eCommerce store

If you have an online store, the CMS allows you to manage your shop, products, orders and enquiries. To access your store dashboard, login to your site editor, and then click 'store' in the top grey bar. Here you have a new submenu on the left had side.

Overview

The overview gives you a quick snapshot of how many visitors and sales you've had over the past day, week, and month.

---

Managing your orders

Click the 'orders' link on the left hand menu. This is where you manage your orders, mark them as dispatched or cancelled, and arrange delivery.

​Once an order is placed by a customer, an overview will appear here, along with an order status indicator. Click on each item to see the full order details including the shipping address and product details.

From here you can print off a shipping label by clicking the 'print label' button. You can 'confirm' or 'cancel' the order, which will change the status on your orders overview. Once you change the order status, the customer will receive an automated email (you can customise these emails - see below).

---

Adding and managing products

Click 'products' on the left hand menu. This will display all the products in your store. If you don't have any, you can either upload a CSV file by clicking the three dots button next to 'add product' and click 'import file', or manually enter products individually.

To add a new product, click the blue 'add product' button on the right hand side. This will open a new page, from here you can add the product name, description, price etc, as well as add images. Fill in as many details as you like, then either click 'save and view' to go to the product page, or 'save' to stay on the current page.

---

Adding and managing categories

If you have a range of different product types, you can organise them into categories. Click 'products' on the left hand menu, and a 'categories' link will appear. Clicking this will display your categories. To add a new one, click the blue 'add category' button on the right hand side. Here you can add all the details of your category, as well as add an image, and assign products to your category.

---

Adding products to your home page

Now that you have built up your categories and product inventory, you can add them to the home page (or any other page of your site). You'll need to exit the store page by clicking 'X close' on the left. Navigate to the page that you wish to edit, and then click and drag the 'products' or categories' element from the toolbar on the left hand side over to the site, dropping it in position using the blue indicator bar.

Then click the element, and you can select the products or categories you wish to display in the new dialogue box. You can also adjust the properties and customise the way your product feed looks.

---

Customising store emails

Your store is automatically configured to send emails to customers when they place an order, when the order is shipped, etc. You can customise these emails by clicking 'store emails' on the left hand menu, then selecting the notifications you wish to use. The email previews are listed below, just click on the three dot button, then select 'edit email'. Once you're happy with your changes, click save.

---

Set Up Basic Store Information

Now that you have your store, you need to set up some basic information to make it your own. Go to the Store page and then click Setup.

Click Edit to  enter your store information: name, address, email and optional phone number. What you enter here is what displays on all your generated store communication, such as invoices, orders, and emails. By default, this address is also used as your shipping address, but you can change that when you set up Shipping.

Note: An address is required to set up the automatic tax calculator for the US and for real time shipping, and by default your store address is used. So it's a good idea to set one up.

Click Save when done. To make changes once you've saved your info, click the Edit button again.

​About Your Addresses, Shipping, and Taxes

There are different types of addresses you can have for a store. There's the main store address (configured on the Setup page) used on invoices and other correspondence. You can also have a shipping address, which may be different from your main address. This is where you ship your orders from. This address has tax implications, as where you ship your orders from can determine the taxes you need to collect. 

You can also set up additional addresses on the tax page. These addresses represent all the physical locations for your store, including your main store address and shipping address. It's important that you list all addresses, as you may need to collect taxes based on where you're located. 

Set Up Currency, Weight, and Cart Options

The General Settings area on the Setup page is where you can set your store currency, the unit of measure used, and how your cart should behave.

Configure Currency

We provide numerous currency options for your store. The currency you choose is what is displayed on product prices in your store, and it is the currency used to process your payments. Our platform supports all the currencies currently available through our payment processors, such as Stripe or Square. You can select only one currency per store, but that doesn't mean people who use other currencies can't make purchases; it just means their purchases will be processed in the currency you've selected. The credit card processor converts their payment from their currency to your currency.

Note: If the currency you want is not listed, it's likely that our current payment processors don't support it. We’re always updating our list when a payment processor adds support for a new currency.

Changing the currency changes the currency symbols displayed to your customers. You'll need to click Publish for currency changes to take effect on your live site.

To set your currency, go to the Store page and then click Setup in the sidebar. Scroll down to General and click Edit. Use the Currency drop-down to select the right one for your store.

Set Up Units of Measure

Our platform supports either the imperial or the metric system for unit of measure. 

To set the unit of measure, in the General section of the Store > Setup page, choose the one that's right for your location.

Selling Just One Product? Skip the Cart!

By default, your store will use a shopping cart. Your customers browse through your store, choosing items to add to their cart. Once ready to purchase, they open the cart page, review their selections and then move on to the checkout flow where they enter payment information and place their order.

However, you can set up your store so that it bypasses the cart. On your product pages, instead of having an "Add to Cart" button, it says "Buy Now." When clicked, the customer goes directly to the checkout flow. This is useful if your store has just one product, or if customers typically only purchase one item at a time.

To skip the cart, in the General area of the Store > Setup page, select the Buy Now option.

---