Catalog

• coreFORCE - Catalog: Products Missing

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Catalog: How to fix MAP violations on NOUPC "Zombie" products

  ||| coreFORCE Advanced and Enterprise Only 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 compliFew readers

• coreFORCE - Catalog - How to Remove State Restrictions for a Specific Customer

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Catalog: Facets in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 nFew readers

• coreFORCE - Catalog: Is it possible to show our part number (displayed as the Item Number) on the category pages as well the home page?

  ||| coreFORCE Advanced and Enterprise Only The product code has been added to the catalog items using a custom fragment. %product_code% 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 Advanced and Enterprise Only 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,Some readers

• coreFORCE - Contacts: What is the difference between Contact Categories and Contact Groups?

  ||| coreFORCE Advanced and Enterprise Only | Contacts can be assigned a single type, but they can belong to different categories. 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 readers

• coreFORCE - Contacts: Emails to Customers Going to Spam

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Contacts: Touch Points and How to Use Them

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Contacts: How do I make a customer tax exempt?

  ||| coreFORCE Advanced and Enterprise Only 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: TAX_EXEMPT_ID 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 inFew readers

• coreFORCE - Contacts: How Do I Export One of My Mailing Lists?

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Contacts: Merging Duplicate Contacts

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Contacts: Merge Duplicate Contact Records

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Contacts: How do I make dealer accounts?

  ||| coreFORCE Advanced and Enterprise Only | If you are selling both wholesale and retail customers you may want to setup a new user type/group so you can offer different pricing levels. This article will explain how to do that. 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 readers

• coreFORCE - Contacts: How to add custom fields to the Create Account/My Account page

  ||| coreFORCE Advanced and Enterprise Only 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 "MY_ACCOUNT" and then select SAVE. Go the System > Custom Fields > Custom Field Builder. Select the + ADD button. Fill iFew readers

• coreFORCE - Contacts: How to set fields as required in My Account

  ||| coreFORCE Advanced and Enterprise Only 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 "not_null" Control Value is either "true" or "false"Few readers

• coreFORCE - Contacts: How to Receive Web Order Emails in CoreFORCE

  ||| coreFORCE Advanced and Enterprise Only You can easily set this up on your website by going to Contacts > Email > Emails and look for the Email Code "RETAIL_STORE_ORDER_CONFIRMATION". 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 & Events: Event Scheduler General Set up and Walkthrough

  ||| coreFORCE Advanced and Enterprise Only 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 "GSome readers

• coreFORCE - Classes & Events: Set up Events and Training Classes in coreFORCE

  ||| For coreFORCE Advanced and Enterprise only 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 reservFew readers

• coreFORCE - Classes and Events: Event CSV Import in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 caFew readers

• coreFORCE - Classes & Events: How to Change the Date of your Event in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Classes & Events: Troubleshooting Event Creation Issues

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Classes & Events: Event Colors in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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

• coreFORCE - Classes & Events: Add Facility Reservations to Your Event in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Classes & Events: How can I let customers change their event reservations?

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Classes & Events: Selling coreFORCE events/classes through coreSTORE

  ||| coreFORCE Advanced and Enterprise Only 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. Video Tutorial - Selling Events & Classes 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 readers

• coreFORCE - Classes & Events: Form that Registers Someone for an Event in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 "event_id" 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 readers

Development

• coreFORCE - Development: Getting started with the coreFORCE API

  ||| coreFORCE Enterprise Only 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.Popular

• coreFORCE - Development: Generating an API Key

  ||| coreFORCE Advanced and Enterprise Only 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 meFew readers

• coreFORCE - Development: Product Inventory API

  ||| coreFORCE Advanced and Enterprise Only There is now an API call for this. The method is update_product_inventory. It takes the following parameters: product_inventory_updates - an array of any number of the following parameters. This allows you to send inventory updates for multiple products product_id or upc_code or product_code - what product is being updated location_id or location_code - What location is being updated. Neither of these should be hard coded. The list of locationFew readers

• coreFORCE - Development: Parameters for Search in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 (no_cache, for example). ||| This list is not in theFew readers

Distirbutors

• coreFORCE - Distributors: How to set up a new distributor

  ||| coreFORCE Advanced and Enterprise Only 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 > SettingsFew readers

• coreFORCE - Distributors: How do I turn off a product distributor?

  ||| coreFORCE Advanced and Enterprise Only 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

Helpdesk

• coreFORCE - Helpdesk: Attach custom fields to a help desk ticket

  ||| coreFORCE Advanced and Enterprise Only Using the form action file it is possible to create a help desk ticket using a form submission.  However, the only form fields that will be saved in the ticket are those that match the fields in the help desk record (such as "content" and "Help desk category"). There are times when you may want users to fill out a form with detailed information (for example, to request service on a product they purchased, you may want them to include model number, serFew readers

Integrations

• coreFORCE - Integrations: How to set up the Printful API for coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 ofPopular

• coreFORCE - Integrations: Using GunBroker with coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 yourPopular

• coreFORCE Advanced - Integration: How do I setup a Gun.Deals Feed?

  ||| coreFORCE Advanced and Enterprise 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/website/47Few readers

• coreFORCE - Integrations: Setting up Credova

  ||| coreFORCE Advanced and Enterprise Only 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 form [Few readers

• coreFORCE 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

• coreFORCE - Integrations: How does the system determine the shipping charge for products included in the Gun.deals feed?

  ||| coreFORCE Advanced and Enterprise Only 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 "GUN_DEALS_SHIPPING_CHARGE". Look for a product price set on the product where the product price type has code "SHIPPING_CHARGE". 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 willFew readers

• coreFORCE - Integrations: How to Setup Twilio Integration on coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

FAQ's

• coreFORCE - FAQ: Specialized Notifications using System Actions in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE.- Products: How do pick which product shows in search results for a product group?

  ||| coreFORCE Advanced and Enterprise Only 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: Fixing failed recurring payments

  ||| coreFORCE Advanced and Enterprise Only 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 activiFew readers

• coreFORCE - Memberships: Subscription Type versus Product

  ||| coreFORCE Advanced or Enterprise Subscription Required For Membership Management 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 pricingFew readers

• coreFORCE - Memberships: Renewing Memberships/Fixing Recurring Payments

  ||| coreFORCE Advanced or Enterprise Subscription Required For Membership Management 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 aFew readers

• coreFORCE - 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 memFew readers

• coreFORCE - Memberships: Cancel and Pause Memberships or Subscriptions

  ||| coreFORCE Advanced and Enterprise Only 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. USER_CANNOT_PAUSE_SUBSCRIPTION * If this text chunk is set to any non-empty value, pausing a subscription will not be allowed USER_CANNOT_CANCEL_SUBSCRIPTION * If set to any non-empty value, cancelling a subscription will not be allowed SUBSCRIPTION_TERM The default is "SubscriptioFew readers

• coreFORCE 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 readers

• coreFORCE Advanced - Memberships - Setting Up Multi-Member Subscriptions

  ||| coreFORCE Advanced and Enterprise only 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 members with one subscription. Related Guides [coreFORCE Advanced - Taxonomy: Creating Membership Taxonomy](https://coreware.crisp.help/en-us/article/coreforce-advanced-taxonomy-creatiFew readers

• coreFORCE - 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/image_1agFew readers

• coreFORCE - Memberships: How do I set up recurring billing for memberships?

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Memberships: Add an Email to Subscription Orders

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE 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 readers

• coreFORCE - Memberships: How coreFORCE handles duplicate subscription purchases

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Memberships: Skipping missed payments on recurring membership renewal

  ||| coreFORCE Advanced and Enterprise Only This is a preference called RECURRING_PAYMENT_SKIP_MISSED, 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 readers

• coreFORCE 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 the **Few readers

• coreFORCE 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 readers

• coreFORCE 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 readers

• coreFORCE 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 readers

• coreFORCE - Classes & Events: How to Manually Add a Registrant to a Class

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE 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.Few readers

• coreFORCE 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 readers

• coreFORCE - Memberships - Cancel a subscription from customer point of view

  coreFORCE - Memberships - Cancel a subscription from customer point of view 1. Click on MY ACCOUNT 2. Click on Manage subscriptions 3. Click on Cancel SubscriptionFew readers

• coreFORCE 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 readers

• coreFORCE - Memberships: Why does my customer's Recurring Payment Record still show a connection to my old merchant gateway?

  ||| coreFORCE Advanced or Enterprise Subscription Required For Membership Management 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 readers

• coreFORCE 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 readers

• coreFORCE 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

• coreFORCE 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 readers

Orders

• coreFORCE - Orders: Refunds in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 clPopular

• coreFORCE - Orders: Form 1508 in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 takeSome readers

• coreFORCE - Orders: Setting up Automatic Order Processing

  ||| coreFORCE Advanced and Enterprise Only ||| While Automatic Order Processing is an incredibly powerful tool for managing online orders, we usually recommend that you place very strict limits on what orders you will automatically process. 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 hFew readers

• coreFORCE - Orders: Shipping Charges and Surcharges

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Orders: Fraud Prevention Recommended Settings

  ||| coreFORCE Advanced and Enterprise Only ||| We recommend signing up to NoFraud for the absolute best protection against fraud. 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 readers

• coreSTORE Advanced - Orders - Establishing Auto Fulfillment for Memberships

  ||| coreFORCE Advanced and Enterprise only 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: Creating Membership Taxonomy [coreFORCE Advanced - Products: Creating Membership SubFew readers

• coreFORCE - Orders: Tracking and Delivery Notifications from EasyPost in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Orders: Free gift card with purchase

  ||| coreFORCE Advanced and Enterprise Only 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 "GIFT_CARD".  For example, if you are creating a $50 gift card, the product code can be GIFT_CARD_50. 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/hFew readers

• coreFORCE - Orders: Why is the tracking email sent to the customer including placeholders?

  ||| coreFORCE Advanced and Enterprise Only 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 tracFew readers

• coreFORCE - Orders: Set an Email for an Order Status

  ||| coreFORCE Advanced or Enterprise Subscription Required 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 setFew readers

• coreFORCE - Orders: Secondary Shipments in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Orders: How can we offer free shipping on a product?

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Orders: How to accept and process donations on checkout.

  ||| coreFORCE Advanced and Enterprise Only 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 "PRODUCT_ORDER". Set up the Designation Group Go to Donor Management > Designation > Designation Groups. Click Add. The Code should be set to "Product_Order". Click Save. ![](https://storageFew readers

• coreFORCE - Orders: How to Enable Law Enforcement Officers to Purchase Restricted Products: A Step-by-Step Guide

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE Advanced - Orders - Establishing Fulfilled Membership Status for Automatic Fulfilment Process

  ||| coreFORCE Advanced and Enterprise Only 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 coreFORCE Advanced - Taxonomy: Creating Membership Taxonomy [coreFORCE Advanced - Products: Creating MembersFew readers

• coreFORCE - Orders: How to edit %order_items_table%

  ||| coreFORCE Advanced and Enterprise Only 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 %order_items_table%. 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 readers

• coreFORCE - Orders: How to add a custom Order Items field that saves information to the Contact record

  ||| coreFORCE Advanced and Enterprise Only When you are creating the Order Item custom field, create a control with control name "contact_custom_field_code". 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 readers

• coreFORCE - Orders: Deleting Orders and Order Statuses

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: How To Prohibit Certain Items in Certain States or Postal Codes

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Contacts: Require Phone Number

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Orders: Using the product pricing override tags for Shipping and setting Pickup for Free

  ||| coreFORCE Advanced and Enterprise Only The only way to do this is to create a product price type with code "SHIPPING_CHARGE_XXXXX" 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 0.00Few readers

• coreFORCE - Orders: Create a return label in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Orders: How To Hide the Order Dashboard Revenue

  ||| coreFORCE Advanced and Enterprise Only 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 'HIDE_ORDERS_REVENUE'. - 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 userFew readers

• coreFORCE - Orders: Sending an "Order Ready for Pickup" Email

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - 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 readers

• coreFORCE - Orders; Exchanging an Item

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• About shipping method exclusions in coreFORCE

  About shipping method exclusions in coreFORCE In coreFORCE, not all shipping methods are available for every order. Depending on the contents of the shopping cart and shipping configurations, some methods may be automatically excluded during the checkout process. This article outlines the conditions under which shipping methods are filtered out and how to manage these settings. Where to configure shipping method exclusions All exclusions can be managed on the Shipping Charges page (Few readers

• coreFORCE Advanced - Configuring State Tax Rates

  Click on Orders Click on Settings Click on State Tax Rates Click on ADD ![Step 4 Screenshot](https://storage.crisp.chat/users/helpdeFew readers

Payments

• coreFORCE - Payments: How to set up Invoices

  ||| coreFORCE Advanced and Enterprise Only 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 > UsersFew readers

• coreFORCE - Payments: Invoice Type in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 Advanced - Products - Creating Membership Subscriptions

  ||| coreFORCE Advanced and Enterprise only 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 the related guides linked below. Related Guides [coreFORCE Advanced - Taxonomy: Creating Membership Taxonomy](https://coreware.crisp.help/en-us/article/coreforce-advanced-Some readers

• coreFORCE - Products: Understanding Pricing Structure in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Setting up Products with Variants and Options

  ||| coreFORCE Advanced and Enterprise Only 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 tFew readers

• coreFORCE - Products: Managing Product Reviews

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE Advanced - Products: How to create a promotion with a limited amount of items

  ||| coreFORCE Advanced and Enterprise Only 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 **PromoFew readers

• coreFORCE - Products: Export Products to CSV

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE 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. ||| Please Note that setting up a pricing strucFew readers

• How do I make a product show out of stock regardless of inventory levels?

  ||| coreFORCE Advanced and Enterprise Only 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 thFew readers

• coreFORCE Advanced - Products - How to Create GunBroker Product Listing

  ||| coreFORCE Advanced and Enterprise only There are several steps when you want to start using the GunBroker integration in coreFORCE (Advanced / Enterprise) The major steps to start using GunBroker are: Configure your GunBroker integration in coreFORCE Ensure your coreSTORE product(s) are configured for use in coreFORCE List your coreFORCE product(s) on GunBroker through coreFORCE Configure Your GunBroker Integration In coreFORCE In order for you to start sellingFew readers

• coreFORCE - Products: Products Missing UPC

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Setting Up Custom Engraving or Cerakote

  ||| coreFORCE Advanced and Enterprise Only 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 explanationFew readers

• coreFORCE - Products: How to Add State Restrictions in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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. | Process: On the exported file, yFew readers

• coreFORCE - Products: How do I require an FFL for Ammo for customers in a specific state?

  ||| coreFORCE Advanced and Enterprise Only 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 FFL_REQUIRED_XX, where XX is the state that requires the FFL.  For example, for California, you would create a product tag with the code FFL_REQUIRED_CA.  For the description, you can enter "FFL Required in California" ![](https://storage.crisp.chat/users/helpdesk/website/8Few readers

• coreFORCE - 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: Set Products out of Stock Video Tutorial 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 readers

• coreFORCE - Products: Add a Surcharge to All Products in a Category

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Managing Products in Multiple Categories

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Adding Inventory for New coreFORCE Products

  ||| coreFORCE Advanced and Enterprise Only 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/wFew readers

• coreFORCE - Products: How to Check If a Distributor Item Quantity Was Updated

  ||| coreFORCE Advanced and Enterprise Only 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/hFew readers

• coreFORCE - Products: What are Product Price Types?

  ||| coreFORCE Advanced and Enterprise Only 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: SALE_PRICE – 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. **SHIPPING_CHARGE **– If this code is used for a price type, that is the fixed shipping charge for this product andFew readers

• coreFORCE - Products: Adding videos to a product

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Top Products Tags

  ||| coreFORCE Advanced and Enterprise Only In coreFORCE there are two different types of product tags. Automatic tags Manual tags Automatic tags The automatic tags will automatically be applied to products without input from the user or employee. ALLOCATED - Any products that are in an allocation file from distributors BEST_SELLERS_BY_SALES - Any sales associated with your coreFORCE site MOST_VIEWED - Most viewed products on your coreFORCE site **TRENDING_PRODUFew readers

• coreFORCE - Products: Make Offer button in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only Make any products you want accept offers. You create a product tag with code "MAKE_OFFER" 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 readers

• coreFORCE - Products: How to highlight products in the local store

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Hide Used Products After Sale

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: User Based Pricing in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Products: Adding downloadable files to product page in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• How to override fixed shipping charges in coreFORCE

  How to override fixed shipping charges in coreFORCE coreFORCE supports multiple layers of fixed shipping charge configurations that can override general shipping settings. This article outlines how product-specific, manufacturer-specific, and promotion-based shipping charges are applied and prioritized during checkout. Shipping charge priority When fixed shipping charges are defined, they take the highest priority and override other shipping configurations. These charges are summed and eFew readers

• coreFORCE – Products – Shipping Discounts and Free Shipping

  || coreFORCE Advanced and Enterprise only coreFORCE provides two supported methods for offering free or discounted shipping on individual products: By using the Product Price Type feature directly in coreFORCE By using product tags in coreSTORE combined with the Promotions module in coreFORCE Each method is outlined below. Option 1: Product Price Type (coreFORCE) Use this method tFew readers

• coreFORCE Advanced — Products — Add-ons

  This article explains how to create and manage add-ons in coreFORCE Advanced. Add-ons let you attach optional products—such as accessories, warranties, or waivers—to a main product so customers can purchase them together. || Applies to: coreFORCE Advanced and Enterprise Overview There are three common ways to set up add-ons for a product: By category By add-on set Individually Common Scenarios Use add-ons to: Add commonly purchased items to a main prFew readers

Taxonomy

• coreFORCE Advanced - Taxonomy - Creating Membership Taxonomy

  ||| coreFORCE Advanced and Enterprise only In this guide, we will cover how to create membership taxonomy in coreFORCE Advanced or Enterprise. Setting up taxonomy for your memberships is essential for reporting and tracking, providing a more granular view of how each membership type is performing for your business. Specifically, we will walk through creating a Memberships Department and categories for the three different types of memberships as an example. Related Guides [Few readers

Troubleshooting

• coreFORCE - Troubleshooting: Items Are Showing Incorrect Inventory and Pricing

  ||| coreFORCE Advanced and Enterprise Only 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.Few readers

• coreFORCE 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

• coreFORCE - Troubleshooting: Why Does it Say Someone Made a Note Who Didn't?

  ||| coreFORCE Advanced and Enterprise Only 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 JoeFew readers

• coreFORCE - Troubleshooting: Duplicate Event Error in coreFORCE

  ||| coreFORCE Advanced or Enterprise Subscription Required 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 readers

Website

• coreFORCE - Website: Implement Enhanced eCommerce Tracking in Google Analytics

  ||| coreFORCE Advanced and Enterprise Only coreFORCE supports Google Analytics 4. The following events are supported: Search view_item add_to_cart remove_from_cart add_to_wishlist begin_checkout 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?client_type=gtm&sjid=173619594734897Popular

• coreFORCE - Website: How to add Google Reviews

  ||| 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 templatePopular

• coreFORCE - Website: Setting Up and Managing Gift Cards

  ||| coreFORCE Advanced and Enterprise Only 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 tSome readers

• coreFORCE - Website: Adding text banners to your site

  ||| coreFORCE Advanced and Enterprise Only Navigate to Website > Templates > click Content Tab and Insert %module:fragment:TEXT_SLIDER% after the tag. Set up your slider wrapper markup. <body> <div id="error_message" class="error-message"></div> <div id="_wrapper" class="hidden"> <header> %module:fragment:TEXT_SLIDER%     ``` 2. Once added, navigate to **Website** > **Fragments**. Create a new Fragment called “Text Slider” ![Fragments](https:/Some readers

• coreFORCE - Website: Editing a Page in coreFORCE with HTML

  ||| coreFORCE Advanced and Enterprise Only 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 homFew readers

• coreFORCE - Website: How to set up an FFL Finder page

  ||| coreFORCE Advanced and Enterprise Only 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 iFew readers

• coreFORCE - 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 haFew readers

• coreFORCE - 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 corFew readers

• coreFORCE - Website: How do I set up redirects in coreFORCE?

  | coreFORCE Advanced and Enterprise Only 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.cFew readers

• coreFORCE - Website: How do I send all my traffic to one URL for SEO purposes?

  ||| coreFORCE Advanced and Enterprise Only 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.comFew readers

• coreFORCE - Website: How do I set up a new employee account with access restrictions?

  ||| coreFORCE Advanced and Enterprise Only 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 acFew readers

• coreFORCE - Website: Create Full Access Admin Users

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: Creating a Custom Product Search Results Page Link in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 search_group_code=XYZ.  For instance, if you create a group called "custom_shotguns", it would be [https://YourClientURL.com/product-search-results?search_group=custoFew readers

• coreFORCE - Website: Simple Page Edits in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 tFew readers

• coreFORCE 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 2. Click on Templates 3. Click on your template The name will differ based on your retail store 4. Look for the logo in your template, thFew readers

• coreFORCE - Website: Maintenance tasks for Search Engine Optimization (SEO)

  ||| coreFORCE Advanced and Enterprise Only 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?product_id=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 readers

• coreFORCE - Website: What is Cache and How Do I Clear It?

  || coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: How to add a popup window in coreFORCE

  ||| coreFORCE Advanced or Enterprise Subscription Required The system will look for a div with ID "onload_website_popup", 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 readers

• coreFORCE - Website: No Shipping Options Available During Checkout

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: Multilingual Capabilities in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 tFew readers

• coreFORCE - Website: Simulate Users in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: How to show items with a specific tag

  ||| coreFORCE Advanced and Enterprise Only 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 should shouFew readers

• coreFORCE - Website: Backend CSS

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: Address Auto-Complete in Forms

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: How to show detailed description on Search results

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: Fixed Categories

  ||| coreFORCE Advanced and Enterprise Only 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. **INTERNAL_USE_ONLY ** This can be used if you don't want to set the product to inactive. NOT_SEARCHABLE Any product in this category will not show up in the search results.Few readers

• coreFORCE - Website: Product Tag Displays

  ||| coreFORCE Advanced and Enterprise Only To show products with a specific tag, use %module:tagged_products:product_tag_code=FEATURED:wrapper_element_id=_featured_content% Where "product_tag_code" is the tag code of the product tag. The product tag must be existing in Coreware otherwise, an "Invalid tag" message is shown. Where "wrapper_element_id" is the element id of the wrapper element. This wrapper element must be existing in the markup where this module statement is used. 3Few readers

• coreFORCE - Website: Setting up a Tabbed Content DIV in coreFORCE

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• Video Banner

  ||| How to make a video banner? You must upload the file to File Manager by navigating Website > File Manager > New Document. 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 readers

• coreFORCE - Website: How to add text information to the bottom of the order receipt

  ||| coreFORCE Advanced and Enterprise Only To add text information on the printable receipt: Go to Website > Fragments. Create a new fragment with the code, "RETAIL_STORE_RECEIPT_HEADER" if you want to add the content to the top of the receipt or "RETAIL_STORE_RECEIPT_FOOTER" if you want to add the cotent to the bottom of the receipt. Add the text information inFew readers

• coreFORCE - Website: How to make a page visible only to a user group

  ||| coreFORCE Advanced and Enterprise Only 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 readers

• coreFORCE - Website: Only Show Manufactures You Carry

  ||| coreFORCE Advanced and Enterprise Only 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 "IN_STOCK_ONLY" and make the content true ![](https://storage.crisp.chat/users/helpdesk/website/b9cb4923fd2fe000/c2f92ac7-94d5-4Few readers

• coreFORCE - Website - How to Hide A Category of Products from the Web Site

  ||| coreFORCE Advanced / Enterprise only There are situations where you may not want to sell certain categories of products on your site that you DO sell in store, like NFA / Class 3 items. This article will show you how to disable categories of products from your website. Click on Products > Taxonomy > Categories Click on the Category that you wish to hide fromFew readers