User Guide

# 5.1 Advanced Membership & Loyalty Program

STOREBERRY’s advanced CRM system is equipped with a variety of member reward systems and one-stop automation functions. Merchants can go to STOREBERRY backstage 「Member System」 「Member System Settings」 to activate various functions with one click, allowing you to operate online stores more efficiently!

(i) Member Referral Rewards Program

Let old customers become your most influential salespeople! With STOREBERRY's member referral rewards system, what you need to do is go to STOREBERRY backstage 「Loyalty」 「Loyalty Setting」 and select 「Referral Program」 at the top left to activate your member referral reward program with one click!

You can flexibly set up personalized rewards: Rewards for registration, Rewards for every purchase and more!

Layers of referral and consumption rewards

STOREBERRY membership referral reward system not only offers 1+1 (referrer and referee) bonus points reward, but also provides up to 3 levels* of referral and consumption reward schemes to make your referral program more varied and interesting! Example is as follows:

*Exclusive function of STOREBERRY's omni-channel plan is set as a single layer of reward scheme by default. If you are interested in adding the 2nd or 3rd level of reward scheme, please contact the STOREBERRY sales team.

(ii) Member Top-up Wallet

With the member top-up wallet function, you can provide a more seamless and convenient payment experience for your customers, and also greatly enhance the stickiness of those existing customers and find out the most loyal customers!

You can go to STOREBERRY Admin Panel 「Loyalty」 「Loyalty Setting」 to activate the e-wallet function and set the expiration date of the deposit, and provide more top-up discounts to attract consumers to use e-wallets through the Top-up function.

(iii) Membership & Top-up Wallet Products

In addition to the basic membership plan, STOREBERRY also provides membership purchase and wallet top-up functions to help attract your customers to prepay for purchases! You can go to STOREBERRY Admin Panel 「Loyalty」 「Loyalty Products」 and click 「Add Product」 at the top right to add membership upgrade and wallet top-up items for customers to purchase.

You can follow the instructions to enter the product details and flexibly personalize the loyalty items.

1）Basic Info and Product Categorization:

You can decide to launch or hide the products through the 「Status」 button. Meanwhile, you can choose to sell the products on the online store, physical store, or synchronously by clicking the “Online Store” and “Physical Store” buttons with just one click. Turning 「Show」 to 「Hide」 will hide the product from the online/physical store. Then you can continue to fill in the product info and select its product category.

If you want to add a new product category, you can click 「Manage Categories」 at the right hand side of the “Category” column, and then add the new product category on the pop-up page of “Categories”.

2）Member Only:

Here you can decide the purchase conditions of the loyalty product, such as opening the product to all customers or only customers with a specific membership level to view and purchase.

3）Promotions and Discounts:

If you don't want the loyalty product to be included in the promotion offer, you can turn the appropriate button to 「Yes」 .

4）Pricing Options:

You can select 「Pricing Options」 at the top left of the page to continue to enter the price and product details, and finally click 「Save」 to launch the product.

Include wallet:
Once you turn this on, the system will automatically add value to the wallet of customers who have purchased the loyalty item. You can enter the amount in the 「Wallet」 box on the right.

Include point:
Once you turn this on, the system will automatically add designated membership points for customers who have purchased the loyalty item. You can enter the number of points in the 「Point」 box on the right.

Include member level:
Once you turn this on, the system will automatically upgrade the membership level of the customer who has purchased to the assigned membership level. You can select the assigned membership level in the 「Member Level」 box on the right.

Force adjust member level:
Once you turn this on, the system will force the membership level of the purchased customer to be changed to the assigned membership level, regardless of whether it is an upgrade or a downgrade.

Extend membership period:
Once you turn this on, the system will automatically extend the membership period of customers who have purchased the loyalty item. You can change the membership period at STOREBERRY Admin Panel 「Loyalty」 「Loyalty Setting」

(iv) Loyalty Points Program

Want to increase your brand loyalty and drive repeat sales from your customers? STOREBERRY’s Loyalty Points Program is a powerful retention tool which can help you to acquire new customers and maximize customer lifetime value with points & rewards!

You can go to STOREBERRY Admin Panel 「Loyalty」 「Loyalty Setting」 to enable the functions of 「Earn points via shopping」 and 「Cash Dollar Redemption」 with one click, and set the points redemption rules and expiration dates of your own brand.

(v) Automatic Renewal of Membership Tiers

STOREBERRY CRM system supports up to 10 levels of membership levels. You can go to the STOREBERRY Admin Panel 「Loyalty」 「Loyalty Setting」 to modify or update the membership system at any time as needed, and the system will automatically update the membership according to the member's consumption record and membership expiration date, calculate the reward points and redeem the cash dollar, in order to greatly reduces your operating burden!

# 5.2 Social Media Live Selling NEW!

Make your Facebook Posts and Live Streams be the most convenient destination for people to engage and shop with your brand! STOREBERRY’s Facebook Live Module supports the automated ordering and messaging function, which can definitely help you to easily connect online stores and social media, and convert comments to sales on Facebook.

(i) Facebook “Keyword +1” Live Stream Ordering

1）You can first go to STOREBERRY Admin Panel 「Setting」 「Facebook Connect」 to confirm that you have successfully linked your Facebook page with STOREBERRY.

2）Go to the STOREBERRY Admin Panel 「Facebook」 「Live Room」 page, click 「Create Live」 at the top right and enter the live broadcast details, such as title, discount period, live link, etc. You can also set up the pinned message for the live streaming and enable the "+1" ordering system at the bottom of the page, so that customers can place an order simultaneously by leaving the message "product keyword +1" (example: A＋1) during the live streaming!

Meanwhile, the message specifications are not limited to English, uppercase and lowercase, or single item orders. Regardless of whether the customer leaves a message "A+1", "a+1!" or "A+1, B+1", the system can clearly identify it and send the shopping cart to the customer to confirm the payment instantly.

3）In addition, you can click 「Keywords」 「Add Keywords」 at the bottom of the page to set the keywords and default messages. Chatbot David will help you to reply to the comments under the post and live stream according to the specified keywords. You can also tick the 「Private Reply」 box below the input box to allow Chatbot David to reply to customers directly on Facebook Messenger. Finally, click 「Save」 to complete the setting.

# 5.3 Online Booking System

In response to the needs of the retail service industry, STOREBERRY has set up an online booking system to provide you with diversified sales channels and a more convenient and smooth reservation experience for customers.

(i) Add Service

You can go to the STOREBERRY Admin Panel 「Booking」 「Service」 and click 「Add Service」 in the top right corner to add a new service. Here you can fill in the details of the service, such as scope of service, pricing, appointment rules, application form, etc.

(ii) Opening Hour Settings

After successfully adding a service, you can go to the STOREBERRY Admin Panel 「Booking」 「Timetable」 and click the pencil icon on the upper right to update the company timetable and set store opening dates.

Then you can return to the main page of 「Timetable」 and click 「Add Timetable」 or click the 「Details」 button on the right side of the service item you want to edit to start editing. Here you can set the open appointment date and time period of the service item, the number of people per time slot, etc.

(iii) Online Booking Management

After completing all the settings, you can check the reservation status on a yearly or daily basis at STOREBERRY Admin Panel 「Booking」 「Booking」

Meanwhile, you can also go to the STOREBERRY Admin Panel 「Booking」 「Booking List」 to manage appointments. All bookings will be displayed on the 「Booking List」 page. You can click the 「Details」 button on the right of the booking you want to review, then you will be able to check the booking details, such as who made the booking, what kind of service he/ she booked, and whether the member has attended the booking, etc.

# 5.4 Advanced Inventory Management System

STOREBERRY understands the importance of cost-effectiveness control. Therefore, a series of advanced inventory management functions have been added for merchants in need to help you more accurately calculate the sales profit of all items!

(i) Product Average Cost Tracking

STOREBERRY’s advanced inventory management system can automatically track the price cost changes and update the moving average cost of products in real time, so that you can calculate the sales profit of the product more accurately!

To check the product average cost, you can simply choose the product in STOREBERRY Admin Panel 「Inventory」 「Inventory」 , and then check the total cost and average cost price of the product in the pop-up window “Stock Details”.

(ii) Product Batch & Expiration Date Management

In order to avoid waste due to expired products, you can change the 「Will the product expire?」 column to 「Yes」 when adding a product, and enter the 「Expiry date」 in the initial inventory column. The system will automatically update the inventory quantity according to the expiration date to help you accurately master the product batch and effective date of each product.

(iii) Transfer Order & Store Replenishment

Want to easily manage the transfer arrangements between warehouses? STOREBERRY also provides the transfer orders function, which is convenient for you to handle the arrangement of transferring and arranging items between warehouses.

You can go to STOREBERRY Admin Panel 「Inventory」 「Transfer Orders」 to view all transfer status and records, and click 「Add Transfer Order」 at the top right to choose the product to be transferred, product quantity, and delivery/receiving warehouse. Then click 「Submit」 to confirm the transfer request.

In addition, STOREBERRY has also added a replenishment application function on both the admin panel and the front-end, so that the staff in physical stores can apply for replenishment at the front-end directly.

You can go to STOREBERRY Admin Panel 「Inventory」 「Replenish Request」 ,and click 「Add Replenish Request」 in the top right corner, select the products that need to be replenished, product quantity, and delivery/receiving warehouse. Then click 「Submit」 to send the replenishment request. Store staff can click 「Awaiting」 at the top left of the page to check the approval status of the replenishment application.

When you receive the transfer request from the staff, you can feel free to modify the request info. Tap that replenishment request No. and click 「Edit Replenish Request」 at the top right of the page, you can edit the request info based on the amount of inventory (E.g. The product to be transferred, quantity, etc.) here.

After saving the changes, you can go back to the replenishment application page and click 「Approve and Create Transfer Order」 to complete the approval. The approved application will then be automatically converted into a transfer order.

(iv) Supplier Management

Do you think your supplier list and purchase orders are too messy and difficult to manage? STOREBERRY Advanced Inventory Management System provides supplier and order management functions for you to easily manage all the suppliers and POs in one single platform.

You can go to the STOREBERRY Admin Panel 「Inventory」 「Suppliers」 and click 「Add Supplier」 to save all supplier related information and view your supplier list at any time you want in the Admin Panel .

(v) Purchase Order Management

You can also check the past purchase order records and add new purchase orders in the STOREBERRY Admin Panel 「Inventory」 「Purchase Orders」 . Go to the top right of the page and click 「Add Purchase Order」 , then follow the instructions to select the supplier, warehouse and the items to be purchased, and click 「Submit」 to create a new purchase order.

After the purchase order is successfully created, you can click 「Processing」 in the top left corner and select the purchase order to manage, such as printing the purchase order form or confirming the receipt. The system will automatically update the inventory quantity after the receipt is confirmed, which will help you greatly save the operating time!