RubikX Glossary

Here is where we define all the capabilities we have on our webstores.


​Cap​ability


Sub-Capability


Definition





Pages

Edit Menu



Manage Pages

Allows you to generate Categories or Tabs that will be displayed on the top menu bar of your webpage.

Provides control over the settings for the categories or tabs you've established. It permits you to toggle page visibility, modify links, and also offers the option to delete pages.














Customize

HTML/CSS/JS Editor



Theme Prime Configurations



Add Features



Radio Buttons to customize your Shop Page

A tool for creating and editing web content on your store using HTML, CSS, and JavaScript.

Encompass the settings for your entire store, allowing you to manage aspects like the shopping cart flow, displayed brands, filters, and more. It's also where you can customize the mobile view of your store.

Here is where you can integrate additional functionalities you wish to highlight on your store, such as Google Maps, a Twitter feed, a shopper's wishlist, and various other options.

Gives you the option to enable or disable features on your shop page. You can choose between list view or other product display options, permit users to sort items by price, manage categories' visibility to customers, and include a comparison list to assist customers in their purchase decisions and many more.








Promote




Optimize SEO


Link Tracker

If you wish to improve your store's online visibility and search engine ranking through various strategies, such as keyword optimization, content enhancement, etc. you may use this capability to add keywords, and add images to share to potential customers.

If you wish to track customer interactions, here is where you can generate your links to monitor your store's performance.


Mobile Preview


This tool will display how your webpage or content will appear on a mobile device's screen, allowing you to assess and optimize the mobile user experience.


Stores


RubikX offers a platform where you can manage multiple stores. This button gives you the ability to switch between stores while on the front or entry page.


New


This is the place where you can create new pages for your store, whether it's for an FAQ section, size charts, or any other information you want to make accessible to your customers.


Edit


In this section, you can customize the appearance of your store. We offer widgets that allow you to display items like best-selling products or eye-catching banners on the front page. You can also adjust the store's color scheme to suit your preferences.


CapabilitySub-Capability
Definition





















Products


Product List


General Information
Variants
Sales
E-Commerce
Purchase
Inventory
Storewise Configuration
Import Preference
A comprehensive inventory of all the items available on your webstore. In the backend, it provides access to product images, descriptions, and configuration settings, such as enabling orders, specifying if it's free, and allowing you to set price breaks and many more.
Contains fundamental details about the product, such as template SKU, supplier, and the method used to upload the product to the store. Additionally, internal notes can be appended to the products.
Will furnish you with details about the product options available, which could encompass different colors or sizes.
This section allows you to establish invoice policies and descriptions for your sales.
In the E-Commerce section, you can tailor the store's visibility for the product and see which category it belongs to. You can also access product images and incorporate a size chart.
In the Purchase section, you can configure whether the product should have its own taxation settings.
In the Inventory section, you can designate responsibility for logistics and establish lead time days for order fulfillment, among other options.
Storewise Configuration empowers you to tailor a product to a specific store. Since some products are shared across multiple stores in the RubikX platform, this feature enables you to customize the product for each individual store. You can modify images, apply handling fees, and access various other configuration options in this section.
The Import Preference section provides details about how the product was brought into the RubikX store. It proves useful when troubleshooting product settings, offering insights into potential errors in the uploaded information.

Product Variants

Product variants provide a similar view to products, with the key distinction that it allows you to see products categorized by color or size. You can also access individual variant details.






eCommerce Categories

eCommerce Categories
Parent Category
Website
Products Tab
The E-commerce Categories section enables you to observe the store's categories and the products linked to each of them.
The parent category is where you configure the primary category if you have subcategories.
The website section is where you set up which store this category should be visible to customers.
The Products Tab is where you can access the products linked to this category.

Attribute Values

 Attribute Values is where you can see the existing variants in your store, and these are automatically generated as you add products to your store, so there's no need to create them separately.

Pricelists

 The pricelist section allows you to check the pricing details for each of the products in your store. This encompasses margins, decorator prices, distributor price margins, individual taxes if you've applied them, and more.


Capability Sub-Capability 
 Definition 


Promotion Programs
Conditions
Validity
Rewards
 A promotion program allows you to establish discounts for specific products, enabling you to specify conditions regarding the quantity of items required to qualify for the discount. You can also configure the validity period of the promotion and specify the rewards customers will receive if they meet the predetermined conditions.


Coupon Programs
Conditions
Validity
Rewards
 A coupon program concentrates on the issuance and use of coupons, with the option to establish prerequisites for customers to meet before receiving discounts. You have the flexibility to determine the conditions, including the required quantity of items to be added to the cart, validity period, and the specific rewards, such as discount amounts or complimentary products, offered to customers upon meeting these criteria.

Gift Cards Programs
Gift Card Amount
Validity Duration
 A gift card program enables you to establish rewards equivalent to a specific dollar value. Within this program, you can customize parameters such as the Gift Card Amount, Validity Duration, and a unique prefix. Importantly, this program is exclusively applicable to a single store.


Capability Sub-Capability 
 Definition 



2Ship Services
Create
Search Bar
2Ship Services List
  2Ship is an online, multi carrier shipping platform built for business. RubikX is integrated and can send real time orders to 2Ship.


Easypost Services
Create
Search Bar
Easypost Services List
 Easypost can give us access to USPS Commercial Pricing, UPS Marketplace Shipping, and more special carrier rates for domestic and international shipments. RubikX can integrate to their API for a more seamless customer experience.


A ROLE GROUP allows you to both restrict and grant access to certain users for a particular product. It's particularly useful when you have a select group of individuals who require approval for their orders before proceeding. We are actively enhancing this functionality and welcome your input or suggestions to further improve it.

 

Capability Sub-Capability 
 Definition 







Role Groups

Group Name
Users

Approval Required
Company


Product/Category Template
Allows you to assign a name to the group, enabling you to create multiple role groups with distinct group names according to your preferences.
Enables you to include an unlimited number of users within the group.
Provides you with the capability to designate which users require their orders to be approved or reviewed by their managers before they can proceed with their orders.
This feature allows you to configure the role group to be exclusive to a particular store.
Allows you to establish restrictions at either the product-specific or category-specific level, ensuring that the system recognizes which items should be inaccessible to certain users. Those who are not part of this group will be unable to view the specified products.


Capability Sub-Capability 
 Definition 
Budget Template
Budget Template
Budget Type
Budget Type Configuration
Amount or percentage
Products/Categories
A budget template is where you set up the budgets you intend to provide to your customers. These budgets are represented as a specific monetary value and can be utilized for shopping within the store.
Allows you to determine whether you want this budget to repeat, decrease over time, or have no restrictions whatsoever.
1. Decrementing - You need to set up an expire date.
2. Recurring - You need set up if this budget will rephlenish annualy, quarterly, or monthly.
 2.1 Recurring will also ask you for another type. You need to choose if you want this to reset each time it triggers its rephlenish or you can set it to accumulate.
This options enable you to restrict customers in terms of their budget utilization. For instance, if the percentage is configured at 20%, each order they place will only deduct 20% from their budget, preventing them from using up the entire budget in their account.
This feature allows you to define whether the budget should only be applicable to specific products or categories at a granular level.
Rubikx Groups Budget Template
Will enable you to include the groups you've established within your store, thereby making a single budget template accessible exclusively to chosen users.
User Budget Budget Template
Will permit you to input individual users you've generated within the store, ensuring that a single budget template is accessible to a specific user only.
Capability Sub-Capability 
 Definition 


Users		 


Access Rights
Access Rights provide you with the capability to tailor and configure how your users can access the store. This is where you establish the accounts for your store administrators and designers. If you have uploaded users to the store, you can specify in the template that they are solely portal users without access to the backend settings.







Companies


General Information


Quickbooks


RubikX Configuration

Password Policy
General Information is the place where you can inspect and modify the details of the companies listed in your store. This is where you can configure email addresses, store names, addresses, and similar information.
In this section dedicated to Quickbooks, you can set up the integration with Quickbooks if you desire to link it with your Rubikx platform. Please feel free to contact us or submit a support ticket for assistance with this process.
RubikX Configuration is the area where you can access supplier connections within Rubikx. This is where you input your account credentials for the vendors. It's worth noting that you only need to do this once for a single store, and it will automatically apply to any future stores you intend to launch.
Allows you to define the criteria for how users can establish their passwords. This criteria will serve as the guidelines for creating passwords.

Capability Sub-Capability 
 Definition 






Reports
Onlines Sales Report
Sales Summary Report
Detail Sales Report
Vertex(tax) Report
Points Balance Report
Product Variants Report
Inventory Report
Product Pricelist Report
User Budget Summary Report
Store User Report
 







Rubikx's reporting feature offers you the ability to export detailed reports encompassing sales data, user activity logs, coupon usage, and similar information from the store.
 
Log Viewer 

 For those who are technically inclined and can decipher the code within Rubikx, the log viewer is the place to inspect every line of action executed in both the backend and frontend. In the event of an error, this is where you can investigate the root cause.



We developed the import feature with the aim of simplifying your experience and streamlining the process of handling product, user, budget, coupon, and gift card creation. To facilitate your use of each feature listed below, we offer templates to assist you in effortlessly configuring the necessary information.


Capability Sub-Capability 
 Definition 






Users


User Import

User Role Association
Shipping Address Import

User Inventory Allocation Report
This function provides a template to facilitate the input of user names and email addresses you wish to upload. Additionally, you can configure various settings for the users, including approvals and role group assignments and many more.
Use this import function to associate user roles based on their email addresses, utilize this template to assign them to their appropriate role groups.
Utilize this import feature to load shipping addresses for users.
If you wish to assign particular items to your users, employ this import function. You can specify which items to allocate and determine the quantity of those items they can view and order.















Products





Product Images Import


Product Category Import
Product Store SKU Import

Basket Item Import




Product Data from Supplier


Active/Inactive Variants



Product Data import from Excel
RubikX employs Amazon Cloud for storing store data. Within the Webstore configuration, you have the option to upload the desired images for your products. In this product import sheet, you are required to specify the SKU number, the image filename (including the file extension), and indicate whether you wish to replace an existing image or add a new one.

This functionality also provides the flexibility to upload or modify images for a logo, product variant, and the main product.
The Product Category Import is an import feature that mandates you to define the product SKU and its corresponding category affiliation. These product categories will be visible to your customers. You have the choice of using a single category or one with subcategories.
Use this template if you intend to modify or replace a previously uploaded SKU template.
Use this template to link a primary bundle/basket item with the products you want to make accessible within the basket or bundle.
Utilize the "Product Data from Supplier" import feature exclusively for vendors integrated with RubikX. This functionality significantly reduces the time required for template creation. It functions by retrieving comprehensive product details from a specific vendor or supplier, provided you have the SKU/Style number of the product. The RubikX API will automatically fetch pricing, images, general product information, and more.
The "Active/Inactive Variants" import feature allows you to selectively decide which colors you wish to make available in your store. In cases where suppliers offer products in as many as 15 different colors, but you only want to feature 5, this function is designed for that specific purpose.
For the "Product Data import from Excel," employ this function solely for inventory items. These are items that are currently in stock and not of an on-demand nature, where they are only decorated upon ordering. This means that all your readily available, ready-to-ship items can be included using this import template.






Gift Cards


Gift Card Import


Gift Card Import (Existing Gift Code)


Gift Card Import (Top-Up)
To manage your gift cards, utilize this template for the Gift Card Import function. With it, you can designate which users can use each gift card, adjust the expiration period, and specify the quantity of gift cards you wish to allocate to users.
If you have previously acquired gift cards in your previous webstore and want to use them in Rubikx, you can employ the "Gift Card Import (Existing Gift Code)" function to upload these pre-existing gift cards.
If you have gift cards already in the store that require an update with additional amounts, you can utilize the "Gift Card Import (Top-Up)" import template to enhance the existing gift cards within Rubikx.



Budget
Users Import


Budget Template Import
Utilize this template to allocate your users to a particular budget template.
You can create a budget template either manually or use this import template if you have numerous budgets to make available for your users. It will prompt you for the same information needed when setting up budgets manually.

Points		 
Points Import
If your store employs a points-based payment system, you can utilize this template to allocate points to each of your users. These points can then be used by them to make product purchases.














Logo





Logo Import (from Excel)


Logo Layer Stop Import (from CSV)


Logo Import (from Aturian)



Logo Import (from PromoStandards)


Logo Variant Association
To facilitate the process of logo creation, use the "Logo import from Excel" specifically for this purpose. These logos will be presented as a dropdown menu on your in-stock items or on-demand items, allowing customers to select their preferred design. This means that all your logo designs can be incorporated using this import template. Additionally, you can customize and input essential information about your logos, such as dimensions, stitch count, imprint type, and similar details.
The "Logo Layer Stops" feature is designed for particular decorators who require us to supply the color layers of the products within each order. It's recommended to get in touch with us and discuss this need for your store before attempting any uploads.
Aturian is the specialized ERP solution tailored for the promotional products sector. If you are using Aturian as your Cloud-Based Business Management Solution, you can employ this import function to migrate website data and information from Rubikx to Aturian.
This is the streamlined approach for bringing logos into your store. Presently, it's exclusively accessible for suppliers and Decorate Vantage, as they have synchronized their systems with Rubikx's requirements. This means that the garment/logo number supplied by them is all you need to retrieve comprehensive logo information, including the image, size, imprint type, and similar details.
The "Logo Variant Association" import function entails downloading a template that's employed to specify which style/SKU numbers will be linked to the particular logo that has been created or uploaded to the store.

Supplier		 

Promo API Config
The "Promo API Config" offers a template for uploading supplier configurations. This includes the essential credentials and URLs that establish the connection between the Rubikx API and the supplier/vendor API.

Tracking Number		 

Update Order Tracking number
If your shipper/supplier/vendor is not integrated with Rubikx and doesn't automatically send tracking numbers to Rubikx, you can utilize this template to manually update each order with its tracking number. This template also enables you to send tracking emails to customers.



Capability Sub-Capability 
 Definition 


Store Request
Store Name


Website
Please specify the name of the store where you intend to place the products.
This is where you would incorporate products sourced from the supplier. Should be the same as your Store Name





Store Request (Item Lines)
Supplier
Color
Category
Garment Number
Indicate the supplier or vendor from whom you wish to obtain the product.
Preferred color for each product to be integrated into the store.
Enter the category you wish to assign to each of the products.
Identification for a specific logo associated with the product to be integrated.






Import/All
Import
All

Import Product

Copy Product


Active/Inactive Variants
Import button for a SPECIFIC product.
Import button for ALL SAME SUPPLIER product.
The "Import Product" action allows you to load or upload the products you've added to the item lines into your catalog store.
The "Copy Product" function involves duplicating the products you've imported and transferring them to your specified store, ideally the one you added to the Website section.
The "Active/Inactive Variants" import feature allows you to selectively decide which colors you wish to make available in your store. In cases where suppliers offer products in as many as 15 different colors, but you only want to feature 5, this function is designed for that specific purpose.



Capability Sub-Capability 
 Definition 




















Websites
Shop
Pricing
Order
Shipping/Billing
Import
Supplier
Taxes
SSO
Provide an overview of your store's details. In this section, you have the ability to tailor the content visible to your users. You can establish a default logo for your products, temporarily suspend your store if necessary, and personalize the information you wish to convey about your products and related details.
In the pricing section, you have the flexibility to adjust your store's pricing margins, and this customization can be done on both a decorator and supplier level. Additionally, you can establish handling fees if they are necessary for your store.
The "Order" section enables you to set up the configuration on a per-supplier basis within your store. This grants you the capability to include your suppliers and activate them to begin accepting orders from your store. It's also the place where you can activate taxes.
In this section, you can set up the primary country for your store and establish the billing addresses that your users will utilize. Additionally, it provides you with the option to restrict customers from using their own addresses and instead add specific addresses exclusively for their use.
This is where you can adjust the settings for importing your products and related data from your store. It's crucial to ensure that the information aligns with what's in your ERP system. In addition, you can manage your S3 keys here, allowing you to import your custom images for use on the store.
This section encompasses all the supplier settings and API links to the vendors integrated into your store. We utilize your provided credentials to facilitate the import of products from these vendors into Rubikx.
In this section, you can establish your tax configurations, including the utilization of any tax calculation software. We offer several options like Avalara, Vertex, Zip2Tax, Taxjar, and Aturian. Furthermore, you have the ability to specify tax limitations based on the state where you want them applied.
In this section, you can input the SAML Certificate if you intend to implement Single Sign-On (SSO) for your users.

 
Payment Acquirers

Payment Acquirers is the section where you can establish the payment methods you intend to utilize in your store. We currently provide Stripe, Credit Card, and Open Account options. If you choose to set up Stripe as a payment method for your store, we will require the necessary credentials to seamlessly link your store to your Stripe account.
 
Shipping Methods

Shipping Methods is the section where you can configure your courier partners, allowing users to access real-time calculations of shipping costs. These setups require your credentials since certain couriers may offer rates tailored to your specific requirements.
 

Role Groups

A ROLE GROUP allows you to both restrict and grant access to certain users for a particular product. It's particularly useful when you have a select group of individuals who require approval for their orders before proceeding. We are actively enhancing this functionality and welcome your input or suggestions to further improve it.
Currencies

You can enable or disable specific currencies in this section if you wish to have additional currencies displayed in your store.
 






Order Extra Fields
Activate Users
Show on Invoice
Field Type
ERP Mapping Field
In this section, you can enable access to additional fields for specific users. You can also personalize this access by selecting a role group, limiting it to only those users within the chosen group while restricting it for all other users.
Enabling this option will showcase the information or data entered by the user or customer in the field on their invoices.
This field type will give you an option whether to let the user type in a text, a boolean, or select from a drop down menu.
Input the same information on where you want this to display on your ERP system. These fields are used to establish data synchronization and integration between RubikX and your ERP system, ensuring that information is accurately transferred and mapped from RubikX to theirs for streamlined business processes and data consistency.


 Order Options

In this section, you can configure a text box that allows users to include messages within their orders, and these messages will be visible on the cart page.
 
Product Custom Attributes

In the Product Custom Attributes section, you have the option to include a product-specific attribute. This enables you to add a text box for attaching a note or message to the product. You can configure it as a standard text box with a character limit or as a dropdown with pre-defined messages that you can customize.
 



Approval
Approval Level
Approval Template
The "Approval Level" section is where you define a designation for the specific purpose of requiring one person to approve an order before it's finalized. An Approval Manager's user account is then modified and assigned this approval level, granting them the authority to approve orders that meet the criteria established for that approval level.
The "Approval Template" allows you to establish the criteria for the approval level. You can indicate the store where this will be applicable and define the minimum and maximum purchase amounts that require approval before an order can be confirmed.

 



Cost Center Department
Cost Center Number
Cost Center Department
If your accounting department requires expense tracking for the company, you can establish a cost center number, which can then be allocated to a particular user.
In the Cost Center Department section, you provide a name to your department or store, which facilitates the identification of the corresponding department or company linked to the Cost Center Number.

Customer Tax Rate

In the Customer Tax Rate section, you have the ability to define tax rates for individual states, counties, and zip codes. You can also specify the tax rate and whether it applies to a particular product.