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Managing Customer Information

Customers

When editing a Customer, you will be able to update personal details, view Loyalty scheme informa...

Updated 4 months ago by Mike

Whatsapp

Integrations Common Integrations

If a WhatsApp social media Phone number has been entered in Site Settings, a pop up will display ...

Updated 4 months ago by Mike

Price Manipulation

Price Management

Use the 'Manipulate Prices' button to automatically update prices. This will take you through a w...

Updated 4 months ago by Mike

Customisation

Categories Products

This tab allows you to manage Customisations; these are complex options where their number and/o...

Updated 4 months ago by Mike

Stock Transfer - Summary View

Stock Transfers

This screen will show you a list of all of your Stock Transfers.  From this screen, it is possibl...

Updated 4 months ago by Mike

Summary

Required Orders

View all items required to fulfil Sales Orders. Criteria Sales Order lines will display here if:...

Updated 4 months ago by Mike

Google

Integrations Common Integrations

Google Adwords Managed via Site Settings. Google Analytics Managed via Site Settings. Google Maps...

Updated 4 months ago by Mike

Permitted Third Party Domains

Integrations Common Integrations

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

Updated 4 months ago by Mike

Raw HTML

General Modular Blocks

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

Updated 4 months ago by Mike

Storefeeder

Integrations Common Integrations

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

Updated 4 months ago by Mike

Summary

Stock Transfers

From this screen, you can view, create and manage Stock Transfers. Key to icons = open = in tr...

Updated 4 months ago by Mike

Stock Take in Browser

Stock Take

An in browser stock take should be managed either via a manual count, or through barcode scanning...

Updated 4 months ago by Mike

Stock Take via CSV

Stock Take

A full history of Stock Takes will be found within the Stock History report.  There is a separate...

Updated 4 months ago by Mike

Stock Take via Barcode Scanner

Stock Take

An in browser stock take should be managed either via a manual count, or through barcode scanning...

Updated 4 months ago by Mike

Sell Through

Sales Reports

This report will show a breakdown of company-wide sales within a given period; the value of sales...

Updated 4 months ago by Mike

Order Details

Sales Orders Sales Orders (Detail)

This section shows key information about the Sales Order, including: Field Purpose Date/T...

Updated 4 months ago by Mike

Sales Order 'Acknowledged'

Integrations

This is a setting which is used by third party integrations such as Xero to flag which Sales Orde...

Updated 4 months ago by Mike

Summary

Events

Use this page to create and manage Events; these will be output in a calendar format on www.yourd...

Updated 4 months ago by Mike

Quick Access Buttons

Sales Orders Sales Orders (Detail)

Found at the bottom of the page, these buttons allow you to take various quick actions regarding...

Updated 4 months ago by Mike

Label Printing

General CMS

This logic is used when printing labels. Warehouse Labels (reserved stock) This grabs all Sales O...

Updated 4 months ago by Mike