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Step-by-step instructions and tips to help you get the most out of our product
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Roles, access rights and users
The default setting for Omnium includes an administrator role that gives full access to all components in Omnium. If you wish to provide users with restricted access by as...
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Create a new role
To create a new role, navigate to Configuration -> Authorization -> Roles Click on create role Give the new role a name and click add role. The new role will be added in...
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Multi-employee user
With a multi-employee user, you can register a user with specific roles, access rights, market access, and store access. You can then add multiple people to this registere...
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Creating an API-user
As an administrator It is possible to create API-keys towards the Omnium API. 1. Navigate to configuration -> authorization -> API-Users2. Click on create api-user 3. ...
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How to Make Price or Discount Editable on a Product in an Order
DescriptionWhen editing an order, you may find that the price or discount on a product line is locked and cannot be changed. This usually happens because the product is li...
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Disabling notification requirement for customer comments
Functionality overviewIt is required to select either SMS or email when adding a customer comment, such as in an order. The isNotificationRequirementDisabledForComments se...
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Gift cards
Omnium supports virtual gift cards that customers can purchase or receive and use as payment during checkout. This guide explains the creation process, order status handli...
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Export return order
If a return export fails during the workflow, you can retry it through the GUI.To export a return, follow these steps:Navigate to the order for which you want to initiate ...
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Saved search
Saved searches help you quickly access frequently used filters in the Order List and Product List. Instead of manually selecting filters each time, you can save a search a...
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Goodwill refund
In some cases it is necessary to credit parts of an order as a goodwill, or as a compensation for late deliveries, damaged goods, or other reasons.Creating a refund for an...
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Carts in Omnium
In Omnium, carts and offers are the same concept. All non-confirmed orders in Omnium are stored as carts. Therefore a cart in Omnium could be any one of the following enti...
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Create a cart from different views
The cart can be created from different views: From the "Cart" section in the navigation. From the customer card, where you have the option to create a new cart, the custo...
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Create copy for multiple languages
This feature lets you easily duplicate a product across multiple language versions. It is especially useful when creating a sibling product or a similar product where much...
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Product Search
The product search function enables you to find products when making purchase orders, filling up a cart or when looking to change a product. The search function is designe...
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Getting started with products
Adding products to Omnium is essential in a headless commerce scenario.Except headless commerce, there are several other reasons to add product information to Omnium Poss...
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The product list
All products can be located within the product list by navigating to "products" in the navigation menu. In the product list, you can search, filter, and update products as...
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Merge products
Introduction Merge variants is a feature that allows you to combine products that are SKUs (IsSku == true) into one main product. This is especially useful when you have s...
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Getting started with Packages and Bundles
Introduction Packages and bundles are a feature that allows you to group multiple products into a single unit. This can be useful for offering customers complete sets of p...
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Pick list - Display stock quantity on prints
By default, stock levels are not shown on pick list prints. To include product stock levels, enable the relevant setting in the configuration options. Configuring pick...
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Transfer inventory between warehouses/stores
To move inventory from one warehouse or store to another, follow these steps:Navigate to Products → Purchase Orders. Click the three-dot menu (ellipsis) on the top right. ...
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Purchase Orders
Purchase orders are used for supplying the stores with products that need to be restocked. To do so one can use reorder suggestions or create new purchase orders from scra...
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Delivery - Stuck in progress
How can I resolve an issue where a delivery is stuck in "In Progress" even though all items have been delivered? Answer: To fix a delivery that remains in "In Progress" st...
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Excel import - Purchase orders
Create a new purchase order Create a new purchase order by clicking into Products - > Purchase orders and select “New purchase order”. Select the supplier you want to crea...
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Promotions
In Omnium, promotions are categorized into two main types: price-generated promotions and cart-calculated promotions. Price-generated promotions Price-generated promotions...
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Managing overlapping discounts with promotions priorities
This guide explains how to manage overlapping discounts when multiple campaigns are active simultaneously. The key factor here is priority, which determines how discounts ...
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One time customer discount codes
Create a promotion Navigate to orders -> promotions Click the create-button. Select the wanted promotion type and click create. Click on the edit button next to Unique di...
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Notification templates
To create and customize templates for order confirmations, order comments, and additional print templates, you can navigate to Configuration -> Settings -> Advanced-> Noti...
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Manually trigger a notification from an order
In most cases, customers automatically receive updates such as order confirmations and shipping confirmations as part of your regular order workflow. However, there may be...
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Adding dynamic fields to prints
Action input fields let users add specific details to individual orders or carts prints. By adding action input fields to your print template, you can ensure that importan...
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Additional print templates
Additional templates You can customize order prints, carts prints and project prints to meet your specific needs by adding additional templates. Once you create a new temp...
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Notifications
Templates Notifications can be configured to be sent out anytime during an order workflow. You can set them up under Configuration -> Notifications. Here you can set ...
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Creating a framework template for transactional email
As default transactional emails are sent without any header and footer, appearing as a blank page. To design the header and footer of your order confirmations and other tr...
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Anonymizing a customer (GDPR Compliance)
To protect customer privacy and meet GDPR requirements, you have the option to anonymize a customer's data. This ensures that all personally identifiable information is re...
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Contact person
Adding contact persons for business customersFor business customers, you can add contact persons to make sure the right people are getting the information they need. These...
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Store groups and store roles
Store groups are primarily used in a franchise model, where different owners have their stores within the same group. They are used in certain workflow steps to prioritize...
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How to change organizational number
To set or change the organizational number, follow these steps: Navigate to Stores: Access the store settings. Select a store to edit: Choose the store you want to modify...
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Managing multi-user session expiration
In some cases, multiple users may log in to the same account for collaboration or shared access. To ensure security and avoid unintended access, the system automatically e...
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Add a new currency
PurposeTo enable use of a new currency across purchases, pricing, and markets.Who can do thisUsers with access to ConfigurationStepsNavigate to Configuration → Products.Sc...
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Setting PDF format and margins
This feature lets you choose the paper size and margins for PDF documents like order confirmations and other prints. How to set it upGo to Configuration → Advanced → Notif...
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Manage language settings
By default, Omnium displays Norwegian, English, Danish, and Swedish in the language dropdown menu. If you want to add or remove languages, follow these steps:Navigate to C...
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Make order read only / lock order
To configure Omnium to automatically lock orders and make them read-only once they reach a specific status (e.g., Sent or Shipped) as part of the workflow: Go to Configur...
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Geolocation - Workflow Step
Try splitting unreserved order lines to nearest coordinates How it works: We determine the customer's coordinates based on their delivery address (postal code and country...
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Customize dashboard
Our dashboard offers a holistic view of your business in a single, intuitive interface. The user-friendly interface allows for effortless customization, letting you tailor...
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VSL Orders
For orders with virtual warehouses, both the physical and virtual warehouses are visible on the order. The VirtualWarehouseCode is applied to shipments to reduce inventory...
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Inventory Rules
Inventory rules in Omnium are instructions to the inventory engine about how to allocate the inventory over virtual stock locations. Setting up inventory rules Navigate ...
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Unallocated inventory - Virtual stock locations
Allocation of virtual inventory through UI Unallocated inventory refers to available stock that hasn’t been assigned to a virtual warehouse. From the product list, you can...
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Import and Export of JSON Data
IntroductionThis user manual explains how to use the JSON format to import and export data in Omnium. This is useful for transferring data between test and production envi...
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Export gift cards to Excel
OverviewIf you're using the gift card module in Omnium, you can easily export all gift cards. This allows you to download a full list of gift card data in an Excel format...
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