September AAE Recap

Episode 26: Simple Store or Company Store?

Recap

Almost every client can benefit from having an online store, but how do you determine whether they need a Simple Store or Company Store? Lucky for you, figuring out the right solution is easy once you understand your client’s requirements. Here are a few questions to help get you started:

  1. Does your client need multiple store pages or the ability to search?
  2. Will they require more than ten products in their store?
  3. Do they need customization beyond adding a logo and colors?
  4. Will your client need capabilities beyond standard checkout like Inventory, Logo Management, Permissions, or Advanced Payment Methods?

If your client answers yes to any of the above questions than a Company Store will be the best solution.

Looking for even more ways to identify the right solution for your client? Check out our blog  or download our Discovery document.

Episode 27: Company Store Reports

Recap

One of the best ways to ensure the success of your client’s company store is by staying up to date on what’s working and what’s not. The quickest way to get an overview is by using the reporting feature. Afterall, what’s the point of having an online store if you can’t track key metrics or share them with your client?

Company Stores come with 7 main reports, listed below:

  • – Product Reports
  • – Sales Reports
  • – Product Sales Reports
  • – Inventory Reports*
  • – Account Balance Reports*
  • – Budget Reports*
  • – Custom Reports*

All you have to do is click on the report, enter the date range, and select whether you would like it to show active products, inactive products, unsold products, or any combination of the three.

If you can’t find a report that shows the data you need, create a Custom Report. With over 60 drag and drop fields, the type of reports you can create are endless. So if your client wants you to send a report on what coupon codes have been used by each employee every quarter, you can easily create a custom report. Best of all, you can save the template you create, so each month all you have to do is export the report as a  CSV, XLS, or XLSX and send it to your client.

Interested in learning more about Custom Reports? Read our blog on how Custom Reports Take Your Reporting to The Next Level.

*Advanced Store Only

Episode 28: September Webinar Takeaway – Turnkey Stores

Recap

This month we dove into steps you can take to get your clients store launched quickly. One of the options we covered is the Turnkey package. When you purchase a Company Store you get the choice to go DIY or Turnkey. The difference between the solutions comes down to three main things:

  • – The amount of time you want to spend on the store build.
  • – Whether or not you will need design time.
  • – How quickly you need the store to launch.

The Turnkey package means that our team does the majority of the store build for you, so you can focus on more important things like managing your distributorship and keeping your clients happy. It also comes with 6 hours of design time with the ability to add on more for a hourly fee. Design time doesn’t just include the look of the store either. Custom coding can be used to change how your store operates and functions, so if your client is wanting a pop-up at checkout, we can do that.

While the Turnkey is a bit pricier, it’s worth every penny if you:

  • – Have A Busy Schedule
  • – Smaller Staff
  • – Don’t Have a Graphic Designer
  • – Have a Client Requesting a Custom Store
  • – New To Bright Sites
  • – Need to Launch Quickly

With a Turnkey store we simplify the process so all you have to do is fill out the forms we send over and send our art team any brand assets you would like to see in the design. After that, we’ll take over the store build so all you have to do is add the products. Plus, you’ll get direct access to our store build and design team. Once our team receives all the required information, it typically takes around 2-3 weeks depending on the level of customization.

If you are interested in learning how a Turnkey solution could be beneficial for you and your client, read our latest Case Study!

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This post was written by Megan Reberry