Box by Potter: platform documentation
A Box is a dedicated instance of the Potter commerce platform that a vendor, typically a bank, operates for its merchants. It provides the tools to manage merchant businesses, accept online and in-person sales, and deliver secure public websites under the vendor’s brand.
Merchant data remains in the Box operated by the vendor. Potter separately operates the proprietary website engine and hosting service that publishes complete merchant websites and serves their secure public traffic.
New here? Start with How Box works, then use the guides below to configure your Box and the services available to your merchants.
Start here
How Box worksPotter managed servicesCommerce capabilitiesAvailable featuresPlans & tiersPotter Website HostingMerchant dashboardBox Retail RailsBox CLIQuickstart: create & run a box
What you operate
- Your team uses the Box console to manage merchants, access, branding, and the commerce capabilities included in your plan.
- Each merchant uses a dedicated merchant dashboard to run day-to-day operations such as products, orders, customers, payments, and content.
- Potter Website Hosting publishes each merchant’s complete website and serves protected internet traffic. The proprietary website engine and templates remain Potter-operated IP and are not included in the Box license.
Glossary
| Term | Meaning |
|---|---|
| Box | A dedicated Potter commerce platform operated by a vendor for its merchants. |
| Commerce engine | The secure business services that power catalog, orders, payments, customers, and other enabled capabilities. |
| Box console | The private workspace the vendor’s team uses to administer its Box and merchants. |
| Potter managed services | The licensing, software delivery, domain, and traffic services Potter operates for every Box. |
| Potter Website Hosting | A separately operated managed service that publishes complete merchant websites over HTTPS. Potter retains its proprietary website engine, templates, source code, and hosting infrastructure; use of the service does not license that technology to the customer. |
| Merchant dashboard | The private workspace each merchant uses to manage their business. |
| Box Retail Rails | The tools that connect in-person selling experiences to the same products, customers, orders, and payments used online. |
| Merchant | A business operating within a Box, with its own staff, settings, data, and public website. |
| Plan capability | A product feature included in a Box subscription plan. |