WebShop and Management Interface feature sets

• Browser support

Supports the latest version of Google Chrome, Microsoft Edge, and Safari.

• WebShop is mobile optimized with a responsive design for your desktop, tablet or mobile phone.

• Management Interface works best on a desktop and is not currently optimized for tablet or mobile phone.

• WebShop content management

• Templates and themes

• Layout optimisation for brand and catalogue

• Catalog listing options

• Customize field names and error messages with Translations.

Click here for more details on this feature set.

• Configure your WebShop’s content using Pages, our content management system. Found in the Management Interface, you can create, edit, and delete blocks, pages, and links.

• Customize the content in your WebShop using Visual Page Builder, our intuitive drag-and-drop functionality, and interactive configuration controls.

• Manage SEO data controls for the content you create in Pages

• Configure and display banners in WebShop, using our easy-to-configure banner management system for Hero and Category banners.

• Use our news and blog management system in the Management Interface to share your company news and updates in the “Latest News Section” in WebShop.

• Includes Essential pages, which are mandatory pages required by WebShop, such as the WebShop home page, Contact Us, Privacy Policy, Cookie Policy, and so on.

• Add store locations using our Store locator tool.

• Store files and images in Files manager, our built-in file management feature.

Customer account management

• Automatically create B2B customer accounts with contact details validated from your ERP

• Allow customers to create a web account on your WebShop manually.

• Allow customers to manage their own accounts with secure login and reset password functionality.

• Create and manage customer groups in WebShop.

• Restrict viewing of specific WebShop pages to a particular set of customers.

• Create customer-specific product lists.

• Supports gated login.

Merchant account management

• Manage administrators of the Management Interface.

• Enable, disable, and use site-wide two-factor authentication (2FA) for the Management Interface.

• Configure administrator permissions.

• Configure email confirmations (Order to / Order from).

• Assign order documents to the correct location (head office or branch), when the Approving Orders feature is enabled.

• On behalf of customers, administrators can create, edit, and delete customer accounts in the Management Interface.

• On behalf of customers, administrators can update customer passwords.

• Easily update your product catalogue using import and export tools in the Management Interface.

• Automatic regular import of your product catalog from your ERP.

• Manage your categories.

• Define and implement a custom catalog structure.

• Define and implement a segmented catalog structure.

• Restrict catalogue search by customer group.

Click here for more information on this feature set.

• Displays a real-time version of your product catalog so you can

  • Set up a regular automatic import of your product catalog,

  • Upload and download products by spreadsheet and/or,

  • Manually add or edit products in the Management Interface.

Once you’ve saved your changes, they are immediately visible in WebShop.

• Use our AI Wand to generate product descriptions automatically.

• Enhance search engine optimization by incorporating SEO metadata controls.

• Display multiple product images.

• Include product options.

• Include additional product attributes.

• Include product specifications.

• Display selling units and pack sizes

• Display PDF Downloads.

• Structured data markup.

• Link related products.

• Use our product reports to keep your product catalogue up to date and accurate.

• Price on application.

• Edit product content from within WebShop.

Click here for more information on this feature set.

• Extensive catalogue search.

• Search product catalog by SKU, keyword and alternative codes.

• Visual auto-suggest from search.

• Search by category or brand.

Combine several independent category tree into one more complex category tress to provide your customers a more directed navigation option as they search for products.

• Filter listed products using the category structure.

• Dynamic search filters - set up filters based on product options or sub-categories.

• Powerful cross-referencing.

Read Understanding search options in WebShop for more information.

• Automatically register a WebShop Instant Account for B2B customers.

• Workflow that supports manual account creation for B2C customers.

• Secure login, access to a range of self-service options and password reset functionality.

• “My Account” screen, which is populated with your customer’s credit status and contact details. Customer details are retrieved from your ERP.

• Sales order processing features, including compiling orders, checkout and paying for your order.

• Create quotes, and convert them to sales orders.

• Manage delivery addresses.

• Favourites, allowing your customer to mark products as Favourites for easier re-ordering.

• Order history, view recent orders, and repeat ordering based on Order History.

• Transactions, allowing your customers to view transactions that have been retrieved in real-time from your ERP.

• Maintain order lists.

• Account security - change your password from within WebShop.

• View and print commercial documents, such as invoices and credit notes.

• Manage Favourites groups.

• Approve orders.

• Edit content from within WebShop.

• View and re-order recently ordered products.

• View a list of top products.

• Access to Service Desk, an integrated online communications channel.

• Compile your order

  • Browse the catalog and use the "Add to Cart" button to add products to the Cart.

  • Allows customers with accounts to compile orders while offline. Your customers can compile orders when and where it suits them, regardless of their internet connectivity.

• Checkout

  • Place order into your ERP in real-time.

  • Enable guests to compile orders and checkout with no account required.

  • Enable B2B and B2C customers to have One Page checkout.

Include all the elements of a standard checkout (shipping address, order notes, product details, and pricing) on a single screen for quicker checkout

• For North America customers, when you have an active Avalara AvaTax integration, checkout calculates sales tax in real-time.

• Once your customers have completed the checkout process, the order is sent to your ERP in real time.

• Pay for your order

  • Accept payment against a credit balance.

  • Accept immediate payment for both B2B and B2C customers via a payment gateway.

  • B2B payment on account - include a workflow that allows your B2B customers to pay some or all of the balance on their account.

• Additional features that support sales order processing

  • An automatic order confirmation email is sent to your customers when they place an order.

  • Verify that an order has been successfully submitted to your ERP in the Management Interface.

  • Provide access to order history in your customer's WebShop dashboard.

  • Use Order Types to manage how your sales order is processed when it reaches your ERP.

Read Sales order processing in WebShop for more information.

• Pricing in multiple currencies. By default, the currency is set to EUR. The following additional currencies can be supported: GBP, USD, AUD, CAD and NZD. Data is retrieved from the currency field for each customer set in your ERP.

• Configure and apply minimum product pricing.

• Apply customer-specific pricing.

• Apply vouchers and coupons to sales orders.

• Provide multi-buy offers to your customers.

• Display discounts and quantity break pricing when calculating an order total if it has been set up in your ERP.

• Display quantity break information on the detailed product screen, including a 'From' price, when quantity break is enabled.

• Implement minimum order restrictions.

• Display product unit prices with a configurable number of decimal places.

• Display Was / Now pricing.

• Display price on application products.

• Display WEEE charges if applicable.

• Handle sales tax for your retail customers, both in EU and non-EU scenarios.

• View real-time stock availability.

• Display stock level on product listing and detailed product pages.

• Display stock level indicators on product listing and detailed product pages.

• Allows for multiple stock locations.

• Re-calculates stock based on selling units and/or pack sizes.

Stock can be recalculated based on whether you have enabled the use of selling units and/or pack sizes for your products. Data is retrieved in real-time from your ERP, indicating that you do not have enough stock to fulfill a particular order.

• Manage fast-moving stock 

Useful if you require tight control over your stock levels.

• Configure delivery due dates. Either let your customer select the next available date or set up ERP rules that are applied during checkup.

• Use Shipping Services in the Management Interface to set up shipping charges. Shipping charges are automatically applied to your customer’s orders in WebShop and PocketShop.

• Select a stored delivery address.

• Configure collect in-store options.

• Display freight rates imported from your ERP.

Only available when Digital Commerce is integrated with SAP Business One.

• Use our App Store to quickly and easily add new integrations to WebShop.

• WebShop can integrate with:

  • Search engine optimization tools, such as Google Analytics.

  • Communications and marketing tools, such as reviews.io , Klayivo^*and Google Shopping^*

  • Customer Service tools, such as Service Desk and Google Tag Manager.

  • Payment gateways.

  • Form-building tools, such as Wufoo.

  • Social media platforms, such as Flockler^*, Facebook, Twitter, YouTube, Pinterest, Instagram and LinkedIn.

  • Tax calculation software, such as Avalara.

  • Security tools, such as Google SSO, Microsoft SSO, and reCAPTCHA.

  • Miscellaneous tools, such as cookie-script and Animate on Scroll.

Remember

• Typically, when integrating with Digital Commerce, you will be asked to provide your credentials for the third-party software. You are responsible for maintaining an active account for third-party software you wish to integrate.

• Any costs associated with using third-party software are your responsibility.

^* Premium: additional cost applicable

Read Integrating external tools for more information.

• Use our App Store to quickly and easily select and add a payment gateway - see the complete list here.

• Assist in fraud prevention by including a limit on the number of times your customers can use a payment gateway.

Read Integrating a payment gateway for more information.

• Each payment gateway has pros and cons. As a merchant, you will need to review them and determine which one best suits your business and processes.

• Check out our App Store to see if you can configure your chosen payment gateway.

• Integration with new payment gateways involves additional development work, for which you may incur additional charges. Don't hesitate to get in touch with us if you wish to integrate a payment gateway that is not on our supported list.

• Use Translations to display and update field labels and error messages.

• Use Translations to display and update field labels for the nine languages [English (UK), English (US), Dutch (Netherlands), French, German, Spanish, Portuguese, Italian, and Romanian] we support.

• Display content, such as product names, descriptions, and more, in your selected configured languages on WebShop and Management Interface using the Language Switcher.

• Specify a default language that is linked to each customer’s login.

• Use Regional Settings to customize the format of your currency.

Configure the currency symbols displayed for products in your product catalogue. Note that the Language Switcher feature must be on before using this feature.

• Display trade pricing in multiple currencies.

The customer's currency is retrieved from your ERP in real-time when the customer logs in, and any prices are displayed in that currency. Should you update that customer's currency in your ERP, that change is reflected the next time that they log in.

• Display retail pricing in multiple currencies.

One currency is set as the default in your B2C WebShop. Multiple currencies are supported; however, you need a separate web sales account for each currency you wish to support. Any changes made to retail pricing in your ERP are synchronized as part of the regular pricing import.