The CloudRadial Storefront is tailored to enable you to effortlessly set up a self-service e-commerce platform (like Shopify, or Amazon) where your clients can conveniently purchase a curated set of products and packages. It is built and maintained in a joint partnership with Adaptive Catalog.
You have the flexibility to accept payments securely through Stripe or opt for a straightforward e-signature collection process. Following approval, the storefront seamlessly generates an opportunity within your PSA, inclusive of all the products and bundles that were purchased.
Please note that currently supported PSAs include:
- ConnectWise PSA
- Datto Autotask
- Kaseya BMS
If you're looking for the article on how to set up Storefront, please click here.
Table of Contents
- CloudRadial Storefront Overview
- Setting Up Your Storefront
- A General Overview of Storefront Settings
- Making Storefront Accessible to End Users from CSA/Portal 365
- Setting Up Distributors for Your Storefront
Storefront Overview
Home Page
When navigating to the Storefront, your users will first land on a home page. There they are presented with up to 6 featured products and up to 6 bundles
The branding theme of the storefront can be customized to match either your website or your CloudRadial portal so your clients have a seamless, branded experience. They are also able to search across all of the Storefront products with a simple keyword search, view the products & bundles in their cart, and view their previous orders.
Product Details
The product details page shows the product name, pricing (based on your set markup), and the description from Storefront. If the product is pulled from the PSA, these will need to be created by you. Alternatively, Storefront will pull details/descriptions/images from your connected distributor(s).
Product Bundles
Product bundles allow you to present a complete solution to your customers with hardware and software from your distributors and services from your CRM/PSA for a seamless and extremely user-friendly purchasing experience.
Setting Up Your Storefront
Note: Storefront will use your existing PSA credentials to provision the portal with appropriate permissions. All Storefront versions begin setup in the same manner and with the same process.
- Be sure both have your PSA connected to your CloudRadial tenant first AND have the appropriate API permissions to avoid any issues down the line.
- ConnectWise PSA specifically requires additional permissions for Storefront to work that CloudRadial CSA/P365 does not, so please update your API member before beginning the Storefront setup.
To set up your Storefront:
- Log into CloudRadial
- Navigate to Partner > Settings and select Integrations under the Configuration column
- Select Storefront from the options
- Select the Setup button to have CloudRadial provision and create the Storefront
It will take a few minutes for the Storefront to provision. The Storefront will use your existing PSA credentials established in your portal for your permission set.
- The Storefront provisioning email will go to the user who initiated the request from within CloudRadial. This may take a few minutes to arrive.
- It may take anywhere from a few minutes to a full day for your PSA products to load in the product search, depending on how many you have in your PSA procurement module.
A General Overview of Storefront Settings
You can manage your Storefront by either navigating to the same Integrations page where you first set up Storefront and clicking on the Manage button or by logging directly into https://app.managedcatalog.com/.
Once in the Storefront, navigate to Settings > Storefront Management.
Global Settings Tab
You will first land on the Global Settings tab. Here, you can set default settings for styling, text, markup, and payment processing.
On the right, you can see a preview of the changes to your storefront.
Storefronts Tab
The Storefronts tab provides an overview of all current storefronts, as well as a way to create new Storefronts. At the top, you can see the remaining number of storefronts you are licensed to create. This depends on your product tier & agreement.
Clicking the Details button or the New Storefront button will take you to the Storefront edit panel.
The Storefront Edit Panel provides override settings for each individual storefront, allowing you to change the look and feel, messaging, pricing, and extension settings for each storefront.
Making Storefront Accessible to End Users from CSA/Portal 365
To make Storefront accessible to your end users, you need to give them an option to access it from within the CloudRadial portal (either CSA or Portal 365).
- The recommended way to do so is by creating a menu item (aka Application).
- This will pass the user's relevant information to Storefront so that they can be automatically SSO'd into the Storefront.
- For the URL value of the Storefront, use the token @Storefront
For an even better user experience, try to make it a part of your home page with menu items.
You can achieve this by first creating the application menu item within Company > Applications and then marking that item to display on the home page.
For more details on how to achieve this, please read this article.
Setting Up Distributors for Your Storefront
If you have purchased the Professional or Enterprise version of Storefront, you will need to hook in your chosen distributor(s) to the Storefront.
CloudRadial's implementation teams can assist in this process as well as training you on how to most effectively navigate your Storefront.
Because setting up distributors can be a lengthy (but not difficult) process, we recommend that you get started before your implementation. While it's not absolutely necessary, it really helps to have everything connected so that you do not need to delay your Storefront implementation training because wait times on distributors getting back to you for API credentials and price files.
Below are quick links to the processes for connecting each respective distributor:
Comments
0 comments
Article is closed for comments.