Catalog
coreFORCE - Catalog: Facets in coreFORCE
Facets were designed to be ways in which customers can filter your products. These appear on the product search results left-hand side bar. How to use Facets for Best Results and Customer Experience It is generally a good idea to limit the amount of values within your facets. If there are more than a few hundred values, the facet is nSome readerscoreFORCE - Catalog: How to fix MAP violations on NOUPC "Zombie" products
Distributor feeds often include products that do not yet have a UPC and may have incorrect pricing. coreFORCE creates these products with a UPC code starting with "NOUPC-". Distributors normally correct these products within a few days, and coreFORCE catches the corrections and links the distributor product to the correct UPC, but the NOUPC products remain in coreFORCE as "zombie" products and may cause MAP violations if they are found by a MAP compliSome readerscoreFORCE - Catalog: Products Missing
When you know a distributor has something in stock but can’t find it on your site the most likely scenario is that it came in as a NOUPC from the distributor. To resolve this you need to find and merge the NOUPC duplicate product with the correct product. Go to Products Products Merge products For the NOUPC product search by distributor product code and or SKU to find it (use your keyboard to navigate the drop down). Then use the correct iteFew readerscoreFORCE - Catalog - How to Remove State Restrictions for a Specific Customer
Sample Scenario A law enforcement officer inquires about purchasing UPC 708279013911, normally restricted for NY. You removed the restriction for NY and checked the box for "do not update from coreware catalog." Then saved the entry so the officer could make their purchase. After a short period of time the officer advised us that it wouldn't let them make their purchase. Upon review of the them, the restriction for NY was back in place. The laFew readerscoreFORCE - Catalog: Is it possible to show our part number (displayed as the Item Number) on the category pages as well the home page?
The product code has been added to the catalog items using a custom fragment. %productcode% Please note that the Catalog Result 2 layout would be lost and the catalog items would have the default vertical layout in the product search results.Few readers
Contacts
coreFORCE - Contacts: How do I send mass emails for marketing and others?
coreFORCE has a email capabilities primarily for transaction email use. We recommend using coreILLA for mass marketing emails. coreILLA is our own email marketing platform with a deep integration into both coreFORCE and coreSTORE. Please click here for more information or contact us at sales@coreware.com for more information. Mailchimp is a marketing automation platform that helps you share email and campaigns with clients,PopularcoreFORCE - Contacts: How do I make a customer tax exempt?
To create a custom field, go to System Custom Fields Custom Field Builder. Click Add. Enter the following for the new custom field (see screenshot): Custom Field Code: TAXEXEMPTID Description: Tax Exempt ID Custom Field Type: Contacts Form Label: Tax Exempt ID Field Type: Simple Text Field Click Save. Once this is done, you will see the new custom field on the Custom tab of the contact record. Any value that you enter inSome readerscoreFORCE - Contacts: What is the difference between Contact Categories and Contact Groups?
When setting up a contact a contact type can be assigned to that contact. Typically contact types are used to group together contacts that belong to the same group. For example, a contact type could be "Prospect" or "Customer". Contacts can also be assigned to one or more contact categories. Contact categories are another way to group contacts together.Few readerscoreFORCE - Contacts: Emails to Customers Going to Spam
Customers not receiving your emails, especially confirmation emails, can be incredibly frustrating. This article will provide guidance in how you can use MailGenius to troubleshoot this. Using MailGenius Here's a website that will allow you to send a test email that they will analyze for problems: Mail Genius *Please note that we have only ever used this company's free tools; we are not suggesting you pay them forFew readerscoreFORCE - Contacts: How do I make dealer accounts?
Go to users types/groups and create a new one called dealer. I would recommend setting up a dealer application form so you can review/approve accounts. Once you set this up, you need to go to your price structure and assign the appropriate discount based off theFew readerscoreFORCE - Contacts: How to add custom fields to the Create Account/My Account page
To add custom fields to your customer registration form: Go to System Custom Fields Custom Fields Group. Select the + ADD button. Create a new Custom Field Group with a Custom Field Group Code "MYACCOUNT" and then select SAVE. Go the System Custom Fields Custom Field Builder. Select the + ADD button. Fill iFew readerscoreFORCE - Contacts: Touch Points and How to Use Them
What is a Touch Point? A Touch Point is a record of things that have happened with a customer. More broadly, Touchpoints are used for recording an interaction between the website and a contact. What are Some Potential Uses? Some clients record every interaction with a customer and their salesmen read through all of the interactions that have ever been had with the customer. These don't always require follow-up which is why this is an optionFew readerscoreFORCE - Contacts: How to set fields as required in My Account
There are cases when you may need to set a field in the My Account page as required. To make ANY field required or not required: Go to the My Account page. Go to the Controls tab. Add a control. Column Name is the field name Control Name is "notnull" Control Value is either "true" or "false"Few readerscoreFORCE - Contacts: Merge Duplicate Contact Records
To find an merge duplicate contacts, please follow the instructions below: Under Contacts Contact Duplicates select the "Duplicates Search" option. Enter the search criteria, for example enter: Michael in the First Name field and Murray in the Last Name field. Make sure to check the boxes to the left of each search field. Click the Find Duplicates button to find duplicate records. You will see a message on the bottom that will read somethingFew readerscoreFORCE - Contacts: Merging Duplicate Contacts
Merging Duplicate Contacts in Coreware For security reasons, Coreware does not automatically merge contacts. However, the duplicate merge function within Coreware is extremely powerful and easy to use. Here’s how you can merge duplicate contacts: Navigate to Contacts Go to: Contacts -Contacts Ensure no contacts are selected. The display should say 0 Selected. If not, go to: Actions -Unselect All. Select Contacts toFew readerscoreFORCE - Contacts: How Do I Export One of My Mailing Lists?
To export the email addresses of one of your mailing list to a CSV / Excel File, do this: Go to Contacts Contacts to view all user contact information you have in your site. Click the "Filter" Button. There, you will see a checkbox filter for your Mailing List. Only check one mailing list on it just like this: When theFew readerscoreFORCE - Contacts: How to Receive Web Order Emails in CoreFORCE
You can easily set this up on your website by going to Contacts Email Emails and look for the Email Code "RETAILSTOREORDERCONFIRMATION". In the bottom-most part of the settings page, you can add email addresses you want to CC so that every time an email like this would be sent to the customer, they will receive one, too.Few readers
Classes & Events
coreFORCE - Classes and Events: Event CSV Import in coreFORCE
Introduction While our "Create Events" page exists as a fantastic way to create a few events (or even many), there are sometimes situations where you will have the same Event Type running at different times each day or in different facilities each day that they run. In those situations, to use the "Create Events" page, you would need to go through the process several times for each different time or facility usage. With the Event CSV Import, you caPopularcoreFORCE - Classes & Events: Event Scheduler General Set up and Walkthrough
This article will walk you through some recommended settings for when you are setting up the Event Scheduler for the first time and walk you through some of the core pieces in place. To get to the event scheduler, you will go to Events & Facilities -Events -Event Scheduler. General Setup Once there, the first thing you'll want to do is click the gear icon in the top right corner. From here, you'll likely want to click the box that says "GPopularcoreFORCE - Classes & Events: How to Change the Date of your Event in coreFORCE
This article will cover how to manage events once they have been created. Once an event has been created, you can find it in Events & Facilities -Events -Events. Changing the Date of your Event - NON-PAID EVENTS ONLY You can change the start date under the details tab, but please note that if you'd like the change to update oFew readerscoreFORCE - Classes & Events: Form that Registers Someone for an Event in coreFORCE
Three things are needed when building this type of form: An event ID. This can be a hidden field with a single event ID. Alternately, it could be a select dropdown with choices of events. Ultimately, when the form is submitted, there needs to be a field named "eventid" with a valid Event ID (in the client and not past). This needs to be included in the form as it has to be part of the submitted data with the form. ThisFew readerscoreFORCE - Classes & Events: Set up Events and Training Classes in coreFORCE
This article makes the following assumptions: You have multiple events or classes that you want to offer on an ongoing basis. You will charge a fee for the events you offer. This process is for clients who intend to offer a catalog of ongoing events for which customers will pay a class fee. Currently we do not offer a fast way to change the date and time of an already created event. The best way to do so would be deleting the reservation of the facility and recreating it with theFew readerscoreFORCE - Classes & Events: Troubleshooting Event Creation Issues
There are a lot of factors that go into creating events. The purpose of this article is to show you a few things that you can look into if things are not displaying as you intended. Troubleshooting Missing Dates First, it is important to understand the difference between Events and Products. The Event Registration Product and the Event itself are both considered different records by the system. The dropdown list of event listings on the productFew readerscoreFORCE - Classes & Events: Selling coreFORCE events/classes through coreSTORE
This article will walk you through the process of registering a user for a coreFORCE event through coreSTORE. This is useful when customers want to sign up for an event or class in store rather than online. In coreSTORE Go to Store Config Jump to Scheduler Check the box that says "Events/Classes?" (https://storage.crisp.chat/users/helpdesk/website/5262f1c69b40200/77601Few readerscoreFORCE - Classes & Events: How can I let customers change their event reservations?
To allow your customers to cancel registrations or change the date/time of their reservations, you'll need to go to set this directly in the Event Type. Go to Events & Facilities -Events -Event Types. To enable either of these options, you need to make sure there is a numeric value in the "Change Days" and/or "Cancellation Days" fields. These fields indicate the number of days before the event that changes are no longer allowed to be mFew readerscoreFORCE - Classes & Events: Add Facility Reservations to Your Event in coreFORCE
How to Add Facility Reservations to Your Event in coreFORCE Efficiently managing facility reservations for your events in coreFORCE is essential for smooth event planning and resource allocation. This guide will walk you through the steps to view, add, and manage facility reservations, ensuring your events are well-organized and all necessary facilities are booked. Benefits of Using Facility Reservations Facility reservations are particularlFew readerscoreFORCE - Classes & Events: Event Colors in coreFORCE
Event Colors will affect the display color of reservations in the Event Scheduler based on certain criteria. The colors set in Event Colors will not affect the colors for events in the event calendar (these are set in Event Types). Example of Colors in Use Setting up Colors To get to Event Colors go to Events & Facilities ->Few readers
Development
coreFORCE - Development: Getting started with the coreFORCE API
Create a Developer account in coreFORCE In the backend of coreFORCE, go to Developer API Developers. (If you do not see the Developer menu in your site, contact Coreware support to enable it) Click Add. On the Developer tab, enter the name and username, if desired, for the developer. If desired, enter contact details on the Contact tab. (https://storage.crisp.chat/users/helpdesk/website/b5804da75ffc8000/e0fdf098-57f8-4f42-80d9-666ec61ihzf2i.pngSome readerscoreFORCE - Development: Parameters for Search in coreFORCE
Below is a full list of the search parameters used. coreFORCE looks at all the parameters when determining what results to send to the search results page. If these were editable by the end user, they would correspond to a checkbox on the sidebar of the search results page (e.g. hide out of stock). However, some of these are "hidden" parameters, that would only be used if they are added to the url (nocache, for example).Some readerscoreFORCE - Development: Generating an API Key
It's recommended that you generate a different API key for each company that you want to provide API credentials to. To generate an API key, got to Developer API Developers. To add a new developer click ADD and then enter the company name, along with the first and last name of the contact at the company. You can optionally add additional contact information under the Contact tab. The last and most important step is to specify what API meSome readerscoreFORCE - Development: Product Inventory API
There is now an API call for this. The method is updateproductinventory. It takes the following parameters: productinventoryupdates - an array of any number of the following parameters. This allows you to send inventory updates for multiple products productid or upccode or productcode - what product is being updated locationid or locationcode - What location is being updated. Neither of these should be hard coded. The list of locationFew readers
Distirbutors
coreFORCE - Distributors: How to set up a new distributor
This article assumes you have already contacted and made arrangements with a distributor to sell their products. Go to Products Settings Locations Click Add and create a location for the distributor In the new location record, scroll down to the distributor field to set which distributor it is. This is important as each distributor will have different fields that they use to establish connection. Then go to Products SettingsSome readerscoreFORCE - Distributors: How do I turn off a product distributor?
coreFORCE includes functionality to allow customers to purchase items from your distributors. There are two places within coreFORCE where this is set up: Products Settings Locations - You need to create a location for each distributor with whom you do business. If you have multiple physical locations that purchase products from distributors to be shipped to your store, you will need to set up a location for each distributor for each store. (e.gFew readers
Integrations
coreFORCE - Integrations: Using GunBroker with coreFORCE
coreFORCE integrates with GunBroker.com to sell firearms through their system. Since we first released this we have added many new layers to help unify and simplify the way you do business. This article will provide you the details on how to process an order when a customer purchases a product through GunBroker.com as well as help you to more efficiently manage your GunBroker listings. Setting GunBroker Credentials To integrate GunBroker onto yourPopularcoreFORCE - Integrations: How to set up the Printful API for coreFORCE
To set up the Printful API for coreFORCE, you need to first set up the Printful location. Go to Products Settings Locations. Create a new location with the location code, "PRINTFUL". In the Product Distributor field, select the product distributor "PRINTFUL". Go to Products Settings Distributor Credentials. Create a new location credential. In the Location field, select the Printful location. IMPORTANT: Because ofSome readerscoreFORCE - Integrations: How does the system determine the shipping charge for products included in the Gun.deals feed?
The FIRST one of these that has a value is used. Look for a product price set on the product where the product price type has code "GUNDEALSSHIPPINGCHARGE". Look for a product price set on the product where the product price type has code "SHIPPINGCHARGE". Look for a set shipping charge for the manufacturer of the product. "Use 14.95, 10.95, 8.95 for Firearms, ammunition, and accessories." (this is just standard text that willSome readerscoreFORCE Advanced - Integration: How do I setup a Gun.Deals Feed?
Gun.deals is a place where users and visitors share the best gun related deals that they find across the web. coreFORCE can provide a feed to Gun.Deals. Once you setup an account on Gun.Deals simply enter the following for the feed address in Orders -Setup: https://YourWebSiteName.com/gundealsfeed.php (replace YourWebSiteName with your web site). (https://storage.crisp.chat/users/helpdesk/websitFew readerscoreFORCE - Integrations: How to Setup Twilio Integration on coreFORCE
Using this feature will require that you have an account with Twilio Setting It Up: Go to Orders -Setup Click on the Twilio Tab Fill in information. All three fields are required. How a contact/User receives texts In order for a contact/user to get texts, they must have two things: TextsFew readerscoreFORCE - Integrations: Setting up Credova
Credova Financial is a consumer financing platform that integrates directly into the online checkout process providing customers multiple financing options with a single application. This allows your customers to use financing on purchases over $300 upon being approved. API Credentials Contact Credova directly for your API credentials. If you're not yet signed up with Credova, you can sign up as a merchant by submitting a merchant inquiry formFew readerscoreFORCE Advanced - Integrations: Setting Up AmmoSeek
coreFORCE Advanced - Integrations: Setting Up AmmoSeek What is Ammoseek? Ammoseek is a comprehensive platform that allows customers to search for ammunition across various local retailers from a single, centralized location. Utilizing Ammoseek can serve as an additional sales channel for your store, potentially attracting new customers to your website and increasing the opportunity for repeat business. 1. Where is Ammoseek? Navigate to Orders Setup Step 1 screenshotFew readers
FAQ's
coreFORCE - FAQ: Specialized Notifications using System Actions in coreFORCE
Sometimes there is not a system notification built in. However, in some cases you can accomplish creating specialized notifications with system actions. Example Question: Is it possible to get an email notification set up to email me if a distributor price goes below or above a specified dollar amount? Similar to what we have for quantity now. Answer: You can do this with an Action. Go to Tools->Actions->Actions. Add an action toFew readerscoreFORCE.- Products: How do pick which product shows in search results for a product group?
Question: I have a T-shirt set up as a group of products with multiple sizes and colors. How do I pick which product is shown in search results? Answer: All of the products in the group should be marked as "Not Searchable" on the details tab, except the one you want to show up in search results. For the product you want to beFew readers
Memberships
coreFORCE - Memberships: Cancel and Pause Memberships or Subscriptions
If you go to the subscription management page, go to the Text tab, you can create three text chunks that will change the behavior of the page. USERCANNOTPAUSESUBSCRIPTION * If this text chunk is set to any non-empty value, pausing a subscription will not be allowed USERCANNOTCANCELSUBSCRIPTION * If set to any non-empty value, cancelling a subscription will not be allowed SUBSCRIPTIONTERM The default is "SubscriptioSome readerscoreFORCE - Memberships: How can we disable membership auto renew on our website?
To cancel all future renewal you can do the following: Go to Payments-Recurring Payments and for any future payment that you want to cancel you change the next billing date to a prior date (this way it will not bill it). You can also just set the end date to today's date. Either one will cancel the future payment. Moving forward if you don't want your memberships to auto renew (meaning people who sign up), go to Products->Products->Subscriptions and remove the Renewal Product from each memSome readerscoreFORCE - Memberships: Subscription Type versus Product
Understanding Membership Benefits in coreFORCE In coreFORCE, there are two key concepts: User Types and User Groups. User types are directly connected to subscriptions in a 1-to-1 relationship, while user groups are not. When managing user types for benefits, all subscriptions with the same level of benefits should be categorized under the same subscription. These benefits might include special pricingSome readerscoreFORCE - Memberships: Renewing Memberships/Fixing Recurring Payments
Per prices changing, the only reason a price would/could change is if someone changed the price of the membership in coreFORCE. For renewing membership, there are a few key factors... Do they have a saved payment method under their contact? If they do have a saved payment method, is there recurring payment account already set up? If they do have a saved payment method, but no recurring payment aSome readerscoreFORCE - Memberships: Fixing failed recurring payments
A customer's recurring payment may fail for a number of reasons. The most common are these: The customer used a debit card and has insufficient funds in their account for the transaction. This will return an error message "Insufficient funds." The customer's card has expired. This will return an error message "Card is expired" or similar. The customer's card has been canceled due to fraud or suspicious activityFew readerscoreFORCE - Memberships: Why does my customer's Recurring Payment Record still show a connection to my old merchant gateway?
This article explains how/why a customer's recurring payment record might show an old merchant gateway connection. Error Message and the Payment Account The failed payment may produce the following generic error message or something similar: Error message: DD/MM/YYYY Time Time Zone: Unable to create charge: Charge failed: unauthorized:52.86.208.134 (https://storage.crisp.chat/users/helpdesk/website/3a5Few readerscoreFORCE - Memberships: How do I set up recurring billing for memberships?
You will need to set up a recurring payment type in Payments Recurring Payment Types. Click Add to create a new type. There is a preset for monthly billing, which is the most common situation. Just select Monthly from the preset drop down menu. You can also set up other billing types such as weekly. When your recurring payment type is set up, click on Products Products Subscriptions to create your first subscription. Put the name of the sFew readerscoreFORCE - Memberships: How coreFORCE handles duplicate subscription purchases
Background There are often legitimate reasons behind why a customer may purchase a new subscription. Reasons could include that your subscription is product based and the customer is changing which product they would like to receive as part of the subscription. Alternatively, maybe they had to cancel a subscription a while back due to financial reasons and want to pick up at the same or even a higher level subscription. coreFORCE creates a new membFew readerscoreFORCE - Memberships: Skipping missed payments on recurring membership renewal
This is a preference called RECURRINGPAYMENTSKIPMISSED, which will skip over an missed recurring payments, meaning the customer will not be billed for prior missed payments. When a customer has had trouble with their payment (ie: expired credit card) and had to update their card to renew their membership they will not be charged for the months they missed while the payment method was inactive. You can turn this on in: System Client PrefereFew readerscoreFORCE - Classes & Events: How to Manually Add a Registrant to a Class
To manually add a registrant to a class in coreFORCE you will need to first go find the event from Events & Facilities -Events -Events. Go to the Registrants Tab Click the green + button to add a row. Click the magnifying glass to bring up the contact picker and select the appropriate contact Click Save in the top left corner. (https://storage.crisp.chat/users/helpdesk/website/99a451ebfc534800/3da075fd-53dc-437d-adc6-187a8aFew readerscoreFORCE - Memberships: How to manually set up a contact subscription and a recurring payment
This article provides a guide to setting up a contact subscription and linking up a recurring payment. Follow these steps to ensure the recurring payment is properly configured and tied to the customer's account. Navigate to Contacts Contacts and locate the contact for whom you want to create a subscription. Under the Member Subscriptions, click the "+" (plus) icon to add a new subscription row. (https://storage.crisp.chat/users/helpdesk/website/6989aace46840400/image1agFew readerscoreFORCE - Memberships: Add an Email to Subscription Orders
First we need to write an email to send to your customers so go to Contacts Email Emails From here fill in the unique Email Code and Description Ensure that you select your email in the Send From drop down menu and then build the email you wish to send your customers who order a subscription To set the email specifically forFew readerscoreFORCE Advanced - Memberships: Setting Up Multi-Member Subscriptions
coreFORCE Advanced - Memberships: Setting Up Multi-Member Subscriptions In this guide, we will cover how to set up a membership in coreFORCE that allows multiple people to be tied to a single membership. This is especially useful for ranges offering memberships to couples, families, or corporations, enabling you to associate all membersFew readerscoreFORCE Advanced - Memberships: Establishing Member Benefits with Promotions
coreFORCE Advanced - Memberships: Establishing Member Benefits with Promotions Establishing member benefits in coreSTORE can provide added value to your membership program. This guide will walk you through the process of creating these benefits and highlight a few examples of how they can be used. For instance, you might choose to offer dFew readerscoreFORCE Advanced - Memberships: Using Pricing Structures For Member Pricing Online
coreFORCE Advanced - Memberships: Using Pricing Structures For Member Pricing Online In this guide, we will explore how to use Pricing Structures on coreFORCE Advanced to apply a 10% margin to product departments. This approach allows you to effectively offer a discount to your members as a benefit of being a range member. Because a membFew readerscoreFORCE Advanced - Memberships: Creating a Promotion for No Membership Startup Fee
coreFORCE Advanced - Memberships: Creating a Promotion for No Membership Startup Fee In this guide, we will walk through establishing a Promotion Code to offer members the ability to waive their Startup Fee. For this example, we will use our Commander Members. To achieve this, we will create a promotion based on the StartupFew readerscoreFORCE Advanced - Memberships: Purchasing a Membership Customer Facing
coreFORCE Advanced - Memberships: Purchasing a Membership Customer Facing In this guide, we will outline the steps for your clients to purchase a membership on your website. Please note that the design elements may vary depending on your chosen template. 1. Click on Memberships Locate the Membership link on your homepage.Few readerscoreFORCE Advanced- Contacts: Creating a Membership User Type for Benefits'
coreFORCE Advanced- Contacts: Creating a Membership User Type for Benefits' In this guide, we will cover how to create a user type linked to a subscription. The purpose of this user type is to enable the establishment of price rules and discounts based on the user's subscription. When a subscription expires, the associated user type willFew readerscoreFORCE Advanced - Memberships: Processing a Refund Via the Orders Dashboard
coreFORCE Advanced - Memberships: Processing a Refund Via the Orders Dashboard This guide provides a step-by-step walkthrough for refunding a membership sale or payment through the Orders Dashboard. It’s important to note that both startup sales and recurring payments are recorded as orders within the Orders DashboarFew readerscoreFORCE Advanced - Memberships: Canceling a Clients Membership
coreFORCE Advanced - Memberships: Canceling a Clients Membership This guide explains how to cancel a membership for a customer on your coreFORCE site. Optional but Recommended: If the Recurring Payment ID is associated with the contact subscription, set the End Date to today to prevent any recurring payment attemptsFew readerscoreFORCE Advanced - Memberships: Pausing a Clients Membership
coreFORCE Advanced - Memberships: Pausing a Clients Membership This guide explains the process of marking a client’s membership as paused using the Admin Menu in coreFORCE. 1. Click on Contacts Navigate to the Contacts menu on your coreFORCE Admin Page. Step 1 screenshotFew readerscoreFORCE Advanced - Memberships: Reporting on Subscriptions and Renewals
coreFORCE Advanced - Memberships: Reporting on Subscriptions and Renewals This guide explains how to run subscription and renewal reports from the Admin Panel in coreFORCE. These reports are highly beneficial for tracking new signups, recurring revenue, and identifying any billing issues related to membership rFew readerscoreFORCE Advanced - Memberships : Canceling A Membership From A Customers Perspective
coreFORCE Advanced - Memberships : Canceling A Membership From A Customers Perspective This guide outlines the steps for assisting your client in canceling their membership via coreFORCE, enabling you to effectively guide them through the process over the phone. 1. Locate My Account Instruct your client to navigate to tFew readerscoreFORCE Advanced - Memberships : Pausing A Membership From A Customers Perspective
coreFORCE Advanced - Memberships : Pausing A Membership From A Customers Perspective This guide outlines the steps for assisting your client in pausing their membership via coreFORCE, enabling you to effectively guide them through the process over the phone. 1. Locate My Account Instruct your client to navigate to theFew readerscoreFORCE Advanced - Memberships: Refunding Membership Payments Via The Contact Menu
coreFORCE Advanced - Memberships: Refunding Membership Payments Via The Contact Menu. This guide explains how to refund membership payments by accessing the order through the Contact Record, allowing you to efficiently search for a customer’s record and view their individual Order Details. 1. Click on Contacts In yoFew readers
Orders
coreFORCE - Orders: Refunds in coreFORCE
Processing a Refund Using the Refund Dashboard To get to the Refund Dashboard, go to Orders Refund Dashboard: Search the order number you would like to refund, and select the record from the list. Once you're there, you will have several options for refunding an order. At the top left under the customer details box, you can clPopularcoreFORCE - Orders: Setting up Automatic Order Processing
It is not uncommon for fraudsters to place fraudulent orders just to test stolen credit cards. With over 270,000 reports, credit card fraud was the most common type of identity theft last year and more than doubled from 2017 to 2019. For this reason, we hSome readerscoreFORCE - Orders: Free gift card with purchase
Step 1 - create a fixed price gift card In Products Products, add a new product. Set the product type to Gift Card. The name of the product can be anything you want, but the product code should NOT be "GIFTCARD". For example, if you are creating a $50 gift card, the product code can be GIFTCARD50. On the pricing tab, set the fixed price for the gift card as the Sales Price. It should look like this: (https://storage.crisp.chat/users/hSome readerscoreFORCE - Orders: Why is the tracking email sent to the customer including placeholders?
Question: Once we input the the tracking information our generated email is not populating properly. I have attached the email received that a customer forwarded me. Answer: The tracking email is only sent with the proper substitutions when it is sent in one of the following ways: An order placed with a distributor has tracSome readerscoreFORCE - Orders: Using the product pricing override tags for Shipping and setting Pickup for Free
The only way to do this is to create a product price type with code "SHIPPINGCHARGEXXXXX" where XXXXX is the Shipping Method code. You can then set the general shipping charge for the product to $24.99, but the shipping charge for pickup shipping method(s) to 0.00Some readerscoreFORCE - Orders: How To Hide the Order Dashboard Revenue
The default is going to be that all users see the Revenue information in the Orders Dashboard. However, for a specific user, you can hide them by doing the following: Go to Contacts->Users->Attributes. - Create a User Attribute with code 'HIDEORDERSREVENUE'. - Go to Contacts->Users. Find the user(s) you want to hide the Revenue and, in the Groups tab, move that attribute to the right for those users. NOTE: this setting does not apply to userSome readerscoreFORCE - Orders: Set an Email for an Order Status
This article will explain how you can automate an email to be sent whenever an order status is placed. You can read more about order statuses here: Setting up Order Statuses. If you would like to view your emails, you can go to Contacts -Email -Emails to see a list of customizable emails. Emails will only show up in Contacts -Email -Emails if they have been setSome readerscoreFORCE - Orders: How to edit %order_items_table%
This table is generally used for emails as a substitution. See example below: Edit using CSS It is not possible to change the HTML content of the %orderitemstable%. However, it is very easy to change the styling of it. Example In the case of an email, you would just edit the tag near the top of the email and put inFew readerscoreFORCE - Orders: How to add a custom Order Items field that saves information to the Contact record
When you are creating the Order Item custom field, create a control with control name "contactcustomfieldcode". For the control value, put the custom field code of the Contact custom field that will be used. The data from that contact custom field will be the initial value of the order item custom field and when the order is created, the value in the order item custom field will be saved to the contact custom field.Few readerscoreFORCE - Orders: Shipping Charges and Surcharges
Setting up Shipping Charges from Coreware on Vimeo. There are many different ways to manipulate the shipping charges to vary what you customers get charged based on which items they are purchasing. With coreFORCE you can create as many shipping charges as you want to differentiate these settings and charge you customers how you want. The first step is you need to enFew readerscoreFORCE - Orders: How can we offer free shipping on a product?
To do this go to 'Products' 'Promotions' Add a new record, and name it something logical. Under requirements you can choose the 'Manufacturer' and 'Product Department' that would qualify for this particular promotion. UnFew readerscoreFORCE - Orders: Fraud Prevention Recommended Settings
There is no way to completely prevent fraud and fraud attempts but there are a few different settings in coreFORCE that are recommended to help prevent it. You can change all of these settings in Orders Setup, under the Settings tab. Using the filter at the top of the list, you can search for each of these in turn. Capture at Shipment -sFew readerscoreFORCE - Orders: Form 1508 in coreFORCE
PS Form 1508 is used by firearms manufacturers, dealers, or importers for shipping merchandise, parts, replacement parts of firearms. Once filled out, it is retained by the United States Postal Service for one year. coreFORCE has a button to help simplify this process. Form 1508 Button Once this button is clicked you will be takeFew readerscoreFORCE - Orders: How to Enable Law Enforcement Officers to Purchase Restricted Products: A Step-by-Step Guide
Scenario You have a law enforcement officer inquire about purchasing UPC 708279013911 (normally restricted in NYC). You remove the restriction for NY and checked the box for "do not update from Coreware catalog." Then you save the entry so the officer could make their purchase. After a short period of time the officer advises you that it wouldn't let them make their purchase. Upon review of the item, the restriction for NY was back in place.Few readerscoreFORCE - Orders; Exchanging an Item
If a customer wants to exchange an item on their order for another item, you can do the folloiwng: Change the customer's order on the Edit Order screen. You'll want to be very sure that you're adding the correct product at that point, because you'll be editing the raw data of the order. That is, the system won't stop you from doing anything there - you could add $10,000 worth of products to the customer's order and the system won't care. 2. On thFew readerscoreFORCE - Orders: Create a return label in coreFORCE
There is a way to create a return label coreFORCE. You can do this with a Secondary Shipment. In the Orders Dashboard, open the order that needs to returned. If it has already been completed, you will have to reopen it to edit it. In the Shipments section, check the box for Secondary Shipment. Enter the quantity for the product to be returned as you would if you were shipping that product. Click Create Shipment. Click the truck icon toFew readerscoreFORCE - Website: How To Prohibit Certain Items in Certain States or Postal Codes
Go under 'Products Products' and search for the product you want to hide. Click on the " Shipping " tab and from there you can add restricted areas by both State level and zip code. For example: For Texas you would writeFew readerscoreFORCE - Orders: Secondary Shipments in coreFORCE
Explanation and Use-Cases Secondary shipments, in general, are for when a customer doesn't need to see the tracking information. This should be thought of in the sense of secondary as opposed to primary, rather than the "second shipment". In a practical sense, these are primarily for if you need to do a shipment from the distrFew readerscoreFORCE - Orders: How to accept and process donations on checkout.
You can let customers choose from different designations to donate to when they checkout. You can have any number of designations and each one needs to be active, not set for internal use and must be included in a designation group called "PRODUCTORDER". Set up the Designation Group Go to Donor Management Designation Designation Groups. Click Add. The Code should be set to "ProductOrder". Click Save. (https://storageFew readerscoreFORCE - Orders: How do we set a minimum price for free shipping & shipping restrictions outside of US?
To set up a minimum order price for free shipping - for example, you have a "Free Shipping" shipping method and orders under $50 will pay $9.95 shipping and orders over $50 will get free shipping, go to Orders -Settings -Shipping Charges, then select the "Free Shipping" shipping method. Set the locations where this charge applies. About 1/2 down the screen is a control labeled Locations. Add a row to that, set the sequence number to 1, and ONLY set the country to United States.Few readerscoreFORCE - Orders: Tracking and Delivery Notifications from EasyPost in coreFORCE
From the backend site for coreFORCE, go to the following page and follow the instructions on the page: /easypost-webhook If this URL does not work, contact Coreware support to create the page for you. The instructions on that page include the link the create the webhook on the EasyPost site. When you create the webhook, be sure to copy the full URL shown on the page including the key=..... parameter. Your EasyPost webhook should lookFew readerscoreFORCE - Orders: Sending an "Order Ready for Pickup" Email
The pre-configured " Order Ready for Pickup" email in coreFORCE has some particular placeholders that can only be filled out in the email if sent correctly. If this email is not sent correctly, your customer will receive something like this where the placeholders are not filled in: his often results from attempting to set a Customer EFew readerscoreFORCE - Orders: Deleting Orders and Order Statuses
The system only recognizes certain order status that it will take action on. There can be any number of order statuses set up but they do not necessarily have meaning to the system. One primary example is the order status of canceled, this status is often used but it is only a reference point for the user to know that the order has been canceled, the system will still allocate inventory to the order until it is "Deleted". For this reason it is importFew readerscoreFORCE - Contacts: Require Phone Number
If you want to ALWAYS require phone number, go to Orders-Setup. In the Settings tab, there is an option to make the phone number always required. Once we're here, we'll have to click on "Use Default" to open the drFew readerscoreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships
coreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships In this guide, we will cover how to create an Auto Order Processing Fulfillment for the membership types you are establishing. The first step is ensuring you have created an applicable order status. Related Guides coreFORCE Advanced - Taxonomy: CreatingFew readerscoreFORCE Advanced - Orders: Establishing Fulfilled Membership Status for Automatic Fulfilment Process
coreFORCE Advanced - Orders: Establishing Fulfilled Membership Status for Automatic Fulfilment Process In this guide, we will cover how to create a new order status for automated order processing of memberships. This status will flag any orders containing membership items only as Fulfilled and Complete. Related Guides coreFFew readers
Payments
coreFORCE - Payments: How to set up Invoices
There are a couple options in Coreware so that your trusted customers can purchase "on account": You can create a payment method so that the customer gets an invoice. In Payments Payment Method Types, Create a payment method type code of "INVOICE". Then in Payments Payment Methods, create a payment method using this type also called INVOICE. You can limit who has access to this payment method by creating a User Type in Contacts UsersSome readerscoreFORCE - Payments: Invoice Type in coreFORCE
To begin, go to Payments -Invoicing -Invoice Types. Create a new invoice type by clicking the blue "+ ADD" button. Invoices that are for layaway will be assigned an invoice type with the code "LAYAWAY". Here, you can assign an email and a "days after" value to the invoice type and reminders will be sent for those invoices. (httpsFew readers
Products
coreFORCE - Products: Understanding Pricing Structure in coreFORCE
Setting a Pricing Structure for your products in coreFORCE allows you to be as flexible as you need to be. Setting up Pricing Structures Pricing structures are inherently a business decision and so we don't make any recommendations on how you should set this up, but here is an example of what it COULD look like using our Demostore as an example. (https://storage.crisp.chat/users/helpdesk/website/5305a12370d0c800/4471f3b3-ca29-401a-be28-9080Some readerscoreFORCE - Products: Setting up Products with Variants and Options
Setting Up Product Variants: A Step-by-Step Guide Product variants are different versions of a product that share the same core characteristics but differ in specific attributes such as color, size, or material. For example, a T-shirt might come in various colors and sizes, and each combination of these attributes is considered a variant. Setting up product variants allows customers to select their preferred options, ensuring they get exactly what tSome readerscoreFORCE - Products: How to Check If a Distributor Item Quantity Was Updated
To check when the last distributor quantity updates were done you can check the inventory logs by clicking on: Products->Products->Product Inventory Search for the item that you are looking for and the full inventory log will be displayed at the bottom of the screen where you will see the full history. See the screen shot below. You can filter the Product Inventory screen to show a specific distributor. (https://storage.crisp.chat/users/hSome readersHow do I make a product show out of stock regardless of inventory levels?
Go to System Custom Fields Custom Field Builder. Set the Custom Field Type to “Products”, Type in the Form Label, “Force out of stock regardless of inventory levels”, Set the Field Type to “Checkbox”. Lastly, check the box that says Internal Use Only Go to the product in Product Maintenance and, in thSome readerscoreFORCE - Products: Setting Up Custom Engraving or Cerakote
Introduction This article will show you how you can set up a custom product for things like cerakote or engraving projects. The steps provided could, in general, be used for any custom work Setting It All Up Details Tab To begin, go to Products Maintenance (Products Products Products) click the blue "+ADD" button to add a new product record. In the Details tab of the product record, go ahead and set up your explanationSome readerscoreFORCE - Products: Adding Inventory for New coreFORCE Products
If you have coreSTORE then your local inventory can be synced to coreFORCE. To manually add local inventory for a new product in coreFORCE go to Products Products Product Inventory, Click the Add button in the upper right You can search for the product using UPC or other field. (https://storage.crisp.chat/users/helpdesk/wSome readerscoreFORCE - Products: How to create a promotion with a limited amount of items
As an example, if you want to create a 10% discount promotion on items that are in shortage, for instance the ammo. You also want to sell below 10 boxes at one time. Basically, if your customer adds 12 items to cart, he/she will be able to purchase only 10 boxes with the discount, and 2 - with regular price. Here are the steps to set this promotion up: Go to Products -Promotions -Promotions or press shift twice and search for Promotions for aSome readerscoreFORCE - Products: How to Add State Restrictions in coreFORCE
We added a filter to products maintenance to allow you to find products that DO NOT have a particular state restriction on them. This is the surefire way to make sure that you don't miss any that the distributor missed. If you combine this filter with a category filter (Magazine, for example), and then search a capacity (30rd, 30RD, 30 rd, etc.), you can use the actions menu to "select all" and then export selected. On the exported file, yFew readerscoreFORCE - Products: Add a Surcharge to All Products in a Category
Is there a way to put a product surcharge by category? Or is it possible to do an upload using CSV to change multiple listings? There are several ways you could do this: If you want to put a surcharge on a particular product, you could just enter a big number for the low inventory surcharge (in Products Products Products, on the Pricing tab), which should guarantee it will always be added. (https://storage.crisp.chat/users/helpdesk/weFew readerscoreFORCE - Products: Set Product Out of Stock Threshold
Set Product Out of Stock Threshold This article will show you how to set an "Out of Stock Threshold" for products by distributor. Video If you'd prefer to watch our video on this topic: Why is this helpful? Many distributors' inventory chains are being pushed to their limits. Inventories across the board are running in short supply. If you deal with distributors whose inventory is not updated frequently, you mFew readerscoreFORCE - Products: Adding videos to a product
Go to Website Media Media and use the add button to create a new media record The two main fields are the media service (Youtube, facebook, vimeo) and the Video Identifier Once you have the media record complete go to the product(Product Product Products) and add the video in the images tab (https://storage.crisp.chat/users/Few readerscoreFORCE - Products: How do I require an FFL for Ammo for customers in a specific state?
To require purchases in certain product categories to be shipped to a FFL, do the following in coreFORCE: In Products Taxonomy Product Tags, create a new product tag called FFLREQUIREDXX, where XX is the state that requires the FFL. For example, for California, you would create a product tag with the code FFLREQUIREDCA. For the description, you can enter "FFL Required in California" (https://storage.crisp.chat/users/helpdesk/website/88Few readerscoreFORCE - Products: How to highlight products in the local store
There has been some confusion about the functionality of the location filter. Some clients with only a single store location expected the filter to display results solely from their local store and to hide distributor results. However, the filter was designed to always show distributor results since they can be shipped to the store for pickup. To address this confusion, we have updated the system to hide the location filter for dealers with only one sFew readerscoreFORCE - Products: Export Products to CSV
In order to export your products to CSV in coreFORCE you will need to go to Products Products Products. Export ALL items To export your full products list, you can click the green button labeled "Actions" in the top right corner and select "Export All to CSV" from the dropdown list. Export Selected Items If you wouldFew readerscoreFORCE - Products: User Based Pricing in coreFORCE
To set up special pricing for specific user types take only a couple of steps First we need to set up the new User Type, go to: Contacts Users Types Click the Add button in the upper right of your screen A choose a name for your User Type Then we need to add the user you wish to this type in: Contacts Users Users In thFew readerscoreFORCE - Products: Managing Product Reviews
Product Reviews are a great way to increase your SEO and encourage customers to purchase the products on your website. By default, a product review is approved automatically and is immediately made public. However, there are two additional steps you can take to manage the product reviews that make it onto your website. Go to Orders -Setup -Settings tab and search "review". There are two preference settings that can be set here. The firsFew readerscoreFORCE - Products: Make Offer button in coreFORCE
Make any products you want accept offers. You create a product tag with code "MAKEOFFER" and put those products into that tag. You can add tags to products in the Options tab. You can also easily do this for allFew readerscoreFORCE - Products: Managing Products in Multiple Categories
Distributors will often send items to the catalog with multiple categories but having multiple categories, depending on how you are using your website, can potentially create unforeseen issues. Finding Products with Multiple Categories The most straightforward way to search for products in multiple categories is to use the built in filter in Products Maintenance: (https://storage.crisp.chat/users/helpdesk/website/981ab8e6bc2e6000/1acc8608-a8f6Few readerscoreFORCE - Products: Products Missing UPC
To see all the products in your store that are missing a UPC code follow these steps: open up the Products page. Click Products->Products Click Filters Check the No UPC Set checkbox on the bottom of the screen. Make sure no other filters are set. Click Save A full list of products that are missing UPC's will be disFew readerscoreFORCE - Products: Adding downloadable files to product page in coreFORCE
This article will show you how you can upload and link to files on your website. Potential Purposes Potential purposes for this could include allowing your customers to download a waiver or perhaps a PDF with information about a particular product. File Manager Go to Website -File manager. From here, you upload your documents by either dragging and dropping or by clicking the "New Document" button. (https://storage.crisp.chat/usFew readerscoreFORCE - Products: What are Product Price Types?
Generally, price types are just for the dealer’s reference. With few exceptions, the system doesn’t do anything with price types. The exceptions are: SALEPRICE – A price type with this code is interpreted as a set sale price for the product. If this is set, the normal calculations for sale price are ignored and this value is used. SHIPPINGCHARGE – If this code is used for a price type, that is the fixed shipping charge for this product andFew readerscoreFORCE - Products: Hide Used Products After Sale
Introduction After used products have been sold online, there is not much reason to keep the listing up, even if it shows out of stock. Used products are generally going to be 1-off products, usually from in-store inventory, with unique descriptions, images, and levels of wear and tear. This option allows you to hide the product after it has been sold. Using this Functionality To use this functionality, create a product category (Products >Few readerscoreFORCE - Products: Top Products Tags
All of the Top products tags are configured in Products Taxonomy Product Tags. They are all in the preset values dropdown, so to create one of these tags for your site, simply click Add and select the tag you want from the dropdown list. There are 7 variants: Top sellers on your coreFORCE site Top sellers in all CorewareFew readerscoreFORCE Advanced - Products: Creating Membership Subscriptions
coreFORCE Advanced - Products: Creating Membership Subscriptions In this guide, we will cover creating membership subscription products. As an example, we will establish two types of Commander Memberships: one for individuals and one for couples. This guide focuses solely on creating the subscription products. For additional setup see thFew readerscoreFORCE Advanced- Products: Setting up Holiday Promotions
coreFORCE Advanced- Products: Setting up Holiday Promotions As the holidays draw near, it’s an ideal time to revisit your holiday markup strategies! In this article, we’ll cover how to offer promotional codes or coupons to your customers and how to adjust your pricing markup for the season.Few readers
Troubleshooting
coreFORCE - Troubleshooting: Items Are Showing Incorrect Inventory and Pricing
Go to System->Background->Process Log and set the Filter to only show Update Distributor Inventory. Look at when the last time that background process was run. It should be running once per hour. 2. Look at the last process log and make sure the distributor in question ran. 3. Go to Product Maintenance and find the product in question. In the Inventory tab, click on the distributor for a list of the updates from that distributor.Some readerscoreFORCE - Troubleshooting: Why Does it Say Someone Made a Note Who Didn't?
Sometimes in coreFORCE, a customer or the system might need to add a note an order. In cases where the customer used guest checkout, they will not have a user and the system will not know who to use so it will use the first Full Client Access user that it comes across. In the following example, Joel did not create this note. HOWEVER, Joel's user was a Full Access User. So when the customer wrote back a note saying "Thanks" without a user, it used JoeSome readerscoreFORCE - Troubleshooting: Duplicate Event Error in coreFORCE
If you receive this error it is important to note that the Create Events page creates two records for every event: an Event record (Events & Facilities Events Events) and a Registration product which customers purchase to register for the event (Products Products Products - filter by product type event registration) If you've deleted an event but are receiving this error it is possible that you did not delete the correspondiFew readerscoreFORCE Advanced- Troubleshooting: Fixing "Your webhook is failing" with Sezzle
coreFORCE Advanced- Troubleshooting: Fixing "Your webhook is failing" with Sezzle For Search Engine Optimization (SEO) reasons, your coreFORCE site only uses a single domain name (normally starting with www); other domain names that point to your site are redirected to that domain name. This is no problem for a web browser, but Sezzle's webhook system does not follow redirects. Therefore you need to make sure that the primary domain name setting is your site's real domain name, not oneFew readers
Website
coreFORCE - Website: Implement Enhanced eCommerce Tracking in Google Analytics
coreFORCE supports Google Analytics 4. The following events are supported: Search viewitem addtocart removefromcart addtowishlist begincheckout purchase The instructions below are not up to date for GA4, though the general gist of the steps is similar. See this page from Google for: GA4-specific instructions (https://developers.google.com/analytics/devguides/collection/ga4/ecommerce?clienttype=gtm&sjid=173619594734897PopularcoreFORCE - Website: Adding text banners to your site
Navigate to Website Templates click Content Tab and Insert %module:fragment:TEXTSLIDER% after the tag. Set up your slider wrapper markup.PopularcoreFORCE - Website: Setting Up and Managing Gift Cards
Setting up Gift Cards from Scratch If you are setting up gift cards for the first time, you will need to go to Orders -Setup. Additionally, you can press SHIFT twice and search for "Setup." In Setup, go to the Gift Cards tab. If gift cards have not already been set up, you will see a button that says "Yes, the Store will Offer Gift Cards." Clicking this button will set up a payment method type, payment method, product type, product, and tPopularcoreFORCE - Website: How do I send all my traffic to one URL for SEO purposes?
The days when every website began with www are now past. Most modern browsers now hide "www." from the beginning of a URL, and with the need to type URLs on mobile devices, it is usually desirable to make URLs as succinct as possible. coreFORCE supports the ability to make www. an alias to your store domain. For example, if your domain is "myOnlineStore.com", coreFORCE can allow customers to visit either myOnlineStore.comSome readerscoreFORCE - Website: How do I create a New Product Page with Specific Items?
Introduction All of the pages on your website are linked to a Template. You can make changes to the Template (e.g. to change an email address in the footer on every page), but you have to be very careful because you could inadvertently make your site unusable by editing the template. Templates are in Website Templates Templates. Most of the templates come from coreFORCE and can not be changed by clients. The only one you need to be concerned with is your site's template, which should haSome readerscoreFORCE - Website: How do I set up redirects in coreFORCE?
To redirect a URL under your coreFORCE domain to a particular page (or set up aliases for a page), use URL aliases. (in Website URL Aliases URL Aliases). When migrating from a different eCommerce platform to coreFORCE, you may want to set up aliases for links on your old site to the correct link on your coreFORCE site so that search engine links continue to work. For example, your old site may have had something like this: https://www.mygunstore.Some readerscoreFORCE - Website: How to show items with a specific tag
To show products with a specific tag on a page:* Go to Products Taxonomy Product Tags. Open the product tag and take the link name. Add a link name to the product tag if it doesn't have one. Add the link name to the following URL: https://wwww.mywebsite.com/product-tag/ e.g. https://www.mywebsite.com/product-tag/sales The page shoSome readerscoreFORCE - Website: How do I set up a new employee account with access restrictions?
As administrator, one can set up new administrators or employee users with restricted access. To create a new user, go to Contacts Users Users. From the User Maintenance list, click ADD. Fill in the username, first name, last name and email address of the user in the Details tab. To make the user an administrator with full access, check the "Administrator" and the "Full Client Access" checkboxes. To make the user with restricted acceSome readerscoreFORCE - Website: Editing a Page in coreFORCE with HTML
The purpose of this page is to show you how you can make quick edits to your page content, regardless of developer experience or background. If you would like a more simple guide that doesn't require HTML, When Coreware builds a website, our team will start by putting together a template. A template will, at it's simplest, determine how your website will look and operate through CSS and Javascript. From there, some other basic pages such as a homSome readerscoreFORCE - Website: How to set up an FFL Finder page
Firearms dealers may want to add an FFL finder page to help customers look for an FFL in their area before puchasing. To add an FFL Finder page: Go to Website Pages Pages. Create a new page. Add a unique page code and a description. Select the template and add a link name. In the Script Filename, add "retailstore/fflfinder.php". Click Save. Click Go to open the page. Dealers highlighted in green means the FFL license iSome readerscoreFORCE - Website: Product Tag Displays
To show products with a specific tag, use %module:taggedproducts:producttagcode=FEATURED:wrapperelementid=featuredcontent% Where "producttagcode" is the tag code of the product tag. The product tag must be existing in Coreware otherwise, an "Invalid tag" message is shown. Where "wrapperelementid" is the element id of the wrapper element. This wrapper element must be existing in the markup where this module statement is used. 3Some readerscoreFORCE - Website: Multilingual Capabilities in coreFORCE
Visit Website->Languages->Text Translations Create general translations of terms. It is recommended that these are short terms that are used throughout the system. Words like "Website", "Menus", "Pages", etc. Generally, descriptions used in control tables should be in here as they often repeat and can be entered once. Some fields, like description, are tagged in the database as translatable. For these fields, the system will always look for tSome readerscoreFORCE - Website: Simulate Users in coreFORCE
Simulating Users is useful for testing new functionality and verifying customer's problems. It is possible for administrators to simulate other users on the website. You can do this in the Details tab of a particular contact/user in Contacts Maintenance (Contacts -Contacts) or Users (Contacts -Users -Users) You can only simulate a user with lower privileges than you have. A Full Client Access user can simulate an administratorFew readerscoreFORCE - Website: How to show detailed description on Search results
By default, the search results page displays only the name of the grouping that you are browsing by (e.g. a manufacturer, a department, a category group, etc.). For SEO purposes, you may want to add some content to that header to drive traffic to those product pages. You can do this by populating the Detailed Description field in the taxonomy item you want to optimize. For example, to add content to the product category group "Rifles", go to ProductsFew readerscoreFORCE - Website: Analytics options in coreFORCE (website tracking code)
coreFORCE Advanced and Enterprise Only Introduction Web analytics allows you to see how many visitors your site is attracting, where they spend time on your site, where they are from, and in some cases, even demographics such as their age and gender. coreFORCE enterprise supports integration with many analytics platforms simply by adding a javascript snippet to the Analytics code in your site template. Any analytics provider that can integrate via JavaScript can be integrated with coFew readerscoreFORCE - Website: No Shipping Options Available During Checkout
There are many potential reasons that your customers are not seeing shipping options during checkout, however, this will always come back to configuration settings in the end. There are different places where you can configure shipping options but most often this will be related to restrictive shipping charges. If you would like to watch our baseline explanation and recommendations for shipping methods and charges you can watch the following video:Few readerscoreFORCE - Website: How to make a page visible only to a user group
The access checkboxes on the Security tab in Website Pages are processed as an "AND" - meaning that a user has to meet ALL of the conditions in that row in order to see the page. To add an OR condition, add multiple rows to the Access grid. In practice this means that only users with the highest level of access can see the page: If the admin box is checked, only administrators will be able to see the page. Non-administrator users and the pubFew readerscoreFORCE - Website: Address Auto-Complete in Forms
There are instances that you need to add address fields on your coreFORCE forms. To make it easier for users to fill out the form, you may want to turn on the auto-complete feature. Note that the auto-complete feature is limited to only the United States. To turn on auto-complete on the address fields on a form, perform these 2 steps:Few readerscoreFORCE - Website: What is Cache and How Do I Clear It?
Website caching is one of the most beneficial technologies available. In short, it makes websites run fast, which leads to better SEO scores and increased user satisfaction. While the technology and precise details of caching can be pretty complex, the underlying idea is really very simple. Let me give an example. If I ask you what the result of 5 x 3 is, you’ll know the answer is 15. You didn’t need to calculate it, you’ve done this multiplication soFew readerscoreFORCE - Website: How to add a popup window in coreFORCE
The system will look for a div with ID "onloadwebsitepopup", presumably with the class "dialog-box" (though that is not necessary). This div will be displayed as a JQuery UI dialog box, but with no buttons and no title. By default, it will only be displayed once for the browser, since a cookie will be set so that it doesn't display again (this can be changed, as noted below). As an example, if the following is included in a page, itFew readerscoreFORCE - Website: How to add Google Reviews
Generate a Google API Key To get Google Reviews using the Google Places API, you’ll need to follow these steps to set up and use the Google Places API. Here’s a comprehensive guide: https://developers.google.com/maps/documentation/embed/get-api-key Add this script with Google API Key in the header part of the templateFew readerscoreFORCE - Website: Maintenance tasks for Search Engine Optimization (SEO)
Set link names Ideally, all products, product categories, product category groups, and product manufacturers should have link names set. This is helpful for SEO because your site map will include links like mygunstore.com/product/glock-19-gen-3 instead of mygunstore.com/product-details?productid=100. Link names are more informative, less likely to be flagged as duplicate content, and less likely to earn you a scolding from your SEO specialist. LFew readerscoreFORCE - Website: Creating a Custom Product Search Results Page Link in coreFORCE
There are 2 ways you can handle this, one simple and one more complicated. Simple - create a search group (Products Taxonomy Search Groups), and manually add the products you want to show. There can be any number and they can be any products you want. The link will then be just searchgroupcode=XYZ. For instance, if you create a group called "customshotguns", it would be https://YourClientURL.com/product-search-results?searchgroup=custoFew readerscoreFORCE - Website: Simple Page Edits in coreFORCE
This article will show you how you can make very quick and easy edits to your coreFORCE webpage content. This walkthrough does NOT require knowledge of HTML. If you would like a slightly more advanced guide that involves HTML, click Here. To see the pages on your website, go to Website -Pages -Pages. Use the search bar to find the page you are looking for. Click on theFew readerscoreFORCE - Website: Fixed Categories
There are three fixed categories you can add to help manage your products. INACTIVE - Any product set to this category will be treated as if it's inactive. It will never show up in the online store. INTERNALUSEONLY This can be used if you don't want to set the product to inactive. NOTSEARCHABLE Any product in this category will not show up in the search results.Few readerscoreFORCE - Website: Create Full Access Admin Users
These steps are for creating a new account, if the User already has an account on the site you can modify their existing account to give them admin permissions. Those simple instructions are at the bottom of the KB. To create a new Admin user for your coreFORCE site, start by going to Contacts Users Users and click the Add button in the upper right. Fill in the required information under the Details tab. (https://storage.crisp.chat/users/helFew readerscoreFORCE - Website: Backend CSS
You can modify Backend CSS by adding a management CSS File Management CSS File Under the Website menu under the Templates menu click the CSS Files option and add a new file. IMPORTANT the Code for this CSS file must be MANAGEMENT. Example content for the file: sidebar.visible logo background-color: rgb(0,0,0);Few readerscoreFORCE - Website: Setting up a Tabbed Content DIV in coreFORCE
There is now a simple way, in Coreware, to setup a tabbed content DIV. Tabbed content is where there is one DIV that displays content, with "file folder" tabs above it. Clicking a tab changes the content of the div. For example, this is used in many maintenance pages. To set this up on ANY Coreware page is now very simple. You don't need to add any JavaScript code and CSS is not necessary (though you might want to add some for custom styling). ThereFew readerscoreFORCE - Website: Only Show Manufactures You Carry
If you want your Brand's page to only show manufacturers you carry, you can do this in a few short steps Go to: Website Pages Pages Find your brands page, Default is called Manufacturers We Carry In that page go to the Text tab At the bottom of the page use the Text Chunks field to add a text chunk with the code "INSTOCKONLY" and make the content true (https://storage.crisp.chat/users/helpdesk/website/b9cb4923fd2fe000/c2f92ac7-94d5Few readerscoreFORCE - Website: How to add text information to the bottom of the order receipt
To add text information on the printable receipt: Go to Website Fragments. Create a new fragment with the code, "RETAILSTORERECEIPTHEADER" if you want to add the content to the top of the receipt or "RETAILSTORERECEIPTFOOTER" if you want to add the cotent to the bottom of the receipt. Add the text information inFew readersVideo Banner
You must upload the file to File Manager by navigating Website File Manager New Document. File Manager Create a banner group called Video Banner (You can name it anything). Go to Website Banners Banner Groups. Create a banner called Video Banner (You can name it anything). Go to Website Banners Banners and add this to the banner grFew readerscoreFORCE Advanced- How To: Update Your Website Logo
coreFORCE Advanced- How To: Update Your Website Logo In this guide we will cover updating your website logo on the coreFORCE Advanced Platform. 1. Click on Templates Step 1 screenshot 2. Click on Templates Step 2 screenshot 3. Click on your template The name will differ based on your retail store Step 3 screenshot 4. Look for the logo in your template, thFew readers