Managing E-Commerce Store
The E-Commerce section is where you manage your online store — from building your product catalog to fulfilling customer orders. From the left sidebar it expands into several pages: Products, Categories, Custom Fields, and Orders.
Categories
Categories organize your products into logical groups. Setting them up before adding products makes building the catalog much faster.
The Category List
The Categories page shows all your product categories as cards in a grid. Each card displays the category icon or image and its name. The sticky header includes a search bar and a New button.
Adding a Category
Click New to open the Add Category form.
| Field | Notes |
|---|---|
| Category Name | Required. Must be unique. |
| Icon | Choose an icon from the library and set a color. |
| Image | Alternative to an icon — upload a thumbnail image to represent the category. |
| FAQ Categories | Optional. Link related FAQ categories so they appear on product detail pages in this category. |
| Policies | Optional. Attach purchase or return policies to this category. |
| Custom Fields | Optional. Attach custom fields that will appear on every product in this category. Drag to set their display order. |
Click Submit to save.
Editing or Deleting a Category
- Click the pencil icon to update any category details.
- Click the trash icon to delete it. A confirmation dialog appears first. Deleting a category does not delete the products assigned to it.
Custom Fields
Custom Fields let you capture structured product information that varies by category — for example, a "Size" dropdown on a clothing category or a "Flavour" multiple-choice on a food product category.
The Custom Fields List
The Custom Fields page lists all defined fields showing the field title, type badge, whether it's Required, and how many options it has.
Adding a Custom Field
Click New to open the Add Custom Field form.
| Field | Notes |
|---|---|
| Title | Required. The label shown on the product form. |
| Field Type | Required. Choose from: Dropdown, Single Choice, Multiple Choice, or Dropdown Multiple Choice. |
| Required | Toggle on to make this field mandatory before a product can be saved. |
| Icon | Optional. A visual identifier for the field. |
Options For all field types, add at least one option using Add Option. Each option has an editable label. Drag options to reorder them.
Click Submit to save. Once saved, the field can be assigned to one or more categories.
Editing or Deleting a Custom Field
- Click the pencil icon to update the title, type, options, or required setting.
- Click the trash icon to delete it. A confirmation dialog appears first.
Products
The Products List
Products are displayed as cards in a column layout. Each card shows:
- A thumbnail with a status badge:
- Green "In Stock"
- Orange "Low Stock: X left" (fewer than 10 items remaining)
- Red "Out of Stock" (zero inventory)
- Blue recurring icon (subscription products)
- Category tags
- Product name
- Price (with the original price struck through if a discount is applied)
- Edit and Delete action buttons
At the top of the list, colored alert banners appear when any products are out of stock (red) or running low (orange), listing the affected product names.
Searching and Filtering
Search bar Type to filter products by name, description, or category name. Results update automatically.
Category filter Click the Categories dropdown to filter by one or more categories at once. The search and category filter work together simultaneously.
Clear Filters When any filter is active, a Clear Filters button appears. Click it to reset everything.
View Modes
List View (default) All products appear in a single list.
Category View Products are grouped by category folder. Click a folder to browse only the products in that category.
Reordering Products
Click Sort to enter drag-and-drop mode. Drag products into the order you want and click Update Sort to save. Reordering works in both List View and Category View.
Adding a Product
Click New to open the full-screen Add Product form.
Title & Category
| Field | Notes |
|---|---|
| Title | Required. Must be unique. A URL-friendly slug is generated automatically. |
| Category | Required. Assign to one or more categories. Click the gear icon to manage categories without closing the form. |
Photo Album
Add one or more photos to the product's gallery. Click Add Photo to select from your media library. At least one photo is required. Drag thumbnails to reorder them. Click × on any thumbnail to remove it.
Description
A full rich text editor for the product description. Supports bold, italic, headings, bullet lists, and links.
Custom Fields
If the selected category has custom fields defined, they appear here automatically. Required fields must be filled before the product can be saved.
Stock & Availability (Sidebar)
| Field | Notes |
|---|---|
| In Stock | Check to mark the product as available for purchase. |
| Items in Inventory | Appears when "In Stock" is checked. Enter the number of units available. The badge on the product card updates automatically as orders come in. |
| Purchase URL | Shown only if Stripe is not integrated. Enter an external URL where customers can buy this product. |
Pricing (Sidebar)
| Field | Notes |
|---|---|
| Price | Required. Enter the product price. The currency (CAD, USD, EUR, AUD) is set in your store settings. |
| Apply Discount | Check to reveal a Discount Price field. The original price will appear struck through on the product card and page. |
| Recurring Subscription | Check to make this a subscription product. Select the billing interval: Weekly, Monthly, or Yearly. |
Loyalty Points (Sidebar)
If your loyalty program is enabled, the following fields appear:
| Field | Notes |
|---|---|
| Points to Earn | How many points a customer earns per purchase (or per billing period for subscriptions). |
| Use Points | Allow customers to redeem loyalty points as full payment for this product. |
| Use Points & Pay | Allow customers to use points plus pay the remaining balance. |
| Required Points | Shown when either points option is enabled. The number of points needed to purchase. |
Featured Image (Sidebar)
Required. Click Select Image to choose from your media library. Choose Circle or Square for how the image is displayed. A preview appears once selected.
Hover Image (Sidebar)
Optional. A second image that appears when a customer hovers over the product card on your site — useful for showing an alternate angle or color.
Click Submit in the header to save the product.
Editing a Product
Click the pencil icon on any product card to open the edit form with all existing values pre-loaded. All fields are the same as when creating a product. Click Update to save.
Deleting a Product
Click the trash icon on any product card. A confirmation dialog appears before anything is permanently removed.
Orders
The Orders List
The Orders page lists all customer purchases. Each order card shows:
- Customer name and order number
- Items — up to two product names, with "+X more" if there are additional items
- Order date
- Status badge — color-coded: orange (Processing), blue (Shipped), green (Delivered or Picked Up), red (Returned)
- Shipping method — Ship or Pick Up
- Order total — or "Used Points" if the customer paid entirely with loyalty points
Switch between List View and Card View using the toggle in the header. Orders load in batches as you scroll.
Searching and Filtering
Search bar Search by customer name, invoice ID, invoice number, or promo code.
Status filter Click the Status dropdown to filter by one or more order statuses simultaneously.
Order Details
Click any order to open its full details.
Order Summary Shows the order number (with a copy button), current status badge, order date, customer name, and shipping address (for shipped orders).
Fulfillment Progress A visual stepper shows where the order is in its workflow:
- Shipping orders: Processing → Shipped → Delivered
- Pickup orders: Processing → Picked Up
Order Items Lists every product with its thumbnail, name, quantity, unit price, and line total. Items paid entirely with loyalty points show a green "Points" badge instead of a price.
Payment Summary Shows a full breakdown including:
- Subtotal
- Promo code and discount amount (if applied)
- Shipping cost (for shipped orders)
- Tax
- Total
- Payment method — card brand and last four digits
- Points used and points earned
A Download Receipt button appears if a receipt PDF is available. A Send Invoice Email button resends the invoice to the customer's email address.
Updating an Order Status
Click Update Status at the top of the order detail view. Select the new status — each option is color-coded. Clicking a status updates the order immediately and sends a notification to the customer.
Exporting Orders
To export order data to a spreadsheet:
- Set a Start Date and End Date in the header of the Orders page.
- Click Export Excel.
The exported file includes one row per order with columns for: customer name, status, shipping method, address, subtotal, promo code, discount, tax, shipping cost, total paid, currency, card details, points used, purchase date and time, and individual product names, quantities, and prices.
Tips
- Build categories and custom fields first. Like services, the category structure shapes what fields appear on each product — set it up before adding inventory.
- Use the Hover Image for visual products. A second image that reveals on hover — such as the back of a garment or an open package — significantly increases click-through on product cards.
- Keep inventory counts current. Low stock and out-of-stock alerts appear on the list page automatically, but only if inventory numbers are maintained. Make a habit of updating stock counts after fulfilling orders.
- Discount pricing is great for promotions. When a discount price is set, the original price appears struck through — this is a strong visual cue that encourages purchases.
- Use the Excel export for monthly reconciliation. The export includes all payment, tax, promo, and product detail in a single file — it's the fastest way to hand data to your accountant or review monthly sales.
- Order status updates trigger customer notifications automatically. Every time you move an order from Processing to Shipped, or Shipped to Delivered, the customer receives an update — you don't need to notify them manually.