So you have started an online shop and need to manage your day-to-day activities.

Add a new product

eCommerce -> Products

Create New Product

or

Select the 3 dots at the right of another product and select Duplicate

Give the product a Unique Name, Description, any additional details, Price, other details including Stock Level if you have opted for stock control.

In the Categories Tab select a category and then a sub-category (if you have not yet saved the product ignore the Error).

In the media tab select the main image from your media folder, the thumbnail image will be selected automatically, if available from the corresponding thumbnails folder, if not you can select this manually if required.

Turn off the Live option if you do not want the product to be available until you are ready to activate it.

Save the product

Once saved you can add product options/attributes, other categories, digital media files etc.

Order processing

New orders will be shown in notifications at the top right.  Numbers in a black badge indicate new orders.

eCommerce -> Orders

New orders will be listed here along with a quick selector to show In Cart, Closed, Shipped, and other status orders which are all grouped.

You can quickly change the status of an order using the drop-down at the right of each order, selecting a new status instantly updates that order.

Select multiple orders to use the execute function.

Clicking the three dots menu, on the right of an order, has options for printable documents including Checklist, Internal Order Processing, and Customer Order for packing.

Viewing and Editing an order

Click the order number on the left to view and edit all details.

Next to the status, at the top left, is a button with the next logical status update, this allows you to quickly update with just one click.  Otherwise select a new status from the drop-down list.

Confirming Payment

A status of Paid-Confirmed indicates that the payment gateway has confirmed the payment was made and is valid via the gateways' webhook, that is the gateway speaking directly to the web server in the background outside of any browser.

A status of Paid-Unchecked or Paid-Unconfirmed shows that the gateway did not confirm the payment but a purchase has been made, Click the little Certificate button to check if the gateway confirmed, otherwise a manual check of your banking system is recommended to ensure the payment was actually completed and that the correct funds were paid.

Processing the order

The checklist button (opens in a new window) can be printed and used to manually source each product from a warehouse or storage.

Click Customer Order for a printable document (opens in a new window) to include with your customer's order.

Internal Order (opens in a new window) is the same as the customer order and includes any internal notes, not for customers viewing. 

Emails

The three dots drop-down selector at top right, next to the SAVE button has options to Send or Preview emails for Confirmation of Order, and Delivery emails.

If you have tracking codes then you can add details on the Shipping Address section.

Type or paste the Tracking code given to you from your delivery/courier company.

If available type a Tracking name ie.  Royal Mail Tracked and add the tracking link (website URL of the delivery/courier service without the actual tracking code).  The link usually ends with the tracking code either with a /{tracking code} or ={tracking code}

Once saved you can preview the email that would be sent to your customer, or send yourself a test email to check if it works, before sending a copy to your customer.

Customer Invoice

Click the create invoice to assign an invoice number and send your customer an invoice for the purchases they have made.

Updating your customers with what is happening

An order status page has been created for customers to check their order status.

When changing the status of an order it is a good idea to keep the customer informed, send delivery confirmation emails, or other messages.

Completing an order

Status updates tend to go through this sequence;

Paid-Unconfirmed or Paid-Unchecked - Check that the payment has actually been made as the gateway did not automatically send confirmation.
Paid-Confirmed - payment gateway automatically confirmed payment.
Approved
Preparing
Ready to Ship
Shipped
Closed

Other status settings are available such as Rejected, Cancelled, Refunded, Fraud, Chargeback, In Dispute, etc.  If you need a status added please let us know.

Sending abandoned cart emails

Select the Abandoned Basket option to show only those baskets that have had someone register their email information.
Select each basket that you wish to send an abandoned basket email to or click the Select all option at the bottom of the list.
From the drop-down menu choose Send Abandoned or Send reminder email.
Click GO to send selected baskets an email.

Clearing old abandoned carts

Select all the baskets that you wish to remove.
Or click the select all option at the bottom of the list.
From the drop-down options select DELETE
Click GO to remove all those baskets, there is no confirmation when doing this so make sure you select the correct baskets.