Blog: company store

Embeds Galore

More embed fields for storeBlox CS Company Stores

storeBlox CS has always lead the way in flexibility with third-party tools like analytics and advertising networks. Through custom code injection – or embedded code – you can plug just about anything into your store for tracking, slicing, dicing or whatever you desire.

Until now, there were only one or two places that you couldn’t drop a code snippet into your store, but we’ve fixed that. For those of you who need to drop in things like chat software that require special positioning in the code, storeBlox now has you covered with every possible insertion point.

If you’re looking for live chat options, there are quite a few of them out there, from Olark to Intercom to Freshchat. Any of them can easily be enabled on your store with these new embed options. Don’t want to mess with it yourself? Just give us a shout and we’ll be happy to take care of it for you!

Other updates

The latest release of storeBlox includes numerous bug fixes and improvements, including:

  • Color and size are now available in the Transaction Detail Report
  • Numerous improvements to order display and listing
  • To help with thorny freight calculation issues that sometimes occur with third-party shipping quotes, we’ve added additional logging to quickly triangulate the source of the problem.

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Group-based shipping methods

Among a number of small improvements and fixes in our first storeBlox CS release of 2019, we also launched Group-based shipping methods. storeBlox has Group functionality baked deep into the system, and it’s a great feature for variety of situations:

  • Assigning product access to groups: For example, your store can be set up so managers can see everything, while other users see only specific categories or products. This can be helpful if managers have access to free products, literature or other items that other users shouldn’t be able to view. You can even set up groups with their own landing pages and banners, creating Micro Stores.
  • Payment by group: Often, a store may make certain payment methods (like departmental budgets) only available to certain users. Group payment methods let you assign available payment methods to specific groups, and Group Approvers enables you to have an approver review and approve all the orders for a specific group.

There’s a lot more to Groups, so drop us a line if you need help understanding how to set them up and manage them. This month, we added Group-based shipping methods, which is pretty much exactly what it sounds like – you can now control access to any shipping method by group:

storeBlox CS group-based shipping

This extends the capability to control available shipping methods to Groups. For example, if your managers have access to free shipping or local delivery, but other users need to use only FedEx or UPS, you can now assign any shipping method by group!

Other updates

The latest release also brings additions to your Order Export, and a we’ve added the ability to opt out of Loyalty Marketing emails during registration and account editing. This is separate from general opt out of marketing emails.

As always, if you have any questions about setting things up or just need a custom demo or help selling, just give us a shout!

Order Snapshot and Approval Thresholds

We’ll keep this one brief: We’ve just added a groovy order overview to your dashboard when you log in to manage your company store. Whether your store is high-volume or just gets a few orders per week, we think you’ll love this feature.

storeBlox CS Order Snapshot dashboardThe new Order Snapshot shows you the ten most recent orders in your store. Now you don’t need to dig into Order Management to get a quick overview of your most recent orders. You can see order amounts, names and emails at a glance.

If you’re ready to take action on an order, just click “Go to Order Management” and you’ll be taken directly to manage your orders.

Approval Threshold

Also live this week in your store is a new approval feature: Approval Threshold. storeBlox CS has always had some of the most powerful order approval and routing features in the industry, including the ability to route individuals or groups to specific approvers and even trigger approvals by payment methods.

storeBlox CS Company Store approval threshold

Approval Threshold expands on this by enabling you to set a dollar value to require approval. Anything below the threshold will be processed as normal, but orders that exceed the threshold will be routed to an approver. That way small purchases can proceed without approval delay, but big orders will be routed for review.

You can set different threshold amounts for different payment methods (other than credit cards, which never require approval). Approval Threshold is live in your store today in the Payments tab.