The site setup tab allows you to configure the kind of information your buyers see when accessing your catalog. Let's take a look!
Access: The DNS domain (web address/URL) that will point to your buyer facing catalog. If you need assistance with setting up your domain, please contact us so we can get you set up.
Catalog: Here you can set the default display style when a buyer visits your catalog. This dropdown gives you three options:
- List - Gives your customer a list style view of all your products. If you have a larger product catalog, this might be a better option as you'll have more items listed on screen at once for your buyers to view.
- Size/Color - If your catalog has variants, this view mode enables your buyer to see a grid style view per product. They are more easily able to pick the size and color of a product if your catalog specializes in clothing and apparel.
- Image - If your catalog would benefit from displaying larger images of your products as opposed to the smaller thumbnails you get in the list view.
Inventory: Additionally you can determine whether or not you want to display inventory data to your buyers. Please note that when this feature is enabled, your customers will not see actual quantities. Instead they will see alerts such as restock dates, out of stock, or not available (see screenshot below). If a product is available, there will be no warning. Information on setting up inventory, including restock dates and availability, can be found here.
Homepage: On the homepage that is seen by your buyers, you can choose to display recently order items. This will only pull from orders in the 'Processing' or 'Complete' status. This is a great option for giving your customers quick access to products they may want to reorder.
Order History In this section you can choose to display shipping status along with the order history of your buyers.
Email Invites: This is intended to help increase adoption of Handshake Direct Online across your customers if they happen to miss the initial email invite. The re-sent email will be delivered from the email address configured for the default manufacturer within your account. Auto re-sends will only occur once after the initial buyer invite.
The Customer Downloads page allows you to provide links to downloadable documents or other pages as you see fit. Let's take a look!
We've provided the markup editor were you can place a link to a downloadable document. For example, you could provide a link to a downloadable PDF version of your catalog or a terms and conditions document if you wanted to make that available to your customers. Just remember to make sure 'publish' is turned on and to click the blue 'save' button once completed.
The Customer Help page allows you to provide help related documentation to your buyers. Let's take a look!
This markup box generates an entire page you can set up and customize for your buyers as opposed to just a banner. We recommend that you include contact information (and email address or phone number), shipping requirements, tax information, support hours, and a general overview of what happens after an order is submitted. Just remember to make sure 'publish' is turned on and to click the blue 'save' button once completed.
All of the HTML markup boxes allow you to create customer group specific messaging. For example you may have customers in different countries with different languages, currency, shipping restrictions, or tax information. Take a look at this article that talks more about creating custom messaging for your different customer groups.