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Getting Started In-store

Setup

Clyde is a great tool for in-store sales. You can use Clyde’s dashboard to sync your catalog with Clyde’s database of insurance contracts, receive and download important information about your program, and ultimately record contract sales.

More than One Physical Location

If you have more than one location, you might want to use Clyde’s API/SDK to integrate with your POS platform.

After reading this document you will understand how to use the following features and how they help you sell in-store. We will walk you through the following steps to get you up and running for in-store sales:

  1. Import products to Clyde
  2. Upload contracts to your POS catalog
  3. Download your rate sheet
  4. Record sales
  5. Tracking in your ERP (Enterprise Resource Planning)
Supported Platforms

If your in-store product catalog is connected to a supported platform (such as Shopify, Magento or API/SDK), then you can advance directly to downloading your rate sheet.

Before You Begin

Apply for login credentials to Clyde’s dashboard. Once we review your submission, a member of our deployment team will be in touch with login credentials and a timeline for launch. You can add other members of your team or floor managers to Clyde’s dashboard at any time.

Importing Products to Clyde

When your in-store POS is not on a supported platform, or you want to use separate logins for online and in-store, you’ll need to upload your product catalog to Clyde’s dashboard. Once completed, Clyde will match your products to contracts.

Bulk Upload

The first time you upload products to Clyde you’ll want to do a bulk upload to cover the expanse of your in-store catalog. You can do bulk uploads of your catalog whenever you want without creating duplicates within your dashboard. If you submit a SKU that already exists in Clyde’s system, that new information will overwrite the old information associated with that SKU.

Follow these instructions to do so:

  1. Login to Clyde
  2. Go to the Products page
  3. Click the “Import products” button
  4. Download the template
  5. Add your products to the template
  6. Return to the “Import products” module
  7. Click “fileName.csv” to upload your template
  8. Click “Submit”

The Import Template has column headers of which the following are required:

  • Name: The product’s title
  • Type: The category or tag of a product
  • SKU: The Products SKU (must be unique)
  • Price: The selling price
  • Manufacturer: Who makes the product. If this is unavailable, you can submit N/A.
Location of bulk upload feature

Manual Upload

You can use Clyde’s “New product” feature to upload individual products before or after you sell a contract for them (assuming they are within a supported category). To do so, click on the “New product” button in Clyde’s dashboard.

Location of manual upload feature
Utilizing Categories

We highly suggest you use the “Type” field to categorize your products as it enables automated and instantaneous matching of products and contracts.

Changing Product Price

If/when you update the price of an item, you must also update its price in Clyde. We suggest you do a bulk upload of your entire catalog every two weeks.

Upload Contracts to Your POS Catalog

You can export Clyde’s contracts from your dashboard for easy upload to your POS. You may want to do this for tracking in your ERP, associating contracts to products for easy recall, or so you can easily track contract sales for recording of sales within Clyde’s dashboard.

Before You Upload

Before you begin, verify that your products have been matched to contracts.

Download SKU Sheet

Your SKU sheet is helpful for easy upload of Clyde's contracts to your POS and ERP.

To download your SKU sheet:

  1. Go to the Products page
  2. Click "Export SKUs"
Export SKUs feature

Each row in the sheet represents a different Contract SKU, it’s term and price, and its associated products. Below are a few terms and their definitions for reference.

  • Contract SKU: unique ID for a contract
  • Contract Term: coverage’s length, in years
  • Contract Price Band: The sale price for which products are associated with that contract
  • Contract Premium: the price of the contract, excluding your margin
  • Contract Category: the type of contract
  • Matched Product SKUs: the Product SKUs that fall within the contracts price band

Download Your Rate Sheet

You can download and use your rate sheet for easy access to pricing while on the sales floor or behind the register. Clyde’s rate sheets has info on pricing, plan benefits, and the “type” of product that a contract applies to.

To download your rate sheet:

  1. Go to the Products page
  2. Click "Export rate sheet"
Location of rate sheet feature


The rate sheet has three sections: contract information, plan features, and matched product categories. Each tab represents a different contract plan associated with your products. Depending on your type of store, there might be numerous sheets. Below are definitions or a brief explanation about the different fields and information you will see in each section of the rate sheet.

Contract information
  • Price Band: A product’s price must fall within the price band for it to be matched to the contract.
  • ADH: True if your plan includes coverage due to Accidental Damage from Handling (ADH) and False otherwise.
  • Term: The length of coverage (in terms of years).
  • SKU: The warranty’s unique ID.
  • SRP: The Suggested Retail Price (SRP) of your protection plan; This includes your margin.
  • Product SKUs: The list of products that fall within the warranty’s price band.
Features
  • Plan benefits and value. Floor managers can use this information to better sell plans.
  • Additional info about contracts, such as the plan's start date and your margin.
Product categories included
  • Product Categories: The types of products that have been matched
Your Margin

Your SRP is dependent on the margin you’ve set for your store. By default, Clyde will set an optimized Margin. This can be adjusted on your “Contract settings" page. Don’t forget to re-download your rate sheet if you adjust your margin.

Record Contract Sales

When you sell a contract to a customer you must record that contract sale in Clyde’s dashboard. We will then activate the contract and deliver the contract information to your customer. You can record the contract sale by opening the Products page on Clyde’s dashboard and clicking “Record Sale” on the product that a contract has been sold for.

To record a contract sale:

  1. Go to the Products page
  2. Search for your product by name or by type
  3. Click "Record Sale" button
  4. Select the contract term
  5. Fill in customer info
  6. Check the price confirmation checkbox
  7. Click "Record Sale" button
Location of Record Sale feature
Timeframe

You can record contract sales at the time of sale, or all at once at the end of the week. We suggest you don’t wait more than a week to record sales.

The Record Sale feature has the following required sections:

  • Contract term
  • Customer email
  • Customer phone number
  • First name
  • Last name
  • Mailing address
Requirements for recording sales manually
Reporting Sales

Once you click "Record Sale" Clyde will automatically send the contract information to your customer.

Tracking in Your ERP

You may want to record a unique contract sale identifier in your system for various bookkeeping reasons. Clyde automatically supplies you with a unique contract sale ID upon the recording of a sale.

To find a contract’s ID:

  1. Go to the Sales page
  2. Search for your customer and click on their sale
  3. Copy the "Clyde ID"
Location of a sale's "Clyde ID"
Unique IDs

Every Clyde ID is unique to the customer and contract sold.