Glossary of Terms
These are a few common terms you will come across while using DermPRO.
Active
Auto-Replenish
BluePay
Category
CloverConnect
Coupon Manager
Credit Memo
Cross-sell Items
Custom Options
Draft
Frequently Bought Together Items
HappyFox
Invoice
Listings
Magento Back-End
Membership
On Hold
OneLogin Dashboard
Patient Certification
Posted
Product Tagging
Queue
Redeem (a Gift Card)
Refund
Refund Offline
Related Products
Request Access
Shop Manager
Social Shops
Store Back-End
Store Emails
Subscription
Survey Question
Unhold
Upsell Items
Active:
In Shop Manager Listings, there are two tabs: Active and Draft. There may also be a third tab—Queue—which is only temporarily shown while an item is being imported to your store from the library. The Active tab contains all of the items that are enabled and listed in your online store. You will see the Status column displaying the items as “Enabled.” Remember that Active (enabled) items are displayed in your store front-end, but they may or may not be purchasable depending on how the item is configured.
Auto-Replenish:
The Auto-Replenish feature is available on all DermPRO stores. Use it to offer your customers discounted pricing in exchange for an automated subscription that will trigger a purchase of the product every month, two months, or whatever period options you define. Learn more about Configuring Auto-Replenish Options.
BluePay:
The merchant processor on your store manages the payments from store purchases and deposits the funds into your bank account; BluePay is the merchant processor for many DermPRO online stores. BluePay is the name of the merchant gateway under the CloverConnect brand, and you will often see these names being used interchangeably. Your store may use BluePay/CloverConnect or a number of other merchant providers including Nextech Payments, ModMed Pay, or Stripe. These merchant accounts process the credit card transactions for your store, and send the payments directly to your bank account. Refer to the help article, Merchant Processing Account Access, for more information about accessing your BluePay/CloverConnect account.
Category:
A category is a grouping of products and services on your store. Categories are used to organize the items you sell on your store into different pages that can be accessed from the menu, the sidebar filters, and the homepage carousels on your store, making it easier for your store visitors to find the items they want to purchase. When you edit an item in your store from Shop Manager Listings, you can add categories, remove categories, and even create your own custom categories in which the item will be listed. Homepage categories can be edited from Shop Manager Settings > UI Configurations > Homepage Settings > Homepage Categories. Refer to the help articles, How to Edit Product and Service Categories and How to Edit Homepage Categories, for more information about editing these categories.
CloverConnect:
The merchant processor on your store manages the payments from store purchases and deposits the funds into your bank account. CloverConnect, also referred to as BluePay, which is the merchant gateway under the CloverConnect brand, is the merchant processor for many DermPRO online stores. Your store may use BluePay/CloverConnect or a number of other merchant providers including Nextech Payments, ModMed Pay, or Stripe. These merchant accounts process the credit card transactions for your store, and send the payments directly to your bank account. Refer to the help article, Merchant Processing Account Access, for more information about accessing your BluePay/CloverConnect account.
Coupon Manager:
The Coupon Manager is an included option for all online stores with Shop Manager access. It allows you to create, edit, and schedule coupon codes for your store. Use Coupon Manager to create an unlimited number of coupon codes for customers, employees, friends & family, influencers, and more. Review the help article, Coupon Manager, to learn how to use the Coupon Manager. The article, Coupon Manager FAQ, addresses common questions and best practices for coupon codes.
Credit Memo:
A credit memo is a record of the amount of money that has been refunded to a customer. When you issue a Refund to a purchase that was made on your store, a Credit Memo will automatically be created. You can send a Credit Memo email to the customer by checking the box "Email Copy of Refund" in the Refund screen. Review the help articles, Processing A Partial Refund and Processing A Full Refund, to learn more about refunding and credit memos.
Cross-sell Items:
Cross-sell items, similar to Frequently Bought Together items, are complementary or in-regimen items that someone purchasing an item would also be interested in. Usually you will want to configure the same set of items as both cross-sell items and Frequently Bought Together; the difference is where the items are displayed. Cross-sell items are shown to the purchaser in the Cart after the item has been added to the cart, as a suggested product that works well with what they are buying. Learn how to configure Cross-sell Items in the article, How to Configure Related Products.
Custom Options:
Custom Options are options that can be added to any product or service on your store. On a product, you might use custom options to offer different sizes or different colors, for example. Most DermPRO stores more commonly use custom options on services. Custom Options enable you to be very versatile with your store offerings and to match the various options you offer in-office. Common uses of custom options on services include multiple treatment packages or series sizes, add-on options, body area options, number of units (with pricing per unit varying). Learn how to configure Custom Options in the article, How to Add or Edit Custom Options on an Item.
Draft:
In Shop Manager Listings, there are two tabs: Active and Draft. When you use the Add Product from Library function, products that have been added to your store will appear in your Draft tab. You must enable items in order to move them from the Draft to the Active tab, thereby enabling them to be displayed in your storefront. Learn more about the process of adding items to your store in the articles How to Add a Branded Product to Your Store and How to Add a Treatment to Your Store.
Frequently Bought Together Items:
Frequently Bought Together items, similar to Cross-sell Items, are complementary or in-regimen items that someone purchasing an item would also be interested in. Usually you will want to configure the same set of items as both cross-sell items and Frequently Bought Together; the difference is where the items are displayed. Frequently Bought Together items are shown to the purchaser on the product page, with a user-friendly option to add all Frequently Bought Together items to the cart in one click, or to select which of the items should be added to the cart. Learn how to configure Frequently Bought Together Items in the article, How to Configure Related Products.
HappyFox:
HappyFox is a third-party Help Desk Ticketing System that DermPRO uses to deliver user-friendly support services to our customers. When you log into your DermPRO OneLogin Dashboard, you should see a HappyFox icon which, when clicked, takes you to our support homepage. From the HappyFox homepage, you can search our help articles for information and instructions, and you can click on Submit a Ticket to submit a support ticket.
Invoice:
An invoice is a record of a payment transaction that is associated with an order placed on your store. The now-deprecated method of refunding an order involved opening the order Invoice from your Store Back-End and processing a Credit Memo to refund the payment. Now that Refunding has been moved to Shop Manager, you no longer need to do anything specifically related to Invoices.
Listings:
Listings refers to all of the items that are for sale in your online store. When you select the Listings option from the left sidebar menu of Shop Manager, you are able to review, add, remove, and edit the items in your store. Listings include all types of items you sell—products, services, gift cards, and memberships.
Magento Back-End:
Also referred to as the Store Back-End, the Magento Back-End is a user interface where you can manage certain aspects of your store. To get to the Store Back-End, go to the DermPRO OneLogin Dashboard and click on the tile that shows your logo and store name. Over a period of several years, DermPRO has been moving many of the functions from the Magento Back-End into Shop Manager, including functionality that we had not given you access to before it became available in Shop Manager, such as managing your Listings. Tasks that currently must be done from the Magento Back-End include Subscriptions Management, Approving Reviews, and Gift Card Management.
Membership:
A Membership is a recurring-payment Subscription that can be configured in your store. The term Membership refers to a subscription—any membership program, VIP club, or other—that typically involves the delivery of periodic services and certain benefits such as discounted pricing on products and/or services. In DermPRO, membership configurations are very flexible and completely customizable. One of the key benefits of configuring memberships on your store is the ease of management for your practice staff, as well as the convenience and ease of receiving member benefits for your patients. Contact DermPRO or submit a support ticket to learn more about Memberships. For important information about managing Memberships subscriptions, refer to our help article, Managing Subscriptions.
On Hold:
On Hold is one of the statuses of an Order. An order will be automatically placed On Hold if our Fraud Detection software has determined that the riskScore of the order is over a certain threshold. If this occurs, you will be sent an On Hold Notification email, which is simply an alert that you should review the order carefully before fulfilling it. The status of On Hold does not have any bearing on the payment transaction; if an order was created, it was paid for. On Hold is intended to be a temporary status, and you should not leave orders in an On Hold state indefinitely. You should Unhold the order and then process (ship) the order as usual, or refund it if you determine it is fraudulent. Do not ignore On Hold orders. See the article, RiskScore Calculations and On Hold Orders, for more information.
OneLogin Dashboard:
The DermPRO OneLogin Dashboard is the secure access management platform from which you access Shop Manager, HappyFox, and your Store Back-End. With one convenient login, you will be able to launch these three applications. During the on-boarding process for your online store, we created login credentials to DermPRO OneLogin Dashboard for your staff. If you need to add or remove staff members from having OneLogin access, please inform our Support Team via a HappyFox ticket, using ticket category 'Logins Setup' for new staff, and 'Remove Employee from Practice' for for removing staff.
Patient Certification:
Patient Certification is a special kind of custom verbiage that can be added to any item on your store. It is enabled and edited in the Patient Certification section of Listings in Shop Manager. It is generally used for a Required Acknowledgement, and appears just above the Add to Cart Button. You might want to use the Patient Certification to show information or contraindications which you want the purchaser to be Required to acknowledge in order to purchase.
Posted:
You can mark an order as Posted, and this is generally used to indicate that you've posted the order information to your Patient Management System. In Shop Manager Orders, there is an optional Posted column with checkboxes that you can use to indicate whether you have posted the order. You can mark orders as Posted in bulk by multi-selecting the orders and then clicking the Post button that appears in the upper-right corner of the Orders list.
Product Tagging:
Product tagging is something you can do in your Facebook and Instagram accounts when you have Social Shops enabled. When you tag a product in a social post, story, or video, it will link directly to the product in your social shop, and from there it links directly to the item in your DermPRO store.
Queue:
In Shop Manager Listings, there may be a third tab—Queue—which is temporarily shown while an item is being imported to your store from the library. When you use the Add Product from Library function, products that have been added to your store will appear in a temporary tab called “Queue” until they have been imported to your store and transferred to your Draft tab.
Redeem (a Gift Card):
Gift Card value may be Used at checkout, or Redeemed to a store account. Most commonly you'll come across this situation if you have a customer who believes they have unused value on a gift card but when you pull up the Gift Card code, it has a $0 balance. In that case, it is most likely that the customer has redeemed the gift card value to their store account, where it exists as credit that they may draw from. The staff may decrement the value for in-office use whether the value is on the Gift Card Code or on an Account's Gift Card Credit. To learn more about E-Gift Cards management and understand the difference between "Used" and "Redeemed", review the help article, Gift Cards and In-Office Gift Card Redemption.
Refund:
A refund is something you do when you need pay back money to a purchaser, either because you are accepting the return of a product or service they purchased, or because you want to adjust the amount they paid for something (e.g. give them partial credit or a discount on a purchase they already made). In DermPRO, the term Refund describes the actual refund that is processed to the purchaser's credit card. It is typically used hand-in-hand with the term Credit Memo, which is the store's record of a refund that was processed. You will process a refund to a credit card and create a Credit Memo record in one step, which is done by going to Shop Manager > Orders > View More, clicking on the Refund button, configuring the options to reflect the amount that needs to be refunded, and then submitting the Refund. Review the help articles, Processing a Partial Refund in Shop Manager and Processing a Full Refund in Shop Manager, to learn more about refunding and credit memos.
Refund Offline:
When you select Refund Offline from a Credit Memo screen in your Store Back-End, you are processing a credit memo that does not process a credit card refund. Refunding offline is very rarely appropriate or desired. The Refund Offline option is only available to you from the Order details in the Store Back-End, and is now deprecated since we moved refunding from the Store Back-End to Shop Manager. In Shop Manager, all refunds are processed online (directly refunding the credit card).
Related Products:
Related Products is the umbrella term that refers to the many ways that you can create relationships between items in y our store. The three types of Related Products that you can configure are: Cross-sell Items, Frequently Bought Together Items, and Upsell Items. Review our knowledge base article, How to Configure Related Products.
Request Access (Module):
You may have received a notification email that a customer has requested access to a restricted brand on your store. Or maybe you noticed the Request Access List under the Customer menu in Shop Manager. The Request Access Module supports purchase approval for restricted brands such as skinbetter science®. It allows you to easily approve your patients for online purchasing of the brand—either as individuals or in bulk—and notifies them of this access approval via email. Learn more by reviewing our knowledge base article, Using the Request Access Module for Restricted Brands.
Shop Manager:
Shop Manager is DermPRO's proprietary application that allows you to manage your online store. Log into Shop Manager directly at https://shopmanager.dermpro.com/ or by clicking on the Shop Manager tile in your OneLogin Dashboard.
Social Shops:
Social Shops are Facebook and Instagram Shops that reflect the items you sell on your DermPRO store. Having a Social Shop enables you to tag items in your social posts and stories, linking your social visitors directly to the items in your DermPRO store. Your Shop listings display information pulled from your store, such as the item's image, name, price, and short description, and a View On Website button links directly your DermPRO online store for purchasing. DermPRO will set up and maintain your shops as part of our Social Shops Setup and Maintenance service.
Store Back-End:
Also referred to as the Magento Back-End, the Store Back-End is a user interface where you can manage certain aspects of your store. To get to the Store Back-End, go to the DermPRO OneLogin Dashboard and click on the tile that shows your logo and store name. Over a period of several years, DermPRO has been moving many of the functions from the Store Back-End into Shop Manager, including functionality that we had not given you access to before it became available in Shop Manager, such as managing your Listings. Tasks that currently are performed in the Store Back-End include Subscriptions Management, Approving Reviews, and Gift Card Management.
Store Emails:
All DermPRO stores send many types of email notifications to account holders and purchasers as well as to the store administrator. The Store Emails settings in Shop Manager allow you to configure the store's primary email address that is used for sending those emails (the Sending Email address) as well as the recipients who will be sent or copied on various types of notifications. Read our Help Article, How to Configure Your Store's Sending and Receiving Emails, to learn more about the different types of emails that are sent from the store and how to edit the recipient emails.
Subscription:
A Subscription is a recurring payment that can be configured in your store, used for charging either Memberships or Auto-Replenish products at regular intervals. For important information about managing subscriptions, refer to our help article, Managing Subscriptions.
Survey Question:
The Survey Question, or Checkout Survey, is a required question you can include on the Checkout page of your store in order to obtain information from the purchaser. It is often used for associating the purchase with a staff member who referred the patient to the store, for the purpose of commission tracking. It is also commonly used by multi-location practices to request which office the patient visits, or to identify which provider the patient sees. See the article, How to Add or Edit the Survey Question, for more information.
Unhold:
The Unhold function is contextually available to you for any order that has a status of On Hold, a status that is triggered by a high fraud riskScore. You should Unhold any order that is On Hold, and then either process the order as usual or refund it, depending on whether you determine it is legitimate or fraudulent. See the article, RiskScore Calculations and On Hold Orders, for more information.
Upsell Items:
Upsell items are enhanced versions of the item being viewed, typically either a kit or bundle that includes the item, or a larger version, premium version, newer version, or upgraded version of the item. Upsell items are displayed on the product page under the heading We Found Other Products You Might Like. Learn how to configure Frequently Bought Together Items in the article, How to Configure Related Products.
