General Settings

Store Details
Configure basic information about your store and how it operates.

Store Information

The foundational information about your online store. This section defines your store's identity and basic operational settings.

Store Address

This address will appear on your invoices. You can edit the address used to calculate shipping rates in your shipping settings.

Store Currency

This is the currency your products are sold in. After your first sale, currency is locked in and can’t be changed.

Store Access

Control how users can access store and manage security settings for different environments.

Shipping and Delivery Settings

Overview

Shipping is a critical part of most eCommerce operations. The platform supports a range of flexible shipping configurations to meet the needs of different businesses. Shipping methods define how shipping is calculated and presented to customers during checkout. Each method includes information about shipping regions, charges, and service-level expectations.

At least one shipping method must be enabled so that customers can complete their purchases.

Shipping Methods types

The platform offers the following types of shipping methods that provides flexibility to accommodate varying customer preferences, product types, and delivery requirements:

Shipping Cost Methods

Different shipping cost calculation methods that allows to charge customers accurately based on factors like order value, weight, delivery type, or location, ensuring flexibility and cost control across various shipping scenarios. Below are the list of shipping methods available in the platform:

How to Create Shipping Methods

1. Navigate to Settings > Shipping and Delivery click "Add Shipping Methods" to add a new shipping method.
2. Fill in the following details and click "Next":

Once the basic details are filled in, the next step involves configuring additional settings based on the shipping method type & shipping cost method chosen such as shipping charge calculations, serviceable or non-serviceable locations.

1. Update or verify details in the Basic Information section of the shipping method and move to the next section.

2. Update Shipping Settings section, this is common across all the Shipping Methods and Shipping Cost Method types. Fill in the following details appearing on the screen and proceed to the next section:
   

3. Update Pricing Rules & Tax as per the shipping method cost chosen for each details are provided below, as these fields vary based on the Shipping Cost Method selected during creation.

Common Field names and their descriptions:

• Flat Rate Shipping methods with flat rate shipping cost, fill up below details and proceed to next section:

  • Price on Request (for all zones & weights)
  • Is Shipping Taxable?
  • Shipping Price includes tax?
  • Same as Cost Price or Cost Price Uplifted by
  • Round Up Nearest
  • Cost Price Without Tax

• Weight Based Weight based specific fields and their descriptions:

Field names and their descriptions:

• Shipping methods with weight based shipping cost methods, fill up below details and proceed to next section:

  • Price on Request (for all zones & weights)
  • Is Shipping Taxable?
  • Shipping Price includes tax?
  • Same as Cost Price or Cost Price Uplifted by
  • Round Up Nearest
  • Zone
  • Base Weight Min
  • Base Weight Max
  • Cost Price
  • Price on Request

• Price on Request

  • Based on the requirements adjust the toggles and fill up details mentioned below:
  • Price on Request (for all zones & weights)
  • Is Shipping Taxable?
  • Shipping Price includes tax?
  • Same as Cost Price or Cost Price Uplifted by
  • Round Up Nearest

• Manual Update This section is not available since shipping charges and serviceability will be updated manually in this case by Backoffice team.

4. Update Localize to configure localized values such as shipping display method name and description in different languages or regions to support multi-language storefronts. Localize: Add translated descriptions and display name for multi-language storefronts.

5. Enable/Disable "All Days & Timings" this section, defines when a shipping method is available and during what timeframes orders can be processed or dispatched. Enable/Disable Days & Timings: Configure available days and timeframes for order processing:

   • Day of Delivery From/To: Specify available delivery days (e.g., Mon–Fri).
   • Cut-Off Timings: Set time windows for order acceptance.

6. Customer Group Include or exclude specific customer groups. This section allows adding an existing customer group in Included or Excluded groups to enable or disable the shipping method to a specified group of customer that is already created in the system.

7. Click Submit Once all fields are configured, click Submit to save the shipping method. All configured methods will appear in the shipping methods list and be available for selection during checkout.

Payment Settings and Gateways

Manage payment providers, configure gateway settings, and enable payment methods to support secure transactions across channels.

Payment Methods Configuration

Purpose and Scope

Purpose

This Standard Operating Procedure establishes the standardized methodology for configuring, managing, and maintaining payment gateway integrations within the BetterCommerce platform to ensure secure, compliant, and efficient payment processing across all customer touchpoints.

Scope

This SOP applies to all personnel responsible for:

• Payment gateway configuration and maintenance
• E-commerce platform administration
• Financial operations and reconciliation
• Compliance and security management
• Customer payment experience optimization

System Overview

Payment Gateway Module Access

• Navigation Path: Settings → Payment Methods → Payment gateways
• System URL: https://commerce.bettercommerce.io/Admin/SettingsPaymentGateways

Payment Gateway Architecture

The BetterCommerce platform supports multiple payment processing models:

• Direct Integration: Real-time payment processing
• Hosted Payment Pages: Redirect-based secure processing
• Mobile Wallet Integration: Digital payment solutions
• Alternative Payment Methods: Buy-now-pay-later and regional solutions

Supported Payment Gateway Portfolio

Primary Payment Processors

Credit Card and Digital Wallet Solutions

Digital Wallet and Mobile Payment Solutions

Alternative Payment Methods (APM)

Specialized and Regional Solutions

NOTE The payment gateways mentioned above are available out of the box, but you can integrate any new payment gateway with BetterCommerce.

Payment Gateway Configuration Process

Pre-Configuration Requirements

Business Prerequisites

• Valid merchant account with chosen payment provider
• Completed KYC (Know Your Customer) documentation
• PCI DSS compliance certification (where applicable)
• Business registration and tax identification numbers
• Bank account details for settlement configuration

Technical Prerequisites

• SSL certificate installation and validation
• Domain verification and whitelisting
• API credentials and authentication tokens
• Webhook endpoint configuration
• Testing environment setup

Gateway Activation Workflow

Initial Setup Process

Gateway Selection

1. Navigate to Payment Methods → Payment gateways
2. Identify required payment gateway from available options
3. Click Activate button for selected gateway

Configuration Access

1. Click Edit button to access gateway settings
2. Review gateway-specific configuration requirements
3. Gather necessary credentials and parameters

Below are the payment Method Configuration Fields

Main Configuration Fields

Country Options Available

Currency Options Available

Configuration Parameters

Standard Configuration Fields

Advanced Configuration Options

• 3D Secure Settings: Enhanced authentication protocols
• Fraud Detection Rules: Risk-based transaction filtering
• Webhook Configuration: Real-time status notifications
• Retry Logic: Failed transaction handling
• Settlement Configuration: Payout frequency and methods

###Testing and Quality Assurance

Pre-Production Testing Protocol

Functional Testing Requirements

• Payment Flow Testing: End-to-end transaction processing
• Error Handling: Failed transaction scenarios
• Refund Processing: Return and cancellation workflows
• Multi-Currency Testing: International transaction validation
• Mobile Responsiveness: Cross-device compatibility

This SOP ensures standardized, secure, and compliant payment gateway management while maintaining optimal customer payment experiences and operational efficiency across all supported payment methods.

Tax Configuration

Set up tax rules, regions, and rates to calculate sales tax automatically based on customer location and product categories.

Tax Zones Configuration

Overview

This document provides a comprehensive guide for configuring and managing tax zones within the BetterTools platform's Taxation module. The Tax Zones feature allows administrators to define and maintain tax rates and zones to ensure accurate tax application across different regions, enhancing compliance with local tax regulations and improving operational efficiency.

Purpose

• To establish a standardized process for creating and modifying tax zones.
• To ensure tax configurations align with regional tax laws and business requirements.
• To provide a reference for administrators to manage tax zones effectively.

Scope

This documentation applies to:

• IT administrators responsible for tax configuration.
• Finance and compliance teams overseeing tax accuracy.
• Operations staff managing regional tax settings.

System Requirements

• Access to the BetterTools platform with administrative privileges.
• Stable internet connection (e.g., current date and time: 04:37 PM IST, Monday, June 30, 2025).
• Familiarity with tax regulations and BetterTools interface.

Accessing the Tax Zones Module

Navigation

1. Log in to the BetterTools platform using administrative credentials.
2. From the main dashboard, click Settings in the top navigation bar.
3. Select Taxation from the dropdown menu.
4. In the Taxation section, click Tax Zones under the sidebar menu.

Interface Overview

• Header: Displays "Taxation" with a "PR" indicator (suggesting a pull request or preview mode).
• Sidebar: Includes collapsible sections (Tax Zones, Tax Classes).
• Main Panel: Shows the "Create or Modify Tax Rates & Zones" section with a list of existing tax zones, including Zone Name, Zone Type, and Status.
• Action Button: "New Tax Zone" button for creating new tax zones.

Tax Zones Configuration Process

Existing Tax Zones

The following tax zones are currently configured, as observed in the screenshot:

• Zone Name: Unique identifier for each tax zone (e.g., "UK TAX ZONE").
• Zone Type: Specifies the geographical scope (e.g., "Country").
• Status: Indicates whether the zone is active (green "Active" badge) or inactive.

Configuration Steps

Creating a New Tax Zone

1. Navigate to Settings → Taxation → Tax Zones.
2. Click the New Tax Zone button in the top-right corner.
3. Enter the following details in the configuration form:
   • Zone Name: Provide a unique name (e.g., "US TAX ZONE").
   • Zone Type: Select the appropriate type (e.g., "Country", "State", "Region").
   • Countries: Specify the countries included in the zone (e.g., "US", "CA").
   • Tax Rates: Define applicable tax rates (e.g., 10% VAT).
4. Set the Status to "Active" or "Inactive" as needed.
5. Save the configuration by clicking the save button (location may vary; refer to UI documentation).
6. If in PR mode, submit the pull request for review.

Modifying an Existing Tax Zone

1. Locate the desired tax zone (e.g., "UK TAX ZONE") in the list.
2. Click the zone name or an edit icon (if available) to open the configuration panel.
3. Update the Zone Name, Zone Type, associated countries, tax rates, or status as required.
4. Save changes and submit for review if in PR mode.

Deactivating a Tax Zone

1. Select the tax zone to deactivate.
2. Change the Status to "Inactive".
3. Save the changes to apply the update.

Tax Classes Configuration

Overview

This document provides a comprehensive guide for configuring and managing tax classes within the BetterTools platform's Taxation module. The Tax Classes feature enables administrators to define tax categories for products and services, ensuring accurate tax application based on classification, enhancing compliance with tax regulations, and streamlining financial operations.

Purpose

• To establish a standardized process for creating and modifying tax classes.
• To ensure tax classifications align with business and regulatory requirements.
• To provide a reference for administrators to manage tax classes effectively.

Scope

This documentation applies to:

• IT administrators responsible for tax configuration.
• Finance and compliance teams overseeing tax accuracy.
• Operations staff managing product and service tax settings.

System Requirements

• Access to the BetterTools platform with administrative privileges.
• Stable internet connection (e.g., current date and time: 05:24 PM IST, Monday, June 30, 2025).
• Familiarity with tax regulations and BetterTools interface.

Accessing the Tax Classes Module

Navigation

1. Log in to the BetterTools platform using administrative credentials.
2. From the main dashboard, click Settings in the top navigation bar.
3. Select Taxation from the dropdown menu.
4. In the Taxation section, click Tax Classes under the sidebar menu.

Interface Overview

• Header: Displays "Taxation" with a "PR" indicator (suggesting a pull request or preview mode).
• Sidebar: Includes collapsible sections (Tax Zones, Tax Classes).
• Main Panel: Shows the "Create or Modify Tax Classes" section with fields for defining tax class labels and settings.
• Action Button: "+" button for adding new tax classes.

Tax Classes Configuration Process

Existing Tax Classes

The following tax classes are currently configured, as observed in the screenshot:

• Tax Class Label: Unique identifier for each tax class (e.g., "TAXEXEMPT").
• Ignore Tax Rate if Tax Region is Unavailable & Invalid: Checkbox to determine if tax rates should be ignored when no valid tax region is available (e.g., checked for "TAXEXEMPT").

Configuration Steps

Creating a New Tax Class

1. Navigate to Settings → Taxation → Tax Classes.
2. In the "Create or Modify Tax Classes" section, locate the Add New Tax Class field.
3. Enter a unique Tax Class Label (e.g., "NEW_TAX_CLASS").
4. Check or uncheck the Ignore tax rate if tax region is unavailable & invalid option based on requirements:
   • Checked: Ignores tax rates if no valid tax region is found.
   • Unchecked: Applies default or zero tax rates in such cases.
5. Click the + button to add the new tax class.
6. Save the configuration (location of save button may vary; refer to UI documentation).
7. If in PR mode, submit the pull request for review.

Modifying an Existing Tax Class

1. Locate the desired tax class (e.g., "TAXEXEMPT") in the list.
2. Click the tax class label or an edit icon (if available) to open the configuration panel.
3. Update the Tax Class Label or toggle the Ignore tax rate if tax region is unavailable & invalid option as needed.
4. Save changes and submit for review if in PR mode.

Accounting Integrations

Integrate with accounting systems (e.g., QuickBooks, Xero) to automate invoicing, reconciliation, and financial reporting.

Xero Integration

The Xero Integration within BetterCommerce provides a seamless way for businesses to connect their ecommerce platform with Xero, a leading cloud-based accounting system. This connection allows companies to streamline financial operations without the overhead of developing custom accounting functionalities.

Key Benefits:

• Real-time synchronization of financial and order data
• Accurate invoice and billing management
• Direct PDF invoice generation and transfer
• Streamlined onboarding and order workflows

Getting Started

Prerequisites

Before initiating the integration:

• ✅ Ensure your Xero account credentials are available.
• ✅ Sync product shipping methods with Xero.
• ✅ Confirm the Xero web job is active in your Azure environment.
• ✅ Verify webhook and Azure queue configurations are in place.

Data Flow Architecture

Components

• Webhook Events: Triggered on company creation, updates, and order placement
• Azure Queues: Temporarily hold data until processed
• WebJobs: Process queue data and push it to Xero
• Xero: Receives and manages company and order information

Data Mapping & Transformation

👥 Integration Workflow

Actors

• Jack – Company representative (ABC Inc.)
• Andrea – Customer service associate (BetterCommerce)
• Stephen – CFO (ABC Inc.)

Step 1: Request Trading Account

Jack from ABC Inc. submits a request for a trading account via the BetterCommerce portal by entering all necessary details.

Step 2: Account Review & Approval

Andrea (Customer Service Associate) performs the following:

• Reviews Jack's request
• Adds ERP code, shipping & payment preferences
• Defines account credit limit (if applicable)
• Approves the trading account

Step 3: Sync Company Info to Xero

Once approved:

• Company data is pushed to Azure Queue via webhook

Relevant Queues:

• CreateCompanyAdmin-Queue
• UpdateCompany-Queue
• CreatePurchaseOrder-Queue

A WebJob processes this data and sends it to Xero.

✅ In Xero, navigate to Contacts > All Contacts and search for the company name.

Step 4: Order Placement & Processing

• Jack places an order on the BetterCommerce site
• Andrea reviews and accepts the order via the Commerce Hub

System Events:

• Data is sent to CreateOrder-Queue
• WebJob sends order and invoice data to Xero

📄 Invoice PDF is automatically generated and delivered.

Step 5: Financial Management in Xero

Stephen, the CFO, accesses Xero to:

• Review invoices and payment status
• Perform reconciliations
• Use order and financial data for reporting

Security & Compliance

• Authentication: OAuth 2.0
• Data Transmission: Encrypted via HTTPS
• Access Control: Role-based permissions
• Audit Logs: Every sync and webhook call is logged and traceable

Troubleshooting

Best Practices

• Use sandbox mode for initial integration testing
• Align shipping methods and tax settings across both systems
• Monitor Azure queues and WebJob logs regularly
• Configure alerting for failed webhook or job events

Merchandising Configurations

Define product attributes, sorting rules, and display logic to control how products are presented across the storefront.

Merchandising Settings

The Merchandising Settings page in BetterCommerce provides comprehensive configuration options for managing product merchandising, stock availability, and product sorting. It allows administrators to control how products are displayed, categorized, and managed across the e-commerce platform.

Navigation Path

Settings > Merchandising Settings

Stock Availability Configuration

Purpose

Configure how stock availability messages and behaviors are displayed to customers based on inventory levels.

Configuration Options

📦 Stock Status Messages

• InStock Message: Custom message displayed when products are in stock.
• LowStock Message: Message shown when inventory falls below a threshold.
• LowStock Threshold: Numeric value that triggers low stock warnings.
• LowStock Threshold Amount: Specific quantity that defines low stock level.

🔁 Secondary Pool (SP) Settings

• SP Enabled Message: Message shown when the secondary pool is active.
• SP Disabled AddToBag: Controls "Add to Bag" button when SP is disabled.
• SP Disabled NotifyMe: Manages "Notify Me" option when SP is disabled.
• SP Disabled Message: Custom message when SP is disabled.

📥 Backorder (BO) Settings

• BO Enabled Message: Message displayed when backorders are enabled.
• BO Disabled AddToBag: Controls "Add to Bag" when backorders are disabled.
• BO Disabled NotifyMe: Manages "Notify Me" when backorders are disabled.
• BO Disabled Message: Custom message for disabled backorders.

You can setup a new Config by clicking on the New Config button on upper right corner and setun new configuration. There are 2 sections here :

1. Stock Availability Configuration

The Stock Availability Configuration section allows you to manage how stock availability messages are displayed to customers across your e-commerce platform. This configuration helps control customer expectations and shopping behavior based on inventory levels.

Key Features

In Stock Message Configuration

• In Stock Message (Custom Message Field) Enter a personalized message that displays when products are in stock (e.g., "Available now", "In stock and ready to ship")

• Default Setting
  Option to set this configuration as the default for all products

• Purpose
  Provides clear communication to customers about product availability

Low Stock Threshold Management

• Enable/Disable Toggle
  Control whether low stock warnings are active

• Threshold Amount
  Set the specific inventory number that triggers low stock status

• Custom Low Stock Message
  Define what message customers see when inventory falls below the threshold

2.Out of Stock Configuration

The Out of Stock Configuration section defines the customer experience and available actions when products are unavailable. This configuration is crucial for maintaining customer engagement even when inventory is depleted.

Secondary Pool Settings

Functionality

• Enable/Disable Toggle
  Activate secondary inventory pools when primary stock is exhausted

• Add to Bag Option
  Allow customers to add out-of-stock items to their cart from secondary inventory

• Notify Me Option
  Enable customers to request notifications when items become available

• Custom Disabled Message
  Set specific messaging when secondary pool options are not available

Use Cases

• Warehouse overflow management
• Drop-shipping scenarios
• Multi-location inventory handling

Backorder Management

Core Features

• Enable/Disable Control
  Activate backorder functionality for out-of-stock products

• Add to Bag Capability
  Allow customers to purchase items that will be fulfilled later

• Notification System
  Enable "Notify Me" for backorder availability updates

• Custom Messaging
  Define specific messages for when backorder options are disabled

Product Merchandising Configuration

Purpose

Define automated merchandising rules that categorize products based on performance metrics.

Rule Types Available

• Trending: Products gaining popularity.
• NewLaunch: Recently launched products.
• BestSeller: Top-performing products based on sales.

Rule Levels

• Domain: Applies rules across the entire store.
• Brand: Applies rules within specific brands.
• Category: Configures rules at the category level.
• Product: Sets rules per individual product.

Metrics Configuration

• No. of Unit Sold: Minimum quantity sold for rule activation.
• Revenue: Minimum revenue for qualification.
• In Last Days: Time frame in days for performance calculation.
• In Last Hours: Time frame in hours for short-term trends.

Lets see how we can setup a new configuration in this section for this as well click on New Config on upper right section

Product Merchandising Configuration

The Product Merchandising Configuration is a powerful feature within BetterCommerce that allows you to automatically categorize and promote products based on their performance metrics. This system helps create dynamic product labels like "Best Seller," "New Launch," and "Trending" to enhance the customer shopping experience and drive sales.

Purpose

Configure merchandising rules at multiple levels (domain, brand, category, and product) to automatically assign promotional labels to products based on their sales performance and timing criteria.

Available Rule Types

1. Best Seller

   • Identifies top-performing products based on sales volume
   • Helps customers quickly find popular items
   • Drives social proof and increases conversion rates

2. New Launch

   • Highlights recently introduced products
   • Creates awareness for new inventory
   • Supports product launch strategies

3. Trending

   • Showcases products with increasing popularity
   • Captures momentum in customer interest
   • Promotes items gaining traction in the market

Configuration Parameters

Rule Level Hierarchy

The system supports four levels of rule application:

Domain Level

• Applies rules across the entire e-commerce platform
• Sets baseline merchandising standards
• Provides consistent experience across all products

Brand Level

• Creates brand-specific merchandising rules
• Allows different criteria for different brands
• Supports multi-brand retail strategies

Category Level

• Tailors rules to specific product categories
• Accounts for category-specific buying patterns
• Enables targeted merchandising approaches

Product Level

• Provides granular control over individual products
• Overrides higher-level rules when needed
• Allows for special product promotions

Number of Units Sold

• Set minimum sales volume thresholds
• Quantitative measure of product popularity
• Configurable based on business scale and expectations

Revenue Threshold

• Define minimum revenue requirements
• Focus on high-value product performance
• Balance volume with profitability metrics

Days Period

• Configure evaluation timeframe in days
• Standard setting for most merchandising rules
• Allows for longer-term trend analysis

Hours Period

• Set shorter evaluation windows in hours
• Useful for flash sales or rapid trend identification
• Enables real-time merchandising adjustments

Implementation Benefits

Customer Experience

• Enhanced Discovery: Customers can easily identify popular and new products
• Social Proof: Best seller labels build confidence in purchase decisions
• Trend Awareness: Trending labels help customers stay current with popular items

Product Sorting

Purpose

Controls the default sorting behavior for product listings on the storefront.

Configuration Options

• Available Sort By: Defines which sort options are visible to users.
• Default Sort By: Sets the default method for sorting product lists.

Current Setting

• Default Sort By: Trending (products are sorted based on trending status)

Navigation Path

Settings > Merchandising Settings Key Features

Configuration Management

• New Config: Allows creation of new configurations.
• Save Config / Cancel: Options for managing draft configurations.
• Is Default: Toggle to set primary configuration.

Flexibility

• Multiple configuration profiles supported.
• Rules applied at various organizational levels (domain, brand, category, product).
• Custom messages available per stock state and inventory behavior.

Integration

• Seamlessly integrates with inventory and stock systems.
• Tightly coupled with the product catalog and customer experience modules.
• Compatible with both B2C and B2B business models.

Best Practices

• Stock Thresholds: Use realistic thresholds based on product velocity.
• Merchandising Rules: Review rules periodically for optimal business alignment.
• Customer Messaging: Ensure clear and actionable customer messages.
• Rule Hierarchy: Avoid conflicts by strategically applying rules at each level.

Store Language Settings

Enable multi-language support, configure locale-specific formats (dates, numbers), and manage translations for global audiences.

The Store Language configuration in BetterCommerce allows you to set up multilingual support for your e-commerce platform. This feature enables you to serve customers in their preferred languages while maintaining a fallback default language for optimal user experience.

Configuration Components

Store Language Settings

Purpose
The Store Language section defines the primary language that your online store visitors will see when their preferred language isn't available among your configured options.

"This is the language that your online store visitors see if their preferred language isn't available."

Available Languages

The system currently supports three major languages with checkbox selection:

• ✅ English – Enabled by default
• ✅ French – Available and enabled
• ✅ German – Available and enabled

Configuration Method:

• Simple checkbox interface for enabling/disabling languages
• Multiple languages can be active simultaneously
• Easy toggle functionality for quick language management

Default Language Code

• Current Setting: English

Functionality:

• Dropdown selection interface
• Determines the fallback language when a visitor's preferred language is unavailable
• Serves as the primary language for the store interface

Selection Options:
Choose from enabled languages using the dropdown as the default fallback option.

Technical Implementation

Language Hierarchy

1. Visitor's Browser Language – First priority if available in your enabled languages
2. Default Language Code – Fallback if the browser language isn't supported
3. System Default – Final fallback (typically English)

Configuration Process

• Enable Languages: Check the boxes for languages you want to support
• Set Default: Select your primary/fallback language from the dropdown
• Save Configuration: Apply changes using the Save button
• Cancel Option: Discard changes using the Cancel button

Business Benefits

Customer Experience

• Localized Shopping: Customers can shop in their native language
• Reduced Bounce Rate: Language familiarity increases engagement
• Global Reach: Expand market reach to non-English speaking regions
• Cultural Adaptation: Better connection with international customers

Operational Advantages

• Market Expansion: Enter new geographical markets more effectively
• Competitive Edge: Stand out in markets where localization is rare
• Customer Support: Reduce language-related support queries
• Conversion Optimization: Higher conversion rates in native languages

Technical Requirements

• URL Structure: Consider language-specific URL patterns
• SEO Optimization: Implement hreflang tags for international SEO
• Currency Integration: May need to integrate with multi-currency features
• Regional Compliance: Ensure compliance with local regulations and standards

Best Practices

Language Selection Strategy

• Market Research: Choose languages based on your target markets
• Analytics Review: Use website analytics to identify visitor language preferences
• Gradual Rollout: Start with one additional language before expanding further
• Resource Planning: Ensure adequate resources for translation and maintenance

Default Language Configuration

• Primary Market Focus: Set default to your primary market's language
• Fallback Logic: Choose the language that serves the broadest audience
• Business Alignment: Align with your primary business operations language
• Customer Base Analysis: Consider your existing customer demographics

Ongoing Management

• Regular Updates: Keep translations current with product and content changes
• Performance Monitoring: Track conversion rates and engagement by language
• Customer Feedback: Gather feedback on translation quality and cultural relevance
• Competitive Analysis: Monitor how competitors handle multilingual experiences

Fraud Rules Configuration

Configure risk rules, velocity checks, and scoring models to identify and block potentially fraudulent transactions in real time.

The Fraud Rules system in BetterCommerce provides comprehensive protection against fraudulent transactions through multiple layers of security checks. This multi-faceted approach helps merchants minimize chargebacks, protect revenue, and maintain customer trust while balancing security with user experience.

1. Fraud Threshold

Purpose

Establish risk scoring parameters that automatically flag potentially fraudulent transactions based on configurable criteria and monetary limits.

Key Components

Risk Score Threshold

• Functionality: Sets the maximum acceptable risk score for automatic order processing
• Range: Typically 0–100 scale where higher scores indicate higher fraud risk
• Automatic Actions: Orders exceeding the threshold are flagged for manual review
• Business Impact: Balances fraud prevention with order processing efficiency

Transaction Amount Limits

• High-Value Threshold: Defines monetary amounts that trigger additional scrutiny
• Currency Support: Configurable across different currencies
• Escalation Rules: Higher amounts may require additional verification steps
• Risk Mitigation: Protects against high-value fraudulent transactions

Scoring Factors

• Payment Method Risk
• Geographic Risk
• Customer History
• Device Fingerprinting

Configuration Options

• Threshold Adjustment
• Amount-Based Rules
• Time-Based Variations
• Channel-Specific Settings

Steps to add a New Threshold

Fraud Thresholds Configuration

The Fraud Thresholds Configuration section allows administrators to define transaction validation rules to detect and prevent potential fraud. These rules are configurable by payment method and include several transaction value and product-specific checks.

This configuration is part of the fraud prevention system in BetterCommerce and provides rule-based validation for orders based on transaction value, product pricing, and shipping methods.

Configuration Fields

Is Enable

• Type: Toggle
• Description: Enables or disables the fraud threshold rule for the selected payment method.
• Default: Off

Payment Method

• Type: Dropdown
• Description: Select the payment method for which the fraud thresholds will apply (e.g., Credit Card, PayPal).

Max Transaction Value

• Type: Currency Field
• Description: Specifies the maximum transaction amount allowed for the selected payment method.
• Currency: GBP

Max Skus

• Type: Number Input
• Description: Sets the maximum number of different SKUs allowed in a single order.

Auth Unavailable Max Value

• Type: Currency Field
• Description: Maximum transaction value allowed when authorization services are temporarily unavailable.
• Currency: GBP

Default Shipping Max Transaction Value

• Type: Number Input
• Description: Sets a maximum transaction value for orders using default shipping methods.

Additional Validation Options

Enable Max Order Discount Percentage Check

• Type: Toggle
• Description: When enabled, the system checks that the order discount percentage does not exceed a configured maximum threshold.

Enable Min Product Sell Price Check

• Type: Toggle
• Description: When enabled, prevents transactions if the product’s sell price is below the configured minimum value.

Enable Sell Price and List Price Check

• Type: Toggle
• Description: When enabled, validates the sell price against the list price to prevent suspicious pricing anomalies.

Shipping Method Control

Shipping Methods

• Description: Define or update the shipping methods to which the configured fraud thresholds will apply.
• UI Element: Button labeled Added New Shipping Method

Once all necessary updates are complete hit Save and the Submit to save your updates.

Use Cases

• Preventing high-risk transactions based on price thresholds
• Restricting excessive discounts or unusually low prices
• Blocking orders with large SKU counts which may indicate abuse
• Applying stricter rules to specific shipping methods or during outages

2. Blacklist Postcode

Purpose

Block orders from specific postal codes known for high fraud rates or delivery issues.

Functionality

Postcode Management

• Add/Remove Postcodes
• Pattern Matching (e.g., "SW1*")
• Geographic Blocking
• Import/Export support

Blocking Mechanisms

• Order Prevention
• Warning System
• Custom Messages
• Alternative Options

Use Cases

• High-Risk Areas
• Delivery Issues
• Regulatory Compliance
• Business Strategy

Management Features

• Reason Codes
• Expiration Dates
• Exception Handling
• Reporting and Metrics

Steps to add a ** Add New Postcode**

The Add New Postcode interface allows administrators to manually blacklist postal codes associated with high fraud risk or delivery issues. This functionality is part of the broader Fraud Rules Configuration within the BetterCommerce platform. Helps merchants restrict order placements from specific postal codes by adding them to a blacklist.

Field Description

Enter Post Code

• Type: Text Field
• Description: Enter the postal code to be blacklisted. Partial codes are supported (e.g., SW1*) to block all matching codes.
• Validation: Accepts alphanumeric characters and patterns

Actions

• Add Postcode (Green Button)
  Saves the entered postcode to the blacklist. Once saved, all orders originating from this postcode will either be blocked or flagged depending on the configuration.

Use Cases

• Block deliveries to regions with persistent fraud or logistical problems
• Enforce regional shipping restrictions or legal compliance
• Prevent orders from unsupported service areas

3. Blacklist Customer

Purpose

Provide granular control to block specific individuals who have demonstrated fraudulent behavior or violated terms of service.

Identification Methods

Customer Identifiers

• Email Addresses
• Phone Numbers
• Customer IDs
• IP Addresses

Advanced Matching

• Name Matching
• Address Matching
• Payment Method Blocking
• Device Fingerprinting

Blocking Scope

Account Actions

• Registration Prevention
• Login Restrictions
• Order Blocking
• Partial Restrictions

Communication Control

• Email Blocking
• Support Restrictions
• Review Blocking
• Forum Access

Steps to Add a Blocked Customer

The Blocked Customer interface allows administrators to manually blacklist customers who have demonstrated fraudulent behavior or violated terms of service. This functionality is part of the broader Fraud Rules Configuration within the BetterCommerce platform. It helps merchants restrict order placements and account activity from identified customers using their email addresses or phone numbers.

Field Description

Enter Email or Phone Number

• Type: Text Field
• Description: Enter the customer’s email address or phone number to be blacklisted.
• Validation:
  • For email: Must follow valid email format (e.g., user@example.com)
  • For phone: Accepts numeric input, typically in international format (e.g., +447912345678)

Actions

• Block Customer (Green Button)
  Saves the entered email or phone number to the blacklist. Once added, the customer will be prevented from placing new orders, logging in, or interacting with the platform based on the blocking scope defined in the system.

4. Whitelist Customer

Purpose

Create a trusted customer tier that bypasses standard fraud checks for verified, low-risk customers.

Qualification Criteria

Trust Indicators

• Purchase History
• Account Age
• Verification Status
• Payment Reliability

Business Relationships

• VIP Customers
• Corporate Accounts
• Partner Organizations
• Loyalty Program Members

Whitelist Benefits

Enhanced Experience

• Faster Checkout
• Higher Limits
• Priority Processing
• Reduced Verification

Steps to Add a Whitelisted Customer

The Whitelisted Customer interface allows administrators to manually add trusted customers to a whitelist. This functionality is part of the broader Fraud Rules Configuration within the BetterCommerce platform. It helps ensure that verified or high-value customers are not affected by standard fraud checks, allowing smoother transaction processing.

Field Description

Enter Email or Phone Number

• Type: Text Field
• Description: Enter the customer’s email address or phone number to be whitelisted.
• Validation:
  • For email: Must follow valid email format (e.g., trusted@example.com)
  • For phone: Accepts numeric input, typically in international format (e.g., +447912345678)

Actions

• Whitelist Customer (Green Button)
  Saves the entered email or phone number to the whitelist. Once added, the customer will bypass standard fraud checks and may receive enhanced service privileges, such as faster order processing or higher transaction limits.

5. Velocity Check

Purpose

Monitor transaction patterns and frequencies to identify suspicious rapid-fire ordering behavior.

Monitoring Parameters

Transaction Frequency

• Orders per Hour
• Orders per Day
• Payment Attempts
• Account Creation Rate

Pattern Detection

• Rapid Succession Orders
• Identical Orders
• Multiple Payment Methods
• Geographic Velocity

Webhooks Overview

Webhooks are a tool used to automatically send data between two applications when a specific event occurs. For example, when an order is placed in one system, the webhook sends the data to another system in real-time, allowing the second application to act without manual intervention.

In CommerceHub, webhooks can be configured for various predefined events to enable seamless data communication across systems.

Basic Information

This section allows you to define the core configuration of your webhook. You'll specify what event triggers the webhook, the target destination, and other communication parameters.

Webhook Settings

Configure the message content and structure to be delivered when the webhook is triggered.

Webhook Flags

Flags provide additional control over webhook functionality.

Entity & Event Types

Each webhook is tied to a specific Entity Type and Event Type combination. These define the context and condition that trigger the webhook.

Target Types

Defines where the webhook data will be delivered.

Authentication Types

Secure webhook transmissions using one of the supported authentication methods.

Custom Headers

Custom headers are used to pass additional data, such as tokens or content types, in the webhook request.

Additional Options

These utilities assist in managing and troubleshooting your webhook setup:

• View Variables: Displays all available variables usable in message templates.
• View Changelog: Tracks configuration changes to the webhook.
• Post Webhook Logs: Shows execution logs for monitoring webhook activities.

Webhooks Management

Set up and manage webhook endpoints and event subscriptions to enable real-time data synchronization with external systems.

How to Set Up a Webhook

Follow these steps to configure a webhook in CommerceHub for real-time communication between systems.

1. Navigate to CommerceHub Settings Go to the CommerceHub > Settings section from the main dashboard.

2. Click on Webhooks from settings screen.

3. Click New Webhook to begin creating a new webhook.

📝 Note: There's also a Clone Webhook option that allows you to duplicate an existing webhook. This is helpful if you want similar payload but a different destination URL.

4. Enter Webhook Name provide a unique and descriptive name for your webhook.

5. Select Entity Type & Event Type based on the event required to trigger webhook.

6. Choose Target Type it's the destination type for the webhook:

7. Select HTTP Method (POST, PUT, etc.) that matches the target endpoint’s requirements.

8. Choose Auth Method authentication method that the target endpoint supports:

9. Add Custom Headers (Optional) to add key-value pairs if the receiving server requires additional headers (e.g., Authorization, Content-Type).

10. Select Channels one or more Channels (e.g., App, Web, Store, Marketplace) where the webhook should be active.

11. Enter Destination URL and the protocol (HTTP or HTTPS) and enter the destination URL where the webhook payload will be posted.

12. Define Message Format and Template

For JSON format, use DotLiquid syntax for dynamic placeholders.

Sample Webhook Body

{
  "id": "{{Id}}",
  "total_price": {{GrandTotal}},
  "phone": "{{UserMobileNo}}",
  "email": "{{UserEmail}}",
  "currency": "{{CurrencyCode}}",
  "customer": {
    "id": "{{UserId}}",
    "first_name": "{{FirstName}}",
    "last_name": "{{LastName}}"
  }
}

Note: Click here to view the list predefined variables. If you need a variable that isn’t included in the list, please contact us at support@bettercommerce.io.

API Token Management

Overview

API tokens in CommerceHub are authentication credentials that allow secure access to the platform's APIs. Each token consists of two key components:

• App ID: A unique identifier for the application
• Shared Secret: A secure key used for authentication

Current Token Structure

Based on the current interface, tokens include these key fields:

Channel Types Available

The system supports these channel types:

• App, Web, Store, Phone, MarketPlace, ThirdPartySSO, Email, POS

How to Set Up a new API token:

1. From CommerceHub dashboard navigate to Settings > API Token

2. Click Add New button

3. Fill in the required fields:

   • Name
   • Channel (App/Web/Store/Phone/MarketPlace/ThirdPartySSO/Email/POS)
   • SubChannel
   • Description
   • Language
   • Allow User Data

4. Click Submit

Viewing Existing Tokens

To integrate with external systems securely, each application is assigned a unique App ID and a Shared Secret Key. These credentials are used to authenticate API requests. In below steps learn how to access and view API Token details.

1. Navigate to Settings > APITOKEN

2. Click on View

3. Access the AppID and Shared Secret.

Generating New Shared Secret

This is typically done when rotating credentials, revoking compromised access, or establishing secure communication with a new integration. It ensures that only authorized systems can access the API using the updated credentials.

1. Navigate to Settings > API Token
2. Locate the token in the list
3. Click "Generate New" button
4. Click "Confirm" to generate new shared secret.
5. AppId and new shared secret will appear on the screen

Note: The App ID cannot be changed. To obtain a new App ID, you must create a new set of authentication credentials.

Marketing Channels Configuration

The Marketing Channels section in BetterCommerce allows administrators to integrate and manage third-party marketing platforms for the storefront. These integrations enable automated and targeted customer engagement through email, SMS, and analytics tools.

This interface provides a centralized view and control panel for all available marketing channel integrations. Each channel can be configured independently to align with the store’s marketing strategy.

Current Integration

Klaviyo

Klaviyo is a powerful SMS and email marketing service that provides tools and features including:

• One-click API integrations
• Customer segmentation
• Campaign automation
• Real-time performance tracking
• Data analysis and insights

Edit Button:
Use the Edit button to configure API credentials, data sync settings, audience rules, and campaign triggers for Klaviyo.

Navigation Path

• Main Menu: Settings → Marketing Channels
• Breadcrumb Path: Settings > Marketing Channels

Use Cases

• Send personalized emails and SMS campaigns
• Automate post-purchase follow-ups
• Trigger abandoned cart messages
• Synchronize customer segments with Klaviyo lists

By Clicking on the edit buttom we can edit the configuration Klaviyo Integration Settings

Configuration Fields

Actions

Promotion Settings

Promotion Settings allow configuration of reward-based campaigns to boost customer acquisition and retention. Key options include:

• Next Purchase Promotion: Triggers a reward (e.g., discount or coupon) to be applied on a customer’s future order after a qualifying purchase is completed.
• Referral Promotion: Rewards both the referrer and referee when a new customer places an order using a referral code, encouraging word-of-mouth growth.

Next Purchase Promotion

Overview
Next Purchase Promotions are designed to encourage repeat purchases by offering incentives redeemable on a customer's future order. These promotions help boost customer retention and lifetime value.

Key Features

• Triggered by a Purchase: The reward is issued only after a qualifying order is completed.
• Future Redemption: The reward (e.g., coupon or discount) is applied on the customer's next eligible order.
• Custom Validity: Set expiration period for reward usage.

How It Works

1. A customer places a qualifying order.
2. Upon order completion (e.g., after payment or delivery), the system generates a reward.
3. The reward is sent to the customer (via email or wallet) for use in the next purchase.
4. On their next order, the customer applies the reward if the redemption conditions are met.

Refer to the description of each field in the Next Purchase Promotion below:

To set up the Next Purchase Promotion, follow the steps below:

1. Navigate to Promotion Settings

• Go to Settings > Promotion Settings
• Enable the Enable Next Purchase Promotion toggle.

2. Fill up below details:

• Promocode:
  Enter the existing promotion code. (Ensure the promotion is already created in the system.)

• Voucher Validity Days:
  Specify the number of days the voucher should be valid after issuance.

• Voucher Delivery Option:
  Choose when the voucher should be sent:

  • Sent With First Order
  • Sent With Every Order

3. Click Save to apply the promotion settings and enable the feature.

Referral Promotion

Overview
Referral Promotions allow existing users to invite new users to the platform and receive rewards when certain conditions are met. This incentivizes organic user growth while offering value to both the referrer and the referred user.

Key Features

• Unique Referral Codes: Each user receives a personalized code to share.
• Automatic Tracking: The system tracks referrals through codes.
• Configurable Rewards: Set rewards for both referrer and referee.
• Eligibility Rules: Define when a reward is granted (e.g., after the order is placed/dispacthed/delivered etc.).

How It Works

1. A registered user shares their referral code.
2. A new user places an order up using the referral code.
3. When the new user completes the defined action (e.g., makes a purchase), the system rewards both users.

Description of each field in the Referral Promotion provided below:

How to setup Refferal Reward Promotion in CommerceHub:

1. Navigate to Settings > Promotion Settings and enable “Enable Referral Promotion”

2. Fill the below fields:

   • Select promotion in “Referrer Promotion” field.
     • Note: Promotion must be created before setting up the referral reward in the system.
   • Enter number of days in “Referrer voucher Validity days”
   • Enter number of days in “Display voucher after days”

3. Select the order status/statuses for referrer voucher visibility

4. Choose the Referee Promotion

Note: Promotion must be created before setting up the referee reward in the system

5. Click "Save"

Tagging Rules Configuration

Overview

Tagging Rules in CommerceHub allow automatic tagging of orders based on defined conditions. This helps in categorizing, filtering, and managing orders efficiently based on business-specific criteria.

Below are the Field and their Descriptions displayed on the Tagging Rules Screen in CommerceHub:

Condition Types
The system supports multiple condition types for tagging:

Rule Configuration Options

Basic Settings

Operator Types

How to setup tagging rules in CommerceHub

1. Navigate to Settings > Tagging Rules.

2. Click Add New to create a new tagging rule.

3. Fill in Basic Details

   • Name: Enter a name for the tagging rule.
   • Color: Choose a color to visually identify the tag .
   • Domain: Select the applicable domain (if multiple domains are configured).

4. Click Add Condition and define the logic based on which the orders should be tagged. You can combine multiple conditions using AND logic.

5. Save and Activate

   • Click Save to store the rule.
   • Toggle the Activate switch to enable the tagging rule and start applying tags to matching orders.

Once activated, the system will automatically evaluate and tag orders that meet the rule criteria.

Review Moderation & Settings

Set up review criteria, moderation workflows, and display rules to manage user-generated product reviews.

The Review Configuration module enables administrators to set up, manage, and optimize product or service reviews. This system supports structured feedback collection, flexible display layouts, and robust integration with analytics and moderation engines. It is designed to support enterprise-grade review operations across multiple markets and customer touchpoints.

1. Basic Information

Summary: Establish foundational review settings including administrative permissions, core configuration properties, and access controls.

Purpose

To define and manage customer review modules across the platform.

Core Components

Access Control

2. Review Block Management

Summary: Configure the visual structure and frontend placement of review blocks.

Block Configuration

Block Features

• Customizable Headers and Subtitles
• Multi-block Support
• Section Segmentation
• Responsive and mobile-optimized layout

3. Review Options

Summary: Define rating scale values and user input options used during reviews.

Rating Levels

• Excellent
• Very Good
• Good
• Average

Option Management

Configuration Parameters

4. Display Configuration

Summary: Manage how reviews are rendered visually across different channels.

Visual Elements

• Star Rating Widgets
• Written Review Fields
• Aggregate Rating Score
• Review Breakdown Summary

Layout Configuration

Interaction Controls

5. Integration Settings

Summary: Integrate the review system with internal databases and external feedback engines.

System Integration Points

• Product Reviews (SKU-specific)
• Service Feedback (Support/SLA)
• Customer Experience Ratings
• Ratings Analytics Dashboard

Data Management

API & Webhook Integration

6. Advanced Features

Summary: Enhance operational control with moderation, analytics, and security configurations.

Moderation Tools

• Manual Approval Queue
• Automated Spam Filtering
• Keyword-Based Filtering Rules
• Real-Time Moderation Logs

Analytics & Reporting

Security & Compliance

• CAPTCHA for bot protection
• IP rate limiting for abuse mitigation
• Role-based access control for moderation
• GDPR-compliant review anonymization

Customization Options

• Multi-language Label Support
• Brand-aligned Templates
• Site-specific CSS Injection
• Custom Fields for Extra Metadata

Key Implementation Notes

• All changes must be saved explicitly via the Save button
• Some settings require cache invalidation for real-time reflection
• Multi-language, multi-brand, and multi-market support is built-in
• It is recommended to regularly back up configuration settings
• Always validate updates in staging before pushing to production

Email Templates and configuration

Connect support mailboxes, configure routing rules, and automate ticket creation based on incoming customer emails. To configure email templates, navigate to Settings and select Email Templates.

Alternatively, you can access the email templates directly via this URL: https://commerce.bettercommerce.io/email/Emailtemplates

This document provides a detailed guide to configuring and managing the mailbox (SMTP) setup used for automated, secure, and scalable email communication within enterprise applications.

1. Basic Information

2. Core Components

3. Server Configuration

SMTP Settings

Authentication

4. Email Settings

5. Email Properties

6. Protocol Security

7. Monitoring & Maintenance

8. Advanced Features

9. Troubleshooting & Testing

10. Implementation Guidelines

11. Best Practices

Let us guide you on how to fill out or create a template for emails or messages.

Creating an Email Template

Document Information

Prerequisites

• Access to BetterCommerce platform
• Basic understanding of HTML/CSS
• Required template content and assets
• Necessary brand guidelines

Step-by-Step Procedure

Phase 1: Basic Template Setup

1. Navigate to Settings and select Email Templates.

Alternatively, you can access the email templates directly via this URL: https://commerce.bettercommerce.io/email/Emailtemplates and Select appropriate template type from the list.

2. Configure Basic Information

3. Set Additional Settings

Phase 2: Communication Channel Setup

1. Configure Message Types

2. Set Delivery Engines

3. Enable Channel Settings

Phase 3: Template Content Creation

1. Start HTML Structure

<!DOCTYPE html>
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
    <meta charset="UTF-8">
    <meta content="width=device-width, initial-scale=1" name="viewport">
</head>

2. Add Required Meta Tags

<meta name="x-apple-disable-message-reformatting">
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<meta content="telephone=no" name="format-detection">

3. Include Font Links

<link href="https://fonts.googleapis.com/css?family=Inter" rel="stylesheet" />

Phase 4: Template Body Structure

1. Create Main Table Structure

<table width="580" align="center" cellspacing="0" cellpadding="10">
    <tbody>
        <!-- Content rows go here -->
    </tbody>
</table>

2. Add Header Section

<tr style="background-color: #212530;">
    <td align="center">
        <img alt="logo" src="[Your-Logo-URL]" width="100" />
    </td>
</tr>

3. Add Navigation Links

<tr style="background-color: #212530;">
    <td align="center">
        <!-- Navigation items -->
    </td>
</tr>

Phase 5: Additional Configurations

1. Enable SlugManagement

2. Preview and Test

   • Click Preview
   • Check responsiveness
   • Validate across viewports

3. Save and Publish

   • Click Save Template
   • Confirm all settings
   • Click Publish

Quality Control Checklist

Troubleshooting Common Issues

Notes and Tips

• Always test templates across multiple email clients
• Keep mobile responsiveness in mind
• Use web-safe fonts or provide fallbacks
• Optimize images for fast loading
• Follow brand guidelines for consistency

Bulk Import Logs

Access detailed logs of bulk import operations, track errors and warnings.

The Bulk Import Logs module provides comprehensive visibility and control over all bulk data import operations across the platform. This documentation outlines system capabilities, operational controls, technical requirements, and best practices for managing large-scale data uploads efficiently and securely.

1. Basic Information

Summary: Core purpose and structure of the Bulk Import Logs interface and its scope.

Purpose

To track, audit, and manage bulk import activities across supported data modules.

Access Location

• Navigation Path: Settings > Bulk Import Logs

Available Import Types

2. Status Management

Summary: Handles real-time and historical tracking of import statuses.

Status Types

Status Tracking Features

• Real-time progress updates
• Full historical log retention
• Detailed error reporting
• Verification of completed operations

3. Search and Filtering

Summary: Tools to locate specific imports through filter combinations.

Search Capabilities

• By Email Address
• By Import Type
• By Status
• By Date Range

Filter Components

4. Data Display

Summary: Information and layout for import log visibility and audit.

Log Attributes

Lets us go through now what all data can be imported using this section.

Client Data Import Standard Operating Procedure (SOP)

Purpose

This Standard Operating Procedure establishes the standardized methodology for importing client data into the BetterCommerce platform through the Bulk Import functionality, ensuring data integrity, system performance, and operational compliance.

Scope

This SOP applies to all personnel responsible for:

• Customer data management and migration
• Order processing and fulfillment operations
• System administration and data governance
• Third-party data integration processes

Bulk Import Module Access

• Navigation Path: Settings → Bulk Import Logs
• System URL: https://commerce.bettercommerce.io/Setting/BulkImportLog
• Required Permissions: Data Import Administrator role

Supported Data Types

The BetterCommerce platform supports the following import categories:

Pre-Import Requirements

Data Preparation Standards

Before initiating any import process:

Data Quality Validation

• Verify data completeness and accuracy
• Ensure compliance with data format specifications
• Validate required field populations
• Confirm data type consistency

File Format Requirements

• Supported Format: Microsoft Excel (.xlsx, .xls) or CSV
• Character Encoding: UTF-8 recommended
• File Size Limit: Maximum 50MB per import file
• Row Limit: Maximum 10,000 records per import batch

System Prerequisites

• Active BetterCommerce platform access
• Appropriate user permissions for data import operations
• Network connectivity for file upload and processing
• Backup verification of existing data before import

Import Process Workflow

Phase 1: Import Initiation

Data Type Selection

1. Navigate to Settings → Bulk Import Logs
2. Click Upload File to initiate import process
3. Select appropriate data type from available options:
   • OrderHeader, OrderLine, RMA, RMALine
   • Customer, CustomerAddress, Payment
   • ArticleStockCode, Company

Template Download and Preparation

1. Download the system-generated sample file template
2. Populate template with client data following field specifications
3. Validate data against business rules and constraints
4. Save file in compatible format for upload

File Upload and Validation

File Upload Process

1. Method 1: Drag and drop file into designated upload area
2. Method 2: Click "Choose File" to browse and select file
3. Verify file name and size before proceeding
4. Click Next to advance to mapping phase

Data Field Mapping

1. Review system-generated field mapping suggestions
2. Map Excel/CSV columns to corresponding system fields
3. Validate mapping accuracy for all required fields
4. Configure optional field mappings as needed
5. Click Next to proceed to preview phase

Data Preview and Validation

Data Preview Review

1. Examine sample records for accuracy and completeness
2. Verify data formatting and field population
3. Identify and resolve any data quality issues
4. Confirm mapping accuracy across all fields

Final Validation

1. Review import summary statistics
2. Verify record count matches source file
3. Confirm data type consistency
4. Click Next to initiate import processing

Import Execution and Monitoring

Processing Initiation

1. System begins automated import processing
2. Real-time status updates displayed in interface
3. Processing time varies based on file size and complexity
4. System generates unique import job identifier

Status Monitoring

Monitor import progress through status indicators:

• Processing: Import currently in progress
• Success: Import completed successfully
• Error: Import failed with system errors
• PartiallyUpdated: Import completed with some record failures

Import Status Management

Status Filtering and Monitoring

The system provides comprehensive status tracking:

Available Status Filters

• Error: Failed imports requiring attention
• PartiallyUpdated: Imports with partial success
• Processing: Currently active imports
• Success: Completed successful imports

Import Log Analysis

• Review detailed import logs for each batch
• Identify specific error records and failure reasons
• Generate reports for audit and compliance purposes
• Track import performance metrics and trends

Error Resolution Procedures

Error Classification

Error Resolution Workflow

1. Download error report from import log
2. Analyze specific error messages and affected records
3. Correct source data based on error analysis
4. Re-initiate import process for corrected records
5. Validate successful resolution and update documentation

Best Practices for Large Data Sets

• Split large files into smaller batches (recommended: 5,000 records)
• Schedule imports during off-peak hours
• Monitor system performance during import operations
• Implement progressive import strategies for massive datasets

Troubleshooting and Support

Common Issues and Resolutions

Mailbox Configuration and Email Ordering

Email Ordering

The Email Ordering feature in BetterCommerce allows B2B customers to place orders by simply sending an email with PDF or CSV attachments. Leveraging built-in Gen AI capabilities, the system automates data extraction and order creation, significantly reducing manual effort and streamlining the ordering process.

Basic Information

Setup & Configuration

1. Mailbox Configuration

Navigate to: Settings > Mailbox Configuration

⚠️ Orders without all required fields will be flagged as incomplete.

Email Submission

2. Customer Sends Email

AI-Based Order Processing

3. Intelligent Automation Flow

Payment Handling Logic

Tracking & Monitoring

4. Order Monitoring Dashboard

Navigate to: Orders > Email Orders

Order Details & Logs

5. Request & Order Data

Use Cases

Best Practices

1. Ensure a dedicated mailbox is used for order processing.
2. Validate the format and consistency of order files (PDF/CSV).
3. Train clients to include all mandatory fields.
4. Regularly monitor the dashboard for failed or incomplete submissions.
5. Use notification emails to stay informed about errors or order creation status.

Technical Implementation Guidelines

• Monitor mailboxes using IMAP/POP3 protocols securely.
• Use Gen AI pipelines for structured parsing of PDF/CSV formats.
• Maintain audit logs for every email transaction.
• Leverage internal BetterCommerce APIs for order creation.
• Handle fallbacks for incomplete data scenarios with clear error reporting.