Tip: You can navigate to specific sections in the video by selecting the Chapters icon.
Learning Objectives:
1. Recall how to update store settings.
2. Explain how to add a new product.
3. Describe how to create a new order.
4. Summarize how to update and fulfill orders.
Video Script
Welcome to the Store: Adding Products & Updating Orders overview. In this video, we will review how to customize store settings and demonstrate how to add products and update orders.
To get started, select Setup from the welcome menu. Then, select Store/Payments from the main menu. This will open the store settings page where you can configure your products and settings. Ensure the store setting at the top of the page is enabled. If not, select Click here to change this setting.
Under the Products tab you will see a list of store products and online payment types. Online Payments will be covered in-depth in subsequent training videos. By default, the products list shows all your store items in alphabetical order. You can sort the products list by Product Name or Product Description and set how many entries display on the products list. You can also conduct an all-text keyword search of the products list using the search bar and export the products list to Excel.
To add a new product, select New in the products section. Then, enter the Product Name. Next, add a description of the product. After entering a description, determine if users need to agree to terms and condition when purchasing the product. If you select Agree Online, you can either choose an existing set of terms and conditions or create new terms and conditions by selecting Add New Terms and Conditions and entering the relevant text.
Next, enter the price for the product and determine if you want to allow decimal quantities of the product. This may be applicable if your product does not come in whole numbers like litres of gasoline. Then, add an image of the product for the store page. If the product is a document, upload the relevant files. The files will be automatically sent to the user when payment is processed. No formal approval is required. Once completed, click Save. You will now see the new product on the products list.
The next tab on the store settings page is Terms & Conditions. Under the Disclaimer section, you can add or edit a disclaimer, which will appear at the top of the store page. To add a disclaimer, select New. Enter your text and click Save. You will now see the new disclaimer. To review the disclaimer, select View. To revise the disclaimer, select Edit. And to remove the disclaimer from the system, select Delete.
Under the Terms and Conditions section, you can add or edit terms and conditions for purchasing store products. Like before, select New to add new terms and conditions, View to review terms and conditions, Edit to revise terms and condition, and Delete to remove terms and conditions from the system.
The last tab on the store settings page is Settings. Here you can customize two settings. The first, is Email confirmation text for Pick Up. This text will be included in the email sent to users when their product is ready for pick up. To customize this text, select the Edit icon, enter the applicable text, and click Save.
The second setting is Make comments for purchased items required. If enabled, a mandatory comment box will be added to the product purchase page. Users will be required to add a comment to finalize their purchase. Update the setting as needed.
Before returning to the homepage, ensure you have enabled the applicable user group permissions for the store. Once completed, select Exit Setup from the main menu. Then, select Store from the main menu.
On the store page you can review your products, create a new order, and update outstanding orders. To create an order on behalf of a resident, select Add to Cart underneath the applicable product. You can also select the product to review the details and then select Add to Cart. After selecting the desired products, click the Cart button.
Review the order details and update the quantity as needed. To remove a product from your cart, select Delete. Next, enter the unit number or name of the resident. If applicable, agree to the terms and conditions and enter any relevant comments about the order. Once completed, click Checkout.
You will now see a summary of the order, as well as a breakdown of the subtotal, services fees, and tax. To proceed with the order, select Pay and Save Your Order. Enter the credit card information and click Pay. The order has now been placed. The resident will then receive an email confirmation and building administrators will be notified that a new order was placed.
To return to the orders page, select All Orders. Here you will see the orders list, with the outstanding orders at the top. You can conduct an all-text keyword search of the orders list using the search bar at the top of the page. You can also filter orders list by order status and update an orders status.
To review an order’s details, select the View icon. You can then cancel the order, which refunds the product amount to the cardholder, change the status of the order to either Ready to Pick Up or Delivered, or print the order receipt, which will download a PDF copy of the receipt to your device.
If the order is ready for the resident, select Ready to Pick Up. If applicable, click Create Package to add the item to the Security and Concierge Console. This will allow the security team to release the package to the resident. Then, enter any additional instructions in the Comments box and upload any relevant attachments. Once completed, click Save. The order’s status has now been changed to Ready for Pick Up.
When the order has been picked up change the status to Delivered. If the package was released through the Security and Concierge Console, the status will automatically be changed to Delivered. To update the status of multiple orders, check the box beside the applicable orders and pick the appropriate status from the Update Order menu.
This concludes the Store: Adding Products & Updating Orders overview. For more information on the Store feature, please refer to our user guides.