Your Brand is Your Passion. eCommerce is Ours.
Training & Resource Center
In addition to the materials below, please use the Help Desk in your OMS for additional Q&A on various topics. Or you can access the Help Desk in the form of our Knowledgebase on our website. Other great sources for ideas and product information include our Blog and online Feature List. Lastly, check out our App Marketplace when seeking third-party add ons.
Please check back regularly, we’re adding new materials all the time!
QUICK LINKS:
- Amazon
- Club Processing
- Customers
- Customer Relationship Mgmt.(CRM)
- Drop Shipping
- Email Delivery
- Google Analytics
- Integration API’s
- Loyalty Points Program
- Orders & Order Processing
- Password Recovery
- PayPal
- Products
- Product Images
- Point of Sale
- Promotions & Marketing
- Quoting System
- Reporting
- Sales Tax
- Security & Anti-fraud
- Settings
- Shipping
- Site Design/Site Sync
- Spreadsheet Imports
- Store Testing
- Social Media Integration
- Subscriptions
- Users
BROWSE:
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- Best Practices for Wine Clubs & Club Processing
- Member Choice Club Set Up & Processing Guide [DOWNLOAD]
- Best Practices for Member Choice Clubs – Video Webinar Feature Presentation
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- Customer Imports
- Importing Credit Cards via csv file
- Assigning Random Passwords – dropbox
- Password Recovery for Your Customers
- Setting Up a “How Did You Hear About Us” field
Customer Relationship Management (CRM)
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- Mail Chimp Mail Wizard – instructions – dropbox
- Create multifunction “hybrid” links for your emails – URL Generator
- Best Practice for Reliable Email Delivery (SPF records)
- How to change the default address in the signature of your Mail Wizard Emails
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- Product Catalog Management Best Practices
- Basic Product Set Up – Video Tutorial
- Product Filtering Tool – Video Tutorial
- Importing Products In Bulk – Video Tutorial
- Create Product Pages that Sell – Video Tutorial
- Setting Up Product Attributes – Video Tutorial
- Pricing – dropbox, customer-based pricing
- Product Imports
- Volume Pricing Display Options – doc in drop box Custom Tabs on Product Pages
- How to Add Products to Multiple Categories
- How to add a PDF link to a product description [DOWNLOAD]
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- Importing Images in Bulk – Video Tutorial
- Setting up Images for a Single Product – Video Tutorial
- Using the Image Gallery – Video Tutorial
- Product Image Zoom – Video Feature Presentation
- Video Images – using same image more than once without duplicate uploads – dropbox
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- Engage POS Free Trial Activation Instructions [DOWNLOAD]
- Engage POS Set Up Instructions
- Engage POS Tips & Gratuity – Video Tutorial
- Engage POS – Running X and Z Reports
- How to set up the BridgePay Payment Processor for Engage POS
- Microworks POS Integration Set Up Checklist
- VinNOW POS integration Set Up Guide [DOWNLOAD]
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- OMS Dashboard Short Overview – video
- How to Run a Report on Product Shipped During a Specific Time Period
- Engage POS – Running X and Z Reports
- How to Print a Sales Tax Report
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- How to set up a CNAME Domain Alias
- Always Secure Domain
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- Connecting to Shipping Carriers – Video Tutorial
- Shipping Set Up Introduction – Video Tutorial
- Shipping Calculator Excel Tool for Wineries using Fulfillment Houses [DOWNLOAD]
- Instructions for Wineries Using the Shipping Calculator for Custom Weight Ship Tables [DOWNLOAD]
- Setting up a Thermal Printer to print Shipping labels – Video Tutorial
- Preferred Delivery Date Set Up Video Feature Presentation
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- Overview – What you need to know about your Site Design Sync
- Display & Cart Options to consider for your Site Sync (not ready)
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- Like N Save – doc in dropbox,
- Facebook Application ID Video Tutorial
- How to install your Facebook Marketing Pixel into Nexternal
Subscriptions / Recurring Billing
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- User Access Levels (copy tooltip for Web – add tips – not ready)
- Password Recovery for OMS Users – Video Tutorial
- Suggestions for Strong Password Recovery Questions for OMS Users