ECI | EvolutionX

Automate your cost prices into EvolutionX!

Automated Cost Price Collection (UK & IRE only)

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

Hide VAT/VAT override on your store

Import your product cost prices quickly and easily!

Import Product Cost Prices

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

How To Remove the Newsletter Widget

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

Set up your Approval Workflows

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

Customizing the Order PDF

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

Setting up inbound email addresses

🧾 Adding Tax Rates to Your EvolutionX Storefront

Adding Tax Rates

Allows customer accounts to have the cheapest sell price 💰

Cheapest Price Account Setting

Step-by-step details on how to add a new user into an account

Adding a New User

Andy Flint

Liam Cadle

Séamus Diamond

This collection of articles will allow you to get your EvolutionX store up and running in no time!

Getting Started

Setup admin screen login details for other members of your team, set permissions, and reset passwords.

Admin Users Setup, Permission & Passwords

Admin Users

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

Quote PDF attached in customer email.

Quick Order as a page

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

Customer User Roles

See how you can add special delivery and shipping rules for certain post codes, eircodes, or zip codes. Zip import also supported.

Local delivery rules - targeting zip codes

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

Account Managers (Sales Reps)

Adding a branch or numerous branches to your admin panel 🌳

Adding A Branch

Adding vat rates globally and at product specific

Applying VAT Rates To Your Stores

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

Deliveries - Setting up the delivery methods 🚚

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

Add your Terms and Policies to the Checkout

Product List Pagination

If any of your customers frequently use job/project/line references against products, this feature could save them a lot of time!

Job/Project/Line Reference

Using Google's CAPTCHA to protect your customers and your store.

Credit Card Protection with reCaptcha

Niall Diamond

Store Settings

Setup AWS SES, DMARC, SPF, and email from email address for EvolutionX mail from email.

Email Addresses Setup

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

BCC Branch in Email Templates

Adding an SPF record on to your sending email domain.

Configuring SPF Records for Email Authentication

Email

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

Adding Catalogs and Assigning them to Containers

Enabling the Beeswift Catalogue (UK & IRE only)

Catalogues

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

Setup your Categories

Import your own categories using a template

Importing Own Categories 📔

Learn why categories may appear locked and how to update them through DDS to ensure accurate product categorization

Managing Product Categories When Controlled by DDS

Stefanie McCall

Adding media to your products

Change the titles of your documents and videos!

Document & Video name changes

Add your own bepsoke products to your store 🛒

Own Products

Delete Products

Customise and manage inventory across branches, providers, and rules to better meet your stores needs.

Inventory Display

Create New Brand

Learn about the Essendant cost price file and how it's used.

Essendant Cost Price Files

Integration of products from an ERP require an understanding of product uom and other key attributes.

ERP Product UOM (Unit of Measure)

Line reference

Product Bundles

Marc McCall

Products

Make your site sing with beautifully designed banner content!

Uploading banners

Marketing

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

Theme Options

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

Page Layouts

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

Adding banners to your layout

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

Add text to a page "Content Block" widget

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

Creating a Menu/Header Menu

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

Media Manager

Introducing a VAT on/off toggle for your store!

VAT Toggle in the storefront

Ricardo Santos

Appearance

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

Hide Zero Cost Items

Suppliers

UK address lookup integration in checkout and storefront.

GetAddress.io How to install a UK address finder App Integration

Mimeeq Integration

Learn how to setup UPS for shipping charges in your store.

UPS - United Parcel Service

Learn about AudioEye and how to integrate it to your store

AudioEye Integration

Install the Email Marketing on The Exchange App from SPR (SP Richards)

Email Marketing on The Exchange App

Learn how to configure the EvoX LBM Delivery Rates application: locations, trucks, zones, pricing, scheduling, and how to verify it's working.

LBM Delivery Rates - App setup

App Store

Adding customer accounts to your admin panel 👩👨

Add Customers / Create Accounts

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

Customer applying for credit account

Learn how to export all users into a csv file

Export All Users

Follow the steps below to issue a welcome email from the EvoX Admin Screen

Issue a Welcome Email

Customers

Vow Matrix Bands

OT Wholesale Matrix Bands

Exertis Matrix Bands

Setup your sell prices using multiple methods 💲💲💲

Product Pricing

Pricing

Using labels to segment customers and products

Create a label

Assign a Label to an Account (Customer)

Assign a Label to a Product

Louise Carrigan

Labels

Website

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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