Advanced Help

This collection of articles will help you get more from your EvolutionX store!

Séamus Diamond avatar Niall Diamond avatar Giuseppe Occhipinti avatar +7
129 articles in this collection
Written by Séamus Diamond, Niall Diamond, Giuseppe Occhipinti and 7 others

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.
Niall Diamond avatar
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.
Darren McIntosh avatar
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
Niall Diamond avatar
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.
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Ink & Toner Finder Widget

Setup your Ink and Toner Finder widget.
Niall Diamond avatar
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.
Niall Diamond avatar
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!
Darren McIntosh avatar
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.
Niall Diamond avatar
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
Niall Diamond avatar
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.
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Commerce Connector module

Get your website listed on brand owner's websites using commerce connector.
Niall Diamond avatar
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
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

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

Darren McIntosh avatar
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!
Darren McIntosh avatar
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!
Darren McIntosh avatar
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.
Niall Diamond avatar
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:
Darren McIntosh avatar
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.
Niall Diamond avatar
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
Darren McIntosh avatar
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
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago
Store Settings

Customer specific delivery (shipping) rules

Restrict a customer to specific delivery (shipping) rules, ignoring all other rules.
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Custom Search Recipe

Custom Search Configuration or Custom Search Tuning through the Admin
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Product Configurator(s) - custom javascript

Running custom Javascript on the product configurator pages.
Niall Diamond avatar
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.
Niall Diamond avatar
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.
Séamus Diamond avatar
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.
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Checkout Trust Blocks

Add personalised CSS and motivate your customers to complete a purchase!
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Store Redirects

How to redirect page links
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Maintenance Mode

How to use your maintenance mode and what it does
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Favicon

Make your site look even more special with a favicon ! 😀
Darren McIntosh avatar
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!
Darren McIntosh avatar
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 🍪
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Account Message

Welcome your customers to your store with a personalized dashboard message!
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Dashboard Tiles

My Account Dashboard Tiles - System Defaults
Darren McIntosh avatar
Written by Darren McIntosh
Updated this week
Customer Settings

Shipping override

Set a single shipping rule and fee for all orders for a particular account.
Niall Diamond avatar
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.
Niall Diamond avatar
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.
Séamus Diamond avatar
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.
Séamus Diamond avatar
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!
Andy Flint avatar
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.
Darren McIntosh avatar
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.
Niall Diamond avatar
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.
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago
Product Settings

Upload attachments to products in the cart

Allow your customers to upload files to product lines in the cart.
Niall Diamond avatar
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.
Niall Diamond avatar
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.
Niall Diamond avatar
Written by Niall Diamond
Updated this week

Variant Products

Variant Products widget or product blocks layout
Reges Barbosa Mendes avatar
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
Niall Diamond avatar
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)
Darren McIntosh avatar
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
Darren McIntosh avatar
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.
Séamus Diamond avatar
Written by Séamus Diamond
Updated over a week ago

Bulk Image Upload for Products

Learn how to bulk upload images for your products.
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Adding & Importing Keywords

Adding keywords to products couldn’t be easier 🔑
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Adding Inventory manually: Rules & Settings

Applying your own inventory stock levels to product codes ✔️✖️
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Using Item Priority Feature

How to set which items appear first on your storefront
Claire Freeman avatar
Written by Claire Freeman
Updated over a week ago

Suppliers - enable 'managed' inventory

Apply live stock feeds for managed content suppliers!
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Item Swaps

Switch sell products to your customers using the powerful swap tool!
Darren McIntosh avatar
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
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Using our brand priority feature

How to set which brand appears top in search 🥇 🥈 🥉
Darren McIntosh avatar
Written by Darren McIntosh
Updated over a week ago

Product Badges

Increase sales by adding promotional badges to your products 📈
Ricardo Santos avatar
Written by Ricardo Santos
Updated over a week ago
Integrations

Setup Checklist for a New Branch with ERP Integration

Marc McCall avatar
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.
Séamus Diamond avatar
Written by Séamus Diamond
Updated over a week ago

Autoaddress.ie Integration

Irish Eircode lookup, UK post code lookup, auto populate addresses
Niall Diamond avatar
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.
Séamus Diamond avatar
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
Niall Diamond avatar
Written by Niall Diamond
Updated over a week ago

Avalara Tax Integration

Get live taxes calculation with Avalara Integration.
Séamus Diamond avatar
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.
Séamus Diamond avatar
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.
Séamus Diamond avatar
Written by Séamus Diamond
Updated over a week ago