This SharePoint Add-in creates an instant online store with shopping cart to manage all of your company-branded merchandise.
Bulletproof Apps are no longer available for download in the Microsoft AppSource store and will be retired permanently on December 1, 2022. Please contact Bulletproof for custom app development services using Microsoft 365 and Microsoft Azure.
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Getting Started
Follow these steps to download the Company Store from Microsoft AppSource. (We'll do our best to keep the screenshots up to date, your actual steps may vary)
When browsing web pages describing the Company Store on the Bulletproof Apps for SharePoint site, click the Download from Microsoft AppSource button. Or, go directly to https://appsource.microsoft.com and search for "Bulletproof".
On the Microsoft AppSource page for the Company Store, click GET IT NOW.
Links to the terms of use and privacy policy are provided. Click Continue.
Select a SharePoint site, and click Continue. This step makes the app available to SharePoint. (Note: to make the app available to all site collections, install the app at the root site collection of your SharePoint tenant.)
A link is provided that describes the required permissions for the app. Click ADD IT.
Click Continue to confirm.
Uncheck the box if you don't want to immediately add the Company Store to the root of your site collection. Click Return to site.
To add the Company Store to a specific site, follow the steps in the next help topic How do I add the app to my SharePoint site.
After downloading the Company Store from Microsoft AppSource, you can add the app to a site just like any other list or library. Follow these steps:
Before you add the Company Store to your SharePoint site, consider the following:
Open the gear menu, and select Site Contents.
In the Classic Experience, click add an app.
In the New Experience (the Modern UI), select New > App.
Click the icon for Company Store.
If this is the first time you are adding the app to your site, you'll need to grant permissions. Click Trust it. The following permissions are required:
Information about data and privacy can be found at https://bulletproofapps.azurewebsites.net/Home/Privacy.
When the installation is completed, you should see Company Store listed in your Site Contents.
**NOTE** The Internet Explorer browser is not officially supported by Bulletproof.
Add https://bulletproofstore.azurewebsites.net to your Trusted Sites list in Internet Explorer, or you may not be able to browse the app or see images. You may only see error messages, timeout messages, or blank images, because your browser doesn't trust the site. This applies primarily to the Internet Explorer browser; however, it may also help resolve issues in other browsers.
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From the navigation menu, click Deploy.
Under the heading Infrastructure Definitions, you can review a list of all Site Columns, Site Content Types, Lists and Libraries that will be deployed to your site. Site Columns and Content Types are deployed to the Site Collection, and Lists are deployed to the site where the app is installed. You must have appropriate permissions to these locations.
Under the heading Deployment Status, click Deploy Now.
Messages will be displayed showing the progress of the deployment. When the deployment is completed, the status indicator will read Deployed.
In the upper left-hand corner of the screen, click the link Go back to [your site name].
Click Site Contents using the gear menu or from the left-hand navigation.
You should see ten (10) new lists and libraries:
If you collect tax from staff on their purchases, you should enter the office location with the applicable tax rate. Follow these steps to add your office location and tax rate:
Open the gear menu, and select Site Contents.
Click the CS Office Locations list.
Click New Item (classic experience).
Or, if you are using the new experience (Modern UI), click New.
Enter your office information, then click Save. All address and contact information will be displayed on invoices. The most important data fields are Tax Rate and Default Tax Rate.
For best results, all photos/images of your products should be uploaded to the CS Product Images library. Follow these steps to upload your images:
Open the gear menu, and select Site Contents.
Click the CS Product Images list.
You'll see the sample image that comes with the app. You can drag and drop files from Windows Explorer, or click Upload to browse for images on your computer.
When entering product information, you'll need the URL (web address) for each image. Click the ellipsis (...) in the lower right corner of the thumbnail image to see the URL.
If you are using the New Experience, you'll see a Copy Link button in the toolbar. DO NOT USE THIS LINK. It's a temporary secure link that is not intended to be used by a web page.
Instead, click the image so that it opens by itself in the browser. Then, click the View Original button in the toolbar.
Finally, you can copy the actual link to the image from the browser address bar.
All product information is entered in the CS Products list, and the quantity of products currently in stock is entered in the CS Products In Stock list. Follow these steps to add your products to the store:
Open the gear menu, and click Site Contents.
Click the CS Products list.
You'll see the sample product that comes with the app.
Click New Item (classic experience).
Or, if you are using the new experience (Modern UI), click New.
Enter product information, then click Save.
For each product, you must enter the quantity currently in stock. Go back to Site Contents, and click the CS Products In Stock list.
You'll see the sample product that comes with the app.
Click New Item (classic experience) or New (modern UI).
Enter the number and size of products in stock, then click Save.
Now that you have added your office location, tax rate, product images, product information, and quantity in stock, you can browse the Company Store interface to see how it looks. Follow these steps:
Open the gear menu, and click Site Contents.
Click Company Store.
In the top navigation, click Company Store.
Verify that all categories applied to products are shown in the Filter by Category section.
Verify that all product details, sizes, and quantity in stock are displayed.
If you see Invalid Image Link displayed, please ensure that the image has been uploaded to the CS Product Images library and the Product Image link in the CS Products list references the image in the CS Product Images library. The image link must be a direct path to the image, not a temporary "secure" link created by the Copy Link toolbar button.
All product images must be uploaded to the SharePoint site where the Company Store is installed. Otherwise, your web browser may consider an external image to be a potential "cross site scripting" security issue.
If you see a broken image link, please try the following.
You must apply permissions to the lists before users can use the Company Store. You can use the built-in permission levels that come with SharePoint, or create your own custom levels. Follow these guidelines:
The CS Administrators list contains a list of all users who are administrators of the Company Store app. Administrators can see all of the administrative pages and menu items, including the Process Orders page. Regular users can only see the Company Store page.
The CS Office Locations list contains office location(s) and the default tax rate applied to products.
The CS Order History list contains all line items for orders that have been processed.
The CS Orders list contains all pending orders and all orders which have been processed.
The CS Payments list contains all completed payment information.
The CS Product Images library contains all photos/images of products.
The CS Products In Stock list contains all product sizes and quantity in stock.
The CS Products list contains all individual product information.
The CS Shopping Cart list is a temporary storage location where all users' shopping cart items are saved.
The CS Staff Reward Points list contains a list of staff members and their total accumulated reward points (paid subscriptions only).
Bulletproof Apps for SharePoint use the SharePoint Provider Hosted Add-In Framework. This means that Bulletproof hosts a website in Microsoft Azure cloud services that contains all of the app's web pages and web parts. Every website in Microsoft Azure is assigned a web address like "myapp.azurewebsites.net". When you click on the app in your SharePoint site, you get redirected to this site. All apps are secure and authenticated by your SharePoint site.
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Company Store - User Guide
The Company Store page gives you the ability to browse products, filter by category, and search by product name/description. Here is an overview of your options:
Open the gear menu, and click Site Contents.
Click the Company Store app.
Most users will be taken directly to the Company Store page. If you are an administrator, click Company Store in the top navigation.
To browse all products, simply scroll down the page. Details for each product are displayed in separate panels.
Click on any category name in the Filter by Category panel to see only products tagged with a specific category.
Use the Product Search panel to search by product name or description. As you type in the Quick Search box, the product list will be instantly filtered by your search terms.
Click Show All Products at any time to view the complete list of products.
When you find the product you'd like to order:
The item(s) will be placed in your shopping cart. To remove the item(s) from your cart, simply click the trash can icon.
Once you have all desired items in your shopping cart, click the Submit Order button. Here's a screenshot:
Your pending order(s) will be visible in the My Cart panel until they are processed by the store administrator.
Company Store - Administration
Most users will only use the Company Store page. Store administrators have pages to Process Orders and View Invoices. Administrators also have an Administrator Dashboard and pages for Deployment Options, Configuration Options, Contact Information, Upgrade Options, and Online Help.
The Administrator Dashboard gives you a quick status update on the following:
The Deployment Options page is where you deploy Site Columns, Content Types, Lists and Libraries to your site. There are ten (10) lists and libraries required for Company Store data. All data remains on your SharePoint site, so that you have complete control over your data.
The Configuration Options page is available with paid subscriptions only. The following options are available:
The Contact Information page is where you enter primary contact information and communication preferences. This person will receive notifications regarding product updates and maintenance.
The Upgrade Options page is where you can purchase a paid subscription and manage upgrades. This page also provides status indicators and messaging regarding Current Version, Current License, and Payment Status.
The Online Help page provides all online help topics and also includes a form to submit a request to Bulletproof Support.
The More SharePoint Add-Ins page lists additional apps you may be interested in. Bulletproof also offers Security as a Service, Managed Services, Professional Services, Educational Services, and more.
The Company Store page is the main storefront with Shopping Cart, Filter by Category, Product Search, and list of available products. This is the default page for most users (non-administrators).
The Process Orders page allows administrators to review pending orders, modify orders, and enter payment details.
The Process Orders page also contains a View Invoice link (paid subscriptions only).
The Administrator Dashboard is the home page for Company Store administrators and will display a variety of status messages. See below for a sample of the status messages you may see on the dashboard.
When the Company Store app is first added to any site, the Deployment Status will show as Not Deployed.
After you have completed deployment of Site Columns, Content Types, Lists and Libraries, the Deployment Status will change to Deployed.
Contact Information will show as Not Verified until you confirm a primary contact and choose communication preferences.
You will start with a Free license as the Current License.
When you purchase a subscription, the Current License will show the license level. You will also see messaging about when your subscription will expire.
When using the Free version, Payment Status will show as No Payment Required.
Once payment is completed and you have an active subscription, Payment Status will show as Paid.
(Paid subscriptions only) The option Use Reward Points on the Configuration Options page will transform the store into a company rewards program. Here's how it works:
Check the Use Reward Points box on the Configuration Options page. Click Save.
All products in the Company Store will show how much they cost in Reward Points.
Reward points will be automatically deducted from the staff person in the CS Staff Reward Points list.
(Paid subscriptions only) This option on the Configuration Options page helps the store administrator manage the quantity of products currently in stock. It also instantly communicates to other users how many items are currently available.
Check the Automatically Manage Products in Stock box on the Configuration Options page. Click Save.
Whenever a user adds or removes items from their shopping cart, the quantity of the product will be automatically decreased or increased in the CS Products In Stock list.
(Paid subscriptions only) This option on the Configuration Options page creates an invoice for every order which can be viewed online and/or printed to be included in the shipping package. Here are more details:
Check the Enable Invoice Display box on the Configuration Options page. Click Save.
In the Order Details panel, click View Invoice.
The invoice for the order can be printed, or a link can be emailed to the staff person.
(Paid subscriptions only) If you decide to use invoices, this option on the Configuration Options page can greatly reduce data entry. The invoice can display address and contact information for the staff person. Enabling this option will automatically copy any contact information from the current user's previous order. Here are more details:
Check the Automatically Prepopulate Invoice Contact Info box on the Configuration Options page. Click Save.
When any user clicks the Submit Order button in their Shopping Cart, the app will search for the user's previous order and copy their contact information into the current order. This will significantly reduce data entry time.
Contact information for the staff person will be displayed on the Invoice.
(Paid subscriptions only - New in Version 1.0.2) This option on the Configuration Options page will hide all products when the Company Store page opens for the first time, and the browser will wait to load images until after the page loads.
Check the Hide Products on First Page Load box on the Configuration Options page. Click Save.
When any user opens the Company Store page for the first time, there will be no products displayed. And because the browser will wait to load images until after the page loads, the page should load faster.
(Paid subscriptions only - Improved in Version 1.0.3) This option on the Configuration Options page will individually load all images from the CS Product Images list after the browser loads the Company Store page. This is only recommended if you experience broken links on your product images.
Check the Enable Direct Image Loading box on the Configuration Options page. Click Save.
(NOTE: this is only recommended if you are experiencing broken image links.)
(Paid subscriptions only - COMING SOON in Version 1.0.4) This option on the Configuration Options page allows you to enter custom text for all labels and messaging on the Company Store page, Company Store web part, Process Orders page, and Invoice page.
All custom text options are initially hidden to save space on the page. Click the button Click here to show/hide options for configurable text to expand the list of options.
The Company Store logo and some links can be hidden by unchecking the applicable boxes.
The text for page/section titles, descriptions, labels, button text, and messaging can be changed in the applicable textboxes. Simply enter your own custom text, and click Save.
There is also an option to pin the Shopping Cart and Filter by Category sections to the top of the page. This allows the user to see the Shopping Cart while browsing a long list of products. The pinned section will have a maximum height of 550 pixels and will likely have a vertical scrollbar. This feature works best on the Company Store app page (not the web part).
If you want to pin the Shopping Cart and Filter by Category sections using the Company Store web part (on your own SharePoint page), you should set the web part height to 550. This matches the maximum height of the pinned section and is the only way to keep the section in a fixed position on the page. It will also likely create 3 scrollbars on the page which may not be an acceptable user experience.
The reason it doesn't work better is because SharePoint uses HTML "iframe" elements to host web parts from SharePoint Add-ins. The "iframe" is a completely independent page within the outer SharePoint page. Therefore, an area of the page with a fixed position will only work in conjunction with the height of the web part.
The Company Store page and the Process Orders page use SharePoint lists and libraries to manage the data. Here is an overview of how the entire process works:
An item is added to the Shopping Cart.
The shopping cart data is stored in the CS Shopping Cart list with a Cart Item Status of Added to Cart. A temporary Order Number is generated and saved in the Order No column.
If the item is deleted from the shopping cart, that means the item is deleted from the list.
If the configuration option Automatically Manage Products in Stock is enabled (paid subscriptions only), then the quantity of the products in the CS Products In Stock list is decreased/increased whenever item(s) are added/removed from the shopping cart.
When the Submit Order button is clicked, the shopping cart displays the order under the heading Pending Orders.
The item(s) in the CS Shopping Cart list are modified. Cart Item Status is now Order Submitted. A new Order Number is generated to synchronize all related data in the CS Shopping Cart list and the CS Orders list.
A new order is created in the CS Orders list with the same Order Number saved in the Order No column. Payment Status is Pending.
The store administrator can view the order using the Process Orders page. You may want to manually add some information to the order (shipping information, invoice comments, staff contact information, etc.). Click the View in CS Orders List button to view or edit the order.
The store administrator enters payment information in the Process Payment panel under Enter Payment Details.
And, the Payment Status is selected under the heading Update Order - Archive Shopping Cart Items. When the Process Payment button is clicked, multiple updates to the data are initiated.
Payment details are saved in the CS Payments list. The Order Number is synchronized in the Order No column.
The order is updated in the CS Orders list. Payment Status is updated to the value selected on the Process Orders page.
All related item(s) in the CS Shopping Cart list are moved to the CS Order History list as an archive.
The Process Orders page is where store administrators can view orders and record payments. Follow these steps:
In the top navigation menu, click Process Orders.
In the Filter by Order No. panel, select an order and click Apply Filter.
Some order information is displayed in the Order Details panel.
Review the individual line items from the shopping cart in the Order Items panel. Links to the CS Shopping Cart list and CS Order History list are provided for your convenience.
Review existing payments in the Payments panel. Links to the CS Payments list and the CS Staff Reward Points list are provided for your convenience.
Enter new payment details in the Process Payment panel.
Select a Payment Status. Click Process Payment to:
Removing a single line item from an order can be done with a single click. Cancelling an entire order requires a few extra steps. Follow these steps:
Individual items can be deleted by clicking the trash can icon in the Order Items panel. When you delete item(s) from an order using the Process Orders page, the quantity will be increased in the CS Products In Stock list (paid subscriptions only).
To delete the order itself, click the View in CS Orders List button in the Order Details panel.
Click Delete Item in the ribbon.
All SharePoint lists and libraries will be visible to users of the Company Store site. Here are some recommendations to make the experience more user friendly:
Because the Company Store data is saved in standard SharePoint lists and libraries, your staff can browse the list data just as easily as browsing any other SharePoint site. We recommend that you update the default views on the following lists so that data is restricted to the current user.
If you are using the Use Reward Points option (paid subscriptions only), you have the option of creating a new view on the CS Staff Reward Points list so that managers can see the current point totals for their staff.
One benefit of saving the Company Store data in your SharePoint lists is that you can create additional Views to report on the data. Examples of reports you could create are:
Yes, follow these steps to create an email alert on the CS Orders list:
On your SharePoint site, open the gear menu, and click Site Contents.
Click the CS Orders list.
Enter a meaningful Alert Title, for example "New Company Store Orders". Set the Change Type to New items are added. Update other options as desired, and click OK.
SharePoint site collection administrators can modify the site columns used in the Company Store. This is where drop down list choices and type of currency is managed. Modifying site columns, content types, and lists could cause errors in the Company Store app if done incorrectly, so please ONLY make changes as documented below:
You must be a Site Collection Administrator to modify site columns. Browse to the top level site in the site collection where the Company Store app is installed.
Open the gear menu, and click Site Contents.
Click Site Settings.
Under the heading Web Designer Galleries, click Site columns.
Select Company Store Columns in the Show Group drop down list. You can customize the following site columns (REMINDER: modifying any site columns NOT listed here could cause errors in the Company Store app).
Click on the Product Category link.
Update the category names to fit your requirements. Click OK.
Click on the Payment Method link.
Update the payment methods to fit your requirements. Click OK.
Click on the Shipping Method link.
Update the shipping methods to fit your requirements. Click OK.
Click on the Price link.
The Currency Format for all currency columns will default to your site regional settings, and the format should not need to be changed. However, if you do want to change the currency displayed on the Company Store page and Process Orders page, select a new Currency Format here. The Price column controls the display of those pages.
Click OK.
Yes, the store interface is available as a web part which can be added to any SharePoint page on the same site where the app is installed. Follow these steps:
If your web page uses the New Experience (Modern UI), click Edit.
Click the Plus (+) icon to add a web part, and click Company Store.
Depending on the type of page, you may need to resize the web part. If so, click the pencil icon.
Make one or more changes as needed.
Click Save and close (or click Publish).
If your page uses the Classic Experience, follow these steps. These screenshots were taken using a Web Part Page. Click Edit Page.
Click Add a Web Part in a zone that spans the entire page.
Select Company Store, and click Add.
You will probably need to edit the height and width to eliminate scrolling issues. Update these settings in the web part properties.
Click Apply to save new web part properties.
Click Stop Editing to save the page.
If you see Invalid Image Link displayed, please ensure that the image has been uploaded to the CS Product Images library and the Product Image link in the CS Products list is a direct link to the image (not a temporary "secure" link generated by the Copy Link button). For best results, all product images should be uploaded to the site where the Company Store is installed. Otherwise, your web browser may consider an external image to be a potential "cross site scripting" security issue.
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Minor software patches and bug fixes will be applied automatically. However, when new functionality becomes available, you'll be notified that a new version is available. Follow these steps to upgrade to a new version.
When new functionality is available, you'll see messages displayed on both the Administrator Dashboard and Upgrade Options pages.
From the navigation menu, click Upgrade.
A description of new features and functionality that are included in the upgrade is displayed on the page. Click Upgrade Now, and the new functionality will be immediately available.
You can uninstall the app from the Deployment Options page. Follow these steps:
On the Deployment Options page, select Click here to uninstall.
Click Uninstall Now to confirm.
Manage User Licenses
In the top navigation menu for your app, click Configure.
Scroll down to the User Management section.
If your Total Licenses shows Unlimited, then your app can be used by an unlimited number of users. No user management is required. Please note that depending on the app, there may be restrictions on the number of users allowed per site.
Otherwise, Total Licenses will show the maximum number of user licenses available, and additional options will be visible.
To manually add a new Authorized User, enter their email address in one of the textboxes and click Save.
Purchase a Subscription
Yes. The Free License comes with limited functionality for five (5) users. A 30-day free trial can be activated to see all functionality included in paid subscriptions. Follow these steps to activate a free trial.
All Configuration Options are disabled when using the free version.
To activate a 30-day free trial, click Upgrade in the top navigation menu.
Click Activate Now on any subscription level to instantly activate a free trial.
The Current License and Payment Status will be updated, and the free trial will expire in 30 days.
Click Configure in the top navigation menu.
The Configuration Options are now available. There are dedicated help topics for each option in the Company Store - Administration section of the online help.
To start the payment process, go to the Upgrade Options page and click Pay Now for the desired subscription level. You'll be taken to the Bulletproof Apps for SharePoint website to Verify Your Address and confirm your purchase. Then, you'll be redirected to PayPal to complete the purchase. Follow these steps to purchase a subscription.
From the navigation menu, click Upgrade.
Click Pay Now to start the payment process.
A new browser tab will open, and you will be redirected to the secure Bulletproof Apps for SharePoint website to verify your address. Enter your company address, then click Verify and Save.
Click Buy Now to confirm, and you will be redirected to a secure PayPal site to complete the purchase. A variety of payment methods are available.
After you complete your purchase, PayPal will notify us of the payment. The Payment Status on the Administrator Dashboard and Upgrade Options pages should be immediately updated to Paid. If your payment status is not updated within 24 hours, please contact Bulletproof Support for assistance.
Get Help
Before contacting Bulletproof Support, please browse the online help topics on this site. We try to provide all of the information you need to install, configure, administer, and use the app.
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The app administrator can submit a request by filling out the form on the Online Help page. Follow these steps:
Go to your SharePoint site where the app is installed and click on the app. Then click Get Help in the navigation menu.
Under the heading Submit a Request, fill out the form and click Save. A member of the Bulletproof support team will contact you.
Yes, Bulletproof has a team of SharePoint Support staff and offers support contracts as a Managed Service. Bulletproof also has a team of SharePoint Consultants in the Professional Services division who can assist you with planning, architecture, custom development, and general consulting. Go to https://www.bulletproofsi.com for more information.
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Yes, please visit the Bulletproof Apps website at https://bulletproofapps.azurewebsites.net for detailed descriptions.
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