Introduction

circuly’s Retailer Portal is a new, simplified solution that enables you to empower your retailers to create subscription orders without the complexity of accessing the full circuly Hub.

Here are a few use cases of how you can employ the retailer portal:

In-store orders and physical locations:

• Retail employees can create orders for customers who walk into the store.
• A company may want to push for subscriptions in their physical stores. In this case, employees don’t need full system access but just an easy way to create an order, with management handled by someone else.

Multiple locations:

• A company with several stores can give each one its own portal, making it easy to manage orders at each location.

Sign-up with in-store verification:

• A company can allow customers to sign up via a contact form, but the order can only be finalised once the customer comes to the store, verifies their ID, and completes the process in person.

Feature overview

Once an order is created through the portal, it follows the same logic as all other orders, including cancellations, swaps, buyouts, payment retries, and more—based on the settings you’ve configured in your circuly Hub.

Here's a brief overview:

• ‍Retailer profiles creation: you create retailer profiles in the circuly Hub.‍
• Login credentials: you share the login credentials (location ID, password) and the retailer portal login URL with the retailer.‍
• Order creation: Retailers log into the Retailer Portal and can easily create subscription orders in a simplified environment.‍
• Prefilled checkout link: Once an order is created, it is sent as a prefilled checkout link to the customer in an email and the link is also available to the retailer in case the customer wishes to finalise the order on the device of the retailer.‍
• Customer finalistion: The customer finalises the order by adding their payment details.‍
• Order confirmation: After the customer completes payment, the order appears in the circuly Hub.‍
• Same logic and workflows: The order follows the same cancellation, swap, buyout, and payment retry logic as other orders in circuly.

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Step-by-step setup guide

Here's an overview of the steps:

• Create retailer profiles in the circuly Hub.
• Make products available in the retailer portal.
• Share login credentials with the retailers.
• Order creation process for the retailers.

- Creating retailer profile in circuly Hub:

• In your circuly Hub > Go to the Retailers Tab.

• In the Retailers window > Click on the + Create retailer button.
• In the Create retailer window > Add the retailer details such as name, location ID, password & address.

• Turn on the switch to make the retailer 'Active' so they can log in.

- Make products available in the retailer portal:

• In the circuly Hub > Go to the Products tab.
• Select the products you want to make available in the Retailer Portal.
• Click on the Edit button for each product.
• Scroll to the right and enable the switch under Allow Order Create.

• Only the products with this switch enabled will be shown in the Retailer Portal for order creation.

- Share login credentials with the retailers

You need to share the login details with the retailer. To do that > Go to Settings > Company settings > Company data > Retailer domain. Share this URL with the retailer along with the location ID and the password.

- Retailer login and order creation process:

• In the Retailer Portal > Log in using the location ID, and password.

• Click on Create New Order.

• Choose the product, variant, quantity, and subscription start date. Repeat the process to add more products tp the same order.

• Add the customer’s shipping and billing address and contact details.

• In the Review window > Review the order and click on the Create Order button.

• The customer receives an email with a pre-filled checkout link to finalise the order by adding their payment details.

• Once the order is finalised by the customer > The order appears in the circuly Hub and is processed like any other order.

The Retailer Portal makes it easy for retailers to create subscription orders without needing access to the full circuly Hub. It’s simple, works on all devices, and integrates with the customer self-service portal, streamlining the order process.

FAQ's

Will the customer have access to the self-service portal if the order originates from a retailer?
Yes, all orders created through the Retailer Portal are fully integrated with the customer self-service portal, so customers will have access to manage their subscription, update details, and track their orders.

Can I control which products are available in the Retailer Portal?
Yes, you can control which products are available in the Retailer Portal, but this applies to all retailers. You manage the product selection centrally in the circuly Hub.

What happens if a customer doesn’t complete the checkout process?
If the customer doesn’t finalise their checkout, the order will not appear in Circuly, but it will be visible with the status "Open" in the Retailer Portal. Retailers can follow up with the customer and encourage them to complete the order.

Can I restrict which retailers can access certain products?A: No, product availability is controlled globally for all retailers. You cannot restrict specific products to individual retailers, but you can control which products are available across all retail locations.

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