Ecommerce Website User Manual
Contents
1. Pages Navigation amp al Themes y Apps 4 Settings 2 3 Adding and removing staff from your shop For the 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 1 Click Settings left hand menu Ecommerce Website User Manual Page 5 of 29 2 Click Account left hand menu In the main screen under Staff Members click Invite staff member Staff Accounts taff accounts will have access to your shop s administrative area Enable Google Apps for accessing the admin NAME development shop edit Invite staff member Ecommerce Website User Manual email your store com LIMITED ACCESS Page 6 of 29 Your new team member will receive an email and be able to set their own username and password Staff Accounts nts will have access to your shop s administrative area An email will be sent out including information on how to activate that account Enable Google Apps for accessing the admin NAME EMAIL LIMITED ACCESS development shop edit email your store com First and Last Name Email address Send invite or Cancel 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 2 4 Switching between the front end a2. 1 Introduction 1 1 Background 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 1 2 About Your Website Your Ecommerce website is built using a system called Shopify Shopify is one of the most robust well known and secure systems on the web and is built specifically for selling shipping and managing hard goods 2 Basics Accessing your website and Admin 2 1 Accessing your website You can access your website from 1 What your customer sees also known as The Front End http amfora myshopify com 2 The Admin panel where you can change your website or add new products http amfora myshopify com admin You ll need to enter your username and password Ecommerce Website User Manual Page 4 of 29 2 2 The Admin Area 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 g shopify amp Orders 24 Customers A Discounts Products ka Collections Blog posts
3. answered on the Shopify Forums and can be found quickly Feel free to contact us for help Ecommerce Website User Manual Page 29 of 29
4. Add another link To add a link enter the name of the link and where it links to Under Links to select Page and then the name of your newly created page Link name Links to storefront New Link Page Select a page i Add another link About Us Welcome Cancel Save Click Save and your page should now be visible in your store Ecommerce Website User Manual Page 27 of 29 8 2 Edit a Page Once you create a page you can edit it at any time To edit a page click on Pages from the main menu to enter the Pages administration area Click on the page you want to edit and it will open in editor mode EA About Us Preview page Save Write your page Title Give your page a title and add your page About Us Content A Formatting B I t A fl lt gt The About Us page of your shop is vital because it s where users go when first trying to determine a level of trust Since trust is such an important part of selling online it s a good idea to give people a fair amount information about yourself and your shop Here are a few things you should touch on e Who you are e Why you sell the items you sell e Where you are located e How long you have been in business e How long you have been running your online shop e Who are the people on your team To edit this information you can go to the Blogs amp Pages Tab of the administration menu SEO Page title what s this Contr
5. Add page button in the upper right This will open the new page dialog where you can enter in a page title and the details of your new page You can edit in standard mode or HTML mode Ecommerce Website User Manual Page 25 of 29 4 Add page Title Content A Formatting B I Page title what s this Page description what s this URL amp Handle what s this http bilingual french theme myshopify com pages Visible Hidden Cancel Preview page Save Click Save to create your new page Your new page has been created but it won t display in your store until you set it in the Navigation panel To make the page visible in your store go to the Navigation settings page Blog posts Pages al Themes Navigation nN cto LINK HSTS n gate around Link lists help your customers navigate our website They can be added to your theme via Theme Settings Add link list Name Footer Main Menu Links break ng Add y your first URL redirect Here you can either edit a current link list to add your page or you can create a new link list by clicking the Add link list button This will open a new screen where you can enter in details of your new link list as well as add links Ecommerce Website User Manual Page 26 of 29 Add link list Cancel Save K list details Name Handle what s this Link name Links to Store Frontpage bd i
6. Order Cancelled Fulfillment Request Order notifications Notification When a new order is placed you can notify other email addresses and cell phones of incoming Send email to Staff Member lt staff your store com gt send test notification Disable amp orders You can also subscribe to your orders RSS feed Add an order notification Webhooks Create a webhook 7 2 What do need to do when get an order 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 ft Dashboard Order Status open closed cancelled Payment Status paid Orders pending authorized abandoned refunded voided or Shipping Status fulfilled partial not fulfilled 14 Customers i Discounts Products Be Collections Orders Subscribe to order feed sy Export orders Showing open orders with any payment status and any fulfillment status orders per page 50 r ORDER DATE PLACED BY PAYMENT STATUS FULFILLMENT STATUS TOTAL 1004 Today 8 05pm Doe John authorized not fulfilled 4400 Click on the order you wish to view or process This will take you to the status page of that order Ecommerce Website User Manual Page 20 of 29 Order 1004 test ORDER E4 Contact customer ja Attach note sa Export Print gas Close this order Cancel this order Payment Method John Doe Accept Payment john doe test com bizs i 1 ocessed D ou are authori
7. You Domains can add new destinations and apply custom tax l Files joa 5 Notifications is where you will find the email G Account templates that are sent when customers place orders when orders are shipped or when orders are confirmed etc 6 Domains deals with the domain used by your store so that the transition to your Shopify store is seamless 7 Files is where you can upload and manage files such as images videos and documents for use throughout your store 8 Account is where you can see details of your current plan as well as add staff members to your store Ecommerce Website User Manual Page 15 of 29 5 Shipping Options You set your shipping options in the shipping module which is accessed by navigating to Settings gt Shipping This will open the shipping page as seen below m Shipping You curre have not se oping ess A eno Shipping rate B Australia remove country Add shipping rate Add new shipping rates to new countries and existing countries Standard Shipping 000 kg 5 kg 10 00 AUD Add a country Heavy Goods Shipping 5 00 kg 20 00 kg 20 00 AUD Rest of World remove country Add shipping rate 20 00 AUD International Shipping Here you can add a variety of weight based or price based shipping rates 5 1 Weight based Shipping Rate To add weight based shipping rates click the Add shipping rate button This will pop up the shipping rate tool Add a shipping rate for Aust
8. Page 11 of 29 4 3 Products To view and manage your products click on Products in the navigation menu bar On this page you can add products edit amp update products ft Dashboard as well as export and import lists of products You can also W Orders publish a product or make it hidden 4 Customers i Discounts Be Collections 4 4 Collections Groups 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 f Dashboard l o different groupings of products based on criteria that you G Orders choose 4 Customers Discounts Products T Collections 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 e Add the correct product TYPE E g Bottle or Liqueur and e Add the correct product TAGS to the product e g Scotland Gin and so on One tag for each appropriate filter category To manage the filters please go to Apps gt Power Filter App Ecommerce Website User Manual Page 12 of 29 Blog posts 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 navigati
9. Price Compare at price SKU Barcode Y Charge taxes v Require a shipping address Weight Inventory policy ar Don t track inventory Y Cancel Save Save and close 3 From here you can update price SKU and product variant weight and quantity of product if Shopify is tracking your inventory Ecommerce Website User Manual Page 10 of 29 4 Changing menus Your Shopify store administration navigation is built to allow you easy intuitive access to the things you need most Each menu item takes you to a core Shopify administrative task You can do this under Navigation 4 1 Orders To view and manage orders click on Orders in the left hand navigation menu bar g shopify This will take you to the orders page where you can manage the status of ft Dashboard rc each order filter orders or apply bulk actions to multiple orders at once s4 Customers a Discounts Products amp e Collections Blog posts mh f Pages e Navigation y Themes P gt Apps t Settings 4 2 Customers 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 ft Dashboard who is spending the most and who keeps coming back You W Orders can also create customer groups or saved searches that can be dynamically updated i Discounts Products kA Collections Ecommerce Website User Manual
10. 3 4 9 A E A E E A IE E E E E A E TE A T ETT 14 AO TANE e E E E S E E E SR 14 A CNO S e E E EE E E E 14 3 SNDPPNS OPON uriase ioen E EEE 16 5 1 Weight based Shipping Rate ssssesesssessceseesorecesseeserecceceeseeecrsoesseeeeee 16 5 2 Price based 5 ipping Rate eirisessiisissierrireid eiie re aits EREE 17 5 3 Adding More CountrieS seessessesceecerscesorecescceseescreoescceseesoesoeeseeeeee 17 6 The front page adding and changing images Error Bookmark not defined 7 CHANGING Me 1086 icc ae seee se rsen wea cascce avn cet wencateeaveons ec wereunmes tase eceseae satsewness 19 ee O60 Se ee ee er re mr A rr Tree 19 8 1 What happens when someone places an order ceceecceecceeceeccencceeceeecs 19 8 2 What do I need to do when get an OrdeL c cece cee cence eee ceeceecceneceeeeeecs 20 9 Updating a page on your site his cocvsvecsessccnce saneapeavenvaieesseveeteaneareaneeeeseoeweree es 25 9 1 Create a New Page sesssessoesssecsooeeceeeseesooesooessceseoeseceseseeeooesoseeseeeo 25 9 2 ECA ACO re E A E E E E ENER 28 Ecommerce Website User Manual Page 2 of 29 10 Collecting money from the StOre sssesseseecescecoececcecoececceceececcecceceecesoeo 29 11 Checking Web Traffic amp Statistics Google Analytics esesseseeseececceceecesoeo 29 12 My question isn t answered here sessesceceecescececcecceceececceceececoeseececcesoe 29 Ecommerce Website User Manual Page 3 of 29
11. Click on the Save button to save the new shipping rate 5 3 Adding More Countries 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 Ecommerce Website User Manual Page 17 of 29 Add a country Select the country from the dropdown list and click the Add country button A r r m ry f mA i lt Ci CO L t Y Start typing the country s name Cancel Add country You can then set the preferred tax rate for the new country under Taxes in the left hand side administration menu Back to Admin gt Taxes Tax Rates ati General z Destination Country Tax rate Sub Regions tax rate A list of all the tax rates for the countries you B Checkout ship to To add a country to this list go to EA Australia 10 8 regions Shipping settings and click on Add a country a Shipping Rest of World Notifications Domains Include taxes in prices hande Fiha chacdihoe balow i cala i Files ice 1 lax Kate cxample lt 1 U0 at 20 VA A Account All taxes are included in my product prices Charge taxes on shipping rates Save changes Ecommerce Website User Manual Page 18 of 29 6 Changing the logo 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 f
12. Ecommerce Website User Manual Compiled by tristan shopifyninjas com Version 2 0 September 2014 Table of contents 1 Modu CU ON a ee cincas E E E EE E see numenenseueravecsaecs 4 1 1 BAG SOWING eE wns Secs coupe een see aeae te secaaeeieae es oesesek ecaetcenteeuds 4 1 2 ADONE VOUT y eD O eere R EE E E E EE 4 2 Basics Accessing your Website and Admin sessessossoesoesoesoossoceoesooeoessoeooeeo 4 2 1 Accessing your website ssessessesceeceescesoreceecceseescrecesereseescesceeseeceseo 4 2 2 TEAGRA O eoe EEE AEA E EEE E EE EE err 5 2 3 Adding and removing staff from your ShOp sssessssseesossoesseesessoeseesseeceseo 5 2 4 Switching between the front end and admin panel sessssseseseseesceseeeseesee 7 3 Products Adding removing and updating products ssseseseececesescesecesesceceoe 8 3 1 POOIUNG POUC eeo E E E E E 8 REIMOV MIS Produ iS ersoeeresr eierens sorur EIEEE NEEE EEEE EEEE ENEE SEEEN 9 3 2 UD CAUING POU Se EE EE A E E 10 4 Chanoine Men s estes seese oi ccrencecscuseteeesetecs ecscues a aa aa 11 4 1 OTIO S en E E E E E eases staevecouae 11 4 2 US TOMET ia S T E A 11 4 3 POOU CIS eari EA E EE E E EE EE E 12 4 4 Collections GrouUpS xcccscsivcaeceantscvasn ence enweeeauswscreecevce ssratuedsaeseastienses 12 4 5 BIOS OS 05 cncuvecdcusece EEEE EES EAEE EE 13 4 6 PACS vies AAPA E AE E A E E E E E 13 4 7 NAVI Cina IAE E E T T E E E E A E seeseectes 13 4 8 DISCOUNT E eann E A E S 1
13. NT STATUS FULFILLMENT STATUS TOTAL 1004 Today 8 05 Doe John fulfilled 44 00 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 4 Contact customer gal Attach note sa Export Print img Close this order Cancel 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 Ecommerce Website User Manual Page 23 of 29 Select action_ 7 1 order selected Select action Close Orders x PLACED BY PAYMENT STATUS FULFILLMENT STATUS TOTAL Open Orders Capture Payments pY 8 05pm Doe John paid 44 00 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 Ecommerce Website User Manual Page 24 of 29 8 Updating a page on your site You can add pages to your store for information like FAQ Contact and Returns etc To create or update pages go to Pages from the left hand side navigation menu The Pages module is where you can add edit pages in your Blog posts store If you want to write edit blog articles choose the Menai na ia Navigation a Themes 4 Pages Add page Filter pages Q Title Last Modified About Us 8 1 Create a New Page To create a new page click on the
14. email com Send email 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 Payment Method Accept Payment laiza ee fou are authorized for 44 00 USD Shipping Method Fulfill items wemMmatondal gt to fulfill 1 line item 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 Ecommerce Website User Manual Page 22 of 29 Payment Method Payment received Shipping Method Fulfill items 1 line item 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 Payment Method Payment received Shipping Method Fulfill Items v 1x Vision oriented cohesive Graphical User Interface no SKU Tracking number can be added late Y Send notification email to custome Fulfill items orf Cance 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 ORDER DATE v PLACED BY PAYME
15. hopify themes customize the look of your store To add edit a theme click Themes from the left hand side navigation menu Here you can change theme settings edit theme templates Blog posts and manage additional themes to further customize the look amp Pages of your store You can also search for more themes in the Theme Store Navigation Note If you change your Shopify theme you will lose all customisations to your current theme We don t suggest doing this unless you are really sure you d like to change the design of your site 4 10 Settings The settings section is the main administrative area for managing general settings regions amp taxes checkout amp payment shipping email amp notifications and DNS amp domains Click on Ecommerce Website User Manual Page 14 of 29 Settings from the left hand side menu j Apps J Settings This will take you to the Store Settings page where you will see a new left hand side menu Back to Admin 1 General Settings is where you setup the basic information about your store including store name email address shop description time zone and phone number ae 2 Checkout sets your payment gateway s and the process your customers will go through to make shipping payment on their orders Taxes 3 Shipping is where you set your shipping rates which m can be weight based or price based Notifications 4 Taxes sets your tax zone based on destinations
16. nd admin panel 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 gi shopify O View your website earch store Need help Matt Koenig v Back to Admin Account 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 shopify Go to 5 admin Logged in as development Log out You will be taken back to the store administration panel Ecommerce Website User Manual Page 7 of 29 3 Products Adding removing and updating products 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 3 1 Adding products Adding products to your Shopify store is an easy process 1 From the main tabs at the top of the page click on Products as shown below fe Dashboard GS Orders 24 Customers A Discounts ka Collections Blog posts EE Pages Navigation al Themes j Apps Settings 2 You will be taken to the Products page where a list of all you
17. o enter the product page 3 At the bottom of the product page just above the Delete this product button you will see Visibility Select the radio button for hidden The product will now be hidden on your storefront Select visible to make it visible again i P Py 1i s i ia f VISIVITILY 8 Visible Hidden Ecommerce Website User Manual Page 9 of 29 3 2 Updating products At some point you may want to update existing products To update an existing product 1 Select Products from the left hand side menu 2 Locate the product you wish to update in the list of products now displayed and click on the product name to enter the product page 3 This will take you to the product page in edit mode 4 In this mode you can now edit the product title product description and properties like product type and vendor You can also add remove product tags and add the product to different collections 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 1 From the product page of the product you want to update scroll down to the Inventory and Variants section Vo x gt Title SKU Price Quantity Default Title sO edit options Add a variant 2 Click the edit link next to the item variant you wish to edit This will open up the Edit Variant window Edit variant Ml i VN a L Title Def ult Title
18. ol how this page shows up to search About Us Page description what s this RP 0 The About Us page of your shop is vital because it amp 8217 s where users go when first trying to determine a level of trust Since trust is such an important part of URL amp Handle what s this http bilingual french theme myshopify com pages about us Visibility Visible Hidden Template page 7 Delete this page Save When done with your edits click Save to save your changes and update the page Ecommerce Website User Manual Page 28 of 29 9 Collecting money from the store All customers order payments will go into your PayPal or Stripe To extract this money into a bank account log in to PayPal Stripe and click Withdraw to bank account 10 Checking Web Traffic amp Statistics Google Analytics Google Analytics is a tool to measure web traffic It s already set up on your Ecommerce store To check and view the statistics go to http www google com analytics 11 My question isn t answered here This manual was created with the most common questions in mind and kept relatively short so as not to be too overwhelming If your question isn t answered here you can Contact Us support shopifyninjas com Look at Shopify s documentation it s comprehensive and generally easy to understand http support shopify com Google the web for the answer to your question most questions have been posed and
19. on menu bar Here you can add new blogs and write new articles You can Blog posts also edit pages and set them to either visible published or f Pages hidden Navigation nal Themes 4 5 Pages The Pages area is where you add edit the various pages of your website e g 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 Blog posts them to either visible published or hidden Navigation al Themes 4 6 Navigation The navigation tab is where you set your store s navigation menus Click on Navigation from the left hand side navigation menu Here you can add edit Link Lists which are groups of links Blog posts that are shown on your shop to help customers navigate bv Pages around your shop and easily find the products they are interested in Ea Themes 4 7 Discounts To add edit store discounts click Discounts from the main navigation bar Ecommerce Website User Manual Page 13 of 29 In this section you can add edit special discounts or ft Dashboard discount coupons if your Shopify account plan allows it W Orders J Customers Products Se Collections 4 8 Apps Shopify supports a wide variety of apps to provide additional functionality To add manage Shopify apps select Apps from the left hand side navigation menu 4 Settings 4 9 Themes S
20. r existing products will be displayed Click Add Product to begin creating a new product 3 On the Add Your New Product page you can enter in the details of your product including i Product title ii Product description iii Product type e g Eye Shadow Lip Gloss Foundation etc iv Product vendor manufacturer V Selling price weight compare at price yi SKU unique identifier vii Tags These are required for the filters to work Add one tag per category E g Region Type etc Similar to the demo Drinks page viii Product images 4 You can also add the product to various collections and feature the product on the home page Ecommerce Website User Manual Page 8 of 29 Removing products 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 1 Click on Products from the left hand side menu 2 Locate the product you want to delete in the product listing and click on the product name to enter the product page 3 At the very bottom of the product page is the Delete this product button Click this button and follow the instructions for removing the product from your store Delete this product If you just want to hide it 1 Click on Products from the main menu bar 2 Locate the product you want to hide in the product listing and click the product name t
21. ralia Shipping rate name Criteria Weight range Based on order weight N kg kg Shipping price f Adjust rates for individual regions Region Adjust rate Final rate v Australian Capital Territory 0 0 00 0 00 New South Wales 0 0 00 0 00 v Northern Territory 0 0 00 0 00 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 Ecommerce Website User Manual Page 16 of 29 5 2 Price based Shipping Rate To add price based shipping rates click the Add shipping rate button This will pop up the shipping rate tool Arm ALJ ILANA Shipping rate name l Criteria Price range Based on order price 7 S Shipping price and up W a D gt Adjust rates for individual regions Region Adjust rate Final rate v Australian Capital Territory 0 0 00 0 00 v New South Wales 0 0 00 0 00 v Northern Territory 0 0 00 0 00 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 Criteria Price range based on order price 7 Shipping price 5 iy A bh Ol D
22. rom 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 7 Orders 7 1 What happens when someone places an order When a customer places an order there are a number of things that happen automatically An email is sent to the customer confirming their order An email is automatically sent to site admin with details about the new order The order gets registered in Shopify and will display in the Orders panel of your Shopify store administration 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 Ecommerce Website User Manual Page 19 of 29 Notifications Email templates Template Description hese emails are automatically sent out to either you or the customer Click on the templates Order Confirmation below to edit the template See also the templates variables documentation New Order Notification New Order Notification mobile Shipping confirmation Shipping update Contact Buyer
23. zed for 44 00 USD did not agree to marketing Shipping Method Fulfill items Shipping address You need to fulfill 1 line item Jot sce E Risk Assessment Eugene OR 97401 The billing address country matches the country the customer placed the order from Product Price Quantity Total Billing address Vision oriented cohesive Graphical User Interface 19 00 1 19 00 USD Subtotal 19 00 USD J 1234 Testing Drive Shipping International Shipping 25 00 USD ais ie Total 44 00 USD Conversion Order History Order confirmation email was sent to the customer The customer successfully authorized us to capture 44 00 USD Order was placed On this screen you will find all the details of the order from customer name and email address shipping address amp billing address payment method shipping method and information on the product ordered At the bottom is a section called Order History that 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 D4 Contact customer ga Attach note sa Export Print amp Close this order Cancel this order This will open up a form where you can compose and send an email to your customer Ecommerce Website User Manual Page 21 of 29 Contact Customer To John Doe lt john doe test com gt From Subject Order 1004 Dear John Doe Send bcc to v you your
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