First steps for E-commerce

Created by Nefhy Webster, Modified on Thu, 29 Aug at 1:14 PM by Nefhy Webster

Estimated reading time, 9 minutes

At this stage, it is essential to address the fundamental aspects for the proper implementation of our platform and, in this way, achieve optimization in the user experience, in addition to various aspects that are fundamental and should not be ignored.

Subcategories

To make changes to the subcategory section, the update field needs to be selected. This step will ensure that any changes you wish to make to the subcategory are carried out accurately and effectively.

Note: If you have multiple branches, it is important to keep in mind that the code of the Sub-Categories must be the same for each one of them.

To select the Sub-Categories in the e-commerce, it must be done from the E-commerce and Delivery tab.

Segment	Description
Category in Platform E-commerce	Refers to the classification or grouping of products within the e-commerce platform. This categorization is used to organize products similarly in both the e-commerce platform and the Invu POS system. Thus, products are presented consistently in both interfaces.
Platform Order E-commerce	Refers to the arrangement or sequence of the subcategories or products in the e-commerce platform, which is relevant to maintain consistency between the platforms.
E-Commerce Sale	Indicates whether the subcategory is available for sale on the e-commerce platform. System Information: Note: Field used in case there is an integration with an E-COMMERCE, in which is the field is checked, all items in this category will be updated.
Save / Update Sub Category	This action is essential so that once synchronized with the E-commerce, the information selected in the system is kept up to date.

The first step is to carefully select the items you want to highlight in the E-commerce. They can then be edited according to preference, either individually for specific settings or in bulk for efficient and quick management. This process ensures that the online presence accurately reflects the product offering you wish to present, providing customers with an optimized shopping experience.

Note: The order, in Clau.io, can be set from this section.

Segment	Description
Image	Allows you to add an image to the product record for quick identification. The maximum image size is 2000 x 2000 megapixels in JPG or PNG format and the weight is less than 2 MB. Note: The recommended size is 533 x 800 megapixels.
E-commerce Name	It is the title given to the product in the electronic platform (Note: It may or may not be the same as the Product Name in Invu POS).
Description	It is additional information, which offers more precision to understand its characteristics, uses or any other relevant aspect about the item.
Online Price	It is the value that the item will have for the public to purchase it within the electronic platform.
E-commerce subcategory	This indicates the sub-categorical classification that the product will have within e-commerce.
Allow online sales in E-COMMERCE Integration?	In this field, it is established whether the product is intended for e-commerce distribution. System Information: Note: Field used in case you have an integration with an E-Commerce, in which is the field is checked, it will send as an item to be sold in the online system.

Note: If you have multiple branches, it is important to keep in mind that the Item code must be the same for each one of them.

Bulk Upload

In the bulk upload option you only need to edit the fields in green, namely; Allow online sales in E-commerce Integration, Online Price, Description and E-commerce Name.

Segment	Description
Allow online sale in E-commerce	Integration This field details whether the item is allowed for sale in E-commerce, by placing “Yes” or “No” in the corresponding cell.
Online Price	The online price must be stipulated in the designated cell. If it is the same as the one used in Invu POS, it must be repeated, so that it is registered in E-commerce.
Description	Here you detail the item as you want it to appear in the E-commerce platform.
E-commerce Name	This cell is only filled in if you want to make changes to the name for the platform. If it remains the same as in Invu POS, you can leave it empty.

Important: If you modify another section of the bulk upload, the Invu POS and E-commerce information will be compromised.

Modifiers

Modifiers refer to the specific editing options that allow you to individually or massively adjust the details of the selected items in E-commerce.

Segment	Description
E-commerce?	This checker is selected so that the modifier can be displayed in the E-commerce integration.
E-commerce?	This checker is selected so that the modifier option can be viewed in the e-commerce integration.

Note: If you have multiple branches, it is important to note that the Modifier code must be the same for each branch.

Order

The presentation of the modifiers in Clau.io E-commerce depends mainly on the order established in the Modifier Administration tab.

If the field is set with the desired sequence, it will be reflected in the platform, otherwise the modifiers will be set by default.

Synchronization

During synchronization, the transfer of data between Invu POS and Clau.io takes place, including the updating of parameters and the automatic import of relevant information. This is an essential component to maintain consistency and data integrity between both platforms, ensuring efficient and accurate management of information in the E-commerce.

To complete this process, it is important to follow these steps.

Login to the Dashboard.
Access the Configuration section.
In the General Configuration Parameters segment, locate the options for External Connections and API Key.
Invu POS Connections is accessed through the gear image.
At the bottom of the window, choose the “Invu Auto Import” option. (Note: If you have multiple branches, select “Import Invu Automatic Multi-Branch”).
Click on “Delete and Import” to update the information and discard the existing information in the E-commerce.
Wait for the success banner to appear.
Save the changes to exit the window. Now you will be able to visualize all the data from the E-commerce platform.