Netset Customer Success Team welcomes you to our online documentation for Nettailer. Through the main sections below, you can easily find relevant information about Nettailer which is continuously updated. You are always welcome to contact us regarding areas that can be improved or just elaborated.

This guide provides an organised overview of features and functions available in Nettailer. Use the menu on the left to navigate through the sections, which are structured to match the layout of the Nettailer administrative menu.

To find specific topics quickly, you can also utilise the search function.

This invoice feature will show you all the invoices created in Nettailer. If you wish to see view more content you can click on the invoice.

Under the heading "Invoices" its possilbe to create invoices for your customer. If you click on "Create" you can enter the due date and what you want to invoice. When you click "Save", this invoice is created as a PDF that is available through the customer's account and order. You can view the invoice by clicking on preview. If you want to mail it out, go to the invoice and click on "Send email". Please note that you need to have entered the information under Settings and PDF for the invoice to have your company information.

This feature provides you with a clear window into the inner workings of your store's imports. It's your go-to destination to review and track the progress of these essential operations. Within Supplier Import Logs, you'll find detailed records featuring the supplier's name and corresponding timestamps for the most recent stock and price imports. Stay informed, make data-driven decisions, and ensure the seamless flow of information between your store and trusted suppliers.

This feature allows you to check to see if a product has all the rich content provided by 1WorldSync (CNet). Including images descriptions and specifications.

All you have to do is enter the product information into the search boxes and click filter. If you product is included it will appear on a list at the top of the screen.

Several parts of your store are affected when products expire or are removed by suppliers. Expired Products gives you a better overview and easy access to all affected elements (e.g. quotes, focus assortments etc). Each tab shows expired products for that specific element and the list is updated automatically.

If the notify me feature is switched on, this is the area that displays the list of "Notify Me" information. When a product is out of stock and the notify me button is pressed an entry of what that product is and who requested it is produced. Here you may manage those notifications. Giving you the option of supplying the product when its back in stock or offering the customer a comparison.

The "notify me" may be enabled via Settings->Products->"Disabled buy button"

What is Supplier Status widget ?

The Supplier Status dashboard widget gives you an overview of all current suppliers in use and the status of their imports. We recommend that you regularly check that the files are being imported as they should.

Use the settings button to filter on relevant parameters

What does the status mean?

OK = Imports have run successfully Exception = Imports have failed Old = Imports are older than 72h

What does the colors mean?

Orange = Imports have not been updated in 48h Red = Imports have not been updated in 72h

What is Purchase Orders widget?

The Purchase Order widget can show all recent purchase orders or just based on a chosen supplier. By configure the widget to show only purchase orders with error, you create a powerful tool to ensure follow up on purchases orders which require further action.

You can customize your personal dashboard by adding different widgets that can be easily customized with different parameters.

The dashboard opens automatically when the Nettailer administration module is opened, this can be changed for the individual administrator under Customers & users / Administrators.

Available widgets for the dashboards

• (show actual data import status for active suppliers)

• (show purchase order with errors or others statuses)

• Recent orders (Show new/unprocessed orders)

• Order timeline (Graph with daily number of orders or order value last month)

• Order status spread

• Customers order value last month

• Latest Nettailer news

Returns

The returns section will automatically show you new returns by default and the status is headed in a similar way to orders. You will be able to see information about the return date, Id, order number, invoice number, customer number and name. If you wish to view returns under a different status, you can select an option from the drop down menu and click “Filter”

Search

The return form contains more information about the return together with the customer's contact details. You can also see which product(s) were returned. Set the status of the return and write a comment such as who the customer should turn to or what the customer should do in the next step to complete the return. If there is an RMA number, you can fill it in by clicking on the product where the RMA number is available. When you click "OK" for the return, an e-mail is automatically sent to the customer. Each time you change the status or enter a comment, a new email is automatically sent to the customer.

Create/Edit Product range selection

Create/Edit Top seller

To remove a top seller from the list, simply click on it & then click 'Delete'.

Our Asset Inventory module helps your end-customer keep track of their IT equipment and other tools related to their organisation. This add-on will help them simplify the overview of the hardware, the life-cycle management, and their ability to run operations and earn profit. The end-user can track their assets, where they are, how much they cost, and more.

As asset inventory is an add-on with extra cost, you will need your sales representative to help you implement and set up the module.

To learn how to set up, please see our

Manage cross-shipping further by adding cross-shipment addresses and connecting them to different administrator accounts, delivery options and even choose between drop and cross-shipment on order level.

Basic information is below, detailed guild can be found here: Nettailer - Cross shipment handling

Connecting delivery site to admin

Go to Customers & users/Administrator and click on the administrator account to which you would like to connect one of your pre-defined delivery sites.

Choose delivery site on order level

In the Contact info tab, uncheck Is direct delivery to open up all fields in Cross-shipment address section.

Connect delivery site to delivery option

When creating or editing a delivery option, go to the Cross-shipment tab and check the Use cross-shipmen address checkbox.

In this part you have the opportunity to create menu links to internal document pages or directly to a URL.

If you do not want to link a document page directly to the menu, you can also create a submenu here that you can link document pages to. That way, you can categorise these document pages.

In the picture below, you can see what our menu structure for our demo shop looks like, in the admin section.

Video guide available here:

This module is included as standard in Nettailer Business and Professional.

Preview the PDF - To view the PDF that was sent to the customer, click here. Log in as a customer - If you want to log in as a customer, click here. XML - Clicking on the red XML link will export all quotes as XML displayed on the page. If you click on the black XML link, you will only receive that quote in XML format.

ADD-ON

This section displays your stores currencies and their exchange rates. The exchange rates are updated automatically daily based on ECB (typical at 14:30 CET).

Nettailer also supports multiple exchange rate providers. In addition to the European Central Bank, you can now use Sveriges Riksbank. The new feature also allows other providers to be configured on request. This ensures flexibility for managing exchange rates tailored to your needs.

If you have this feature enabled, you can select which currencies to make available in your store from those included in the list.

Create/Edit Weight

If you don´t want to set weights on products one by one, you can use Imports > .

This module is included as standard in Nettailer Business and Professional.

Here you can view a list of all the quotes that have been made on the system. It is also where you may preview each quote in a PDF format or convert the quote into an order.

This module is included as standard in Nettailer Business and Professional.

Here you can see all the quotes that have been requested in your store. When you first open this option, you will see a table showing a list of the quote IDs, the customer name, address, and the date the quote was requested.

By clicking on an entry in this list, you will then get all this information in more detail and all the products the customer has requested a quote on.

Create Manufacturer

Edit Manufacturer (Only SA & Drive Solutions)

Click on the manufacturer you want to edit. Here you can upload the manufacturer logo and homepage URL. Don´t change external ID or name since that is used matching products (see below).

The image (logo) will be used as a fallback if there´s no imported images from 1WorldSync.

Supplier overview

If you click on this button you can see the number of products, from the chosen manufacturer, from each of your suppliers.

Create/Edit Product range limitation

Create/Edit Warehouses

Supplier priority for weight

Enter the priorities you want Nettailer to use when calculating the weight of goods in the basket. Low numbers are a higher priority. If a high priority source does not provide the weight, Nettailer will automatically move to the highest priority source which has weight available.

This is where you can create all the presentations for products, bundles, promotions and banners that are visible on the front page of your store for both general and specific customers. Use Promotions to structure your front page and highlight information that you want your customers to see.

You can get a quick introduction to store layout and design from the following link:

• Promotion items

• Promotion pages

• CMS pages

• Front page sections

• Menus

• Page footer

• Page header

• Vouchers

• Mail forms

• Documents (EOL)

• Search Linking

• Image Overlays

• Additional Product Text - ADD-ON

• Product Tags

Shipping

Weight(g)

Creating or editing bid mappings

Search values

You can add multiple search values by pressing 'Add Search values'.

Aurdel Cable Guide

This section allows the creation of payment option groups. This is where you create a group that may later be connected to a payment type and then linked to a specific customer or customer group.

Example

For example, if you want create three payment groups; Card payment, Invoice and Financing then you create thoose here. Therafter you connect the alternatives that should be presented to respective payment method.

Create purchase order

Once you have determined which order lines you wish to order you can then select an order line and click on “Create” You will need to specify where the products will be delivered and how they are delivered.

This is an Add-on feature and not part of the standard Nettailer

Connect accessories or allow your customers to configure their product with the Product options feature. It is a powerful and diverse tool for upselling, cross-selling and increasing value to your products and services. This page will explain Product Option Groups, the second part of the Product Options feature. For more information about how to create different options, please see Product Options.

Click Create to choose a main product and attach previously made product options.

Saving the settings above will open up three new tabs

The Geographical area section is used to define more specific shipping properties for all the countries you choose to ship to from your store. Here you would create all the labels for countries you want to add more precise shipping costs to that you would later add in Shipping matrices.

All keys presented in this page are fictitious and they do not refer to the data of any specific customer

Aurdels customer portal

1. Log in with the login details you received from Aurdel on their customer portal.

2. Click on "My account" twice at the top right and then on cable guide as shown in the image below.

Product guide key

1. At the bottom of the page is a URL (see image below). Copy the key that is in the URL. For example, the URL can look like this: https://aurdel.com/se/sv/cableguide/index/index/hash/0f6eb02008e141c9a6446f2f3fdab699

2. The key in the above example is: 0f6eb02008e141c9a6446f2f3fdab699

Insert key

1. Go to the admin interface in your Nettailer shop. Navigate via the menu to Settings -> Settings. Then click on the "Configurations" tab. Find Deltaco in the list.

2. Paste the key under the following field “Product guide key”. Click save.

3. Navigate via the menu to Settings -> Domains.

Aurdel cable guide page

1. Enter the following in the “Link Mask” field (see image below): https://Domän/guides/break_iframe?partNo={{manufacturer_part_number}}

2. Replace "Domain" in the link above with the domain for your shop.

3. Enter the domain for your shop in the "Domains" field.

4. Save

Use this feature to create your own footer layout.

1) The footers are divided into columns where each column is created separately. First create a column with a name for you to view in admin and a label you want visible in the footer. Then set the sort order in which you want each column to be visible.

2) Under each column / section subcategories can be created.

3) Under each subcategory you can then link to URLs, complete with icons etc.

Video guide available here: Page Footer

In this part, you can set special conditions for the selected product range.

You have three different flags to choose from;

• Buyable out of stock

• Freight free

• Buyable at zero price

• Hide product price for customers in basket and order history

Common to all these flags is that you select the current range, to which the setting should apply, with the following choices.

You start by selecting, including, a product range by selecting one of the following options;

You can then combine the above range selection with excluding any subcategory, manufacturer or product.

Here are some examples;

In the example above, we have selected the subcategory Servers / Servers - Blade and flagged these products as free shipping.

In this example, we have selected the main category Backup & Data Storage and made these products available at zero prices, but excluded the manufacturer D-Link.

Nettailer Tutorials: Product Variations Video

Product variations allow for the grouping of products (usually of the same model) where there may be variations in the model itself. For example a device or handset that comes in various different colour options.

A product variation can be set up to allow these products to be linked together and allow the user to select through all the different options available from the product screen without having to search for each variation separately.

To set up a new variation group use the "create" option.

Here you will need to give the product variation a name to identify what it is for and create at least one attribute name (e.g. colour).

You can then add all the various values (in this case colours) associated with this product by selecting the "add value" option under the attribute.

Multiple combinations of attributes and values can be set up - e.g. colour and storage capacity:

Once the attributes and values have been set up, you will then have the option to create the links to those products - for example by selecting the values for Red 128GB this can then be linked to a specific part number for that specific variation.

Once all the value combinations have a product associated to them, the product can be viewed on the shop front - where newly created drop down options will be available and in this example the combination of colour and storage capacity can be selected by the user:

Save page to access content.

Pages can be created for all your available languages by pressing edit page.

USEFUL TIP A guide on how to use the page editor can be found here.

USEFUL TIP To insert a mail form into a CMS page, you will first have to create a form in the mail form editor (instructions availble here).

Edit a page as HTML if you wish to implement your own HTML code.

In this editor, you can create links and information that you want to display in the shop's header.

Start by setting up a section. Name your section and enter a heading text to be displayed in the header. If you do not enter a heading, only the value, or icon, you enter in the next step will be displayed.

Then you click on "Apply" and a new button for creating your content will appear.

Click "Create" and enter the content you want.

Click on "Apply" and "OK" when you are done.

ADD-ON

How to activate

Netset needs to activate this feature. Once activated, you can enable it in your store via Settings > Settings: "Use Additional Product Texts."

How to create additional product text

Once activated you can access this menu via Marketing>Additional Product Texts

Click the create button to create a new product text or select from the list any pre-existing texts that you may wish to edit.

By clicking create you are then taken to the following screen:

From here you can give your text an internal labal and write the text that you wish to be visibile on your product(s)

You can also set the date range for this text to be visible.

Pressing apply will then open up a new set of options what products the text will be applied to:

Now you can:

• View "Connected products"

• Connect a "List of Products" to the text

• Connect customers or customer groups

Checking the Additional Product Text is connected to a product

Once you have connected a product set to the list the text will be displayed on the product card.

You can check this has worked correctly by clicking on a connected product and viewing the product card in the shop - for example:

Empower your shop with customised administrator profiles. With this feature, you can create unique admin profiles tailored to your specific needs. You have full control to determine the permissions and access levels for each profile within your store. By assigning your admins to their respective profiles, they will have a streamlined view and appropriate permissions based on their access level. Enjoy the flexibility and convenience of managing multiple admins with distinct roles and responsibilities within your store. With the "Permission Profile" tool, you can create new admin profiles/roles, alongside the standard "Administrator" and "Seller" roles. The advantage of this is that you can create new administrator roles with restricted only see orders that are relevant to them.

Once you have been granted the "Permissions administrator" you can create and allocated roles to other admins in 2 simple steps.

Create the profiles/roles.

Click “Create” then name and select the features you want to include in this new role/profile by clicking on the tick boxes next to each you want to grant access to. Once you are happy you have all the features selected for the new profile/role, save to finalise its creation.

Allocate profile/role to relevant admins.

Apply the new profile to an admin from the Administrator editor, by selecting the new profile from the profile drop-down menu.

The Tax rate (VAT) for your store is visible here. Your store will be set to the default country value and is not editable by the store admin, this will change automatically should the default country Tax value change.

You can use this tool to add additional tax rates for additional countries.

Setting a new tax rate

Navigate to the tax section by selecting Payment Options>Taxes

By pressing the "create" button you will be presented with the below screen:

Here you can give your new tax a name (e.g. VAT), set a code to be able to identify it and set the percentage at you wish the tax to be.

It is possible to set up multiple tax rates from this section.

With the "Sales Teams", you can create groups of administrators. The advantage of this is that administrators only see orders that are relevant to them.

Orders are displayed to the administrator if one or more of the following conditions are met: - The customer's salesperson is equal to the current administrator OR - The customer's sales team is equal to a team to which the current administrator belongs to OR - The customer's salesperson belongs to the same sales team as the current administrator

An administrator can belong to several sales teams.

Creating a sales team

Connect a customer to a sales team

ADD-ON

Customer segments allow horizontal connections between customers, including customer groups, in comparison to the vertical connecting between customers and customer groups.

Creating a customer segment

Connect a customer or customer group by clicking Connect customer or customer group. You can connect multiple customer groups to a single customer segment.

This is where you are able to add accessories and recommended accessories to your products. This is great to help you up sell additional items with your main products. To add an accessory you first select the product you want to make the accessory for, from the drop down boxes. Once selected you click apply and connect to it all the products you want to link it with. If you have an item in particular you want to highlight then you may use the recommended button. Once set up, these accessories will show up on the product page of the product you have them connected to.

You can also use the import feature that you find under Imports > Accessories import.

This feature allows you to create groups in the category tree. This is useful if you want to work with comprehensive categorization for navigation. For example, "IT Products", "Environmental Products" and so on. The category group created is displayed instead of the category tree.

Create a new category group by choosing "Create". Give it a name, such as Audio & Visual. Then add the categories and/or sub-categories that you wish to be included in the category group.

Download category and product overview

Gives an overview of a number of products in each main- and sub-categories including whatever is mapped to a category group.

USEFUL TIP Through add-on feature “Global bid” you can declare selected bids as global so they automatically applies to all customers.

The system supplier section displays a list of all the currently integrated suppliers. It shows which are selected for use in your store and gives you information about the last feed you received from each supplier.

From this screen you are able to disable any supplier feeds quickly should the need arise by unticking the active selection box next to the supplier name. Products from that supplier will no longer be available to buy from your store. It should be noted that you will need to request the supplier is switched back on by Netset support as you will not be able to reactivate the supplier from this screen.

A list of available suppliers currently within Nettailer is available .

You may also get statistical information regarding the feed / feeds provided within you system. To view this information you can click “Statistics” to bring up the content table on how many suppliers are currently in the store, the stock levels, and categorised products containing 1WorldSync data.

Import settings

There are some settings here that you may enter to help ensure that any errors from suppliers feeds are not imported into your store, preventing your stock or pricing to be incorrect.

Minimum prices

With minimum prices you can set rules for what the shop should do with products that cost below X during an import.

Normally only Netset employees use the settings in this view.

To create a new delivery you click on "Create".

For every delivery option you can add price, for which payment option it will be combined with and so on.

You can add which option that should be default for the customer on her/his customer card.

Note: There's a connection between delivery- and payment options.

Delivery options

Allow

Choose which customer types that will be able to use this delivery option.

Payment options

Choose which payment options that will be able to choose with this delivery option. Don't forget to choose which one that should be default ticked for the customer.

USEFUL TIP It is possible to create and manage your own promotion pages in Nettailer. This feature can be used, for example, to clarify campaigns such as "HP Campaign" or "LG Race". The new page appears as a menu option in the Offer menu. The promotional page you created becomes selectable when you create a promotional item on it. To link to this promotional page from other places in your store, use the URL that is created for you in the URL section of the editor.

Create or edit the promotion page

To create a new campaign page, click "Create".

Do not forget to click on "Save & Close".

Setting up roundings for your shop

To access roundings go to Pricing>Roundings in the shop admin menu

Here you will have the following options:

Selecting "Round off sales prices including VAT" will determine whether the rounding rules you set here apply to the VAT or non-VAT price of products in your shop.

Setting up customer unique roundings

To create customer-specific rounding rules:

1. Click Create and name the rule (for example, using the customer’s name).

2. Enter the rounding rules that will apply to this customer.

3. Click Save and Close.

4. Open the rule you just created and connect it to the customer or customers it should apply to.

You can use this feature to test price logic's you have set for specific customer, customer groups or products. Simply put the product you want and the customer you want to test against in to the relevant boxes and the system will display the calculated purchase price, sales price, the price logic selected for that customer and even the Price level they are attached to.

Price test

After you click "Calculate", Nettailer will calculate why the price will be as it will be.

Price

Details

Price logic

Here is the entire price logic used.

Other matching price logics

Shows other matching price logics that can be used for this product.

Outdated price logics

Shows other matching, but outdated price logics that could have been used for this product.

Defaults

Price Logics

Create/Edit voucher

After clicking "Save", you can then create and export codes if you have chosen them to be unique code types.

The section manages the products into categories. Nettailer is set up with basic categorization based on information provided by 1WorldSync, with some refinement from Netset. Listed are the names of each main category. When a category is clicked on you can then see what specific products (or subcategories) are linked to that category. You can create your own category and link sub-categories to it; however, you can’t edit or delete any of the pre-defined categories.

To add a category, click on "Create". Fill in the name and code, and specify the sort order of the category with an integer. If no sort order is specified for a category, it will be sorted by last name. The code should be two-digits and consist of letters A - Z.

Clicking “Do not change the name” on imports prevents the imports from renaming the category. Finish by clicking on "Save & Close" or "Save".

Create/Edit Main Categories

Create/Edit Subcategory

Connected manufacturers

Related products

Promotions

Not in use.

Metadata

You may now enter Meta information in to each category and sub category to help improve your SEO and drive your store to higher rankings with search engines. To add this information to your store, select a category or subcategory, edit it and under the "Meta" tab enter the information relevant to your business.

When you have activated your terms for financing you need to also set "Allow rent" to Yes on the customers and/or customer groups that you want to use this payment option.

Customer unique finance options

You can also use customer-specific financing options if you have customers who should have different terms than the ones you set as standard. You simply create a new financing option with unique terms, save it, and then link it to the customer or customer group that should have this option.

This is an authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials.

Setting up Single sign on

This module is included as standard in Nettailer Business and Professional.

This section is where you can add non product related additional content to your quotes.

Nettailer provides you with a coded template that allows you to drop your own information in, such as: Contact details, logo, terms and more...

Managing Product Menu Icons

In this section, you can enhance your product menu by adding icons to visually represent different Nettailer features. This helps improve navigation and makes it easier for users to identify features at a glance.

Steps to Add and Manage Icons:

1. Upload Your Icons

   • Click the Choose file button to select and add icons for each feature.

   • Ensure that the icons are in a supported format (e.g., PNG, JPG, SVG) and have an appropriate size for optimal display.

   • If needed, replace existing icons by uploading new ones.

2. Apply Changes

   • Once you have uploaded all necessary icons, click Apply to save your selections.

   • The system will update the product menu with the newly uploaded icons.

3. Sorting Product Menu Order for Nettailer Features and Category Groups

   • After applying your icons, you can define the order in which Nettailer features and category groups appear in the product menu.

   • To set the order, enter a Sort Order Value for each item.

   • The lower the number, the higher the item will appear in the menu (e.g., an item with a sort order of 1 will be displayed before an item with a sort order of 10).

   • Note: The icons and the sort order of category groups is controlled by the Category Group Settings. To change the order of category groups, please update them in the .

Best Practices:

• Use consistent and logical numbering to ensure a structured menu layout.

• Leave gaps between sort order values (e.g., 10, 20, 30) to allow future adjustments without needing to renumber everything.

• Verify the menu order after applying changes to ensure everything appears as expected.

At times, you might encounter a duplicate customer account, typically when an individual customer registers in the store and forgets or is unaware of the customer reference code to link their account to another within the same organisation. This tool enables you to effectively handle such accounts by allowing you to merge two (or more) customers into one. This process consolidates all data and users into a single customer entry instead of having multiple separate entries.

Once you have selected a Purchase Order, you will find all the data relating to that individual Purchase order detailed here.

At the bottom of the page, you have the following tabs.

Quick Guide: Handling Errors on Purchase Orders

If you encounter a "Error" status when submitting an order to a supplier, follow these steps to address and resolve the issue:

1. Filter Purchase Orders: - Begin by filtering your Purchase Orders to display those with the "Error" status. - Alternatively, you can click on the specific Purchase Order in question.

2. Access Error Details: - Scroll to the bottom of the screen. - Under the "Messages" tab, locate and click on the line that corresponds to the error.

3. Review Supplier Response: - Within the error details, you will find the supplier's response and a log entry that explains the reason for the error. 4. Resolve the Error: - If the error is something within your control, proceed to amend the order to rectify the issue. - If the error requires external assistance, do not hesitate to contact the Customer Satisfaction Team for expert support.

5. Resubmit to Supplier: - Once the error is resolved, navigate back to the Purchase Order. - Click the "Send" button to resubmit the order to the supplier.

By following these steps, you can efficiently manage and resolve errors on purchase orders, ensuring a smooth and accurate transaction process without having to recreate or duplicate the purchase order.

Introducing List of Products (LOP) for Streamlined Management

Simplify your administrative tasks and boost productivity with our "List of Products (LOP)" tool. This versatile feature allows you to create and manage product lists once and reuse them seamlessly across multiple areas of your admin interface.

1. Effortless Organisation: Create custom product lists based on your specific needs, creating a list of any combination of products via indival selection or vai an excel import.

2. Single Point of Control: Once a list is established, you can easily access and reference it across various admin sections, eliminating the need to recreate the same list repeatedly.

3. Consistent Updates: When you make updates or changes to a product list, those modifications automatically propagate to all areas where the list is used, ensuring consistency and accuracy.

4. Enhanced Efficiency: Save valuable time and effort by streamlining your administrative workflows. No more duplicate data entry or list recreation.

5. Versatile Applications: Use Admin Product Lists for a wide range of administrative tasks, from assigning product tags and image overlays to managing pricing and promotions.

6. Customisable Control: Tailor your product lists to suit your unique business needs, allowing for flexibility and adaptability as your requirements evolve.

How It Works:

• Create Lists: Establish custom product lists form one central location.

• Apply Lists: Easily reference and apply these lists from all the tools that support it:

  • Image overlays

  • Product tags

  • Additional product texts (add on)

  • Product form

  • Focus Assortments

• Effortless Updates: Modify lists as needed, and changes will propagate automatically.

Create/Edit/Delete a List of Products.

List of Products Editor.

This is a Add-On feature and not part of the standard Nettailer.

Connect accessories or allow your customers to configure their product with the Product options feature. It is a powerful and diverse tool for upselling, cross-selling and increasing value to your products and services. \

This page will explain Product Option Groups, the first part of the Product Options feature. For more information about how to connect options to the main product, please see Product option groups - ADD-ON.

Click Create to start putting together your product options.

Once you have saved this "option" you will then be presented with a "Create" button.

This is where you are able to connect all the products you what to include in this "Option" list.

What is Search Linking?

The Search Linking feature allows you to specify defined "search terms" that will appear in the search bar of your store and link that result to defined content (page URL /

custom page content)

Example...

In this example, the defined search terms are "Nettailer" and "Netset"

When a user searches for these words, it will bring up the defined results in the search bar, linking the user to the predefined content (in this case, a list of distributors available in the store)

Clicking on the result will direct the user to the defined content that has been set up

You can use this to create powerful content for your users to see, as shown in the below example:

Search terms are defined as "iPad, iPad mini, iPad Pro and iPad Air."

Searching for these terms will bring up the search link for an iPad range and links the customer to specially designed content:

How to set up Search Linking...

Search Linking is located under Marketing>Search Linking

Press the "Create" button to set up new Search Linking definitions

Or select from the list to edit and amend any that you have already set up

Search Linking Editor:

Completing the required fields:

This is where you create a mail form for your customers to contact you through.

First, click on "New E-mail Form." This will open a new page displaying a few properties that need to be filled in.

Type in the name of this form in the label section, and then enter the email address you want the mail to go to and the email subject.

Specify what the submit button will display, for example, “Send” or "Submit” and then specify the destination where the customer will end up after he has clicked on the link.

Next, you add the content of your forms from using Input fields or free text box. These are displayed on the left of your customer input box.

So this:

Will look like this on the mail form:

There are three types you can choose;

You can then add this email form to any CMS pages (custom page) by clicking the "mail" icon from the page editor and then selecting the form you wish to insert from the drop down list.

1. Mail icon

2. Select the mail form (from all the forms you created in the mail form editor

3. Resulting in a page with your form included along with the rest of that pages content.

Pre-built Payment Providers

Nettailer is integrated with a number of 3rd party payment providers, such as Stripe, Trust Payments (formally Secure Trading), Opaya (formally SagePay), Nets Easy (formally DIBS), Klarna, PayPal Express, Quickpay, and more.

Once you have opened an account with your chosen provider, they will provide you with the required key details. Notify Netset by creating a task in the Project Database and providing the required details to quickly and easily add them as a payment provider in your store.

Worldwide Payment Providers

Nordics Only

UK Only

France Only

What are cost-price strategies?

Cost-price strategies determine the default behaviour of your store in relation to the products that are available.

You can customise the strategy to suit your business needs and tweak and amend it as you need to throughout your business lifecycle.

By applying various rules, you can ask the store to consider prices for in-stock products only, or you could decide that your suppliers have a set priority for their products. You could even combine the two so that the store will pick prices for the highest-priority supplier, provided they have stock.

The filters available are:

1. In stock

2. Supplier priority

3. Calculation method

By adding a calculation method, you can set the store to pick the lowest price and average price (for all available prices), or you can calculate the average price by the amount of stock available.

How do I set up a cost price strategy?

Your cost price strategy can be found under your store administration section under Pricing>Cost price strategies

Click the create button to start a new strategy. You can create multiple strategies but only one can be active at a time.

On the next section you will need to give your strategy a name (this is so that you can easily idenity what strategy this is)

You can then add a filter:

• In stock

Or

• Supplier priority

Selecting "in stock" will then mean only prices from suppliers with the product in stock are considered. Unless no supplier has any stock in which case all prices are included.

Selecting supplier priority will being up a list of all available suppliers in your store and give you an option of adding a number in the "Prio" box. This is how you tell your store which supplier prices to pick first. The lower the number, the higher the priority (e.g. number 1 is the top priority).

You can create several combinations of "in stock" and "supplier priority" strategies.

You will then need to select the calculation method from the drop down.

This can be:

• Lowest price

• Weighted average by stock

• Median price

• Average Price

Based on your settings, Nettailer selects which of the available purchase prices to use as the cost price, and which are subsequently used as a starting point for calculating the selling price.

Cost price examples (PDF) can be downloaded using the link/image below.

Example 1

You could set up a strategy for "in-stock, lowest price" which would mean your store would calculate its sell price based up on the cheapest in-stock products available (in this instance with the supplier priority set the same, the store would consider all suppliers prices)

Example 2

With this function you have ability to prioritise your suppliers on several levels.

You can continue to use the existing scenarios or create a strategy of your own. For example:

A) Priority-1
B) Stock
C) Priority-2
D) Price model

ADD-ON

Instead of creating multiple single-price logics, a group can be created and associated with one or more customers. Once the group is created, multiple price logics can be created or changed easily afterwards.

A price logic associated with price logic groups can only be changed under price logic groups as they share a "header" and are managed entirely within this group.

Create

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Focus assortments is a feature designed to enable shop owners to create an assortment for individual customers and/or customer groups.

Normal use cases for creating a focus assortment are

• A deal with the customer containing a smaller amount of products.

• Guiding the customer to their most bought products

• Helping the customer find their BID products

You can create two kinds of focus assortments.

1. Focus assortments with the shops categories - Create Focus Assortment

2. Focus assortments with your own categories - Create Agreement Category

Create/Edit Focus assortments (with the shops categories)

When creating a focus assortment using the shops own categories, all products are to be connected under the tab connected products. This can be done product by product or by using the excel import. Creating a focus assortment this way will show the assortment in the frontend with each product category.

Connect products, customer/customer groups or users

Search for the product you wish to connect to the focus assortment, now connect the customer or customer group. To remove a product, select the product to be removed and click "Remove connection' at the top of the page. Then you can connect your customer/customer group or selected user.

Create/Edit Focus assortment with your own categories

To create a focus assortment with your own categories click on the “Create Agreement Categories” button. Here you create your own category tree, divided into main- and sub categories.

You can only connect your products to the sub categories.

Use this method to create a focus assortment that groups related products together, such as a printer and its associated toners.

By organizing products in this way, customers will find it easier to locate and purchase related items, enhancing their shopping experience.

Frontend

The front-end view of these two focus assortments in this case will look like this.

A bundle can be a general product for all of your customers or connected to a single customer and/or customer group. A bundle will be visible under All products → Your products → Bundles.

Create/Edit Product Bundle

Connecting products

When you click 'Connect Products,' you'll be taken to a page that lists every single product in your store. The first thing to do is use the search field to find the exact product you want to add to the bundle.

When you've found the product you want, "click on it to add".

Connected product

Connected customers and customer groups

If you want the bundle to be visible for only a select number of customers, you can connect it to customers or customer groups here. If the bundle is not connected to any customers or groups, it will be visible to all customers.

Under "sections" in the administration section there are several options; banner section, document section, image section and promotion section. Each section is named and can be date controlled. You can also set sort order and make them customer-connected and you can also choose to show them if the customer is logged in or not

Examples of how to put the layout under sections.

What are Image Overlays

Image overlays give you the ability to add additional images to a single product image or to multiple product images via a file upload - for example "Free Shipping" and any other offers you may wish to use.

How to create Image Overlays

Image Overlays can be found in Marketing>Image Overlays

You can create a new Image Overlay by selecting the "Create" button or you can choose to edit and amend any existing overlays you may have.

Image Overlay editor:

*Image Position (overlay grid)

Adding Products to your new overlay

Once you have saved your new overlay for the first time, you will be presented with additional options to add products either by searching for them in your store using a part number, or by uploading an excel file import

Connect Product:

Using this option you can then search for a part number and if available in your store, you will be able to connect this product to your new image overlay.

Connect products using Excel:

Using this option, you can connect multiple products at the same time:

Download the template and add the part numbers you wish to add to this image overlay. Then upload the file and the image overlay will be updated across multiple products.

If you have existing products connected, you can use the functionality "full file import" to complete erase any existing products and upload a brand new set of products for the overlay, or if unchecked, you can add any products that are new on your latest import.

Export

Use this feature to export a list of all the products connected to this "Image Overlay".

Remove all

Use this feature to remove all the products connected to this "Image Overlay".

Connect

Use this feature to link an existing "List of Products" to this "Image Overlay."

Create

Use this feature to generate a new "List of Products." This new "List of Products" will be linked here and accessible in other admin areas for reuse.

Please note

Remove

Use this feature to detach the selected connected "List of Products" from this "Image Overlay."

With this module, you can create punchouts that enable buyers to directly access your online catalog from their procurement system.

Creating a punchout

• Determine the PunchOut format to use (e.g., OCI, cXML, Peppol).

• Configure necessary settings such as URI name, address, and supported quantities.

• Specify security parameters like username, password, and shared secret.

• Set up default user, shipment, and order references for seamless transactions.

• Ensure a customer is connected for testing and operational purposes.

Click "Create" to add a new administrator. Once you have done this, an administrator form will open.

You will have three tabs to select from - "Contact Info", "User Info" and "Connected customers".

Contact info Tab

Enter the administrators contact information.

Delivery site

The delivery address is important as this is the backup address if couriers cannot deliver to the delivery address on a white label order. You can also select a default delivery site for this specific user with the drop down selector (this will auto populate the address fields below it)

Profile

Here you can upload images, signature and give the administrator a titel.

User info Tab

Two-factor authentication notes...

Two-factor authentication uniquely identifies a user using a combination of two different parts. In our case, the parts consist of username / password (something that the user knows) and a time-based code (which only the user can generate). This means that usernames and passwords themselves are not sufficient to log in and thus are offered extra security in case the login information falls into wrong hands.

Allow two-factor authentication - the administrator / seller is allowed to log in via two-factor authentication. In order to use this functionality, the user must be equipped with a client. Recommended clients for mobile phones are "Google Authenticator" or "Authy". To continue with this setting, go to "My profile"

Allow reset two-factor - can only be activated by Netset.

Security

Here you can activate if the administrator should receive email notification if customers emaildomain changes.

Connected customers tab

Here you can see which customers and/or customer groups that this administrator is connected to as a Sales person.

Our "Product Tags" feature is a powerful tool that empowers you to add eye-catching images, descriptive text, and customizable links to any product within your online shop. With the flexibility to link to a specific product page, URL, or a CMS page of your choice, this feature enhances the customer experience and provides an engaging way to highlight and promote your products or additional services. Elevate your product presentation, guide your customers effectively, and drive engagement with this versatile feature at your fingertips.

Product tag editor

When you enter the Product Tag Editor, the initial screen you'll encounter is the Product Tag Management screen. Here, you have the options to create or delete product tags by clicking the respective buttons. Additionally, you can edit an existing product tag by selecting the desired tag from the presented list.

Product tag create/edit screen

Utilise the fields below to generate the content you desire for the designated products in the store.

Adding Products to your Product Tag

After saving your new product tag for the first time, you'll have additional options to add products. You can either search for them in your store using a part number or upload an Excel file for import.

Connect Product:

Using this option you can then search for a part number and if available in your store, you will be able to connect this product to your new product tag

Connect products using Excel:

Using this option, you can connect multiple products at the same time:

Download the template and add the part numbers you wish to add to this Product tag. Then upload the file and the Product tag will be updated across multiple products.

If you have existing products connected, you can use the functionality "full file import" to complete erase any existing products and upload a brand new set of products for the tag, or if unchecked, you can add any products that are new on your latest import.

Export

Use this feature to export a list of all the products connected to this "Product tag".

Remove all

Use this feature to remove all the products connected to this "Product tag".

Connect

Use this feature to link an existing "List of Products" to this "Product tag."

Create

Use this feature to generate a new "List of Products." This new "List of Products" will be linked here and accessible in other admin areas for reuse.

Remove

Use this feature to detach the selected connected "List of Products" from this "Product tag."

Setting

Create

1. Enter the part number in the search box that you want to add to the fixed price list, and click Search. A range of results might appear if the text entered matches multiple articles. Select the one you want to use by clicking it.

2. Enter the fixed price for the article.

3. Click OK or Apply to save.

Delete all

Use this button to delete all products connected to this fixed price list.

Excel import

Export

This function is used to manage the type of payments you allow your customers to use in your store, for example “PayPal”, “credit card” or “invoice”.

To add a new payment option simply click on “create” and enter in the details of the payment type you want to use. To delete an item click the entry you want to delete. Then click "Remove."

The default payment type is set to 'General'. You will need to create other payment options if you want to allow credit cards or other on-line methods of payment. These payment options can be connected to specific customers or customer groups, giving you a lot of control over how certain people can pay for their goods.

Invoice

Fees

Allow

Delivery method

Activate the delivery methods for which the payment method should be active.

Order confirmation

Enter the page that will be presented as soon as the order is placed. Note that you first need to create the page under Documents.

Weight(g)

Net weight(g)

Cost for export