Blog: company store

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 dashboard The 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!

Company Stores 101: Controlling Access

While many company stores are open to the public, some clients require a more limited form of access. They may not want the general public viewing the store at all, or they may only want specific people to be able to place orders or see certain products. Your storeBlox CS Company Store includes a variety of methods for controlling access to the store itself, as well as the products within it. For access to the store as a whole, there are four different possibilities:

  • Public Access: This is a normal, publicly available store with no restrictions on access
  • Public Access – Registration not required to place orders: A variation on the above, this allows users to order products and check out without even creating an account (also known as Guest Checkout). This can be useful if you get mostly one-off orders.
  • Closed Access: A visitor cannot access the store at all without a user name and password. This is a locked down site, with all user access managed by you or the client, by creating user accounts for authorized users.
  • Limited Access: This is like Closed Access but allows for registration of visitors who have an Invitation Code. In general, this is going to be the preferred method of handling password-protected company stores, because it allows new visitors with an invitation code to register and gain access immediately. Unless you need airtight control (and don’t mind managing every single user in the store), Limited Access will be your best bet for a restricted store.

Access management in a storeBlox CS Company Store

One other method of controlling overall access to a store is restricting by email domain. This can be in addition to other restrictions, or it can be on its own. If you restrict by email domain, a visitor cannot create an account without using the correct email domain, e.g. username@eblox.com. This is often a reasonably foolproof method for making sure that only the employees of your client’s company can register at the site and place orders (assuming you don’t have Guest Checkout enabled).

Controlling registration in a storeBlox CS Company Store with email domains

Finally, as we discuss in detail separately Building Mini Stores using Group Features, Groups are a fantastic way to restrict which products any given user in a store can view. Why would you want to restrict product visibility in a store?

  • Private Categories: If your client has a public store but has a few items that are only available to employees, Group-based category restriction handles showing those restricted products to employees only.
  • Department-specific products: Some companies have products geared toward specific divisions or groups within the company – for instance, the marketing department might be able to order sell sheets and signage, while the rest of the company can only order apparel and hard goods.
  • Multiple locations: Sometimes different locations need different product mixes, but you don’t want to manage multiple stores and your customer doesn’t want to pay for them. Group-based access can create virtual “mini-stores” for each location.

Group-based access to categories handles all these scenarios easily; just assign a category to the appropriate groups, and storeBlox CS handles who gets to see what. For more detail on Group management, check out our Company Stores 101 post here Building Mini Stores using Group Features!