Advanced Help

EvolutionX Release Log 2022

Updates to EvolutionX (2022) are listed here in order of most recent. These release notes will help you follow our development changes.

Written by Niall Diamond
Updated this week

Help Guide on Removing/Disabling Buying Options

If you have certain products, or even categories in your store which you would like to hide, please follow the below help guide.

Written by Darren McIntosh
Updated over a week ago

Import pricing based on Ledger ID

See how you can start importing your customer prices using the ledger id of your back office / ERP system

Written by Niall Diamond
Updated over a week ago

Search Orders by Delivery Address Title

You can now search your orders by delivery address title. See how to show the column.

Written by Niall Diamond
Updated over a week ago

Ink & Toner Finder Widget

Setup your Ink and Toner Finder widget.

Written by Niall Diamond
Updated over a week ago

Call-Off Orders

Learn how you can setup call-off products for your customers. Get up and running in minutes with the call-off orders module.

Written by Niall Diamond
Updated over a week ago

Updating contract end dates in bulk

Here's how to update your contract end dates. Find out the handy solution, when these have expired!

Written by Darren McIntosh
Updated over a week ago

Creating Orders from within the Admin

Learn how you can create orders from within the admin and send payment links to your customers.

Written by Niall Diamond
Updated over a week ago

Checkout Trust blocks - checkout 2.0

See where the checkout blocks are located on the checkout

Written by Niall Diamond
Updated over a week ago

Checkout 2.0 - What's New!

What to know about checkout 2.0! Everything from the why's to the what's new.

Written by Niall Diamond
Updated over a week ago

Commerce Connector module

Get your website listed on brand owner's websites using commerce connector.

Written by Niall Diamond
Updated over a week ago

PO Mask & Cost Centers by Address

Restrict cost centers to certain addresses and have them appear in the PO field at checkout

Written by Niall Diamond
Updated over a week ago

Making changes to an export and importing it back in the adminscreen

Written by Darren McIntosh
Updated over a week ago

Product Display on your store - Low to High

Brand Priority, Relevance, A-Z; the choice is yours!

Written by Darren McIntosh
Updated over a week ago

Data Missing after Successful Import

Your import is showing successful, yet the data has not populated. What could the issue be? Read below!

Written by Darren McIntosh
Updated over a week ago

EvolutionX Release Log 2021

Updates to EvolutionX (2021) are listed here in order of most recent. These release notes will help you follow our development changes.

Written by Niall Diamond
Updated over a week ago

Products Missing from Customer's Contract

Is a specific item code missing from your customer's contract? Here are the possible reasons:

Written by Darren McIntosh
Updated over a week ago

Quicklist Types - an overview

Learn about quicklist types why they exists and how they make life easier for your customers.

Written by Niall Diamond
Updated over a week ago

Hiding Product Prices from Guest/Surfer customers

To ensure that your prices are only shown to account customers

Written by Darren McIntosh
Updated over a week ago

Adding a custom "Log in to view prices" button

Encourage your customers to log in to see product prices

Written by Darren McIntosh
Updated over a week ago

2 Step Authentication for Admin Users

Get your two factor authentication setup for your Admin Users

Written by Niall Diamond
Updated over a week ago

System Status

Get the latest news on system up time and maintenance

Written by Séamus Diamond
Updated over a week ago

Live Chat Integration

A live chat option helps keeps you in touch with your customers

Written by Andy Flint
Updated over a week ago

Storefront Reports

Your customers are now able to track their spend and report back to their accounts departments.

Written by Niall Diamond
Updated over a week ago

Add Price Text To Quick List & Contract Items

How to add text to quicklists & contracts to highlight List/RRP and Sell Prices

Written by Darren McIntosh
Updated over a week ago

Toggle To Display Only In Stock Items

Give your customers the ability to display only products that are in stock

Written by Darren McIntosh
Updated over a week ago

Landing Page After Login

If you want your customers to be directed to a page other than their account dashboard after logging in here's how

Written by Darren McIntosh
Updated over a week ago

Add Own Ink & Toner - Ink & Toner Widget

Learn how to add your Own Brand ink and toner.

Written by Niall Diamond
Updated over a week ago

Compare Products

Compare up to 4 products on your storefront

Written by Giuseppe Occhipinti
Updated over a week ago

Saved Carts ( Baskets )

Customers can save carts for later or build up a cart over the course of the week and then have it deleted after checkout.

Written by Niall Diamond
Updated over a week ago

Product Groups v Item Groups

How to best utilize the product groups module!

Written by Darren McIntosh
Updated over a week ago

Avoid Losing Leading Zeros In Excel

Excel will drop leading zeros when opening certain file types. Here's how to avoid that.

Written by Darren McIntosh
Updated over a week ago

Customer specific delivery (shipping) rules

Restrict a customer to specific delivery (shipping) rules, ignoring all other rules.

Written by Niall Diamond
Updated over a week ago

Custom Search Recipe

Custom Search Configuration or Custom Search Tuning through the Admin

Written by Niall Diamond
Updated over a week ago

Product Configurator(s) - custom javascript

Running custom Javascript on the product configurator pages.

Written by Niall Diamond
Updated over a week ago

Enforce Eircodes in Ireland (Irish Post codes)

Allow your customers to use Eircodes on the storefront and validate they are in the correct format.

Written by Niall Diamond
Updated over a week ago

Rounding and Tax Calculations

Learn how we round, calculate VAT and Tax, shipping, order discounts and more.

Written by Séamus Diamond
Updated over a week ago

Phone Number Required For Guest Checkout

Want to force your customer to enter their phone number during guest checkout for delivery contact/updates? Here's how.

Written by Darren McIntosh
Updated over a week ago

Checkout Trust Blocks

Add personalised CSS and motivate your customers to complete a purchase!

Written by Darren McIntosh
Updated over a week ago

Store Redirects

How to redirect page links

Written by Darren McIntosh
Updated over a week ago

Maintenance Mode

How to use your maintenance mode and what it does

Written by Niall Diamond
Updated over a week ago

Favicon

Make your site look even more special with a favicon ! 😀

Written by Darren McIntosh
Updated over a week ago

Restrict Shipping/Delivery Rule To Customer Type 🚚

If you have shipping/delivery rules that you only want account customers to or ones applicable to Credit Card customers this is for you!

Written by Darren McIntosh
Updated over a week ago

Add Cookie Consent

Need a cookie consent banner on your site? Here's how to create and add one 🍪

Written by Darren McIntosh
Updated over a week ago

Account Message

Welcome your customers to your store with a personalized dashboard message!

Written by Darren McIntosh
Updated over a week ago

Dashboard Tiles

My Account Dashboard Tiles - System Defaults

Written by Darren McIntosh
Updated this week

Restrict Payment Methods By Customer Type/Label

If you wish to restrict the type of customer who can see your payment methods, here are 2 ways you can 💳

Written by Darren McIntosh
Updated over a week ago

Checkout security - reCaptcha

Google's reCaptcha (Captcha) on checkouts to improve security and protect against malicious bots.

Written by Niall Diamond
Updated over a week ago

Manual payment methods

Setup manual or bespoke payment methods

Written by Darren McIntosh
Updated over a week ago

Customizing your email communications

Editing your email templates to make your store email communications unique.

Written by Andy Flint
Updated over a week ago

Logo Resize for Email Templates 📧

Decrease the size of your logo on the emails sent out to your customers

Written by Darren McIntosh
Updated over a week ago

Using SMTP for Sending Email

Important information for those setting up email sending through SMTP.

Written by Séamus Diamond
Updated over a week ago

Using Variables in Email Templates

List of variables by email template.

Written by Séamus Diamond
Updated over a week ago

Parent and Child Products 👩‍👧‍👦

Apply changes to our managed content to create your own products!

Written by Darren McIntosh
Updated over a week ago

Disable Empty Categories

Want to hide those empty categories from your storefront? Here's how.

Written by Darren McIntosh
Updated over a week ago

Catalogue Exclusion & Inclusion rules

Exclude or Include ranges of products from supplier catalogues

Written by Darren McIntosh
Updated over a week ago

Shipping override

Set a single shipping rule and fee for all orders for a particular account.

Written by Niall Diamond
Updated over a week ago

One Order Approver per Account

Single approver that is responsible for approving orders for a given account. They approve all orders for all buyers within that account.

Written by Niall Diamond
Updated over a week ago

Customer Product Codes (Alias)

The customer can search, add to cart, and view products using their customer alias product codes throughout the store.

Written by Séamus Diamond
Updated over a week ago

Departments vs Cost Centers for Budget Approval

Compare the difference between managing budget approval by either Cost Center or Department for storefront orders.

Written by Séamus Diamond
Updated over a week ago

Forgotten User Passwords

Has one of your customers forgotten their password, or needs it changing? You're in the right place!

Written by Andy Flint
Updated over a week ago

PO numbers formats and defaults

If you have a customer with a specific requirement on how their PO Numbers must be entered, this is how to set it up.

Written by Darren McIntosh
Updated over a week ago

Parent & Child Customer Accounts

Learn how parent and child customer accounts can be created and managed.

Written by Niall Diamond
Updated over a week ago

User Approvals & Budgets explained

This document is intended to help you understand some of the rules and logic around approval controls and budgets.

Written by Niall Diamond
Updated over a week ago

Minimum Advertised Price (MAP)

Minimum Advertisable Price or MAP is a setting of the product required by some manufacturers to prevent selling below their minimum price.

Written by Séamus Diamond
Updated over a week ago

Prima Live Pricing

Learn some of the details around live pricing with your Prima ERP.

Written by Niall Diamond
Updated over a week ago

Live Pricing Fallback

Fallback options for product's without a price from live pricing

Written by Niall Diamond
Updated over a week ago

Price Checker

Find the contract where prices are displayed from 💵

Written by Darren McIntosh
Updated over a week ago

Upload attachments to products in the cart

Allow your customers to upload files to product lines in the cart.

Written by Niall Diamond
Updated over a week ago

Product Feed - Export products to CSV

Create a custom product feed export using our CSV Product Feed.

Written by Niall Diamond
Updated over a week ago

Search Assist - synonyms and misspellings

Help your customers by adding synonyms and misspellings for common searches.

Written by Niall Diamond
Updated this week

Variant Products

Variant Products widget or product blocks layout

Written by Reges Barbosa Mendes
Updated over a week ago

Product Additional Descriptions

What are additional product descriptions and how to use them with managed and unmanaged products. Drop shipping SEO

Written by Niall Diamond
Updated over a week ago

Include NULL Inventory Values As Out Of Stock

Make NULL inventory values display the same message as Out Of Stock Items (0 value)

Written by Darren McIntosh
Updated over a week ago

Import/Export To Assign Product & Tax Labels To Products

This import gives you the ability to bulk assign any number of tax/products labels to multiple products

Written by Darren McIntosh
Updated over a week ago

Private Item Visibility Flag

Learn how to hide a product unless the customer has a price for that product.

Written by Séamus Diamond
Updated over a week ago

Bulk Image Upload for Products

Learn how to bulk upload images for your products.

Written by Niall Diamond
Updated over a week ago

Adding & Importing Keywords

Adding keywords to products couldn’t be easier 🔑

Written by Darren McIntosh
Updated over a week ago

Adding Inventory manually: Rules & Settings

Applying your own inventory stock levels to product codes ✔️✖️

Written by Darren McIntosh
Updated over a week ago

Using Item Priority Feature

How to set which items appear first on your storefront

Written by Claire Freeman
Updated over a week ago

Suppliers - enable 'managed' inventory

Apply live stock feeds for managed content suppliers!

Written by Darren McIntosh
Updated over a week ago

Item Swaps

Switch sell products to your customers using the powerful swap tool!

Written by Darren McIntosh
Updated over a week ago

Import Min/Max Overrides

Use an import to override the supplier defaults for Min/Max/Multiples for a product

Written by Darren McIntosh
Updated over a week ago

Using our brand priority feature

How to set which brand appears top in search 🥇 🥈 🥉

Written by Darren McIntosh
Updated over a week ago

Product Badges

Increase sales by adding promotional badges to your products 📈

Written by Ricardo Santos
Updated over a week ago

HTML widget - custom variables

Create your own widget variables that will render as fields within the HTML widget.

Written by Niall Diamond
Updated over a week ago

Introduction to Menus

Here you can find out more about what you can achieve with Menus!

Written by Darren McIntosh
Updated over a week ago

Adding Link to a Content Page via Menu

how to link your content page via a menu

Written by Darren McIntosh
Updated over a week ago

Adding an Image to your Menu

Make your menu more convenient by adding images!

Written by Darren McIntosh
Updated over a week ago

Facebook Pixel

Add a Facebook pixel to your site.

Written by Niall Diamond
Updated this week

Prevent the Thank you page from reloading

Prevent duplicate Google Adwords conversions with this script.

Written by Niall Diamond
Updated over a week ago

No Search Result Layout

You can create a custom experience for when customers land on "No search results"

Written by Niall Diamond
Updated over a week ago

How to Create and Customize a Content Page

Add more marketing material to your webstore with content pages

Written by Darren McIntosh
Updated over a week ago

Banner Groups & Containers 101

Learn how to use the power of banner groups and containers to target your marketing and customer communication

Written by Niall Diamond
Updated over a week ago

Brand Merchandizing

Adding a brand carousel to your webstore!

Written by Darren McIntosh
Updated over a week ago

Banner Container/Slider

Create your banner carousel and showcase your promotions!

Written by Darren McIntosh
Updated over a week ago

Item/Product Merchandising

Create a product list and format as a carousel, grid or list!

Written by Claire Freeman
Updated over a week ago

Marketing and Sales Banners

Learn more about the sales opportunities available within 'groups' using Rules and Restrictions on Banner, Item & Brand Groups

Written by Darren McIntosh
Updated over a week ago

Setup Checklist for a New Branch with ERP Integration

Written by Marc McCall
Updated over a week ago

Acumatica ERP Integration

Learn about Acumatica Cloud ERP integration and how to get it working on your EvoX store.

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Written by Kolapo Obanewa
Updated over a week ago

TrustPilot Integration

Learn about TrustPilot and how to integrate it to your store

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Written by Kolapo Obanewa
Updated over a week ago

HubSpot Integration

Learn more about HubSpot and how to integrate it to your store.

K

Written by Kolapo Obanewa
Updated over a week ago

TIMS ERP Integration Setup

Learn about TIMS ERP integration and how to get it working on your industrial gas and welding supply store.

Written by Séamus Diamond
Updated over a week ago

Autoaddress.ie Integration

Irish Eircode lookup, UK post code lookup, auto populate addresses

Written by Niall Diamond
Updated over a week ago

Schneider Product Selector widget

Use Schneider Product Selectors to enable your customers to select Schneider products matching their needs, fast and easy.

Written by Séamus Diamond
Updated over a week ago

Punchout Integrations - Level 1 and Level 2

evolutionX now supports level 1 and level 2 punchout for all our punchout providers

Written by Niall Diamond
Updated over a week ago

Avalara Tax Integration

Get live taxes calculation with Avalara Integration.

Written by Séamus Diamond
Updated over a week ago

ECI DDMS ERP Integration

DDMS Sync App for EvolutionX with details about setup, use cases, how customer sync works and more.

Written by Séamus Diamond
Updated over a week ago

Prima API Sync

Prima API Sync replaces the need for EvoLink and adds new integration features never available before.

Written by Séamus Diamond
Updated over a week ago

Imports 101 🚢

Bulk importing content to your website

Written by Darren McIntosh
Updated over a week ago

Imports - formatting the date range (EU only) 📅

Ensure your imports go according to plan with this great tip!

Written by Darren McIntosh
Updated over a week ago

EvoLink Bulk Pricing Import

Bulk price imports to EvolutionX can be done using EvoLink from your back office ERP system.

Written by Séamus Diamond
Updated over a week ago

How Quotes Work

The big picture of how quotes flow from the Admin, Storefront, and Offline quotes.

Written by Séamus Diamond
Updated over a week ago

Manual payments - Add payments to quotes and orders.

Manual payments can be added to a quote or order allowing you to cover those out of the ordinary transactions

Written by Niall Diamond
Updated over a week ago

Orders 101 📦

A comprehensive guide on the order module in adminscreen

Written by Darren McIntosh
Updated over a week ago

Admin Creating quotes & Converting to orders

Create a quote within your adminscreen and convert it to an order!

Written by Darren McIntosh
Updated over a week ago

Shipping & Delivery Tracking Code Emails

Learn how to send your customers emails that include their shipping / delivery tracking codes.

Written by Niall Diamond
Updated over a week ago

Hide Cancelled Orders

Prevent cancelled orders from showing in the storefront customer order list.

Written by Séamus Diamond
Updated over a week ago

API Change Log

Updates to the API are listed here in order of most recent.

Written by Séamus Diamond
Updated over a week ago

API Keys and Developer Docs for EvolutionX

Issue an API Key to create your own integrations by using our API or getting access for your software developer.

Written by Séamus Diamond
Updated over a week ago

Event Driven Webhooks — Start Here

Our Developer Tools now include Event logging and automatic webhook subscriptions. Use this to integrate third-party systems.

Written by Séamus Diamond
Updated over a week ago

Processing Event Driven Webhooks

Detailed notes about how events work which drive webhooks. This affects API Object records as they are created, updated and deleted.

Written by Séamus Diamond
Updated over a week ago

Webhook setup for Event Driven Webhooks

Learn how to configure your first webhook.

Written by Niall Diamond
Updated over a week ago

Blog - No search results found layout

Setup a custom "No search results found" layout for your blog search.

Written by Niall Diamond
Updated over a week ago

Blog - Sticky posts

What is a sticky post and how do you use it?

Written by Niall Diamond
Updated over a week ago

Blog - FAQ

Frequently asked questions relating to the blog and post setup and usage.

Written by Niall Diamond
Updated over a week ago

Blog setup

Learn how to setup your blog to start publishing your content.

Written by Niall Diamond
Updated over a week ago

Storefront Overlays - Export & Import

Learn about storefront overlay import and export.

Written by Niall Diamond
Updated over a week ago

Storefront Overlays

Learn about product overlay and how they work to your advantage in your store.

Written by Niall Diamond
Updated over a week ago