Quick Guide

Products: Mobile Devices (eg: iPhone)

Only the following sections and fields are required:-

Details > Description

  1. Title: The name of the product, including the brand and model
    eg: Apple iPhone 15
  2. New Site: This should be ticked
     

Details > Price and Categories

These fields are used for filtering product listings.

  1. Type
  2. Brand
  3. OS
  4. Device Category

You can ignore all other fields.

Details > Shipping and Availability

  1. Freight Cost: An optional additional fee added to the total freight cost.
    (this may be overridden by recent freight calculation changes)

Stock control is implemented, but currently disabled.

Content

Features, benefits and specifications should be entered here. Use an existing device Content description as a template (copy and paste).

Variants

Each product that is a device has variants. These are used to manage different products SKUs, Memory, Images and Pricing. For each variant, you must provide:-

  1. Stock Code (SKU)
  2. Price
  3. Colour
  4. Memory
  5. One or more images (using the Photo carousel)

Publishing Products

  • To make a product visible in production use Save & Publish.
  • To save changes without altering the production site, use Save.

There is not currently a stage site for previewing changes.

Publishing a SIM

There are two types of each SIM – a blank and one which is automatically picked according to the device a customer chooses when adding a service.

Follow the same steps for a device. Under the Price and Categories tab, also select the SIM Type and Carrier.

The Shop uses two methods to link a SIM to a device.

  1. When editing the device, use the Compatible SIMs tab to choose the SIM products that should be used     OR
  2. When no compatible SIMs have been linked for a product, the shop will pick from those SIMs linked to the products Brand.
    These are edited under the Available Carrier SIMs tab under Shop > Brands in a particular brand.

Note – BLANK SIMs should not be linked and should not have a SIM Type as they are sold only as accessories.

 

 

Notifications

Report :  Customers > Notifications Log, lists the notification status in reverse date order for the survey notification only. 
a) When possible notification event occurs, system checks if that event has fired before for the item concerned (an order or a line item)
b) If it has not, an email is generated and set in a queue ready to set - this includes the customised message, recipient and sender detail.
c) Every 15 minutes a separate process checks the queue, sends any emails waiting and sets the status to Sent.

News

1. Select Pages from the main menu
2. Select General
3. Add New
4. Add detail and set the Parent (bottom right) to News
5. Add content
6. Save & Publish

Images

Infomaxim auto-sizes the images at publish time - so the size is not the issue -  however most images are deep etched on a white background and the positioning/size of the photo within the physical image varies a lot.

Ideally, you need to have a designer properly photoshop the images so they are consistently treated in respect to the size of the white area. 
For creating complex banners we recommend and use canva.com
You can also edit images within Infomaxim. Step by step guide 

Import Techfunds

1. Rename the spreadsheet column headings to fleetview_id and loyalty_points from InvoiceEntity and Tech Fund Balance respectively
2. Customers > Import
3. Select the XLSX file and click Upload & Next
4. Select the Worksheet, ignore other fields and click Next
5. Select fleetview_id as the Match existing records by Column for matching and click Next
6. Done

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The following features are no longer supported.

Plan Bundles

1. Shop > Plans
2. Edit a service
3. Check the Allow Bundle Products tick box
4. Bundle Options tab
5. Choose products to show as bundle options

NOTE: Services are pulled from Fleetview and created in the Shop just-in-time when we first see them in an order. That means a brand new service won't show in Shop > Services until it is attempted to be ordered.

Promotions

1. Edit the product
2. Choose the renamed 'Also Like / Promotions' tab
3. Add products in the usual way
4. Check the Promo Pack checkbox after adding - it's on the list of items in the tab just before the delete icon - this will make the linked product show in the Promotions select box 

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