The Store in RISE allows you to showcase products or services and receive orders directly from clients or public visitors through a dedicated online portal.
To start using the Store in RISE, follow these steps:
Enable the Order Module
- Go to: Settings > App Settings > Modules
- Check mark the Order option to activate the module.
Allow clients to access the store
- After enabling the module, grant store access to clients:
- Settings > Client Permissions
- Check mark: Client can access store?
Allow public visitors to access the store
- If you want to make the store visible to visitors before login:
- Settings > Sales & Prospects > Store Settings
- Check mark: Visitors can see store before login
This setup allows both clients and public users (if enabled) to browse and place orders through your store.
Add categories
- The item categories will show in the store.
- To add categories, go to Settings > Sales & Prospects > Item categories.
- You can link a category with item from the item add/edit modal.