Advanced Help | Evolution X Help Center

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

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

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

Written by Arslan Arif
Updated over a week ago

Product Display on your store - Low to High

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

Written by Elise Lingeridis
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 Elise Lingeridis
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 Elise Lingeridis
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

EvolutionX Release Log

Updates to EvolutionX 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

Hiding Product Prices from Guest/Surfer customers

To ensure that your prices are only shown to account customers

Written by Arslan Arif
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 Arslan Arif
Updated over a week ago

System

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

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

Product Groups v Item Groups

How to best utilize the product groups module!

Written by Elise Lingeridis
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

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 Elise Lingeridis
Updated over a week ago

Store Redirects

How to redirect page links

Written by Arslan Arif
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 over a week ago

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

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 Elise Lingeridis
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

Catalogues

Parent and Child Products 👩‍👧‍👦

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

Written by Elise Lingeridis
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

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

System Roles

Understand how to control what customers can see, and do, when they login to the webstore

Written by Patrick Donnelly
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

Pricing

Price Checker

Find the contract where prices are displayed from 💵

Written by Darren McIntosh
Updated over a week ago

Product Settings

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

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

Introduction to Menus

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

Written by Elise Lingeridis
Updated over a week ago

Adding Link to a Content Page via Menu

how to link your content page via a menu

Written by Arslan Arif
Updated over a week ago

Adding an Image to your Menu

Make your menu more convenient by adding images!

Written by Elise Lingeridis
Updated over a week ago

Marketing

How to Create and Customize a Content Page

Add more marketing material to your webstore with content pages

Written by Arslan Arif
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

Banner Container

Create your banner carousel and showcase your promotions!

Written by Darren McIntosh
Updated over a week ago

Brand Merchandizing

Adding a brand carousel to your webstore!

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 Shaneeka Gibson
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

API for EvolutionX

Create your own integrations by using our API or directing your software developer to it.

Written by Séamus Diamond
Updated over a week ago

Imports

Imports 101 🚢

Bulk importing content to your website

Written by Arslan Arif
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 Arslan Arif
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

Orders 101 📦

A comprehensive guide on the order module in adminscreen

Written by Arslan Arif
Updated over a week ago

Creating quotes & processing orders

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

Written by Arslan Arif
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

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