This user manual is to help you maintain, update and use your new eCommerce website easily and quickly. You’ll find detailed screenshots, explanations and instructions on how to manage your new store.
After you’ve tried it a couple of times, you’ll find it’s easy to use and you may not need this guide any longer, but it is here as a reference.
You can access your website from:
What your customer sees, also known as “The Front End”:
The Admin panel, where you can change your website or add new products:
You’ll need to enter your username and password.
The admin area is where you can make changes, add new products, check for orders, and anything else related to your website.
Once you have logged in, you will see a list of administrative items on the left side of the screen. You can use these to move around the admin section.
For site administrator
If you like, you can give access to staff members, so they can access and change parts of your shop. This takes less than a minute.
To give a staff member access, log in to your account and do the following:
Your new team member will receive an email, and be able to set their own username and password.
That’s it: your staff member will now have access.
To remove a staff member: Navigate to Account as above, and click the trash can icon or “Remove”.
While logged into the administration panel you can easily switch between the admin panel and your store. This allows you to make changes to your store and then quickly and easily view them so you can see what your customer will see.
To switch from the store admin to the store front click on the ‘View your store’ button in the upper left of the admin panel.
This will take you to your store in a new browser tab where you can view your changes.
To switch back to the admin panel; from your store click the ‘Go to store admin’ at the top right of the store.
You will be taken back to the store administration panel.
Your website comes pre-loaded with several products added. From time-to-time, you might want to add, remove or change product information. This section describes how.
Adding products to your store is an easy process.
First, are you sure you want to delete the product? Or do you just want to hide it from public view, for example while you get more stock in?
If you really want to delete it:
If you just want to hide it:
At some point you may want to update existing products. To update an existing product:
If you want to update the price of a product or the quantity you can do so from the ‘Inventory and Variants’ section of the product page.
To view and manage your customers click on ‘Customers’ in the left-hand navigation menu bar .
Here you can track the order history of your customers, see who is spending the most and who keeps coming back. You can also create customer groups or saved searches that can be dynamically updated.
Collections are groups of products based on some criteria. To add/edit custom and smart collections of products click on ‘Collections’ in the navigation menu bar.
Here you can create and edit collections, which are different groupings of products based on criteria that you choose.
When we set up your store, we’ve created some initial collections. You can refer to these as examples. In order for your products to appear in the right collection, you’ll need to do the following:
To manage the filters, please go to Apps > Power Filter App.
The ‘Blog posts’ area (under the Your Website section in the left-hand menu) is where you manage your store blog. Click on ‘Blog posts’ in the navigation menu bar.
Here you can add new blogs, and write new articles. You can also edit pages and set them to either visible (published) or hidden.
The ‘Pages’ area is where you add/edit the various pages of your website (e.q. Contact Us, FAQ, About.) Click on ‘Pages’ in the left-hand side menu under Your Website.
Here you can add/edit the pages of your website and set them to either visible (published) or hidden.
To add/edit store discounts click ‘Discounts’ from the main navigation bar.
In this section, you can add/edit special discounts or discount coupons if your account plan allows it.
The settings section is the main administrative area for managing general settings, regions & taxes, checkout & payment, shipping, email & notifications and DNS & domains. Click on ‘Settings’ from the left-hand side menu.
This will take you to the Store Settings page where you will see a new left-hand side menu.
You can upload a custom logo to bring your storefront together and keep with your brand. The logo is set in your theme settings. Select ‘Themes’ from the left-hand side menu and then ‘Theme Settings’.
In Theme Settings select ‘General Settings’:
In the dropdown box for ‘Site logo’ choose ‘Custom uploaded image’ and then click the ‘Choose File’ button to browse and select your logo image. Once done select ‘Save’ at the bottom of the settings page to save your changes. The logo will now appear on in your store.
You set your shipping options in the shipping module, which is accessed by navigating toSettings -> Shipping. This will open the shipping page as seen below.
Here you can add a variety of weight-based or price-based shipping rates.
To add weight-based shipping rates click the ‘Add shipping rate’ button. This will pop up the shipping rate tool.
Name the new shipping rate, and then under ‘Criteria’ choose ‘Based on order weight’ and set the weight range and shipping price. Click the Save button to add the new rate.
To add price-based shipping rates click the ‘Add shipping rate’ button. This will pop up the shipping rate tool.
Name the new price-based shipping rate. Under criteria choose ‘Based on order price’. You can set the price range the shipping rate will affect by entering the low end of the price range and either using the ‘and up’ to affect all prices above or click on the ‘and up’ to enter in an upper range value.
Click on the ‘Save’button to save the new shipping rate.
You may need to ship your items to multiple countries and want to create new shipping rates for those countries. You can do this from the ‘Shipping’ section. Click on the ‘Add Country” button.
Select the country from the dropdown list and click the ‘Add country’ button.
You can then set the preferred tax rate for the new country under ‘Taxes’ in the left-hand side administration menu.
To process an order go to ‘Orders’on the left-hand side menu.
Here you can view all of your orders. You can filter orders by Order Status (open, closed, cancelled), Payment Status (paid, pending, authorized, abandoned, refunded, voided) or Shipping Status (fulfilled, partial, not fulfilled.)
Click on the order you wish to view or process. This will take you to the status page of that order .
On this screen you will find all the details of the order from customer name and email address, shipping address & billing address, payment method, shipping method and information on the product ordered.
At the bottom is a section calledOrder Historythat shows you each step of the process from the order being placed by the customer to you shipping the order to the customer.
If you need to contact the customer click ‘Contact customer’.
This will open up a form where you can compose and send an email to your customer.
If you want to attach a note to this order click the ‘Attach note’ button and a form will open up where you can write and attach a note to this order.
To accept the payment for this order, click on the ‘Accept Payment’ button in the payment method box.
The box will change and you will be prompted to accept the amount charged for this order. Once you accept the status of the payment will be changed to ‘Payment Received’.
The next step will be to fulfil the order and ship the item. Click on the ‘Fulfil items’ button. This will open up the fulfilment section where you can verify the item(s), enter in a tracking number if available (can be entered in later as well) and select whether to notify the customer.
Click the ‘Fulfil items’ button to mark this item as shipped. You will now notice that back on the Orders page the order is marked as paid and fulfilled.
You can now close the order in a couple of different ways. The first is to click on the order to go to its page. There you can choose ‘Close this order’.
The other method is back on the main Orders page. Check the box next to the order(s) you want to close. This activates a dropdown box with several options.
You can close the order, open the order or capture payments. Click the ‘Close Orders’ to close the order(s). This is a great way to batch process multiple orders.
When a customer places an order there are a number of things that happen automatically.
These emails are fully customizable in the ‘Notifications’ panel under ‘Settings’. Here you will find all the email templates that will be sent when an event occurs such as an order being placed, an order shipping or when an order is cancelled.
What do I need to do when I get an order?