Summary

This article shows you how to choose which retail items show in the Customer Portal, and how to set up notifications and emails for online retail orders.

Steps

Choose Which Items Show in the Portal

1. Go to Left-hand Navigation: Admin » Retail.
2. Scroll down to Retail Items.
3. Edit a retail item you want to sell in the Customer Portal.

   

4. Turn on Status. The item will not show in the portal without it.
5. Turn on Show to customers. The item will not show in the portal without it.
6. Turn on Allow online order when out of stock if you want to. This is optional.
7. Select Save.
8. Repeat for each retail item you want to sell in the Customer Portal.

Important: If you have many retail items to add, import them instead of adding them one at a time. See How to Bulk Import Retail Items from Excel.

Turn On Notifications

You can set user groups to get a notification when customers submit online retail orders. See Notifications Center.

1. Go to Left-hand Navigation: Reports & More » Groups.
2. Find the Notification: New Online Retail Order Received permission.
3. Turn it on for each user group that should get an in-app notification when a customer buys retail.

   

4. Select Save.

This permission can apply only to the locations where the owner ordered the item. It can also be global, so a notification shows at all locations when a customer orders retail, no matter the location.

Turn On Emails

You can turn on two email templates for customers. The New Online Retail Order Received email sends as soon as the customer submits an order. The Online Retail Order Ready for Pickup email sends when staff mark the order ready.

1. Go to Left-hand Navigation: Admin » System Email.
2. Turn on the email templates you want. Use the table below for help.

   

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