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This collection of articles will help you get more from your EvolutionX store!
+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.
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
System
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
Storefront Tips
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
Helpful Hints
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
Store Settings
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
Payment Methods
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
Email
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
Catalogues
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
Customer Settings
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
Pricing
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
Product Settings
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
Appearance
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
Marketing
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, Item & Brand Containers
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
Integrations
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
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
Orders
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
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
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 Overlay
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