First steps for E-commerce

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.

• Categories
• Subcategories
• Menu
  • Bulk Upload
• Modifiers
  • Order
• Synchronization

Categories

When creating or editing a category, it is important to select the checkbox to activate it in the E-commerce and Delivery applications.

System Information:

Note: This field is used to activate or deactivate categories that will be displayed in the delivery applications.

Subcategories

To make modifications in the subcategory section, it is necessary to select the update field. This step will ensure that any changes you want to make to the subcategory are carried out accurately and effectively.

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

To select Subcategories in e-commerce, you must do so from the E-commerce and Delivery tab.

Menu

The first step is to carefully select the items you want to highlight in E-commerce. Then, you can edit them according to your preferences, either individually for specific adjustments or in bulk for efficient and quick management. This process ensures that your online presence accurately reflects the product offerings you want to present, providing customers with an optimized shopping experience.

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

Bulk Upload

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

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

Modifiers

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

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

Order

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

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

Synchronization

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

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

1. Log in to the Dashboard. 
2. Access the Settings section. 
3. In the General Configuration Parameters segment, locate the options for External Connections and the API Key. 
4. Access Invu POS Connections through the gear icon. 
5. At the bottom of the window, choose the "Automatic Invu Import" option. (Note: If you have multiple branches, select "Automatic Multi-branch Invu Import"). 
6. Click "Delete and Import" to update the information and discard the existing one in E-commerce. 
7. Wait for the success banner to appear.
8. Save the changes to exit the window. Now all the data can be viewed from the E-commerce platform.