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Use this page to view and manage Gift Vouchers.  Gift Vouchers can be used as a payment method by eCommerce Customers, or in the POS. All Vouchers are omnichannel vouchers, meaning that they can be used in-store or online.  When a customer purchases a gift vou...

Use this section to manage your Reviews.  Customers are able to leave reviews on Product Detail Pages, and they will also be prompted to do so after they complete a purchase in a review chaser. By default, new Reviews will be disabled and flagged as Awaiting A...

Use this page to manage, view and export Customer Groups. Customer Groups have two main purposes: Direct marketing On site targeting Groups may be exported as part of integrations with 3rd party marketing platforms Key to icons  = edit  = delete = download...

Use this screen to schedule deliveries; this is to be used when completing deliveries using your own vehicles. To use this section, you must have created Lorry Journeys It is also possible to Schedule a Sales Order from the Sales Order Detail page Orders await...

This feature is no longer supported.

A dropship Purchase Order (also known as Direct Home Delivery) is a Purchase Order where the Supplier will deliver directly to the Customer.  For Dropship to be available on a Sales Order, the following prerequisites must be met: there must be a delivery a...

Use this screen to receive goods into your Stores via Purchase Orders or Stock Transfers. When receiving stock, you will select a single stock location; all stock will be received into this location. See Iconography's recommended setup for more information.  U...

This screen will show you a list of all of your Stock Transfers.  From this screen, it is possible to filter the Stock Transfers by Status, Source Store, Destination Store, or to search for a Stock Transfer ID. Actions Print Picking List Select multiple St...

  1. Click here to select your source Store 2. Use the other filters as appropriate, including Location, Category, Collection, Brand and Supplier 3. Click "Update" to apply the filters 4. Select your destination Store; this will default to an interna...

From this screen you can manage an individual Stock Transfer. You can also receive stock on a Stock Transfer via the Goods In screen Page Breakdown Status Header Stock Transfer Lines Delivery Stock Transfer Notes Audit History

The audit history shows a log of all actions taken on a Stock Transfer, along with a timestamp and who took the action. 

A user may add notes to a Stock Transfer here.  Use the controls to add a note or a task.

The Stock Transfer status is set automatically based on a variety of things within the Stock Transfer. These can be used to filter the list of Stock Transfers A List of Statuses Status Purpose Open While a Stock Transfer is Open, mo...

Use this screen to view and manage key information about the Stock Transfer. This information may only be amended on 'open' Stock Transfers. Field Purpose Reference Enter an internal reference for the Stock Transfer (optional) Source ...

Use this section to view and update Stock Transfer lines. This shows essential information, and also allows for the following actions: Add new Stock Transfer line Search for products to add to the Stock Transfer. This is only possible on Open Stock Transf...

Use this screen to book delivery of the Stock Transfer on a lorry. You can also use the Scheduling tool for this purpose. Click here for a guide on booking deliveries

Use the tick boxes to process the Supplier Return line item (it is possible to have multiple items on a single Supplier Return) Field Purpose Date of Collection by Supplier This will output in the Logistics report Collection Number Fo...

This guide shows how to create and manage a Supplier Return via the Supplier Return section of the CMS; Supplier Returns may also be created via the Returns screen, or via the Sales Order Detail screen 1. Click "Add new supplier return add new supplier return...

Best Practice Sometimes, a product will be delivered unexpectedly; this may be alongside another delivery, or because a Purchase Order was not logged properly on your system. Best practice is to contact someone with access to Purchase Orders to immediately c...

We recommend using barcode scanners to receive goods When receiving items, simply increase the 'qty to receive' field to the correct quantity.  Then click 'Proceed to Confirmation'.