Purpose and scope

As a merchant, you want to provide efficient ways for your customers to place orders. Our Favourites feature allows your customers to mark regularly purchased items and have them listed under Favourites in Aphix WebShop. 

Both you and your customers can group their favourite products into different categories by using the Grouped Favourites feature. This allows them to filter products in the catalogue by placing products in different groups. For example, you could have a Favourites group called "Shoes" containing all shoe products, and another called "Socks" containing all sock products. This makes it easier for you and your customers to locate products, allowing for quicker and easier order placement.

In Aphix Management Interface, you can view, create, edit and manage Favourites Groups. Additionally, you can lock or unlock Favourites Groups, which determines whether your customers can modify the Favourites Groups that you manage.

Introducing terms and concepts used in this article

Term

Definition

Product code / SKU

the unique code for the product.

Tasks

Step 1: Log into Management Interface

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Step 2: Open customer administration

Open

Click Customers on the left hand menu. This opens Customer Administration, from where you can select one of six options.

Action 1: Create a Favourites Group

Create
  • Create a spreadsheet of favourites groups. 

    Key Points

    • You can list one or more Favourites Group(s) in this spreadsheet.
    • The spreadsheet consists of two columns which contains the data of your Favourites Groups:

      • Code, which is the product code of the product you wish to include

      • Group, which is the name you give to your Favourites Group

    Here's an example spreadsheet:

    CodeGroup
    PS001FavsTest1
    PS002FavsTest1
    PS003FavsTest1
    HE34FavsTest1
    SUW4500TFavsTest2

  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Click Import Spreadsheet.

  • Select Choose File. This opens a dialog box that allows you to select the spreadsheet you have previously created.

  • Locate the spreadsheet and click Open. This uploads the spreadsheet to Aphix Digital Platform.

  • Verify that the data has been uploaded correctly by viewing Favourite Groups in Customer Administration.

Action 2: View Favourites Groups

View groups
  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Your uploaded Favourites Groups are listed under the Favourites Groups tab in each customer account. Each entry has the following data elements displayed:

    • Group name

    • Number of items in the group

    • Whether the group is locked or unlocked

    • Edit button, which allows you to perform other tasks on elements in the group

Action 3: View products in a Favourites Groups

View products
  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Click Edit on the Favourites Group you wish to manage. This displays a list of products in a Favourites Group. 

Action 4: Lock or unlock a Favourites Group

Lock or unlock
  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Click Edit on the Favourites Group you wish to manage.

  • A Favourites Group can be locked or unlocked. You can see whether a group is locked or unlocked when you view your list of Favourites Groups. 

A locked group is one where your customers can not add or remove products from it in WebShop.

An unlocked group is one which can be edited or deleted from WebShop.

To lock or unlock

  • Click Edit to view the Favourite Group. This displays a list of products contained in the group.

  • If the group is currently unlocked, click Unlocked. This locks the group. In WebShop, this means your customers can no longer add products to or remove products from this group.

  • If the group is currently locked, click Locked. This unlocks the group. In WebShop, this means that you can now add products to and remove products from this group.

Action 5: Remove a product from a Favourites Group

Remove
  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Click Edit on the Favourites Group you wish to manage.

  • Click Remove to the right of the product you wish to remove from this group.

Action 6: Delete a Favourites Group

Delete
  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Click Edit on the Favourites Group you wish to manage.

  • Click Delete to remove the Favourites Group and all the products that it contains.

Action 7: Export Favourites Group data

Export
  • Locate and open the customer account by using either "Customers from ERP" or "Web Customers".

  • Select the Favourite Groups tab.

  • Click Edit on the Favourites Group you wish to manage.

  • Click Export All to export data from the open Favourites Group to a spreadsheet, which you can then edit using your chosen spreadsheet software.