_px=224,306&br_px=1600,1075&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,277)

# Sales Order Management



# VAT Exemption Form

Use this dialogue box to add a VAT Exemption Form to a Sales Order. It may be added from the [POS](https://bookstack.iconography.co.uk/books/epos/page/removing-vat-from-a-sales-order-line-in-the-pos) or from the [Sales Order](https://bookstack.iconography.co.uk/books/sales-orders/page/quick-access-buttons "Quick Access Buttons") screen in the CMS.

<p class="callout info">VAT Exemption reasons may be edited in [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings")</p>

When adding a customer signature, this may be drawn with a mouse, or on a touch screen device.

The form will be added as an attachment on a note against the order.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-09/scaled-1680-/uKVimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-09/uKVimage.png)

# Refund to Voucher

When processing a refund, it is possible to process a refund as a Voucher.

If done, this will automatically create a voucher linked to that Customer's email address.

<p class="callout info">This can be done via the CMS or via the POS</p>

# Discontinued



# Photo Gallery

This feature is no longer supported.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/T9Gimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/T9Gimage.png)

# Products



# Swatch Panel

The Swatch Preview Panel will display for eCommerce customers, as well as in CMS and POS. This is intended to show a secondary image related to the current selection. This will either present:

- a linked secondary image
- a larger version of the Swatch

### Set Up

This must be applied on individual Products; those Products must have multiple images.

#### 1. Product Tab

Ensure that these are ticked on the [Product Tab](https://bookstack.iconography.co.uk/books/categories/page/product):

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/e6cimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/e6cimage.png)

#### 2. Images

Upload multiple images to the Product using the normal methods. Typically, these should be set as 'Variant only images'.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/aBFimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/aBFimage.png)

#### 3. Customisations

Link [Customisations ](https://bookstack.iconography.co.uk/books/categories/page/customisation)to additional images.

##### Via CMS Dropdowns

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/uodimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/uodimage.png)

##### Via CSV

The link can also be made via the [Made to Order](https://bookstack.iconography.co.uk/books/import-export/page/customisations-aka-made-to-order "Made to Order options (Customisations)") import.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/BHsimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/BHsimage.png)

### How it displays

If enabled, and if a secondary image is linked to the Customisation, that secondary image will be shown in a panel on the right hand side of the Swatch Wizard.

If no secondary image is linked, a larger version of the Swatch will be displayed instead.

#### eCommerce

<p class="callout info">The example below is taken from a Product where 'Combine Variant and Swatch Selection if Applicable' is set to 'yes'.</p>

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/cTKimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/cTKimage.png)

#### CMS

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/kHhimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/kHhimage.png)

#### POS

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/3u7image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/3u7image.png)