eCommerce Store User Guide

eCommerce Store User Guide

Access Your eCommerce Store

Review the eCommerce Store Widget on your Engage Dashboard



The eCommerce Store Widget shows a running tally of Year-To-Date total orders and unprocessed orders (*note* this is not a real time update).  Unprocessed Orders = Unshipped Orders.  The Shipping status field is also used to manage the status of "pickup" orders. 

  1. Click on the Shopping Cart Icon  

Manage Orders

From the Orders tab you can access all of the orders placed on your eCommerce Store.

To manage an order click on the Order Number or the Pencil Icon.

Order Summary

Status = Where the client is in the ordering process. 
cart - One or more products have been added to the shopping cart.
address - The store is ready to receive the billing and shipping address information for the order.
delivery - The store is ready to receive the shipping method for the order.
payment - The store is ready to receive the payment information for the order.
confirm - The order is ready for a final review by the customer before being processed.
complete - The order has successfully completed all of the previous states and is now being processed.
Shipment = Will display as shipped when the order has either been marked as picked up or shipped in the admin.

To completely process an Order, it must be marked as shipped in the "Shipments" tab.


Process a Refund

  1. Click on Orders Tab
  2. Choose the Order to Refund
  3. Select the Payments Tab
  4. Click on the "x" to void a payment or the second icon to process a refund

  1. To complete a refund, choose the amount to refund and the Reason from the drop down. *Note that a reason is required to process a refund*


Products

The Products landing page will display all products created in the eCommerce Store.
This includes products that are available and products that are not available on the Store.

Edit a Product

To edit a product click on the product name or on the Pencil Icon for the product.

Add a Product

Click the "+ New Product" button to create a new product.

Product Details

Name - This field will either be blank, or the same as what you entered on the initial page. You can change this field whenever you like.

Description - This is where you will provide a detailed description of the product and its features.

Available On - Dictates the availability of the product. To remove a product from your Store, remove the Available On date. 

Weight & Height - The product’s weight in pounds which is used to calculate shipping cost.

Shipping Category - Typically assigned as Default unless the product is a digital gift card which then would be Digital as the Shipping Category.

Tax Category - Select the appropriate tax category as set up in configuration. For any shipping in-state, the category would be In-State. 

Categories - Assign a category to the product which will be reflected in the Storefront.

Meta Title - This is the title that will be displayed in a browser window. 



Product Images

  1. Click on the Images tab when editing a product to update or add an image.
  2. Click the Pencil Icon to update the current image.
  3. Click + New Image to add a new image associated with the product.

Create Categories

Right click on the "Categories" heading to add a new category and select "Add".

To add a sub-category, right click on a category and select "Add".

Gift Cards



Digital Gift Cards are different than other products because our system creates special Gift Card Codes associated with each gift card purchased by a customer. 

An email is sent to the customer with the Gift Card Code and a Bar Code. 



An order confirmation email is sent to the restaurant with the same Gift Card Code and $ amount.

Digital Gift Card balances cannot be tracked in the eCommerce Store Admin - this must be handled via POS or other tracking methods.

Storefront


The Storefront can feature special "Featured Products" which will display on the Storefront landing page.

Add and remove products in the Featured Products tab. Storefront > Featured Products.


Email Customization

Email customization is easy to do with the text editor available in the Email Customization tab in the Storefront Section.

Select an email to customize and simply type the new message and click "Update".


Checkout Customization

Checkout customization for Order Notes, Terms & Conditions, and Birthdate can be added to the checkout process for a customer.

Order Notes - Allow the user to type notes about an order as they checkout.

Terms & Conditions - Create a custom Terms & Conditions statement that users must agree to before purchasing products, i.e., Age Verification for purchasing alcohol.

Birthday Information - Can require a customer to input Birthday information to purchase products. This may be helpful when trying to verify age or to create custom email marketing based on birthdays.




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