WebShop and Management Interface feature sets

• Browser support

Supports latest version of Google Chrome, Microsoft Edge and Safari

• Mobile optimized with a responsive design for your desktop, tablet or mobile phone

• WebShop content management

• Templates and themes

• Layout optimisation for brand and catalogue

• Catalogue listing options

• Customize field names and error messages with our Translations feature

Click here for more detail on this feature set.

• Configure your WebShop’s content using Pages, our content management system. Found in 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 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 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 manually create a web account on your WebShop

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

• Create and manage customer groups

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

• Create customer-specific product lists

• Supports gated login

Merchant account management

• Allow access to and manage Management Interface administrators

• 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 Management Interface

• On behalf of customers, administrators can update customer passwords

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

• Automatic regular import of your product catalogue from your ERP

• Manage your categories

• Define and implement custom catalogue structure

• Define and implement segmented catalogue structure

• Restrict catalogue search by customer group

Click here for more information on this feature set.

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

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

  • Upload and download products by spreadsheet and / or

  • Manually add or edit products in Management Interface

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

• Use our AI Wand to automatically generate product descriptions

• Improve search engine optimisation by including SEO meta data 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 catalogue 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 which 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 catalogue and use "Add to Cart" button to add products to the Cart

  • Allows customers with accounts 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 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 and 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 fully 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 workflow that allows your B2B customers pay some or all of the balance on their account

• Additional features that support sales order processing

  • Automatic order confirmation email sent to your customers when they place an order

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

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

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 breaks pricing when calculating an order total if they have been set up in your ERP.

• Display quantity break information on the detailed product screen with display of a From price where quantity break is enabled.

• Implement minimum order restrictions

• Display product unit price decimal places to 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 use of selling units and/or pack sizes for your products. Data is retrieved in real-time from your ERP that indicates that you do not have enough stock to fulfil a particular order.

• Manage fast moving stock 

Useful if you require to have tight control on 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. Typically, delivery date rules are set up during your PocketShop app build.

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

Read Shipping and delivery in PocketShop

• 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, to integrate with Digital Commerce, you will be asked for 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 is 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 gateways - see the full 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 look at them and determine which best suits your business and your processes.

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

• Integration with new payment gateways have additional development work associated with them, for which you will be charged. Please contact 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 six languages [English (UK), English (US), Dutch (Netherlands), French, German and Spanish] we support.

• 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 your 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; although 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.