Centra 1.2.4

1.2.4

General

  • Connect campaigns to multiple markets.
  • State taxes for the US and Canadian market.
  • Accounts can be connected to warehouse groups.
  • Accounts can be flagged as internal.
  • Cancelled products can be removed completely from stock.
  • Orders and shipment CSV exports are normalized.
  • Localization of Tags.
  • Improved delivery notes.
  • Collections can be inactivated.
  • Create shipments with a product filter.

New plugins

  • Order API for integration with shipping partners and others.
  • New shipment options.

New reports

  • CLTV - Customer lifetime value report.
  • Commission-to-pay report.

New Delivery window features

  • Selectable dates on delivery window
  • Create dynamic delivery windows
  • Create order on multiple delivery windows
  • Split orders by delivery windows
  • Update variation type for all items in a delivery window
  • Sales Limit on delivery window

New Wholesale features

  • Tier Pricing
  • Credit card payments, b2b
  • Address book for accounts
  • Payment terms

New CMS features

  • Connect articles to price lists and markets


General

Connect campaigns to multiple markets
Now you can filter who can participate in a campaign depending on the market the customer has and connect your campaign to multiple markets, unlike what we had in our previous releases.

State taxes for the US and Canadian market
In this release we added all the sates of USA and Canada so you can write specific tax rules for each state because the US and Canada have different tax rules; every state has its own tax rules.
Note!

Activation by Y/S is needed and might need front-end changes.

Accounts can be connected to warehouse groups
In this release we made it possible to connect an account in Wholesale to a specific warehouse group and it makes the management of who gets to buy from where a bit easier.

In order to do this, follow the steps below:

  1. Click ‘ACCOUNTS’ in wholesale and choose the account you want to edit.

  2. Click on ‘EDIT’ and you can choose the warehouse group you want to connect to this account under ‘CUSTOM WAREHOUSE GROUP’ like shown in the picture below.

  3. Click ‘Save’.

Accounts can be flagged as internal This feature allows you to create internal accounts; which means that they per default create internal orders.

In order to make an Account internal follow the steps below:

  1. Click on ‘ACCOUNTS’ in wholesale and choose the account you want to edit and you will be directed to this view:

  2. Click ‘EDIT’ and mark the box under ’INTERNAL ACCOUNT’ like shown in the picture below.

  3. Click ‘SAVE’.

Cancelled products can be removed completely from stock In this release it is possible to remove canceled products from the stock. It is useful feature when someone accidently buys something that is not in the stock.

In order to remove canceled products from stock follow the steps below:

  1. Select the order you wish to edit and scroll down to the 'ORDERED PRODUCTS' section, like shown in the picture below.

  2. Click 'CANCEL PRODUCTS' in the bottom-right corner and this pop-up window will open:

  3. Enter the quantity of the product you wish to cancel in the 'Qty' column and click on the radio bottom where is says ‘Remove items from stock’.

  4. Click 'CANCEL PRODUCTS' in the bottom-right corner. The products you have cancelled will be listed under 'CANCELLED PRODUCTS' and removed from the stock.

Orders and shipment CSV exports normalized

The order and shipment CSV export are now more similar making it easier to work with.

Localization of tags

With this feature it possible to localize tags, which makes it easier to use tags when having multiple languages.

In order to localize your tags follow the steps below:

  1. Click ‘SYSTEM’ on the bottom navigation bar and choose ‘LOCALIZE’.

  2. Click ‘TAGS’ on the upper right corner and you will be directed to this view where you find existing product tags.

  3. Click ‘EDIT’ on the upper right corner and you will be directed to this view where you can translate your tags in other languages.

  4. Click ‘Save’.

Improved delivery notes Note! These steps can be done for Wholesale also.

Back-order details and ETA date has been added to the delivery note.

If you want to include the back-ordered products in the delivery note follow the steps below:

  1. Click on ’SALES’ in the Retail/wholesale section in the upper navigation bar and choose ‘Invoices’.

  2. Click ‘INVOICE TEMPLATES’ on the upper right corner and you will be directed to a list of your invoice templates.

  3. Choose the invoice template you want to edit and you will be directed to this view:

  4. Click ‘EDIT’ on the upper right corner and then scroll down to ‘Show backordered products on Delivery Note:’

  5. Click on the radio button where it says ‘yes’.

  6. Click ‘SAVE’.

Collections can be inactivated

You can inactivate collections so they don’t appear in the Create Selection view.

Follow the steps below to inactivate a collection:

  1. Click on ‘CATALOG’ on the upper navigation bar, choose ‘COLLECTIONS’ and choose the collection you want to inactivate from the list.

  2. Click 'Edit' on the upper right corner and change the to status to ‘inactive’ (yellow color).

  3. Click ‘SAVE’.

Create shipments with a product filter

In this release you can select an amount of orders in SALES / ORDERS and then select ‘Create Shipments’ to auto create shipments for all orders.

You can also create a filter of products to select exactly what products you want to send right now, and it will only create a shipment including these products. This function is a smart solution if you’re working with different drops for your catalog.

Follow the steps below to do this:

  1. Click ‘SALES’ on the upper navigation bar and choose ‘ORDERS’.

  2. Choose the orders you want to make a shipment for from the order list by marking them like shown in the picture below.

  3. In the upper right corner choose ‘Create shipments’ in the ‘select actions’ drop down menu like shown in the picture.

  4. Click ‘Apply’ and this pop-up window will appear:

  5. If you want to create shipments for all products in the order:

    a) Choose

    · Whether to create the shipment only from allocated products or all.

    · Whether to make the status of the shipment Good to Go or not.

    · Whether to create invoices for this order at the same time you create the shipment or not.

    b) Click ‘Save’.

  6. If you want to create shipments for specific products in the order:

    a) Choose

    · Whether to create the shipment from only allocated products or all.

    · Whether to make the status of the shipment Good to Go or not.

    · Whether to create invoices for this order at the same time you create the shipment or not.

    b) Click ‘FILTER PRODUCTS’ and the pop-up window will look like this instead:

    C) Mark the products you want to create shipments for now and Click ‘Done’.

New plugins

Plugins are extended functionality to Centra, which can help with integrating Centra with third party systems.

Follow these steps to discover the new plugins:

  1. Click 'SYSTEM' in the bottom navigation bar and choose ‘STORES’.

  2. Choose the store that you like to add plugin to.

  3. Scroll down to ‘PLUGINS’ as shown in the picture.

  4. Click ‘+PLUGIN METHOD’ and click on the drop down menu under ‘Plugin:’ to view the complete list of our available plugins like shown in the picture below.

Order API for integration with shipping partners and others

We’ve created really simple API for fetching orders and shipments to handle them remotely. It is useful when external parties want to build in their WMS (Warehouse Management System) or handheld units for the pick &pack.
NOTE! FedEx own warehouse have been our pilot integrator for this. We will continue to expand upon this API to support more types of integration.

If you want to integrate with Centra through Centra’s API follow the steps below:

  1. Click 'SYSTEM' in the bottom navigation bar and choose ‘STORES’.

  2. Choose the store that you want to integrate with.

  3. Scroll down to Plugins and click ‘+PLUGIN METHOD’ as shown in the picture.

  4. Click on the drop down menu under ‘Plugin:’ and Choose ‘Centra API’ under ‘Others’ section.

New shipment options

In THIS release we made it possible for you to integrate the shipping process in Silk with more shipping companies than before. We have added:

  1. Post Denmark
  2. USPS
  3. Bring
  4. Pacsoft
  5. DHL

In order to add a new shipping method and integrate it with Centra, follow these steps:

  1. Click 'SYSTEM' in the bottom navigation bar and choose ‘STORES’.
  2. Choose the store you like to add shipping method to.
  3. Scroll down to Plugins and click ‘+PLUGIN METHOD’ as shown in the picture.

  4. Click on the drop down menu under ‘Plugin:’ and choose a shipping company under ‘Shipping Method’ section.

New reports

CLTV - Customer lifetime value report

This is a great report for going through the lifetime value of your customers. It shows among other things the following:

  1. How many customers were registered during which month?
  2. How much have they spent, and during which months?

If you want to create CLTV report follow the steps below:

  1. Click on ‘DASHBOARD’ on the upper navigation bar and choose ‘REPORTS’.
  2. Click ‘+FILE’ on the upper right corner of the page and choose ‘Customer lifetime value report’ from the ‘Method’ drop down menu.
  3. Enter the following information:

    • Status- Change the status to ‘Active’ (green color).

    • Store- Choose the store, you want the report for.

    • Name- Write a name for the report.

    • Country- Choose which country to create the report for.

    • Format- Choose format.
  4. Click ’Save’.

  5. Click ‘EXPORT FILE’ to generate the report and this pop-up will appear:

  6. Choose the date and time interval you want to show in the report and click ‘EXPORT’.

Commission-to-pay report

This report contains the upcoming commissions.

Follow the steps below to create a report for the upcoming commissions:

  1. Click on ‘DASHBOARD’ on the upper navigation bar and choose ‘REPORTS’.

  2. Click ‘+FILE’ on the upper right corner of the page and choose ‘Commission To Pay report’.

  3. Enter the following information:

    • Status- Change the status to ‘Active’ (green color).

    • Store- Choose which store, which to this report for.

    • Name- Write a name for the report.

    • Timeframe- Choose a default timeframe for the report.

    • Auto Generate- Choose whether to auto generate this report or not, if you choose to auto generate the report, a small box will appear where you can write email addresses that will receive the report automatically according to the timeframe previously chosen.

    • Limit- Choose a geographical limit for the report

    • Format- Choose a format for the report.
  4. Click ’Save’.

  5. Click ‘EXPORT FILE’ to generate the report and this pop-up will appear:

  6. Choose the date, time and invoice interval you want to show in the report and click ‘EXPORT’.

New Delivery window features:

Selectable dates for Delivery window.

We’ve added Selectable dates, so you can have one Delivery window but each time you place an order you select the date you want. It will then count all products incoming for that date.
Note that the Selectable dates are only available in Centra back- end, not in the front-end showroom.

In order to do this, follow the steps below:

  1. Click ‘SETUP’ in the wholesale section and choose ‘DELIVERY WINDOW’.

  2. Choose whether to select an existing delivery window to add selectable dates to or to create a new delivery window.

  3. At Once- Under ‘At Once’ choose the radio button where it says ‘Yes’ and the ‘Selectable Date’ will appear like the picture below:

  4. Selectable Date- Now when the ‘Selectable Date’ appears, click on the radio button where it says ‘Yes’

  5. Click ‘Save’.

Create dynamic delivery windows

In this release we made it possible to create dynamic delivery windows which allow your customers to buy from what you have in stock today and upcoming products in a number of days ahead.

If you want to allow your customers to make an order for the products you have in stock and the products you will have in x number of days follow the steps below:

  1. Click ‘SETUP’ in the wholesale section and choose ‘DELIVERY WINDOW’.

  2. Choose whether to select an existing delivery window or to create a new delivery window.

  3. At Once- Under ‘At Once’ choose the radio button where it says ‘Yes’ and the ‘+ Days’ will appear like the picture below:

  4. +Days- now you can write the number of days you want in the box under ’+Days’.

  5. Click ‘Save’.

Create order on multiple delivery windows

This allows you and your customers to have products from different delivery windows within the same order, for example both pre- and re-order

Like in the picture below, we have selection with products from different delivery windows.

Split orders by delivery window

If you have the multi- delivery window option on in the showroom you might want to split the order once it comes into Centra, especially pre- and re- orders that are processed in such different ways.

You can see in the pictures below, we can choose to split orders based on a specific delivery window or show all orders from all delivery windows:

Update variation type for all items in a delivery window

Now you can update all items in a delivery window with what variation type they should have (e.g. Stock/link etc.)
Note! The variation type you choose will be default for all the products you add to this delivery window.

If you want to update the variation type of the items you have in a delivery window follow the steps below:

  1. Click ‘SETUP’ in the wholesale section and choose ‘DELIVERY WINDOW’.

  2. Click on the delivery window you want to update, click ‘EDIT’ on the upper right corner of the delivery window and click on the drop down menu under ‘ Default Variation Type’.

  3. Choose/ update the variation type you want for the products connected to this delivery window and select “update items with default”.

  4. Click ‘Save’.

Sales limit on delivery window

In this release we made it possible to set sales limit for a product or a variant. This will make your customers unable to order more than the limit.

If you have it on product level, it will check the summary of all variants so it doesn't exceed the sales limit. The same applies to variant limit.

If you want to set sales limit, follow the steps below:

  1. Click ‘SETUP’ in the wholesale and choose ‘DELEVERY WINDOW’.

  2. Choose the delivery window you want to set sales limit to, click ‘EDIT’ on the upper right corner of the delivery window and scroll down to ‘DELIVERY WINDOW VARIANTS’ where you have a list of all the products that are connected to the delivery window.

    Under the column ‘Limit’ you can set the sales limit that will be connected to each product in the list

  3. Click on ‘None’ on the row of the product you want to set sales limit and this pop-up will appear:

  4. Choose if you want to set sales limit on product level and enter the number of the max purchases in the box under ’Quantity’.

  5. Click ‘Save’.

Wholesale

Tier Pricing

In this release we implemented a feature that allows you to set tier pricing on your products, so you can say that "if you buy 1 = 100DKK/pcs and if you buy 5 = 80DKK/pcs etc."

If you do this on a certain variant, it will count all the sizes as the same product, so you can have quantity 1,2,2,1 and still get the cheaper price. This Works in the showroom and the client can see all the price tiers there as well.

If you want to set tier pricing follow the steps below:

  1. Click 'SYSTEM' in the bottom navigation bar and choose ‘STORES’.

  2. Click on ‘Wholesale’ and click ‘Edit’ on the upper right corner of the ‘STORE SETTINGS’.

  3. Under ‘Enable tier pricing’, click on the radio button where it says ‘yes’.

  4. Click ‘Save’.

  5. Click ‘SETUP’ under wholesale on the upper navigation bar, choose ’PRICELISTS’ and click on the pricelist that you want to add tier price to.

  6. Scroll down to ‘PRICELIST PRODUCTS’, click ‘Edit’ and the price list products will look like this:

  7. Click on ’add tier’ in the product row that you want to have tier prices for and this pop-up window will appear:

  8. Enter the following required information:

    • From- In the from box, you enter the starting quantity for the tire price

    • Value- In the value box, you enter how much the products will cost per piece.

    If you want to have another tier price for a bigger quantity:

    • Click ‘+TIER’

    • Enter the starting quantity for this tier price

    • Enter how much the products will cost per piece.
  9. Click ‘SAVE’.

Note!

When you have one tier price:

The tier price will be activated from the start quantity you entered and up.

When you have multiple tier prices:

The first tier price will be activated from the starting quantity you entered to the next tier price starting quantity and so on.

Credit card payment, b2b

In this release we made it possible for your customers to pay the prepayment using a credit card in the showroom.

In order to add a Credit card payment method and integrating it with Centra follow these three steps:

Create Credit card payment method for the wholesale channel. In order to add a credit card payment method and integrating it with Centra follow these steps:

  1. Click 'SYSTEM' in the bottom navigation bar and click ‘STORES’.

  2. Choose the wholesale store, you like to add the payment method for and Scroll down to ‘PAYMENT METHODS’.

  3. Click ‘+PAYMENT METHOD’ and you will be directed to this view:

  4. Enter the following information:

    • Status- change the status to ‘Active’ (the green color).

    • Name- Enter the name of the payment method

    • MD5 #1

    • MD5 #2

    • Merchant

    • Payment method

    • Username

    • Password

    • The additional costs

    • Choose whether to make the payment method :

    a) Locale- restricted or not

    b) Pricelist- restricted or not

    c) Market- restricted or not

    d) Country- restricted or not

  5. Click ‘Save’.

Create a payment term with prepaid percent.

B2B payment on invoices as well as on orders, depend on terms, you can set certain requirements such as "this account can only place orders if they pay X% in advance" before the order even is placed.

And to allow a customer to pay with the credit card in the show room you need to create a payment term with pre- payment percent.
Note! This will work with Quickpay, Paypal, Dibs and epay.

To do this, follow these steps:

  1. Click ‘SETUP’ in the Wholesale and choose ‘TERMS’.

  2. Choose whether to create a new payment term or open an existing payment term.

  3. - Prepayment percent: Enter the prepayment percentage and it will allow them to pay by credit card.

  4. Click ‘SAVE’

Set the payment term on the account card.

The last step you need to do to allow a customer to pay with credit card is to set a pre- payment term on their account.

In order to do this, follow the steps below.

  1. Click ‘ACCOUNTS’ in the wholesale section and click the account you wish to pay with credit card.

  2. Click ‘EDIT’ on the upper right corner of the account and the page will look like this:

  3. Scroll down to ‘Payment Terms’ and choose the payment term with a pre-payment percent, like shown in the picture below:

  4. Click ‘SAVE’.

Address book for accounts

You can now add many addresses to an account and you or your customer can choose between these addresses when creating an order.

In order to use this feature, follow the steps below:

  1. Click ‘ACCOUNTS’ in the wholesale section and choose the account you wish to use the address book for.

  2. If you scroll down the page, you will find the address book under the account information.

  3. Click ‘+ADDRESS’ and the address book will look like this:

  4. Enter the required address information, click ‘SAVE’ and the information you added will be saved and shown like the picture below.

CMS

Connect articles to pricelists and markets

Articles in the CMS can now be connected to pricelists and markets so you have different articles depending on them. For example you can have terms and conditions page for DKK only or if you’re working with different markets for different countries

This might need some front-end implementation.

In order to do this, follow the steps below:

  1. Click ’MODULES’ in the lower navigation bar, choose ‘CMS’ and Click ‘INFO’.

  2. Click on the article you want to connect to a specific market or pricelist and the article card will be shown like the picture below:

  3. Click ‘EDIT’ on the upper right corner and you will find ‘Pricelist- restricted:’ and ‘Market- restricted:’ at the bottom of section, like shown in the picture:

    A) Mark the box under ‘Pricelist- restricted:’ if you want to make this article restricted to specific pricelists and then choose the pricelists you want.

    B) Mark the box under ‘Market- restricted’ if you want to make this article restricted to specific markets and then choose the markets you want.

  4. Click ‘SAVE’.