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Setting Up Your Showroom website
Setting Up Your Showroom website

Browsing and enabling ordering by brand

K
Written by Kim
Updated over 3 years ago

You can set up brands in the Showroom to allow browsing only, or browsing with the option to also place an order.

How to set up your Showroom

1. Go to COMPANY SETTINGS >ONLINE SHOWROOMS and click on the MANAGE BRANDS button. You can also access this option in the BRANDS tab

You can also access this option in the BRANDS tab


2. Set your brands status to how you want to have them displayed in your Online Showroom. 

  • "I want to display a brand logo on Online Showroom, but not allow customer to place order or browse collection for a brand."  >>Turn OFF "Browsing Status, turn OFF "Accept Online Orders", and turn ON "Home Page Status". 

  • "I want to allow customers to browse collections but not place online orders on Online Showroom"  >>Turn ON "Browsing Status", turn OFF "Accept Online Orders, and turn ON "Home Page Status".

  • "I want to allow customers to "Browse through collections, and place orders through Online Showroom"  >>Turn ON "Browsing Status/Accept Online Orders/Home Page Status". 


TIP: 

  • You can drag and drop the brands to change the order they are displayed in your Online Showroom. Brands must be a part of at least one customer group and have a logo uploaded in order to be displayed on site.

  • Customer groups are a great way to control what brands the customer can view inside the online showroom. If the customer has the same customer group tag as the brand then they will be able to see the brand's collection. To edit customer groups, go to Company Settings >Customer Groups. Learn more about customer groups here.


3. Background Image - choose the image that your customers will see when they login to your Showroom.

  • Go to COMPANY SETTINGS >ONLINE SHOWROOMS >Login Screen: Background image

  • Click > Choose File and select your image. Note that since the image will fill the entire screen to choose a hi-res image.

4. Customer Order Visibility - You can choose to allow your customers to have access to just online orders or both online orders and admin-created purchase orders.

5. Online Order Notifications - choose who should receive email notifications when online orders are placed by customers.

  • Brand managers will be the user set up under the brand's profile.

  • Account managers will be the primary sales rep set up under the customer profile.

6. Invitation Template - This template is used to send emails inviting your customers to browse your Showroom. You may consider customizing the invite depending on if you're sending a bulk email invite or individual invites thru the CUSTOMERS > EDIT CONTACTS box.

7. Approval Notification Template - This template is used after you have approved a customer's registration. It will let them know they are approved and provide a link to login to your Showroom.

Email Setup >both of the templates are set up with a generic email message, which can be customized by editing within the body template.


Replacing the ShowroomHQ Logo with your Company Logo

Should you want your logo to replace the ShowroomHQ logo in the Showroom Interface, you can do this by uploading your Company Logo to your Company Info. Your logo will replace the ShowroomHQ logo on the showroom login page, as well as the ShowroomHQ logo that appears inside the showroom interface on the top left hand side of the page. This will automatically happen if the Showroom module is turned on for you, and your company logo is uploaded. 

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