EqualLevelGO Getting Started Guide

EQUALLEVELGO DASHBOARD

The EqualLevelGO Dashboard provides a glimpse into store activity as well as easy access to many of the commonly used admin tools. It is the first page you encounter when logging in, and you can return to this page at any time by clicking on the EqualLevel logo at the top left corner of the screen.

IMPORTING A CATALOG FILE

Navigate to the Catalog Import Form by clicking “Import products from a CSV file” on the Dashboard. Fill out the form as follows:

  1. Name: Provide a descriptive name for the import

  2. Description: Provide any additional information for the import

  3. Catalog: Select the Catalog that you would like your file to add products and pricing for. A Catalog represents a collection of products and prices in your store.

  4. For the last drop-down, select “Unchanged and remain in assigned catalogs” if you would like to add or update some products in the specified Catalog. If you would like to replace the products in the specified Catalog, select “Removed from this catalog only.”

  5. Choose the desired file and click the Create Catalog Import button.

TIP:

The “Click here” link just above the Create Catalog Import button leads to our Catalog Import documentation page, which includes more detailed instructions on imports, as well as a video that walks through the process. You can also access that page here.

SETTING A CUSTOM HOMEPAGE/LANDING PAGE

Your GO store can have a custom homepage and landing page for
each Connection in your store. Navigate to a Connection Theme tab by clicking Connections in the admin panel, clicking the Connection name you would like to modify, then clicking the Theme tab.

Checking the Custom Landing Page box will allow you to select one of two options:

  • Search: Shoppers will land on a product search results page upon entering the store
  • Home: Shoppers will land on the homepage you have set, either the default homepage (This can be set in Settings->Home Page), or a custom homepage if that is selected for this Connection

Checking the Custom Homepage box will allow you to set a homepage specific to this Connection, which will override the generic homepage in Settings->Home Page. You can add text, images, and embed
html using the homepage editor. For more information, see our documentation page here.

After setting a custom landing page or homepage, be sure to click the Update Connection button to save your changes.

NOTE: These features only apply to GO subscription plans which include a store-front (Business, Business Plus, Enterprise).

MANAGING EMAIL NOTIFICATIONS

Your GO store can send email alerts for new orders and RFQs that are delivered to your store. Click Manage Email Notifications on the Dashboard to navigate to the Notifications table. This table displays all notifications, including the emails being notified, which types of notification and connection they are for, and if they are enabled.

Click the New Notification button and fill out the form to set up a new notification:

  1. Enter the email address you would like the notification to be sent to

  2. Select the type of notification

  3. Select the Connection you would like to be notified for

  4. Click the Create Notification button

TIP:

If you create a notification for an email that doesn’t have an account in your store, you may want to use the instructions on the next page to create an admin account so they can log in after receiving a notification.

MORE INFORMATION on Notifications can be found here.

CREATING ADDITIONAL ADMIN ACCOUNTS

Additional admin accounts can be created easily for other members of your organization. Navigate to the Users table by clicking on Users in the Admin Panel. Once on the Users table, click the New User button, and fill out the form to create a new user:

  1. Enter the user’s email address

  2. Enter the user’s first and last name

  3. Provide a secure password, and then re-enter the password

  4. Select the roles the user should have

  5. Select the accounts you would like the user to have access to

  6. Select any notifications you would like the user to receive

TIP:

It is always important to set a secure password when creating an admin account, but for increased security, the user can reset their password using the Forgot Your Password link on the login page after their account is created.

MORE INFORMATION on creating new users and assigning roles can be found here.

MY GO ACCOUNT AND THE APP STORE

The My GO Account page contains information about the configuration of your store, including what plan you are on, any apps you have installed, what payment method you have on file, and any invoices you have received. You can upgrade your account at any time by adding a payment method and selecting the plan you would like to upgrade to. More information on the My GO Account page and up-grading your plan can be found here.

In addition to the robust set of standard features offered with GO, enhancements can be purchased through the App Store. A brief description of each application and its price are available on the App Store page.

AVAILABLE RESOURCES

Our Documentation Site contains detailed information on all of the admin tools available in your GO store. You can access our Documentation Site by clicking any of the links in the Documentation section of the GO dashboard.

Links to the documentation pages for specific features are also included. You can also access our documentation site here.

If you’re still looking for more and want to get the most out of your GO store, you can schedule a training session with an individual from our team by clicking the Schedule Training Session link in the Documentation section of the GO dashboard.

Other questions can be sent to suppliers@equallevel.com.
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