User Manual

1. Login Page

1-1. Login

Merchants can create their own individual store from the respective panel.

Fig: Login Page

Step 1: Enter your mail id and password generated by super admin for your store

Step 2: Login to create your own store from this panel

1-2. OTP verification

OTP will be sent to your registered e-mail id and contact number.

Fig: OTP Verification

1-3. Terms & Conditions

Accept the respective terms and conditions to proceed

Fig: Terms & Conditions

1-4. Set Password

Set your new password

Fig: Set Password

1-5. Create Category

This page is used to create a new category.

Fig: Create Category*Open image in new tab to see it clearly.All * fields are Mandatory.

Step 1: After creating account => Category Page appears

Step 2: Category Status => This inactive by default, but you can change the status after the category creation

Step 3: Mention => Category Name => Parent Category

Step 4: Click Checkbox => Include the category in your menu

Step 5: Upload Category Image, click => Select File button, *size: >=400*225

Step 6: Description Box => Backend category description with character limitation

Step 7: Enter Category Tags => click “+” icon

Step 8: Click “Save” button to finish category creation.

Later you can use the same step given above to create new category by Clicking on Category (in the side bar) and then click on Add Category Tab

1-6. Add Product

This page is used to Add Product.

Click on Add Product.

Fig: Products*Open image in new tab to see it clearly.

Fig: Add Product*Open image in new tab to see it clearly.

Step 1: Click the checkbox => Active product in its respective category, otherwise inactivate

Step 2: Text-box, Code => Enter the product related code

Step 3: Name => Name the product

Step 4: Categories => Will be default selected

Step 5: Select Purchase Action => Order Only: Open for placing orders; Inquiry Only: Not available for placing orders; Not for Sale: Neither for Order & Inquiry

Step 6: Create SKU => Select the checkbox to create product SKU’s; If not do not select the box

Step 7: Product Image => Upload the product Image; *size: >=400*225

Step 8: Enter Price, Tax incurred, Discount (if any).

Step 9: Description => Mention product content details; *1000 character limitation

Step 10: Attributes Group => Create attributes for the product such size, color, units, etc.

Step 11: Custom Field => Enter product specific custom fields if any by making them active from the settings backend.

Step 12: Click Save => to add the respective product

Step 13: Save and add more => Add more product under the same category

2. Settings

2-1. Add a Product

This page is used to Add a Product.

Click on Add Product.

Fig: Products*Open image in new tab to see it clearly.

Fig: Add Product*Open image in new tab to see it clearly.

Step 1: Click the checkbox => Active product in its respective category, otherwise inactivate

Step 2: Text-box, Code => Enter the product related code

Step 3: Name => Name the product

Step 4: Categories => Will be default selected

Step 5: Select Purchase Action => Order Only: Open for placing orders; Inquiry Only: Not available for placing orders; Not for Sale: Neither for Order & Inquiry

Step 6: Create SKU => Select the checkbox to create product SKU’s; If not do not select the box

Step 7: Product Image => Upload the product Image; *size: >=400*225

Step 8: Enter Price, Tax incurred, Discount (if any).

Step 9: Description => Mention product content details; *1000 character limitation

Step 10: Attributes Group => Create attributes for the product such size, color, units, etc.

Step 11: Custom Field => Enter product specific custom fields if any by making them active from the settings backend.

Step 12: Click Save => to add the respective product

Step 13: Save and add more => Add more product under the same category

2-2. Profile Info

Enter admin profile details such as Name, Email id, Profile Picture, Country along with Contact details and hit Save button.

Fig: Profile Info

2-3. Store Info

Admin adds all the product related information from here:

Fig: Store Info*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Store Open => To enable click the checkbox, otherwise disable

Step 2: Business Name => Respective store name

Step 3: Store code => Gets auto created, but you can edit the same

Step 4: Minimum Order Value => Minimum order for any product that the store will be accepting

Step 5: Tax Type => Inclusive: If you want to display the product price including the tax value. Exclusive: Displaying the product price without the tax. You can select either of them

Step 6: Enable Rate & Review => Enable/Disable rate and review for your users

Step 7: Store Type => Make the store either Public or Private

Step 8: Currency => Select the respective currency you want to trade in.

Step 9: Store Type => Specify your industry like Restaurant, Apparels etc.

Step 10: Time-zone => Select your respective time zone

Step 11: About Store => Details regarding the store with the character limitation of 400

Step 12: Terms & Conditions => Specify your store’s terms & conditions

Fig: Store Info*Open image in new tab to see it clearly.All * field are Mandatory.

Step 13: Privacy Policy => Mention your store privacy policy that you want your customers to abide by

Step 14: Invoice Note => Any acknowledgment message that you want to display

Step 15: Image for Marketplace => Store Image >=400*225

Step 16: Store Timings => Mention open and close timing for store

Step 17: Shop Closed => Select the checkbox for the day when store wont accept the online orders

Step 18: Delivery Slots => Define the delivery slots as per your teams availability

Step 19: Hit the Save button

2-4. Payment Option(s)

This page is used to set your payment option(s).

Fig: Payment Options*Open image in new tab to see it clearly.

Configure and activate the payment option such as authorize.net etc. for the respective store from this panel.

Delivery Options: You can select either pickup, delivery or enable both the options from the backend.

2-5. Delivery Option(s)

This page is used to set your delivery option(s).

Fig: Delivery Option(s)

2-6. Store tax Settings

The system allows you to configure the respective tax settings from this panel, such as VAT/TIN No, Service Tax no.

Fig: Store Tax Settings

2-7. Tax Block(s)

Add specific tax blocks along with its description, tax rate.

Admin can keep the same as default across all products

In case there are some additional charges for delivery, system allows you to mention

Fig: Tax Block(s)

2-8. Branches

Admin can add and manage multiple branches from this backend.

Displays => Brand name; Contact No, City; State; Post code; Status etc.

Fig: Branches*Open image in new tab to see it clearly.

This page is used to Add Branches.

Fig: Add Branches*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Click on Add branch option

Step 2: Enter Address details: Branch Name, Flat Number, Building Name, Street Name, Landmark, Country, State, City, Area, Zip code.

Step 3: Mention respective branch timings => Start- End Time

Step 4: Select the respective day on which shop remains closed

Step 5: Delivery Slots => check either store’s default delivery or mention separately

Step 6: Mention Contact details => Email address, contact details and location; Hit Add branch button

2-9. User(s)

The panel allows merchant to add users and see the complete list.

User Type: Delivery Boys, Branch owners, Branch Managers etc.

Fig: User(s)*Open image in new tab to see it clearly.

This page is used to Add User

Fig: Add User*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Select Image => Respective user image

Step 2: Employee code => Unique id for the user

Step 3: Mention user details => Name, Email id, country, contact No.

Step 4: Privileges => Merchant can assign the specific privileges to its users whether they can just view, edit or add category, branches etc.

2-10. Notification

Merchant can set the notifications either SMS, Email or push notification by selecting on the respective checkbox for customer, staff and merchant himself.

Fig: Notification

2-11. Promo Code(s)

Panel to add and check the promo codes created by merchant.

Fig: Promo Code*Open image in new tab to see it clearly.

This page is used to Add Promo Code.

Fig: Add Promo Code*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Promo code Name => Name code as per the offer you want to give

Step 2: Is Private => If private this cannot be seen by all users. Merchant can share it in SMS.

Step 3: Description => Describe what the offer is about.

Step 4: Code => Code Name

Step 5: Minimum Order Amount => Amount on which the offer can be availed

Step 6: Discount => Discount whether flat or in %, can be specified

Step 7: Max Discount => Specify the max discount that merchant is willing to give

Step 8: Max Usage by Single acc => No of times a user can use the promo code

Step 9: Max Usage of Promocode => No of time promo codes can be used

Step 10: Select Date => Mention the date till when you want the promo code to be active

2-12. Banners

Displays the banners created so far, which merchants can filter as per the captions given. These banners will get displayed in the store on the front. Merchant can delete the banners from this panel.

Fig: Banners*Open image in new tab to see it clearly.

This page is used for Add Banners.

Fig: Add Banners*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Name => Specify some name to your banner

Step 2: Type => Link your banner to category, product.

Step 3: Banner Image => Upload respective banner image, size>= 400*220

Step 4: Status => Active/Inactive

2-13. Delivery Zone

Add the areas where you are delivering your products.

Fig: Delivery Zone*Open image in new tab to see it clearly.

This page is used to Add Delivery Zone.

Fig: Add Delivery Zone*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Status => Activate/Inactivate the delivery zone

Step 2: Delivery Zone => Area based names for your reference

Step 3: Delivery Type => Whether you want to keep it as, paid, free or paid with minimum order amount

Step 4: Address for Delivery zone => Select how you want to specify your delivery areas either based on Country, area, city and other given variables

2-14. Email Settings

Add the email id on which you want to receive the order details.

Fig: Email Settings*Open image in new tab to see it clearly.All * field are Mandatory.

Step 1: Enter host name and port name

Step 2: Username, Password => Create your user name and password for the mail id

You can contact our team for email setting

2-15. Custom Fields

Add if you want to add custom fields to the product such as color, Unit size, Branch name etc.

Fig: Custom Fields

2-16. Custom Templates

This page is used for Custom templates

Fig: Custom Template

2-17. Rate and Review Product(s)

Merchant can check the reviews submitted by the clients and if suited then can publish from the backend.

Fig: Rate and Review Product(s)

3. Customers

3-1. Edit your Customer Details

The panel displays all the customers’ list along with email, contact, city and tag details.

You can also send sms, email as well as popup for all the offers avail in to the store.

Fig: Customers

4. Contact

4-1. Contact your Customers

Merchant can use their customers database to send them timely e-mails and SMS.

Fig: Contact*Open image in new tab to see it clearly.

Step 1: Send Message => Select the respective customers to whom you want to send the SMS

Step 2: Add contact => Allows you to add new customers

Step 3: Import Contact => Allows you to directly import the contacts from the sample format given in the system

5. Reports

Contact us for a free fundraising consultation so that we can talk to you about your fundraising options. We will tailor our fundraising initiatives to suit each club – as every club is different.

5-1. Tax Report

Merchant can generate and get their tax reports printed from the backend.

Fig: Tax Report

5-2. Product Report

The section allows merchant to search for their products and check the number of products sold including total amount.

Fig: Product Report