• Create a Draft Order for the customer, and send it to the customer who can then review or accept the quote,
• Create an order from a Draft Order
• Duplicate a Draft Order
• Edit a Draft Order

The Draft Order will apply your Customer's Pricing, Trade Discount, and/or Price Breaks.

You can also add in vouchers and the select the appropriate delivery option.

We have also developed Draft Orders for those of our clients who create orders for imported customers who do not have email addresses. These orders invariably have been placed by a mail order and cheque. The order can be placed as a Draft Order and then converted to a order, enabling an invoice to be created etc without the need for an email address.

Further information on Draft Orders and how to use them can be found on our Support Pages.

To use draft orders, you need to be using the eCommerce or eCommerce Pro plan. If you want to use Draft Orders but can't see it in the menu, please get in touch and your account manager will enable them for you. 

Taking payments online can be a complicated process for eCommerce merchants, but Stripe makes the process a whole lot easier. In essence when a merchant signs up to Stripe they become a sub-merchant of Stripe, which negates the need for a merchant account. Stripe then carries the risk, and it is easy to sign up and become a merchant.

 With Stripe there is no monthly fee, just pay-as-you-go pricing, which for existing customers is:

• 1.4% + 20p for European cards
• 2.9% + 20p for non-European cards.

Information on pricing can be found on Stripe's website.

 There is a small admin charge of £45 + VAT for set up, but if you would like to take payments by Stripe please let us know.

This will allow your customers to buy products on a schedule with a discount. For example, buy 1 product every month for a 10% discount. 

The function is very flexible, customers can choose how many products, what frequency and you decide the discount percentage. If a customer has multiple subscriptions they will be merged into one combined order for the 1st of every month. 

Here are some of the key features: 

• Decide which % discount to offer on each product.
• Customers can decide the quantity and frequency they would like.
• Customers can decide to pause a future delivery or skip the next scheduled delivery.
• Customers can edit their delivery details during the subscription.
• The Subscription will create an order for the customer at a time you specify, eg X days before the first of the month.

To use the subscribe and Save module you must be on the eCommerce or eCommerce Pro package. If you want to get started, read our new guide here and get in touch with us to implement this in your business! 

Our ancillary services include:

• Email Campaign Design
• Video Marketing
• Motion Graphics
• Print Design including brochures, business cards, letterhead design etc.

All our clients are working in an increasingly competitive market and with so much competition, it’s no surprise they are wanting something to set them apart to entice readers to click through and convert into customers. One way to do this? Incorporate movement to either email campaigns or the website itself.

Email Campaign Design

It's been great to see a number of our clients moving onto the iPages email campaigner which offers the ability to include animated GIFs within the design. Animated GIFs are still the best method for increasing engagement and clicks in email marketing and so we are creating a variety of these for our clients together with a fully branded email template design service. 

One of our clients, Skin Genius, recently rebranded and wanted a new more modern email campaign template in which she could incorporate animated GIFs. We designed and created this for her in the iPages email campaigner. The full template design can be seen here which is beautifully branded, fully responsive, and gives her a number of different ways she can display content in her emails.

Meanwhile not all our clients want to incorporate moving image but they have benefited from the flexibility of the design solutions on offer in the new ecampaign system. It allows for more responsive campaign designs which use the full width of the screen. A design template we did for the Hope Health Action charity can be seen here.

Motion Graphics

Together with our email campaign design service, we have been designing and creating short sequences to promote various materials. The following are examples we created for Kwazar.

One of the benefits of animated sequences is their ability to explain a concept much more immediately such as the 360 degree sprayer which has the ability to spray equally as well upside down as the right way up. We also designed the promotional product stand which the wire twisting tools can be displayed on in a store since Kwazar sells wholesale to other suppliers and so he wanted to show the display stand which he can also supply too.

Video creation and editing

We were also asked to create a promotional video to further promote the sanitisation stands which presented it's own challenges trying to film during lock-down. However, we filmed outside and maintained social distancing throughout to create a very simple video promoting the hygiene stations. The video incorporated motion graphics to help make it as informative as possible. We handled the entire production process including the logo opener.

Videos also provide the opportunity to explain complex solutions in a more easy to understand format. We utilised this ability for our Amazon Vendor EDI software solution, KhooCommerce and produced this at the start of last year.

Branding and logo openers

In order to provide an end to end service, we are also able to help clients with complete branding solutions from logos, business cards, branded stationery, and folders to promotional stands, logo openers, and videos. We can provide photography services which reflect your brand and values which we did for St Mary's School in Pulborough when they needed a promotional folder for school related documentation. 

We are currently building Lewis Surveyors new website and are managing all that they will need to launch their new brand including organising their new logo design, designing their letterheaded paper, and designing their business cards. 

Conclusion

As the internet becomes the go to place to promote your products and services online customers are demanding a more engaging presence. With iPages you can create visual and cross-channel content to increase your market reach. If we can help you in any way please get in touch.

What changes have we made to the iPages code?

The introduction of 3D Secure Version 2 has meant a significant change in the way in which payments had to be processed, and with this in mind we decided to rewrite the entire payment system, and update our underlying code. The new payment code was launched just prior to Christmas, and the changeover was reasonably seamless as we had undertaken extensive testing to iron out any issues. We have continued to work on 3D Secure, and have been working closely with our card processing partners to facilitate a smooth transition to Version 2.

With export requirements becoming stricter after Brexit we have added code fields in the Product Data which include the:

• GTIN (Global Trade Identification Number),
• HS Code (Harmonised System code, which is a multipurpose international product nomenclature that describes the type of good that is shipped, and
• Country of Origin.

This has inevitably meant some delays in the promised developments within iPages. However, we are back on track with our road map and have some exciting new additions to the current iPages offering.

What things are we adding shortly?

Stripe

Stripe is a payment platform that lets you accept debit and credit card payments, and is an affordable alternative to PayPal. We will be offering an integrated solution, which we believe will encourage more sales. Stripe is a relative newcomer to the payment provider platform, but nonetheless has proved popular with many large online businesses.

We are currently in the testing stage with Stripe, and we will let you know as soon as it is launched.

Subscriptions

Work had already begun on the subscriptions module, but we are in the process of revising the way in which it works, and will be adding the ability to offer products on subscription to your customers. This is a highly complicated development, but we are confident that this new feature will be ready by the end of April / early May.

WorldPay's New Access Platform

WorldPay is the leading acquirer in the UK and we have partnered with them since 2019. WorldPay are shortly to introduce a new platform called Access and we will be working with their developers in early summer to ensure that the transition is made smoothly for those eCommerce customers who use them.

Other developments

We have a few more areas that we wish to develop through this coming year including improving our Xero integration, adding Klarna (which offers instalment plans), finishing Purchase Ordering, and tweaking our Google Analytics offering.

Conclusion

Unlike other software providers we are always developing our code to keep it current and secure. We not only look at market trends, but also respond to customer requests. Where several of our clients want a certain feature to be added, the feature is then added to the development roadmap so that we can continue to provide the functionality that our customers deserve.

If you would like to know any more about any of our proposed developments please get in touch.

What did Encore Vocal Choir need?

• Branding for their website - including brand colours, logo, and font.
• A searchable directory of choirs with attributes.
• A members only area where music and lyrics could be downloaded, and information about the choir could be seen.
• A Coaches only area where their information can be accessed.
• A shop from which electronic downloads and products can be purchased.
• A testimonial video creating from videos sent in by choir members.
• Pages that showcased the choirs in action via video.
• Different contact forms for general contact, joining a choir, and becoming a coach.
• Copy writing from notes given.
• The ability to be able to edit the site themselves.

What did iPages do?

As the site was created during lockdown it was a challenging project. However, we were able to work with Encore Vocal Choir to:

• Created the brand that they wanted.
  This was based on the navy blue of their choice, and incorporated strong colours that were gender neutral. This was important as Encore Vocal Choirs have both male and female members of all ages. Therefore the site needed to be visually appealing to everyone. We also chose the font, and provided a simple brand document for Encore to use in other media.
• Created a directory of choirs that worked with Google maps, could be added to simply, was searchable, and had attributes.
  It was essential that this could be maintained by Encore Vocal Choir themselves, and fortunately this feature is very simple to update.
• Provided access controlled areas for members and coaches.
  This was an essential part of the build where members can login and download their lyrics, their track to learn, view the YouTube video, and see general information on upcoming shows. Eventually there will be a subscription facility added to this area.
• Created content, imagery, and videos that reflect the friendly, warm, and enjoyable nature of the choirs.
  We were able to edit videos that had been sent from members' phones to create a testimonial video and make use of YouTube video, and our own video to create content.
• Added in eCommerce functionality so that both electronic and physical singles and albums could be either ordered for delivery or be downloaded.
  This was put in quickly, and threw up some interesting challenges. The process is now seamless and has given Encore the potential to add in other items e.g. t-shirts when they wish to.

 What was Encore Vocal Choir's Response?

Liz and Kerri were very pleased with the site and how it has helped to increase their market reach. Despite lockdown new members are joining as a result of the website, and the site is going from strength to strength. To view Encore Vocal Choir's website click here.

What is the business?

Custom Propel sells adaptive clothing, footwear and lifestyle accessories for wheelchair users. The company was born out of the belief that everyone deserves to look good, and that seated clothing and footwear should no longer have the age-old stigma attached to it,

What did Custom Propel need?

Custom Propel required a strongly branded eCommerce website with stock control that:

• had excellent navigation,
• was quick and easy to edit,
• had an excellent search,
• has a simple checkout process,
• enabled both guest and account customers,
• had the ability to added in variants,
• enabled attributes to be added to products
• had special offer pricing, discount vouchers, and price breaks,
• managed sales order processing seamlessly,
• had comprehensive inventory management,
• could create mailing lists, and was
• strongly branded throughout.

What did we do?

We were fortunate that we were provided Custom Propel's branding document (created by Andy Ashdown) and that Custom Propel had a clear idea of what they wanted.

The design of the holding page came together quickly and we were able to meet the remit of creating an engaging page that had a sign up to newsletter within it, and gave the web visitor a clear idea of what the site was about. Working closely with Andy and Custom Propel's owner helped to ensure that we were able to provide a fast turn around.

 We created a website that was contemporary and easy to navigate, whilst ensuring that Custom Propel's team could edit the site themselves, manage stock, add in special offers, discount vouchers, and manage their contacts and customers. The finished site looked good, and provides a much needed product range for the seated community.

What was Custom Propel's response?

Custom Propel were pleased with the turn around in creating a holding page, and were happy with the finished site. They have been busy editing it and adding product. Despite the challenges that COVID brings we are confident that the site will do well.

If you feel that your eCommerce website needs a refresh then why not get in touch?

You can view Custom Propel's eCommerce website here.

Although my role now is as the Creative Director for Khoo Systems and iPages, my background is firmly rooted in photography. My Father was a still life advertising photographer in the eighties and one of my earliest memories is helping to nudge tiny pieces of fake snow on blue perspex for a Radox Christmas shoot in the middle of the summer. I went onto a degree in Graphic Design at UAL, where I specialised in photography, and then went on to work as a designer and Art Director in glossy magazines for many years where part of my job involved organising, art directing, and styling many different kinds of photo shoots. I hope to share with you some of my experience in order to help you convert your site visitors into customers.

There are a number of product shots it is important to take. I will also include some tips on how to create each of these shots. 

1. The Studio Product Shot (Possibly Cut-Out)

This is your main product shot, which on some sites will be a cut-out image  - an image shot on a pure white background, which then has the background removed so that only the product appears on your site (see images below).

To take the main product shot you need:

• the product to be well-lit,
• the product to be shot straight on, and not at an odd angle,
• the product shot at the right distance - not too close so that the image distorts, but close enough to see your product clearly, and
• the product shot so that the image is as close to it's actual colour as possible.

If the image is not to be a cut-out shot then think carefully about the background, and what material you have the product placed on. The background should be as simple as possible with nothing to detract attention away from your product.

When thinking about this shot it's also important to think of it in relation to the rest of the products you are selling on your website. This is because your site will look more professional and visually appealing when all the shots work well together. It also strengthens your branding by having a house style for all these shots.

Jane Abbott homeware has great examples of products that are shot on a pure white background, and then  'cut-out' as the background is removed:

2. Lifestyle Shots

A lifestyle shot is the aspirational shot which allows a site visitor to envision this product in their life and in their home. It also allows you to further extend your brand image while enabling people to 'buy in' to your brand. Many luxury or lifestyle brands use this to their advantage offering a taste of a more luxurious, or maybe a more simple, life if only by means of buying a candle or notebook or pen. 

In Jane Abbot's image the product is being shown in situ, alongside other items in her collection. This is a traditional product and so the setting for the lifestyle set fits the brand. The entire feel of the shot is warm and inviting, which adds to the attraction of the product.

Another of my favourite sites for their creative use of product photography to strengthen their unique brand is Present & Correct. Their products are very carefully curated, and are very utilitarian and classic, and their styling cements the products characteristics. Their use of shooting from above, and creating groupings of products, alongside a careful choice of backgrounds work well in each individual shot, and together as a whole. 

It's possible to also include a 'lifestyle' shot on hover such as Jane does for her Apron shown here:

3. The Detail Shot

This shot should be taken at the same time as both The Lifestyle Shot and The Studio Shot.

For the detail shot you need to show details of any part of the product, which may be of particular interest. This could be

• a close up to show the detail of the material the product is made from.
• different parts of the item e.g. the underneath of a box,the handle of a mug, or a particular detail of interest.

4. The Shot Showing the Scale of your Product

If you're selling vases, or jewellery, or items where size is not immediately obvious then include shots with people, or hands, or another item so that it is clear how big the item is. We've all bought that item from Amazon or Ebay thinking we're getting an amazing bargain until it arrives and reveals itself to be a fifth of the size we imagined it to be. This will frustrate your customers and is easily fixed by the right shot.

5. The Production/Making Shot

If your product is hand made, or has any part of the process which is unique to that product, then it's good to get a photograph of that. The uniqueness is something that will make your product stand out and will encourage sales if shot properly. For Pots & Pithoi, their pots are all hand made in Crete and they have fabulous images of the pots being made showing the scale and craft involved.

6. The Group Shot if applicable

If you are selling your product in multiples, or there are multiple options e.g in colour, or if the product forms part of a collection, then it can be beneficial to show the items together in a beautiful way. Again this helps both the customer to see what they will receive and can help to further strengthen your brand image. 

Also a group shot is excellent for up-selling. Many of your customers need help with envisaging how the product can work for them and by grouping it with other items, and adding in these items as related products, you can increase sales.

If you are able to include a person in the image, this can be particularly beneficial since studies have shown people look longer at images with people in them. In terms of branding, it can help that the person you choose is someone who really embodies your brand and it's even better if the room setting can reflect your brand too. For Jane Abbott, her products are very wholesome and natural since they feature her characterful illustrations of British flowers and birds. They appeal to customers who love the idea of having a farmhouse kitchen with a dog or two warming themselves by the Aga while rustling up beautiful food which deserves a gorgeous bone china place setting. Even if a customer doesn't buy the whole range, an image such as this can help a customer to buy in to just part of a brand with a small item and every time they use their little milk jug or mug, they feel they have a little piece of the English countryside even if they're in the middle of a big city or living far away from the UK.  

7. The Packaging Shot

If you have lovely packaging,  or small personal touches which are added when you package, then make sure to  include images of your packaging to encourage sales. Small touches makes the customer feel more valued and having a specially crafted shot of your finishing touches will help to encourage sales.

With this one, you could go one stage further and film your product including packaging. Papergang feature the following video on the main banner on their website. The banner changes each month since their packaging changes every month. Their video also includes the process of how the product is made, how it can be used and exactly what the customer receives. Unboxing videos have become very popular on YouTube with users generating content for brands when the brand has particularly interesting packaging or when a product is particularly popular or niche.  

In Conclusion

By getting your product photography right and including the suggestions above or all of those which could apply to your products, you maximise the chances of converting site visitors to customers and making sales. It's also one of the main ways which you communicate everything about your brand to your site visitor. The images can help define your brand while being incredibly functional in helping customers know what it is they're buying without being able to see the product in person. 

Is there any point to launching my product online?

Well having had several months of lockdown there is nothing, but good news for smaller businesses wishing to grow online sales. It proved to be a profitable time for a large proportion of our eCommerce customers and we have seen phenomenal increases in sales for many of our eCommerce stores. With the right product, and the correct digital marketing, then it is possible to make in-roads into your market and be highly successful.

What should I be looking at to sell online?

There are obvious things that have captured the nation's heart during this year of COVID, and they have all related to enjoying being at home more. So we've seen growth amongst our customers in the sales of garden related items like garden furniture, pots and planters, and plants and bulbs. Alcohol too has proved popular, and customised products have also done well.

Products that are niche have also sold well during the past few months. If you can get the combination right of a good eCommerce website, strong marketing on social media, and targeted digital marketing, then you can be successful.

Prim and Props

Prim and Props sell seasonal decorations, and in all honesty our initial advice with the company was to start off on Etsy, and then decide about having an eCommerce website. Our approach to any prospect is to give them the best advice that we can, regardless of whether this means a sale for us or not. We partner with our clients, and so honesty is essential from the off so that clients know that they can trust us. However, Prim and Props were adamant they wanted an eCommerce website so that they could offer discount vouchers, price breaks and keep in touch with their customers. Stock management was also a strong requirement and since Prima and Props offer seasonal products that are incredibly different, and can be customised, we thought they could generate strong sales through the website. We recommended they set up Facebook and Instagram accounts that linked to the website, and to sell their products through Etsy. With Etsy we knew that Prim and Props would have the exposure that a new business needs, and that this would lead to increased sales on their website.

The website was well received by Prim and Props, and indeed it has enjoyed incredible success. The iPages software is very easy to use and so new products could be uploade quickly, and branded roundalls were used to let customers know when products were either out of stock, or coming soon.

As the product range increased  so did the product attributes. This ensured that Prim and Props could place their items in easy to search categories, which made the user journey much simpler.

Inventory management made their multi-channel sales process so much easier, particularly with so many items being sold so quickly, and others being ordered before they had come into stock.

Conclusion

It's been an exciitng venture for Prim and Props and one that shows that with the right product and marketing then launching an eCommerce website is a viable option for anyone. If you have an idea then do get in touch, and let us help you to make your idea a reality.

1) Customer-Specific Pricing

Many businesses negotiate flexible pricing with their account holders. As a B2B owner you might have the same product priced 5, or 50, or 500 different ways, depending on the customer. It's quite common for a larger customer to have a lower negotiated price, while a new trade relationship might start off on a different standing. iPages is able to handle a unique pricing matrix for each customer for each SKU. 

Each product has 4 price break points; single, and then up to 3 extra price break points. You can set the price/unit for all 4 of these prices for each customer, such that the first customer sees regular prices, while the next customer sees a discount on their terms, and so on. 

The best bit about this is that the discounts are fully flexible and easy to amend. You can export the data for management in a spreadsheet and re-import the data to quickly update and adjust the levels for each customer. 

2) Access-Controlled Variants

Product Variants are a whole topic to explore - how you can set images, pack sizes, min/max order quantities and delivery rates on a per-variant basis. But one feature that people look for above others is trade access control. 

This means you can have one listing on your B2B portal, and one on your B2C portal with the same attributes, variant and product information. This means that it is easy for you to manage your listings and inventory in one place, while also controlling with detail the access customers have to each product. 

3) Customer Reporting, Groups and CRM 

Customers on your business-to-business come in a variety of sizes. You might have department stores, large retailers, small independent chains, well-known close customers and so on. If you're looking to manage these customers into different groups and track their activity, you can manage this within iPages. 

You might want to send communications, updates and offers to specific groups, and managing a customer's group and mailing preferences is easy within iPages. This means you can have targeted campaigns and information to specific customer groups, allowing you to target discounts and information. 

4) Inventory Management; Links to Warehouse

If you are selling in a large scale online, you likely have a warehouse partner solution either in house or externally through a 3PL provider. iPages makes it easy to send and transmit information to your warehouse system of choice. Every warehouse system is different, but there are typically three major feeds of information:

• Receive stock level information to display in real-time what SKUs are available.
• Send orders to a warehouse for fulfilment.
• Receive back a confirmation of shipment and notify customer.

iPages makes this process seamless and joined up from your website through to fulfilment. 

5) Customer Account Management

Typically business to business customers pay on account, with agreed terms and limits. In iPages you can manage a customer's account, their current credit limit, see their order history and settle payments against their account. Here are few features Customers can have within iPages:

• See and track aged debt across all accounts, see which customers are overdue on their statement.
• Give a customer an account code for when you want to export this to another system. 
• Set a default payment method and delivery option for a customer.
• Set custom pricing and trade access.
• Set global discount on all items for this customer
• Give credit limits and opening credit amounts
• Make payments against their account, choosing with payment method - cheque, BACS, online, cash etc. 

B2B Selling made simple

With iPages, you get a complete, all-in-one web solution that integrates with your warehouse system to dispatch and fulfil orders easily. If you don't have a WMS, you can use our pick and delivery notes to create these documents, too.

What features would you look for in a web store to manage B2B selling and warehouse solutions? iPages has integrated stock management, links to fulfilment, customer account management and unrivalled product detail. If you're weighed down by paperwork and complicated sales processes handling inbound orders, we would love to hear from you. 

No more plugins, just clean functionality for order management.

We appreciate every business is different and your particular requirements will be unique to you. We'd love to hear from you to learn how we can support you - get in touch today. 

According to the Office of National Statistics time spent on gardening has increased during lockdown. This is understandable with more time spent at home, and the garden being the preferred place for entertaining, and naturally lawns are of prime importance when it comes to the garden. However, did you know that different locations need different types of grass seed? And that the type of activity taking place on the grass can have a major effect on what type of grass seed you choose?

That's where Grass Seed Online comes in. Having been in the business for many years the company know what type of grass seed is needed for each distinct area, but they wanted to find an eCommerce solution to sell online.

What did Grass Seed Online require and how did iPages help?

Grass Seed Online had a clear brief for what the website should look like. Branding was of paramount importance, and the need for an excellent search filter to ensure products could be found quickly.

The products came in different sizes, and it was imperative that customers would benefit from buying larger quantities. With price breaks available on variants, this was easy for iPages to provide, and could be added quickly and simply.

It was also essential that all products could be stock controlled, and the whole sales ordering process was as automated as possible. With iPages sales ordering processing and inventory management work hand in hand, and so at anyone time Grass Seed Online will know their real time stock levels.

The company also wanted to be able to provide a Grass Seed Calculator, and give their web visitor information on how to sow grass seed, lawn care and a Step-by-Step Paddock Maintenance Guide.

Fortunately we were able to provide a calculator for them, and with iPages having the ability to add in information pages, and blog posts, then we were able to meet all that Grass Seed Online needed.

We are looking forward to working with Grass Seed Online to help them make an in-road into the grass seed market.

A few weeks ago we added the partial delivery option, where you can take one pick list and dispatch it over multiple deliveries. 

This most recent change allows you to partially invoice for an order at different times. 

How Partial invoice works: 

There is now an option to invoice COMPLETE or invoice PART. 

• Complete will invoice all items on the order except those that have been explicitly cancelled (ie allocate cancel completed, or delivery cancelled). 
• Part will invoice any number that you choose. 

There are also workflows to help you invoice at various stages: 

• Invoice on Checkout Complete
• Invoice when fully paid
• Invoice after x days
• Invoice on Order Allocate Complete (ie when you make the pick list) 
• Invoice on Dispatch 

If you want things to stay the same, enable "On Order Allocation Complete -> Invoice the orders for any outstanding items not cancelled" 

If you want to invoice on dispatch, enable "On Delivery note created -> Invoice the items on the delivery note"

If you need help setting these up, please don't hesitate to get in touch. 

Go to Settings - Automation Workflows - Browse All to enable these. 

This means you will no longer had bug updates, fixes and maintenance for Magento 1. 

If you are on Magento 1 and have not yet taken action to upgrade provider, now is the time to act! 

Magento 2 will cost you at least £15000/year, while iPages typically is only £4800/year.

Source

Why iPages is the alternative to Magento 2: 

• Integrated Stock and inventory control included - no need for a system like Brightpearl or Linnworks.
• iPages is constantly updated and maintained - extra features coming all the time 
• Customer groups, specific pricing, remarketing options -> Tailor pricing to each customer you have
• Powerful vouchers and discount codes -> upsell, run campaigns and promotions
• Multiple Variants, attributes, price breaks and sales configurations -> Configure products the way you want them to be 
• Integrated CRM -> Track engagement and contacts with leads, customers and accounts.
• One-page, integrated checkout 
• Custom Delivery Zones and Areas
• And last but not least... it costs less!!

You're probably exploring options - why not get in touch to see how iPages could do much more for you than Magento1. 

If you are looking to expand online in a serious way, get in touch today and see how iPages is the option for Magento1 customers. 

We have a setup guide on how to configure 2FA here.

2-Factor Authentication uses a second device, such as a smartphone, to verify the login. This means that even if your username and password are compromised, your 2-factor code will stop someone else logging into your account. 

If you are concerned about someone gaining unauthorised access to your church login:

1) Change your password to a long (>10 characters), with Upper, lower, numbers, symbols etc.

2) Use a reliable password manager (eg 1Password) - these can also generate very long passwords

3) Setup Two-Factor Authentication for each of your users

If you need any assistance managing this please send us an email. 

Sometimes you will receive a large order and want to ship it in multiple shipments. You can read the full support page here, but the below summarises the key points.

There are two ways to part-ship:

1) Allocate the items and make pick lists as you want to ship as you dispatch them.

2) Accept and allocate the whole order, and part-ship 1 pick list as you dispatch them. 

Invoicing an Order

You can invoice at any point on the order. You could take the money for the order upfront (Invoice on order), you could take the money when you create the pick list (Invoice on Complete), or take the money when you ship the order (Invoice after dispatch). For card payments you may have to take the payment within 72hours of the order as your card provider will only hold the transaction details for a limited period. 

Completing Allocation 

"Complete" will create a Pick list and an Invoice if you have not already made them. 

You must still "Deliver" an order to reduce the stock level.  

Sales - Orders screen

Notes: 

You can create as many delivery and delivery cancel notes as you like per pick list. 

If you create a delivery cancel note after invoicing, it will credit the customer for the items delivery cancelled. 

If you want to auto-dispatch you can use the workflow "On Pick list creation, create delivery note"

If you want further support understanding this then please get in touch.