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Getting Started
Getting Started
This collection of articles will allow you to get your EvolutionX store up and running in no time!
+2
40 articles in this collection
Written by
Séamus Diamond,
Niall Diamond,
Patrick Donnelly
and 2 others
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
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
Categories
Setup your Categories
Categorise your products to help customers find what they need! 📁
Written by
Darren McIntosh
Updated over a week ago
Importing 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