📫✉️Here's the steps to set up postage options for the online checkout:
(Preliminary set up)
Log in to your Toggle account
From the sidebar, click on Settings > Postage options
Click the blue Add postage option button
Fill in the details (see link below for more details)
Click the green Add button
For more guidance on this part contact us, or refer to our postage guide here.
📦🎁Here's the steps to create a retail product:
(Actual set up)
Log in to your Toggle account
From the sidebar, click on Shop > Products
Click on 'Add'
Select the 'Retail product' option
Fill in the details (see below for more details)
Short video tutorial
About step 5: "filling in the details"
Add a name for the product. This will show up on the Toggle shop and on the receipt the purchaser gets.
This will be displayed on the Toggle shop only (on the homepage).
Product long description
This will be displayed on the product main page on the Toggle shop.
Webshop value options
This is the value you make available for purchase on the Toggle shop.
Add Product sub-category
To make additional purchase options click the 'add product sub-category' and include a description for the options available at their price points.
If you want to put a limit on the number of times your retail product can be purchased on the Toggle shop, set a limit here. This is useful/needed to prevent overselling on the stock you have available.
Type of fulfilment available
Pick the digital receipt option if you want customers to collect their order. Guests won't be asked for their postal address at the checkout. Bear in mind that these orders won't show as pending on the dashboard, and there won't be a way to mark as dispatched / collected.
Pick the physical option if you want guests to have their order delivered to them. Guests will be asked for their postal address at the checkout. These orders will show as pending on the dashboard so you know what orders need dealing with. (Or if you use our fulfilment service, they'll dispatch the order themselves).
This can be set to 'active' or 'inactive'. Set it to active so the product url is accessible on the Toggle shop. Set the product to inactive if you want it to be totally inaccessible and stop any sales.
This can be set to 'public' or 'private' and these options are only available if the Product status is active. Set to public for the product to be visible on your Toggle shop and set to private if you don't want the product visible on your Toggle shop but would like it accessible through a direct url.
Retail products incur a sales tax (unlike gift cards). So you can add this tax here so it's automatically worked out on your reports.
Who posts out orders once my retail product is on my Toggle shop?
Either you or the Toggle fulfilment team.
If you're fulfilling retail orders:
You'll need to keep an eye out for orders on your Toggle dashboard. Pending orders will show up with a blue "pending" label next to the order on the Purchases > Orders page, and there'll be a blue number on the Purchases tab on the sidebar symbolizing the total number of pending orders that need sorting.
Click on the order to get the postal address details and when you've posted it out, click the "mark as dispatched" button on the order and this will remove the pending label and will show it as a completed order.
The customer who bought the retail product will get a dispatch notification email when you click "mark as dispatched".
If the Toggle fulfilment team are doing your orders:
You won't need to do anything! This is because the order will be pulled through to the fulfilment team's system and they will dispatch the product from their warehouse where the retail stock will be held.
The order will display a yellow "processing" label on the dashboard and will be automatically marked as completed once the team has dispatched the order. (This happens daily (Monday-Friday) at about 11am.
Read more about our retail fulfilment service here.
How will retail products show on my Toggle shop?
Once you've saved your retail product on the dashboard, click on the 'My Shop Link" found on the sidebar of the dashboard to access your Toggle shop.
The below picture is how your Toggle shop can look with different types of retail products.