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.
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:
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.
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.
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.
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:
The Import Template has column headers of which the following are required:
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.
We highly suggest you use the “Type” field to categorize your products as it enables automated and instantaneous matching of products and contracts.
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.
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 begin, verify that your products have been matched to contracts.
Your SKU sheet is helpful for easy upload of Clyde's contracts to your POS and ERP.
To download your SKU sheet:
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.
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:
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.
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.
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:
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:
Once you click "Record Sale" Clyde will automatically send the contract information to your customer.
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:
Every Clyde ID is unique to the customer and contract sold.