Online Store (Overview)

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This guide provides a comprehensive overview of how to effectively set up and manage your online store using HirePOS. The online store module enables you to receive bookings in real-time, enhancing your business operations. This document will walk you through the process of activating your online store, managing store items, checking for new bookings, processing orders, customizing store appearance, and exploring various setup methods.

Activate Online Store

To activate your online store, follow these steps:

  1. From the main menu strip at the top, navigate to Setup > Preferences > Modules.

  2. Switch on the Online Store toggle to the right.

  3. Click Save Changes.

Once activated, the Online Store button will appear on the Home page and under the Sales/Hire menu at the top.

Activate Store Items

To activate store items for your online store, follow these steps:

  1. Go to Setup > Preferences > Online Store.

  2. Click the Setup Store Items button at the top of the Layout tab.

  3. Select the items you wish to show in the Online Store using the check boxes.

  4. Click the Activate Store Items button at the bottom of the list.

This process copies the Item Code to the Website Code and the Item Description to the Website Description field.

Deactivate Store Items

To deactivate store items, follow these steps:

  1. Go to Setup > Preferences > Online Store.

  2. Click the Setup Store Items button at the top of the Layout tab.

  3. Check the item(s) you wish to deactivate.

  4. Click the Deactivate Store Items button at the bottom of the list.

Check for New Bookings

To view new bookings, click the Online Store button on the main page. The Online Store Bookings/Orders page will display any new orders, indicated by a number badge beside the Online Store button.

Process New Bookings

When a new booking/order appears, click on it in the Online Store Bookings/Orders page to view details. You can then match the order with an existing customer or create a new customer and choose to accept or decline the order.

Customize Store Appearance

To customize the appearance of your online store, follow these steps:

  1. Go to Setup > Preferences > Online Store.

  2. Adjust settings to suit your business theme or processes.

  3. Click Save Changes when finished.

To view your online store and see the changes, click the View tab and select the Stand-alone option.

Store Setup Methods

The Online Store module offers different setup methods:

  • Fully Integrated Online Store: Use the out-of-the-box online store provided by HirePOS for standard layouts and visuals.

  • iFrame Deployment: Host the HirePOS Online Store content within an existing web page on your site using an iFrame.

  • HirePOS API or Zapier: Integrate HirePOS with your existing website using the HirePOS API or Zapier for more advanced functionality.

HirePOS API

The HirePOS API allows direct communication with HirePOS for tasks such as adding new website bookings without manual data entry. Key endpoints include:

  • Authenticate

  • WebsiteBookings

  • Customers

  • Items

  • Availability

  • DispatchedToday

  • ReturnedToday

  • Packages

Zapier

Zapier enables seamless connections between HirePOS and other applications for automated workflows. You can create Zaps to trigger actions in HirePOS based on events in other applications. Popular actions include:

  • Create Customer

  • Create Lead

  • Create Website Booking

  • Check Availability

By following these steps and utilizing the features of HirePOS, you can efficiently manage your online store and streamline your booking processes.