Guide - How to setup Cybake Shop

This guide shows you how to setup your online customer shop for the first time. If you are looking for how to add new products and your shop is already created please click here

1. Branding & Social Media
2. Creating Users
3. Routes
4. Adding Products to your shop
5. Shop Catalogue
6. Locking Times

Branding & Social Media

1. Go to Admin / My Shop / Overview and add the shop name:
   
   
   
   
2. Go to 'Shop Branding' and add your Colour scheme.
   Logo, Banner and About Us Image:
   
   
   
   
3. In 'Contact & Social' add any details you'd like:
   
   
   
   
   
   
   

   Creating Users
   

   
   You need to create a user for your customer so that they can login to Shop

   1. Go to the Customer page and click 'Users'
      
   2. Click +Add User and add the required details in this step

3. Next assign a Username (Email)

4. Finalise the following and hit Save


N.B Existing Inbound Users will need to be changed over to Shop.
Pressing the pen icon will bring up the option to update the user.


If you wish for users to still be able to access Inbound and Shop, you can select a user whilst holding Ctrl to select both

Routes

For your customer to be able to order for a specific day, they need to be placed on a route.
Please see the following guide on routes setup
Guide - Customer Routes

Adding Products to your shop

For products to appear in you customers shop catalogue, you need to set up your  product in 4 places within Cybake

Step 1. Product Categories and Category Groups

*A product category group is required that contains all shop products. If you already have one you can use skip steps 1-3:

1. In Cybake go to Products / Product / Product Categories and Category Groups
2. Create a 'Category Group' called 'Shop Products' 
3. Add sub categories of products eg 'Sour Dough Bread' and add all the products you want to appear on your online shop. 
   
   
   
   
   
   Step 2. My Shop
   
   

Head to Admin / My Shop and click 'Products setup'

Choose the Category Group you made previously:

Then at the bottom add the same products to this page.
If needed add images and change the external descriptions.
Products ticked as 'Popular' appear at the top of the list for the customer.

Step 3. Customer Layouts

If you need to assign specific products to certain customers, you will need to set up screen templating, otherwise all products which are added to the My Shop part of this setup will be available to view.

Please see our guide on setting up a layout for a customer:
Guide - Shop/Inbound Product Templates

Step 4. Price List

Customers will also need to be assigned to a Price List

Please see our guide on  Pricelists

Shop Catalogue

Shop Catalogue On Order Screens allows your customers to view their catalogue of products applied permanently on their Shop Order screens.

Setup
To switch on the setting for all customers, select Yes to Show Catalogue on Order Screens

You also have the option to enable/disable this setting per customer:

Next we run through the three configurations that can be setup:

No Templating

A blank customer Screen Layout will display all Products that have been setup in the My Shop setup:

Templating product days

To restrict product availability on specific days, just apply your products to the layout as you would and disable a products availability through the customer Screen Layout

Below the availability for the White Rolls on Sunday is disabled:


Which removes the Order Line from Sundays delivery in Shop

Restrict Shop To Price List

The Restrict Shop To Price List setting will template the customers order screen with products from the Customers assigned Price List:

N.B To restrict access to ordering on the 'No Templating' and 'Restrict Shop To Price List' setting you can remove the customer from a route for the Order date. This will prevent them from ordering anything on those days.

Locking Times

 

Please see our Guide - Screen Locking and Override Locking

Your shop should now be live and the customers should only be able to order products you've chosen.

Please be aware that changes you make in Cybake may take a couple of minutes to appear in your online shop. You may need to log out and back in.