Essential Ecommerce Store (Owner Setup)

 

BUSINESS SETTINGS

 

SIGN IN TO THE ADMIN PANEL

Login to your admin panel to start editing your business info, application settings, theme settings and start adding products.

Visit https://yourdomain.com/admin

Replace yourdomain.com by your own domain name.

Type your email and submit.

VIDEO: Sign In to the Admin Panel

You will receive an email with a login button or a login link. Check your mail inbox or your spam folder.

Video: Admin Login Email

 

ADD YOUR LOGO

Your store needs a logo to represent your business. See how to add your own logo in the video below.

Video: Add Logo

 

ADD CONTACT INFO

Add your contact info, full address, phone number, whatsapp number & email address.

Video: Add Contact Info

 

ADD SOCIAL NETWORK PROFILES

Show you have presence on social media accounts. Add your facebook username, twitter, instagram and other popular networks.

Video: Add Social Network Profiles

 

ADD YOUR COMPANY NAME AND COPYRIGHT

Add your copyright name and year. I.E.:

© 2021 YourCompanyName LLC

Video: Add Copyright

 

ADD PHYSICAL STORE LOCATIONS

Add your physical store locations in case you have. At this time, you can only add a maximum of 5 store locations. In the near future we will add more slots.

Video: Add Physical Store Locations

 

ADD SHIPPING METHODS

By default, we added 3 shipping methods.

• FREE - No cost: $0 USD

• Standard (5 Days): $5 USD

• Next Day (1-2 Days): $10 USD

Enable all of them, change their price, or create a new shipping method. Check the video below to see how.

Video: Add Shipping Methods

 

ADD PAYMENT METHODS (CREDIT/DEBIT CARD WITH STRIPE)

First, create an account on Stripe:

Click here to Sign Up on Stripe

Video: Activate Your Stripe Account

Video: Turn Off Stripe Test Data

Video: Enable Stripe and Add Stripe API Keys

Temporal Bug Fix (See video above):

• Enable a payment method if its not enabled, then click SAVE.

• Click on the 'Payments' item in the left menu bar.

• Select the payment method you just enabled. Edit description, just add a word or whatever.

• Then, in Conditions > Countries, add all countries below and hit SAVE:

AF,AX,AL,DZ,AS,AD,AO,AI,AQ,AG,AR,AM,AW,AU,AT,AZ,BS,BH,BD,BB,BY,BE,BZ,BJ,BM,BT,BO,BQ,BA,BW,BV,BR,IO,VG,BN,BG,BF,BI,KH,CM,CA,CV,KY,CF,TD,CL,CN,CX,CC,CO,KM,CK,CR,HR,CU,CW,CY,CZ,CD,DK,DJ,DM,DO,TL,EC,EG,SV,GQ,ER,EE,ET,FK,FO,FJ,FI,FR,GF,PF,TF,GA,GM,GE,DE,GH,GI,GR,GL,GD,GP,GU,GT,GG,GN,GW,GY,HT,HM,HN,HK,HU,IS,IN,ID,IR,IQ,IE,IM,IL,IT,CI,JM,JP,JE,JO,KZ,KE,KI,XK,KW,KG,LA,LV,LB,LS,LR,LY,LI,LT,LU,MO,MK,MG,MW,MY,MV,ML,MT,MH,MQ,MR,MU,YT,MX,FM,MD,MC,MN,ME,MS,MA,MZ,MM,NA,NR,NP,NL,AN,NC,NZ,NI,NE,NG,NU,NF,KP,MP,NO,OM,PK,PW,PS,PA,PG,PY,PE,PH,PN,PL,PT,PR,QA,CG,RE,RO,RU,RW,BL,SH,KN,LC,MF,PM,VC,WS,SM,ST,SA,SN,RS,CS,SC,SL,SG,SX,SK,SI,SB,SO,ZA,GS,KR,SS,ES,LK,SD,SR,SJ,SZ,SE,CH,SY,TW,TJ,TZ,TH,TG,TK,TO,TT,TN,TR,TM,TC,TV,VI,UG,UA,AE,GB,US,UM,UY,UZ,VU,VA,VE,VN,WF,EH,YE,ZM,ZW

• Then delete all countries and SAVE again.

 

ADD PAYMENT METHODS (PAYPAL EXPRESS CHECKOUT)

First, create or sign in to your PayPal account:

Click here to Sign Up on PayPal

Once you created an account and are logged in, go to the PayPal developer applications dashboard:

Click here to go to PayPal Developers Dashboard

Video: Enable PayPal Express Checkout

Video: PayPal Button Styles

 

ADD PAYMENT METHODS (CASH ON DELIVERY)

Cash on delivery means customer will not have to pay at checkout. They can just visit your store, add an item to cart, then select a shipping method, and finally instead of selecting a card to make their payment, they will click on a 'Cash on Delivery' button. This will generate a new unpaid Order Confirmation. You will see this order in your admin panel in the Orders module. Cash on Delivery is best when selling items that you deliver in person where you can receive cash from your customer.

Video: Add Cash On Delivery Payment Method

 

TEST THE 3 PAYMENT METHODS: CREDIT/DEBIT CARD, PAYPAL AND CASH ON DELIVERY

In the video below you can see what happens when you enable the next 3 payment methods: Credit/Card with Stripe, PayPal Express Checkout and Cash on Delivery.

Video: Test the 3 Payment Methods Added Before

 

EMAIL (SMTP)

SMTP is email configuration. If its correctly setup, then the application will be able to send an Order Confirmation with order details when a customer places an order.

Change Sender Email Address and From store name.

Video: Display Your Store Name on Outgoing Messages

 

EDIT ORDER CONFIRMATION EMAIL

In the video below you will see how to edit the Order Confirmation email, which is sent to your customer everytime they place a new order. Add a personalized message.

You will be using an online HTML editor to change the content of the Order Confirmation email.

Click Here to Open the HTML Online Editor

Video: Edit Order Confirmation Email Content

Text Instructions: Copy all text, then go to the HTML Online Editor site and paste it. If you know basic HTML you can edit the look of the HTML message. If you do not know you can also edit the content manually as seen on the video above, on the right panel of the HTML Online Editor. Copy and paste the code from the left panel back to the admin panel in the email settings.

 

RECEIVE ORDER CONFIRMATION BY SMS/WHATSAPP

Every time a user places an order, you will receive an email. You can also see the list of placed orders in the Admin Panel in the Orders module. Also, you can enable receiving the new placed order via SMS. For this feature we will use Twilio which is a third party service that allows us send SMS from an application.

First, create an account on Twilio.

Sign Up to Twilio here

Or Sign In if you already have an account

Video: Enable Receiving a New Order Via SMS Twilio

 

ADD NEW ADMIN USERS

Need help from one of your employees to manage your site content, such as updating products prices, adding new products, removing products, adding sale offers, etc. Then you can create a new admin user with custom roles and permissions.

Types of Permissions (Scopes):

• admin = All Access

• dashboard = Only Home charts access

• any checkbox = custom read or write permissions

Video: Add Admin Users (Personal Access Tokens)

I.E.: One of your employees will only have access to add new products. Then create a new Personal Access Token and then only check the next scopes:

• read:products

• write:products

 

SEE YOUR ORDERS

You must check new orders constantly. That way you will be able to provide great service to your customers. Checking new orders as soon as you can will allow you to quickly ship your customer items.

Video: See An Order

 

THEME SETTINGS

 

CHANGE PAGE HEADBOX COLORS

HeadBox usually displays page title.

Video: Theme Page HeadBox Colors

 

CHANGE THEME HEADER COLORS

Header displays menu items, pages and product categories.

Video: Theme Page Header Colors

 

CHANGE THEME FOOTER COLORS

Footer displays payment methods accepted, social media account icons and links, copyright name and year, several other menu items.

Video: Theme Footer Colors

 

CHANGE PRIMARY COLORS

Change primary background color, text color primary and highlights. These are the main colors of your site. Highlights usually displays important or relevant text messages, titles or descriptions.

Video: Theme Site Primary Colors

 

CHANGE SECONDARY COLORS

Change secondary background color and text color secondary. These are the secodary colors of your site usually used on components such as boxes, forms, blocks of information, etc.

Video: Theme Site Secondary Colors

 

PRICE COLORS

There are 3 price colors used in this site.

• Price color of item found in a list of items.

• Price color of item in product details.

• Price color of regular price. Used when a product has a discount. This will be the color of the 'before' price.

Video: Theme Product Price Colors

 

ADD TO CART BUTTON COLORS

Add to cart button is found at every product details.

Video: Theme Add To Cart Button Colors

 

CUSTOMIZE HOMEPAGE SLIDER

Homepage Slider is the slider element found at the homepage. You can add as many slides as you want, add images, text, description, and path to redirect when click on a slide. You can add these settings individually to each slide.

Video: Theme Homepage Slider, Add Remove Slides, Edit Title, Description

Video: Theme Homepage Slider, Change Slider Image and Text

Video: Theme Homepage Slider, Max Height

Video: Theme Homepage Slider, Full Width

 

PRODUCTS

 

CREATE PRODUCT CATEGORIES

Example of product categories for a clothing store:

• Jeans

• Jackets

• Shirts

Video: Create Product Categories

 

CREATE PRODUCT SUBCATEGORIES

Example of product categories for a clothing store:

• Jeans

     • Slim

     • Skinny

     • Straight

• Jackets

     • Leather

     • Sport

• Shirts

     • Designer

     • Graphic

Video: Create Product Subcategories

 

ADD A NEW PRODUCT

See the video below carefully to undertand how to add a new product and be displayed on the homepage or product category/subcategory page.

Video: Add Product, Description, Inventory, Category, Images

Slug URL: Page path to the product details. I.E.: Say we add a new Black Leather Jacket product. Say we add a slug of black-leather-jacket. A category must be added for a product to be displayed on the homepage or product details. Say this new product category is jackets, then product details will be available in the next URL:

https://yourdomain.com/jackets/black-leather-jacket

Dont forget this at the Inventory section:

• Enable product

• Add a price

• Set stock to 1

Dont forget to add a category. New product must belong to a category.

 

EDIT DEFAULT PAGES

 

The next pages are created by default:

• Support (Change Phone Number and add text)

• Policy

• Terms

• FAQs

• Locations

You can enable or disable them. You can also change their content. Watch video below to see how.

Video: Edit Default System Pages (Support, Policy, Terms, FAQs, Locations)

 

ADD NEW PAGES

 

Add your custom page to display personalized information. You can even add pictures or videos from YouTube or any other video platform.

Video: Add New Page

 

ADD IMAGES

 

Add images to your new page content or to your product description content. There are 2 ways to do this. Watch the video below and read the text instructions below as well.

1) The first is to upload a file to the admin panel and then combining your domain name + your image filename.

I.E.: Your file name is demo-img.png and your domain name is https://john-doe-store.com, then this combination or image source would be:

https://john-doe-store.com/demo-img.png

2) This approach is easier, however, if the owner of the image removes it then it will not longer be displayed in your site. Go to Google Images and search for one, then just right click it and select Copy Image Address. That would be your image source.

Video: Add Images