Managing D&B Retail

1. Who manages what

Sign in to Magento Admin for the brand you are managing, then follow the menu paths in this guide.

Magento settings are central. App preferences are saved on that iPad/browser. Repeat device setup for every iPad. Clearing browser data can remove settings and checkout recovery information.

Shop/location ID identifies the physical shop credited with the sale. Staff ID identifies the operator. Terminal ID identifies the card reader. Magento store view determines the catalogue, currency and configuration. These are separate values.

2. Magento: enable the app & categories

Stores → Configuration → Develo → In-Person Ordering App

1. Choose the correct Scope at the top. For Bamford US, select US store MAIN, not the deprecated US store view.
2. Open General. Set Enable In-Person Ordering to Yes.
3. If a field is inherited, clear Use Website or Use Default only when you intend to override it at this scope.
4. Choose Save Config. If Magento requests a configuration-cache refresh, ask the administrator to complete it. Reopen the app after the change, when no payment is in progress.

Set Enable In-Person Ordering = No at the relevant scope to stop new app orders. This does not cancel an existing order or reverse a payment already started.

Choose the category buttons in the app

1. Open Categories → App Categories → Add categories.
2. Expand the category tree and select the category names you want to include.
3. Drag the selected rows by their handles to change their order. Use × to remove a menu entry.
4. Select Save Config, then reopen the app to check the menu.

This controls navigation. Removing a menu entry does not delete the category or prevent its products appearing in search. Manage the actual products and category assignments under Catalog → Products / Categories.

3. Magento: shops and location IDs

Stores → Configuration → Sales → In-person Retail Stores → Retail Store Attribution

1. Select the appropriate store-view scope.
2. Under Available Retail Stores, select Add retail store.
3. Enter the business-approved Store ID and a recognisable Store name (up to 128 characters). IDs allow letters, numbers, hyphens and underscores, up to 64 characters. Each ID must be unique, ignoring case.
4. Add any other locations and select Save Config.
5. On each iPad, open Settings → Store. Refresh the list, select Store ID (shop/location), then tap Done.

Keep IDs permanent and never reuse an old ID for another shop. Renaming or removing a shop does not rewrite historical orders. A removed location can no longer be selected for new orders.

If the list is empty, add the locations at the correct Magento scope. If the app says setup is unavailable, ask the administrator to check the retail-store module and access permissions. In the latest app, the field stays visible but is disabled when no choices are available.

4. Magento: receipts and email

Stores → Configuration → Develo → In-Person Ordering App → E-Receipt

Save at the correct scope using Save Config. The customer’s No, or an unrecorded choice, prevents the e-receipt and its configured copies. Standard order confirmation is suppressed for these Trunk Show orders.

In an order’s Order Source panel, check Email Receipt Requested and E-Receipt. Use Resend E-Receipt only when the customer requested it and your role has permission. The button does not override consent or the master switch.

5. Magento: payment setup

Stores → Configuration → Sales → Payment Methods → Adyen Payments

Payment administrators should check the following at the correct store scope. Staff should not change credentials while troubleshooting a customer’s payment.

Some Adyen module versions have separate online and POS API-key/merchant fields. Use each integration’s correct credentials; do not assume the online key and POS key are identical. Never enter an API key into the iPad app.

A powered-on terminal must also have internet access and be assigned to the configured Adyen merchant. Pairing in the app cannot repair Wi-Fi or change the terminal’s merchant assignment.

6. Magento: products and delivery

Products and content

Use Catalog → Products to manage names, images, prices, stock and product options in the correct website/store view. Search and listing data is supplied through Klevu, so catalogue changes must reach the search index before appearing in the app.

For Daylesford, the quick-view Details accordion uses the product’s more_information attribute. Update that field to change the hamper contents. Details starts closed; embedded hyperlinks are displayed as text so staff stay in the app.

Delivery charges and nominated dates

The app uses Magento’s available home-delivery methods and prices. Manage carrier/rate configuration under Stores → Configuration → Sales → Delivery Methods. Check the customer’s destination and basket when investigating a missing rate.

Daylesford delivery dates come from the existing product and delivery rules. Its Stores → Configuration → Develo → Delivery Core settings include Calendar Rules and Excluded Dates. Cut-offs, product schedules and available dates are calculated by Magento. These shared rules also affect the normal website checkout.

On the app’s Review step, staff choose the shipping method and a Delivery date whenever Magento requires one. An empty calendar needs investigation; staff should not bypass it or promise a date that is unavailable.

7. App: iPad and settings

Install on the iPad Home Screen

1. Open the retail app in Safari.
2. Tap Share → Add to Home Screen. Tap More first if needed.
3. Turn on Open as Web App if offered, then tap Add.
4. Launch the D&B Retail icon for the full-screen view without Safari’s address bar. Check device settings in this installed view before use.

Open the settings icon at the top right of the app. Its accessibility label is Configure payment terminal.

Tap Done after changing Staff ID or Store ID. Closing with × does not save those draft fields. Switching brands or changing a reader can be blocked while a payment is unresolved.

8. App: pair a card reader

1. Power on the reader and confirm it has internet access.
2. Select the correct brand in Settings. Under Card reader, choose Pair or Manage.
3. Enter a recognisable iPad / station name.
4. Select the reader from Connected terminals. Tap Refresh terminals if needed. Alternatively choose its Terminal model and enter the Terminal serial number, preserving every leading zero.
5. Tap Test. Resolve any error, then tap Save, which checks the connection again before saving.

AMS1 contains the digit 1, not the letter I. Use the actual model shown on your terminal; other models are available in the dropdown.

The app keeps one saved reader pairing, associated with a brand. Switching brands may show No terminal paired; saving another pairing replaces the previous one. Recheck the reader before taking payment.

Remove pairing forgets the reader on this device. It does not remove the terminal from Adyen. Never remove a pairing to bypass an unresolved payment; use the recovery procedure.

9. Take an order

1. Build the selection. Search or browse categories. Open quick view, select required size/variant options and add products. Use Details for Daylesford hamper contents.
2. Check the basket. Open Your selection. Review products, quantities and prices, then choose Continue to shipping. Let the basket finish synchronising.
3. Enter shipping details. Complete email, first and last name, phone and delivery address. Use Find address or Enter manually. Bamford US addresses require a state. Correct any highlighted missing fields.
4. Continue to payment. On Review, check Ship to, choose the Shipping method and select a Delivery date if shown as required.
5. Ask about the receipt. Select Yes or No for Email a receipt to …? Check the email address.
6. Check and pay. Verify the final amount, currency and reader. Tap Pay … on … once. Follow the terminal prompts and keep the app open. Use the reader’s cancel control if the customer cancels.
7. Confirm the result. Wait for the app’s Payment approved / Order placed confirmation. Note the order number and delivery date. If the outcome is unclear, follow section 11.
8. Finish. Ask the separate newsletter question if shown. Receipt “requested” does not guarantee inbox delivery. Choose Start new sale for the next customer.

Shipping and taxes can change the basket total. Check the final review amount with the customer: Daylesford £ / GBP; Bamford $ / USD. Stop if the currency is wrong.

10. Find and manage orders

Magento → Sales → Orders

1. Search by the order number from the app. Use Filters for date, purchase point and status when needed.
2. Open Columns and enable Order Channel, Retail Store ID and Retail Store if absent from your saved grid view.
3. Filter Order Channel = Trunk Show to find current app orders. Filter by Retail Store ID for a physical location.
4. Open the order and check items, purchased currency/total, address, delivery method/date and payment information. Check the Order Source and In-person Retail Store panels.
5. Use the grid’s Export menu for the filtered report. Shop ID and name are included. Use the permanent ID to group location sales.

Current reporting note: both brands currently send the channel Trunk Show. There is no app selector for “Instore”. Use the Magento installation/store view and Retail Store ID to distinguish sales; do not assume Daylesford already reports an Instore channel.

Fulfilment, shipments, invoices and refunds remain in your existing Magento operations process. Check the payment before refunding or cancelling; the iPad is not a refund tool. These modules do not provide an admin editor for changing a completed order’s shop or channel.

11. Payment problems and recovery

Retry while keeping the basket

1. Have the administrator check Magento and Adyen. Confirm the terminal request has ended, no payment was authorised, and no order needs completing.
2. Only then tick the app’s confirmation that those checks have been completed.
3. Choose Retry terminal payment. Items, delivery details and receipt choice are retained. The app rechecks the basket and total; changed details must be reviewed before paying.
4. To edit the checkout first instead, expand Release a checkout after checking Magento and Adyen and choose Release checked checkout. This keeps the basket and returns to shipping without starting another payment.

Capture useful support information

Open Payment diagnostics → Copy payment diagnostics. Send it to your authorised support team with the brand, time, amount/currency, what the terminal displayed, and any Magento order number or Adyen payment reference. Do not include API keys, passwords or card details.

12. Daily checklist & common fixes

• Open the Home Screen app and select the correct brand.
• Confirm shop/location and Staff ID; tap Done after changing them.
• Check the reader is charged, online and paired with this brand.
• Confirm products load and currency is correct.
• Resolve any previous pending payment before serving another customer.