The store module allows you to setup a web store on your site. You are able to set numerous customization options such as shipping rates, tax rates, allowing product comments or inquiries, and more!
Quick Menu
Getting Started
Introduction to the Store
How to Add Products
Creating & Managing Store Categories
Tips on Finding Products
Archiving Products
We are integrated with Authorize.net as the payment processor for our system. To get started using the store module on your site, you will need to establish your payment processing account. You will want to do this first, as they will verify your bank account, establish your payment gateway / merchant account, and more. This process usually takes 3 - 5 business days up to 2 weeks to complete. Follow this help article to read more on setting up an Authorize.Net merchant account to be used with our system (Store and other payment areas such as Forms, Donations, Registrations).
When you access the Store area of your system you will see at the top of the screen a listing of sub tabs that will allow you to work in different areas of your site's store settings.
Store Activity
This is where can see everything that is going on within your store! The initial view is the orders view which will allow you to see all current store orders you may have. Within this Activity drop down are options to manage your Shipping Quotes, Customer Wishlists, Inquiries, and Product Comments.
Orders
This is where you manage the orders that come through your store. You can filter your orders to show All, Open, Complete, Declined, and Tax Exempt only by selecting the appropriate radio button or checkbox. You can sort your orders by clicking on the appropriate column header. You can also search for a particular order using the search field.
You can view the details and manage an order by clicking on the link of the order number.
Editing orders allows you to email the customer within the system (maybe to post a tracking number to them), as well as, print an order confirmation, and add notes to the order.
NOTE: Order transaction information is successfully updated once the order is completed within the Authorize.net checkout system. This includes declined and approved orders.
Shipping Quotes
If you'd like to receive notifications that customers have asked for a specific shipping quote, during a cart review by the customer, they can request a shipping quote. This section allows you to see those saved carts, preview them, and enter a shipping quote that can be saved with the cart, including an option to email the customer.
Wishlists
This is where you can see all the wishlists that were created by customers. This is beneficial to you as it lets you see what your customer's are wanting, and if you think you should promote a better price on products in hopes of gaining orders from those wishlist customers.
Inquiries
This is where you can see all the inquiries that have been submitted on different products throughout the store. This is useful for you as it lets you see what you may need to update with more or better information for future customers. You can search your products by using the search feature here to easily find a product to see if you have inquiries for it. You can view and edit inquiries fields using this screen.
Comments
This is where you can see all the comments that have been posted for products within your store. This requires the 'Allow comments' option to be turned on within store settings, otherwise, visitors will not be able to post comments on your products. If this option is on and a product receives a comment, the store contact (set within the store settings tab) will receive an email with the comment and that they need to 'approve' it to post it live. To do this access the system, click on the Store tab. In the activity view, you will see a 'Comments' tab in the right column. This will allow you to see all active comments that need to be approved. Check the boxes beside the comments you would like to approve and click the 'Approve' button. If you want to delete comments from the system, check the box beside the comment you would like to delete and click the 'Delete' button.
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