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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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Getting started with orderprocessing and workflows
Orderprocessing and workflows Order processing is a collective term for everything that happens from the moment a customer places an order or makes a purchase to when the ...
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Cancel order line
There could be various reasons for canceling an order line. To cancel an order line, click on the ellipses (three dots) next to the order line and select "Cancel Order Li...
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Create return order
Before initiating a return for an order, please ensure that the order has the status "sent" and the items have been delivered. It's not possible to create a return for ite...
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Debugging orders with event logs and version history
Using event logs and version history Logs and version history are helpful tools for managing orders. They show what has happened with an order, including its status and ch...
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Payment - Manual transaction
Introduction In Omnium, you can apply a manual payment or credit when there are issues with the payment provider, but the payment has been confirmed as captured in the pro...
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Mass updating orders to remove error messages
Suppose an error has occurred and has now been resolved. Instead of updating each order individually to remove the error message, you can perform a mass update on all affe...
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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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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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Managing Categories Without Link
Categories Without Link are categories that have become disconnected from the category tree, typically due to missing or invalid parentId values. These categories are not ...
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Filter product search - active as default
By default, the product search filters all products, including both active and inactive products. If you prefer to display only active products by default, you can adjust ...
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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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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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Create a category / brand promotion
The "Category/Brand Discount" promotion type adjust prices for selected categories, brands, or products. It also allows for the exclusion of specific subcategories, brands...
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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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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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Create generic order notification
The generic order notification template is used for sending notification when an order have different statuses and can be used anytime during the workflow. Message t...
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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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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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Add order tags by skuID
As a part of the workflow, tags can be applied to orders when they contain a product with a specific SKU ID. Orders will be tagged as specified, and this process can be re...
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Add new product properties
When you’re adding properties for your products, there are two ways you can add them: Properties can be defined globally, so they’re available to be used on any product,...
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Notification - payment expire
In Omnium you can create a transactional email templates that is specifically designed to alert about expiring payments. These templates ensure that orders are not left un...
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Add new facets to product search
Facets help users filter the product search by various criteria such as brand and catalog. Properties that can be added as a facet Categories Brand Color Errors Catalo...
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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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