Company Stores Quick Start

Company Stores Basics

Before you can start creating stores, you will need to understand a few basic concepts about Company Stores.

There are three areas to keep in mind:

1. Organization Level (click this link to view a map of the interface)
   This is where you define settings that will apply across all stores in your organization. This includes organization settings, organization administrators, and products.
   
   
2. Store Level (click this link to view a map of the interface)
   This is where you will design your storefronts, define store settings and administrators, manage store users and payments methods, and add products to stores. You can also see a snapshot of store activity from the store Dashboard.
   
   
3. Storefront (click this link to view a map of the interface)
   This is the output from the design work completed at the store level. The storefront is where users can view and purchase products or select items from a non-purchase campaign.

Of course there is a lot more to Company Stores, but understanding these concepts will enable you to jump right into creating and opening storefronts.

Quick Start applies after the set-up process is complete. 

Click on step 1 below to jump right into the Quick Start process.

A note with the Quick Start icon appears at the top of each article included in the Quick Start process to let you know where you are in the process.

The quick start process flow is:

1. Invite or Create a New Admin at the Organizational Level. This is the first step as all actions in Company Stores are completed by an Admin. You can assign different user levels depending upon what access you want them to have. You can change access levels from the Manage Admins page.
   Enable Syncore Integration if applicable. Syncore must be enabled at both the Organization Level and the Store Level. You can setup Syncore Integration at any time.
   Enable ShipStation Integration if applicable.

2. Create a New Store. Creating a new store is a simple process and sets you up for designing a site and adding products.

3. Set Site Visibility and Security. You must complete this step to finish creating a store; however, you can return to this screen and change the settings at any time after this step.
   Site visibility is for your customers -- are you allowing them to browse your store and checkout as a guest (this option does not require you to set up users)? Can they browse as a guest but login to checkout? Do you want them to login before they are able to browse? Would you like them to enter a password before they can login? You can define these options here.
   Operating Mode (Security) can be Test mode or Live mode. Test mode is the default when you are building your store. Change to Live mode when you are ready for users to visit your store. 
   Once a store is Live, it cannot go back into Test mode. If you ever need to "lock" your store, return here and set your store to Private.

4. Define Basic Store Settings. In addition to editing basic store info entered at the Org level in step 2, you can now apply sitewide pricing markups or discounts, add external store identifiers, and setup google analytics and search engine optimization data.

5. Add Products

6. Payment Methods
   
   
7. Site Design

If you are stuck and you cannot find answers in the Knowledge Base, use the chat widget () in the lower right corner of the screen to reach out to Customer Support.

Updated August 29, 2024 00:21