Blog: company store

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.

Summer 2017 Upgrades: Login As, Checkout Improvements

Do you ever need to access your customer’s account on your company store? If it sounds unlikely, you might be surprised at how often we get requests to be able to log in to a customer’s account. Maybe you need to place an order for them that they gave you over the phone. Maybe they’re having a problem with the store that you can’t reproduce.

The problem with logging in to your client’s account is security – how do you do it without getting their password and compromising their security? Sure, they may be fine with giving it to you, but they should change it afterward, and many will forget. That leaves you with sensitive information that, truth be told, you’d be better off without.

Log in As screen shot in company store

That’s why we’ve now added a “Login As” feature to your storeBlox CS administrative dashboard. Just find the user and click the “Login As” button. You’ll get a popup window with one-time access to their account on the front end of the store. If you need to check out how they see the site, place an order for them, redeem points, or anything else, you can do it now.

Close the window and you’re done; it’s locked back down. You never need their password or any private information. This feature is available in your store today!

Eliminating unwanted clicks in checkout

We’re always on the lookout for ways to make the process of ordering as bulletproof as possible. One thing we’ve found over the years is that visitors can find all sorts of unexpected ways to interrupt the checkout process. This is never a good thing, since this is where you make your money.

Today, we’ve given the purchase page in your checkout a Kevlar vest of sorts – once a visitor clicks the payment button, we not only prevent additional clicks until the processing is complete, but we disable everything else on the page too. This helps prevent cart errors and reduces abandonment during checkout.

This isn’t the end of our summer update, though. Next month we’ve got some big features coming out. in the meantime, if you need anything, just give us a shout!