Getting Started | Evolution X Help Center

Hide VAT/VAT override on your store

Do you have customers who should be purchasing VAT-free? Follow the guide below to ensure they are set up correctly!

Written by Darren McIntosh
Updated over a week ago

Automated Cost Price Collection (UK & IRE only)

Automate your cost prices into EvolutionX!

Written by Darren McIntosh
Updated this week

Import Product Cost Prices

Import your product cost prices quickly and easily!

Written by Andy Flint
Updated over a week ago

How To Remove the Newsletter Widget

Want to remove the newsletter widget, but unsure where it resides? If so - we'll guide you!

Written by Darren McIntosh
Updated over a week ago

Set up your Approval Workflows

Need to set up approvers for orders within specific accounts? This article will show you how:

Written by Darren McIntosh
Updated over a week ago

Customizing the Order PDF

Add your VAT/TAX number, Bank details or other items to the Order PDF.

Written by Séamus Diamond
Updated over a week ago

Setting up inbound email addresses

How to edit the inbound email address for Sales, Orders, Returns, Info and Accounts

Written by Andy Flint
Updated over a week ago

Adding Tax Rates

Need to add tax rates by state and/or Zip Code to your store? Here's how. 💵

Written by Darren McIntosh
Updated over a week ago

Cheapest Price Account Setting

Allows customer accounts to have the cheapest sell price 💰

Written by Darren McIntosh
Updated over a week ago

Admin Users

Admin Users Setup & Password Resets

Setup adminscreen login details for other members of your team 👥

Written by Darren McIntosh
Updated over a week ago

Store Settings

Quote PDF attached in customer email.

Attach a quote PDF to a customer email when sending a quote. Three formats are available to show product details including images.

Written by Séamus Diamond
Updated over a week ago

Customer User Roles

Understand how to control what customers can see, and do, when they login to the webstore through storefront customer user roles.

Written by Patrick Donnelly
Updated over a week ago

Local delivery rules - targeting zip codes

See how you can add special delivery rules for certain post codes, eircodes, or zip codes.

Written by Niall Diamond
Updated over a week ago

Account Managers (Sales Reps)

Want to keep your Account Managers up to date with orders placed? Easy!

Written by Niall Diamond
Updated over a week ago

Adding A Branch

Adding a branch or numerous branches to your admin panel 🌳

Written by Darren McIntosh
Updated over a week ago

Applying VAT Rates To Your Stores

Adding vat rates globally and at product specific

Written by Darren McIntosh
Updated over a week ago

Deliveries - Setting up the delivery methods 🚚

You've sold the items and taken payment so it's time to deliver the goods!

Written by Andy Flint
Updated over a week ago

Add your Terms and Policies to the Checkout

Remind customers that they are subject to your terms and conditions and where to find your privacy policy before they finalise their order.

Written by Séamus Diamond
Updated over a week ago

Email

Email Addresses Setup

Set up your main email address for communications📧

Written by Andy Flint
Updated over a week ago

BCC Branch in Email Templates

How to use email templates to configure a copy of to be sent to a Branch email.

Written by Séamus Diamond
Updated over a week ago

Catalogues

Adding Catalogues and Assigning them to Containers

Choose your catalogues, then apply them to your storefront! 📖

Written by Darren McIntosh
Updated over a week ago

Setup your Categories

Categorise your products to help customers find what they need! 📁

Written by Darren McIntosh
Updated over a week ago

Importing Own Categories 📔

Import your own categories using a template

Written by Darren McIntosh
Updated over a week ago

Products

Adding media to your products

Showcase help documents and videos against own & managed products

Written by Darren McIntosh
Updated over a week ago

Document & Video name changes

Change the titles of your documents and videos!

Written by Darren McIntosh
Updated over a week ago

Own Products

Add your own bepsoke products to your store 🛒

Written by Darren McIntosh
Updated over a week ago

Marketing

Uploading banners

Make your site sing with beautifully designed banner content!

Written by Darren McIntosh
Updated over a week ago

Appearance

Theme Options

Let's decide how your site is going to look! ✍️

Written by Andy Flint
Updated over a week ago

Page Layouts

Make each page of your site sing with a unique layout! 🥇

Written by Andy Flint
Updated over a week ago

Adding banners to your layout

Use drag & drop to resize & re-position your banners on layouts

Written by Darren McIntosh
Updated over a week ago

Add text to a page "Content Block" widget

Learn how you can add text to a page using the widgets and page layouts

Written by Niall Diamond
Updated over a week ago

Creating a Menu/Header Menu

How to create your header menu using the menu widget and the menu manager

Written by Niall Diamond
Updated over a week ago

Media Manager

Learn what you can do with your Media Manager within your adminscreen.

Written by Darren McIntosh
Updated over a week ago

Suppliers

Hide Zero Cost Items

If you need to ensure products without cost prices are not shown on your store this is the article you need!

Written by Andy Flint
Updated over a week ago

App Store

How to install an address finder App

Follow these two simple steps and make the checkout even easier!

Written by Andy Flint
Updated over a week ago

Customers

Add Customers / Create Accounts

Adding customer accounts to your admin panel 👩👨

Written by Darren McIntosh
Updated over a week ago

Customer applying for credit account

How to switch customers from credit card type account to credit account.

Written by Andy Flint
Updated over a week ago

Adding & Importing Quicklists

Making the shopping experience easier for your customers 📃

Written by Darren McIntosh
Updated over a week ago

Pricing

Live Pricing — Real-Time from the ERP

We list the systems we already support for real-time pricing from your ERP and how to integration new back-office ERP systems.

Written by Séamus Diamond
Updated over a week ago

Product Pricing

Setup your sell prices using multiple methods 💲💲💲

Written by Darren McIntosh
Updated over a week ago

Labels

Create a label

Using labels to segment customers and products

Written by Andy Flint
Updated over a week ago