Support

Settings

On this page:

The Settings section gives access to options to configure the functionality of the software, and the options available to your team. This includes data import tools as well as information that affects orders and inventory items.

Payment Methods

Payment methods can be associated with your orders to make it easier for your accounts teams to track income by source.

Adding a new payment method:

  1. Open the Settings section.
  2. Select Payment Methods.
  3. Click the Add New button.
  4. Enter a Name.
  5. Click Save.
  • The payment method will be available to map in Channel Integrations, or to amend/update in the orders themselves.

Editing a payment method

  1. Open the Settings section.
  2. Select Payment Methods.
  3. Click the blue button.
  4. Edit the Name.
  5. Click Save.

Deleting a payment method

  1. Open the Settings section.
  2. Select Payment Methods.
  3. Click the Red button.
  4. The entry should be removed from the list
  • If a payment method is deleted, it will no longer be available to allocate to orders, but will be remembered by processed orders.

Shipping Services

Your shipping services let you track what labels and costs are associated with your orders being sent out, and trigger any specialised workflows.

  • Manual services can be used where an integration is not available. This indicates where manual shipping labels should be produced, or can be used for ‘collection’ orders.

Adding a shipping service

  1. Open the settings section.
  2. Select shipping services.
  3. Click the add new button.
  4. Enter a name for the service.
  5. Specify a courier for the service to use.
  6. Tick the box if the service requires a tracking number.
  7. Click save.

Editing a shipping service

  1. Open the settings section.
  2. Select shipping services.
  3. Click the blue button for the service.
  4. Edit the name if needed.
  5. Edit the courier if needed.
  6. Update the tracking number option if needed.
  7. Click save.

Deleting a shipping service

  1. Open the settings section.
  2. Select shipping services.
  3. Click the red button for the service.
  4. The service will be removed.
  • If a shipping service is deleted, it will no longer be available to allocate to orders, but will be remembered by processed orders.

Countries

The Countries list allows the system to store information for use when you’re selling internationally.

Adding a new country

  1. Open the settings section.
  2. Select countries.
  3. Click the add new button.
  4. Enter the country name.
  5. Enter the correct currency code.
  6. Enter the ISO code that identifies the country.
  7. Specify the country’s VAT or sales tax rate.
  8. Click save.

Editing a country

  1. Open the settings section.
  2. Select countries.
  3. Click the blue button by the country.
  4. Update the country name if needed.
  5. Update the correct currency code if needed.
  6. Update the ISO code if needed.
  7. Update the country’s VAT rate if needed.
  8. Click save.

Deleting a country

  1. Open the settings section.
  2. Select countries.
  3. Click the red button by the country.
  4. The country will be removed from the list.
  • If a shipping country is deleted, it will no longer be available to allocate to orders, but will be remembered by processed orders.

Import

The Import functionality allows you to import information into your database in bulk using CSV files. This saves time and reduces mistakes

CategoryImport

This Import allows you to create new categories in bulk quickly.

  1. To import a Category file:
  2. Open the settings section.
  3. Select import.
  4. Select the category import option from the import type dropdown list.
  5. If this is the first time you have done this import:
  6. Click on the download template link.
  7. Save the file and open it.
  8. Review the columns and example data.
  9. Delete the example data and replace it with your own data.
  10. Save the file for upload
  11. Click the upload button by the file upload field.
  12. Select your file and click open.
  13. The system will attempt to match the file’s columns to an internal field automatically in the field list.
  14. If a field is incorrectly mapped, click the red button to remove the mapping.
  15. If a field has not been mapped that you want to import, click on the CSV field dropdown and select it.
  16. Select the internal field you want the information saved in from the field dropdown list, and click the map field button.
  17. When all the fields have been mapped that you want to import, click the import button.
  18. When data import successful is shown in the top right corner, navigate to inventory, and the category section to check the data imported successfully.

Fields

The Category import file contains the following fields:

Category Name (Name of inventory category to create)

ProductAttribute

This import lets you import or update the attributes of your products in bulk.

To import a category file:

  1. Open the settings section.
  2. Select import.
  3. Select the product attribute import option from the import type dropdown list.
  4. If this is the first time you have done this import:
  5. Click on the download template link.
  6. Save the file and open it.
  7. Review the columns and example data.
  8. Delete the example data and replace it with your own data.
  9. Save the file for upload
  10. Click the upload button by the file upload field.
  11. Select the file and click open.
  12. The system will attempt to match the file’s columns to an internal field automatically in the field list.
  13. If a field is incorrectly mapped, click the red button to remove the mapping.
  14. If a field has not been mapped that you want to import, click on the CSV field dropdown and select it.
  15. Select the internal field you want the information saved in from the field dropdown list, and click the map field button.
  16. When all the fields have been mapped that you want to import, click the import button.
  17. When data import successful is shown in the top right corner, navigate to Inventory, and the Products section to check the data imported successfully.
  • The SKU must exist for it to be updated with the attributes in the file.
  • If the attribute does not exist for that SKU, it will be created.
  • If the attribute already exists for the SKU, the value will be updated with the value in the file.

Fields

The Product Attribute import file contains the following fields:

SKU (The SKU of the Product the Attribute will be saved against.) AttributeName (The name of the Attribute (Case sensitive)) AttributeValue (The value for that Attribute for the specified SKU) AttributeType (The Type of Attribute being added or updated (Type Attribute))

ProductImport

This import allows you to create or update products in bulk..

To import a Product file:

  1. Open the settings section.
  2. Select import.
  3. Select the product attribute import option from the import type dropdown list.
  4. If this is the first time you have done this import:
  5. Click on the download template link.
  6. Save the file and open it.
  7. Review the columns and example data.
  8. Delete the example data and replace it with your own data.
  9. Save the file for upload
  10. Click the upload button by the file upload field.
  11. Select the file and click open.
  12. The system will attempt to match the file’s columns to an internal field automatically in the Field list.
  13. If a field is incorrectly mapped, click the red button to remove the mapping.
  14. If a field has not been mapped that you want to import, click on the CSV field dropdown and select it.
  15. Then select the internal field you want the information saved in from the field dropdown list, and click the map field button.
  16. When all the fields have been mapped that you want to import, click the import button.
  17. When data import successful is shown in the top right corner, navigate to inventory, and the products section to check the data imported successfully.
  • If the SKU exists, it will be updated with the data in the file.
  • If the SKU does not exist, it will be created.

Fields

The Product Import file contains the following fields:

SKU - The SKU of the product. Title - The Name of the product. Barcode - The Barcode that identifies the product (UPC, ISBN, EAN). Description - A text Description of the product. UnitPrice - The Price you charge per item, inc VAT. CostPrice - The CostPrice you pay for the item, ex VAT. VAT - The VAT rate applied to this item Category - Categories allow you to segment and organise your inventory. Specify a category name this product belongs to, if it does. Weight - Weight of the item in the specified units (See General Settings). Height - Height of the item in the specified units (See General Settings). Width - Width of the item in the specified units (See General Settings). Depth - Depth of the item in the specified units (See General Settings). ParentSKU - If ProductType is Variation, then enter the Parent SKU for this product. ProductType - Enter Variation if this is a variation child product. PrimaryImage - Enter the URL/address to access the Primary Image to be shown for this product and used in listings. Image URL 1 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 2 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 3 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 4 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 5 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 6 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 7 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 8 - Enter the URL/address to access an additional image to be shown for this product and used in listings. Image URL 9 - Enter the URL/address to access an additional image to be shown for this product and used in listings.

ProcessOrder

If you are managing some of your orders outside of eBGCommerce, this allows you to quickly update orders to mark them as processed with tracking information.

To import a ProcessOrder file:

  1. Open the settings section.
  2. Select import.
  3. Select the process order import option from the import type dropdown list.
  4. If this is the first time you have done this import:
  5. Click on the download template link.
  6. Save the file and open it.
  7. Review the columns and example data.
  8. Delete the example data and replace it with your own data.
  9. Save the file for upload
  10. Click the upload button by the file upload field.
  11. Select the file and click open.
  12. The system will attempt to match the file’s columns to an internal field automatically in the field list.
  13. If a field is incorrectly mapped, click the red button to remove the mapping.
  14. If a field has not been mapped that you want to import, click on the CSV field dropdown and select it.
  15. Then select the internal field you want the information saved in from the field dropdown list, and click the map field button.
  16. When all the fields have been mapped that you want to import, click the import button.
  17. When data import successful is shown in the top right corner:
  18. Go to orders
  19. Select open orders.
  20. Search for an order number from the file in open orders.
  21. If this cannot be located, click the processed orders button and search for the same order.
  22. This will confirm the orders have been processed.
  • If an order in the file does not exist, it will be ignored.

Fields

The Process Order Import file contains the following fields:

  • Order Number - The order to be marked as processed
  • Shipping Service Name - The shipping service used to dispatch the order
  • Tracking Number - The tracking number for the parcel (If available)

StockLevelImport

To rapidly update stock levels in bulk, especially where you have multiple locations, faster and with less mistakes.

  1. To import a stocklevelimport file:
  2. Open settings.
  3. Select import.
  4. Select the stock level import option from the import type dropdown list.
  5. If this is the first time you have done this import:
  6. Click on the download template link.
  7. Save the file and open it.
  8. Review the columns and example data.
  9. Delete the example data and replace it with your own data.
  10. Save the file for upload
  11. Click the Upload button by the file upload field.
  12. Select the file and click Open.
  13. The system will attempt to match the file’s columns to an internal field automatically in the field list.
  14. If a field is incorrectly mapped, click the red button to remove the mapping.
  15. If a field has not been mapped that you want to import, click on the CSV field dropdown and select it.
  16. Then select the internal field you want the information saved in from the field dropdown list, and click the map field button.
  17. When all the fields have been mapped that you want to import, click the import button.
  18. When data import successful is shown in the top right corner, navigate to Inventory, and the products section to check the data imported successfully.
  • If an order in the file does not exist, it will be ignored.

Fields

The StockLevelImport file contains the following fields:

SKU - The SKU of the product Stock Level - The stock level to set for the product Location - The inventory location the stock is stored in.

Template Design

Invoice templates can be branded and adjusted to go in with your orders.

Creating a Template

You can have multiple invoice templates in eBG Commerce.

  1. Open the settings section.
  2. Select template design.
  3. Click on the add new button.
  4. In the template designer window, give the template a name.
  5. Select the paper size you want to print the invoice on.
  6. The layout is made up of elements. You click these items in the elements list at the bottom left corner to add them to the layout area.
  7. Once an element is on the layout, you can adjust its size by editing the element height and element width values.
  8. You can click on an element and drag it to change its position using the left mouse button.
  9. If the element contains customisable text, you can click edit to select a field from the order to show in this area using the item data dropdown list.
  10. Click save when finished.
  11. You can change the font and font size for the document using the default font and default font size fields.
  12. The logo field can contain an image.
  13. Select it and click on edit to open the options.
  14. Click on select file and locate the image you want to display.
  15. Click open to select the file.
  16. Click save to load the image into the layout.

The customer address, order item and order total elements will contain that information from the order you’re printing the invoice for.

  • Click on the x when selected to delete an element.
  • When you’ve finished editing your layout, click save in the bottom right corner to exit.

Setting a template as default

If there are multiple templates, you can set one to be printed by default. All others must be manually chosen to be used.

  1. Open the settings section.
  2. Select template design.
  3. Find the row for the template you want to use as default.
  4. Click to tick the default field for it.
  5. You will see a message “Default template updated” to confirm the change.

Editing a template

  1. Open the Settings section.
  2. Select Template design.
  3. Find the row for the template you want to edit.
  4. Click the blue button to load it.
  5. Make any changes required.
  6. When you’ve finished editing your layout, click save in the bottom right corner to exit.

Deleting a template

  1. Open the Settings section.
  2. Select template design.
  3. Find the row for the template you want to delete.
  4. Click the red button to delete it.
  5. You will see a message “Template successfully deleted” to confirm the removal.

General Settings

Change Weight Units

  1. Open the settings section.
  2. Select general settings.
  3. Open the weight dropdown list.
  4. Select the metric or imperial unit that you want to use for the weights stored in eBG Commerce.
  5. Click save.

Change Size/Dimension units

  1. Open the settings section.
  2. Select general settings.
  3. Open the dimension dropdown list.
  4. Select the metric or imperial unit that you want to use for the dimensions of your products in eBG Commerce.
  5. Click save.

Import History

This section lets you review the status of your previous imports.

Viewing a previous import

  1. Open the settings section.
  2. Select import history.
  3. Search for the import log you want to review. If the list is long, you can click on a heading to sort the list by:
  4. Import type,
  5. Date of import,
  6. Status,
  7. Total count (records in import), or
  8. Passed (successfully imported).
  9. You can also filter out the list for those that match values in those columns by selecting or entering information.
  10. When you identify the import you want to check, click on the blue action button.
  11. You can sort the list of records by clicking on one of the headings.
  12. You can also filter the records shown by entering or selecting search terms under the headings.
  13. Click close when you have finished.

User Management

eBGCommerce supports multiple user accounts, with different levels of access to suit their responsibilities.

Adding new users

  1. Open the settings section.
  2. Select user management.
  3. Click on the add new button.
  4. Enter the first name and last name of the user.
  5. Enter the email address and a contact phone number for the user.
  6. Enable the permissions the user will need by section. Most sections default to view (Except view PII)
  7. View allows the user to open the section and review records.
  8. Create allows the user to open the section, and add new data/records.
  9. Edit allows the user to update records.
  10. Delete allows the user to delete data/records.
  11. Save the user once you have finished setting it up.
  12. The user will be emailed to login for the first time and set their password.
  • By default, all users have view PII set to disabled.

Editing user accounts

  1. Open the Settings section.
  2. Select User Management.
  3. Locate the user account you want to update.
  4. Click on the Action button for that record.

Disabling user accounts temporarily

  1. Open the settings section.
  2. Select user management.
  3. Locate the user account you want to update.

  4. Click on the action button for that record.

    Deleting user accounts

  5. Open the settings section.
  6. Select user management.
  7. Locate the user account you want to update.
  8. Click on the action button for that record.