The Expandly Settings page is the central hub where you will be able to set up your account and certain features & functionality which can then be used in conjunction with other areas of the platform such as Product & Listing, Order and Accounting Management. In this guide, we will explain each area of the Settings page and what this does so you can be aware of how best to set up your account.
Expandly Settings Page
1. On the left-hand navigation pane, select Settings:
2. On your Settings page, you will see a number of different of areas that can be explored and/or setup within Expandly:
Sales Channels - here you can add new sales channel account connections or view/manage any sales channels you have already connected to Expandly:
For more information on how to Add or Manage your sales channel account connections, please click here.
General Settings - here you can view and manage your Store Settings and Company Information:
For more information on viewing and updating your General Settings, please click here.
Users - you can add new users or view/manage any users and their permissions via the Users page:
For more information on managing users and their permissions, please click here.
Billing - here you can view you current subscription details, download your Expandly invoices and view/amend payment method details associated with your account:
For more information on how to manage Billing on Expandly, please click here.
Setup Wizard - you will be automatically entered in to the setup wizard when you initially create your Expandly account and you will be able to add channel connections, import existing listings and manually import historical sales order data into your account. Should you wish to revisit the setup wizard, you are able to do so via this page.
For more information on on-boarding your account via the Setup Wizard, please click here.
Currencies - here you can manage and activate different currencies, which will then be available to select when creating manual sales order on the account:
Returns - here you can manage your returns settings. Some sales channels may allow us to automatically import returns into Expandly, which in turn will automate the returns process. Should the sales channel allow returns to be imported, you can set this up via the Returns page. For more information, please click here.
Taxes - add, view and edit sales taxes. Orders that come into Expandly are treated as gross (the order total is inclusive of any sales tax) so we have therefore created the sales taxes page, for you to set up your tax structure to ensure that the correct tax is being applied order-by-order:
For more information on how to manage taxes within Expandly, please click here.
Sales Charges - here you can add, view, edit and delete sales charges, which you can then use to add to sales orders in Expandly:
For more information on how to manage sales charges within Expandly, please click here.
Payment Methods - here, you can manage your payment methods on Expandly, to allow methods shown across your account to be relevant to you and your business:
For more information on how to manage payment methods within Expandly, please click here.
Brands - here, you can add and manage brands in Expandly, which will then allow you to apply brand information to your products and in turn, list branded products to your sales channels:
For more information on how to manage brands within Expandly, please click here.
Variations - some of your products you may sell/wish to sell as part of a variation (Size or Colour for example). Here you will be able to view Variation Details that have imported alongside existing channel listings or create variations, which will allow you to apply variations to your products and in turn, list variation products to your sales channels:
For more information on how to manage variations within Expandly, please click here.
Custom Fields - a custom field can be used to to store and manage additional information that you may wish to record across your products, listings and orders:
For more information on how to manage custom fields in Expandly, please click here.
Listing Import Schedule - here you can create or manage listing import schedules, which will automatically import your sales channel listings and will eliminate the requirement to manually import listings, should you continue to list on the sales channels directly:
For more information on how to set up and manage automatic listing import schedules, please click here.
Template Designer - the template designer page will allow you to create custom product, order, invoice, picklist and many more, templates. There are a number of default templates already available on the account however having the flexibility to be able to create your own custom templates, allows you to show information specific to you and your needs:
Order Rules - here you can create and manage order rules, which will allow you to automate certain actions when an order comes into Expandly and meets your rule criteria:
For more information on how to use Order Rules in Expandly, please click here.
Xero - your Xero page will allow you to connect and configure your Xero account to Expandly which will allow you to send your sales orders and returns across to your Xero account, manually or automatically via the Xero Scheduler:
For more information on using our Xero integration, please click here.
Shipping - here you can add and manage your shipping integrations. Once shipping carriers have been connected to Expandly, dependent on the integration type, you can then use Expandly to manage your orders, print shipping labels and mark orders as shipped:
For more information on our Shipping integrations, please click here.
CSV - the CSV scheduler feature allows you to automate manual processes and provide some extra functions. It will require either FTP or SFTP setup, to import or export CSV files into.
Please click here for more information.
3PL - here at Expandly, we have a direct 3PL connection with our approved 3PL partner, Synergy Retail Support
On your 3PL page, you can add or manage your connection to your Synergy Retail Support account.
Please click here for more information.
Locations - here, you can manage your multi-stock locations. Multi-stock location management enables you to track inventory levels across the multiple locations in which you may store your products. Locations functionality will allow you to set up locations within your Expandly account and manage your stock levels, per location, for each product/variation.
For more information on multi-stock location functionality within Expandly, please click here.
Need more help?
If you need some extra help, no problem! Contact us and we'll be happy to help.