Introduction to E Commerce

Introduction to E-commerce

SalesPoint E-commerce allows you to sell your products online. With just a click, you can be online and trading instantly! To create your E-Commerce site, visit the address you created during signup.

For example https://demo.salespoint.nz/
Forgotten your SalesPoint Address? Find my SalesPoint address.

Step 1: Enable E-commerce

The first time you select "E-Commerce" in SalesPoint, you'll be prompted to set up your E-Commerce site if you haven't already done so. Here's how:

1. Go to the Dashboard and select "E-Commerce."
2. If you do not have an E-Commerce site set up, you'll be prompted to create one.
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    Address:
    The website address where customers can view your products and make purchases.

    Add All My Products:
    This feature includes all your current products or services on your E-Commerce website.

Step 2: Set Up Products for Your Online Store

To control the visibility of products on your E-Commerce site, follow these steps:

1. Go to the "Products" tab and choose a specific product.
2. Enable its availability by checking the "E-commerce" button and clicking "Save."
3. Alternatively, you can select multiple products in the "Products" tab, click "Edit," and make them available in bulk.
4. Activate the "Available in E-Commerce" toggle.
5. Click the "Update" button next to the toggle line.
6. After making the necessary changes, click "Save" to apply the updates and ensure the products are visible on your website.
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To verify the availability of your online products:

1. Access the dashboard and navigate to the "E-Commerce" tab.
2. Within this tab, click on "Products." This will direct you to the filter options where you can view all the products currently available online.
3. 
   

Step 3: Set Up Payment Methods

To process payments for online purchases, you need to set up your payment methods first:

1. Access the Dashboard and navigate to the "E-Commerce" tab.
2. Within this tab, locate and click on the "Settings" subcategory.
3. In this tab, find the "Payment" section.
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Step 4: Set Up Shipping

To create a shipping method for your online products, follow these steps:

1. In the "E-Commerce" tab, within the "Settings" subcategory, select the "Shipping" section.
2. Add the types of shipping you'd like for your e-commerce. Specify the name, price, and scheduled time for shipment.
3. 
   

Step 5: Ready, Set, Go

Once everything is set up, enable the "Store is available (online)" toggle to make your e-commerce system live.

When a customer places an order, it will sync to SalesPoint. To load the e-commerce order to the sales screen, let your reseller know so they can enable this for you.

Once enabled, orders will have a notification on top and will move through the following sections:

• New Section:
  This is where new orders first appear. You can either accept or reject the order from this section.
• Accepted Section:
  Once an order is accepted, it moves to the "Accepted" section. The next steps depend on the payment status and the delivery method:
  • Unpaid Orders for Pickup: These will move to the "Ready for Pickup" section once the payment is received.
  • Paid Orders for Shipping: These will move to the "Shipped" section after the shipping process is initiated.
  • Paid Orders for Pickup: These will also move to the "Ready for Pickup" section.
• Shipped Section:
  Orders that have been paid for and shipped will move to the "Shipped" section after you select the "Shipped" button from the "Accepted" section.
• Ready for Pickup Section:
  Orders ready for customer pickup will be listed here. Once the customer has picked up the product, select the "Complete" button to finalize the sale.
• Completed Section:
  All completed sales, whether shipped or picked up, will move to the "Completed" section after the final action is taken.
• Rejected Section:
  Orders that are rejected will be moved to the "Rejected" section.