Store Manager Guide

1. How to use this guide

Each section shows a part of the store as customers see it. The purple label under each heading tells you where to change it in the admin panel.

2. Announcement bar

Customers can close the strip with the × on the right.

3. Header and menu

• Logo: upload it in Settings › General. It also appears on receipts, shipping labels and the login page.
• Menu items: the first six enabled top-level categories, in their Position order. Edit in Catalog › Categories.
• Dropdown: any category with sub-categories gets a dropdown. To add one, create a category and choose its Parent.
• To hide a category from the menu, switch off Visible (enabled) on it.

4. Homepage hero

Background style (same page) changes the soft colour wash behind the hero and listing pages: Gradient, Gradient + grain, Light, or None.

5. Trust badges

1. Switch on Show trust badges.
2. Click Add badge (up to 6). For each badge pick an Icon, a Colour, a Heading and a short Text.
3. Optional: Show in zones limits a badge to some countries (e.g. "Free delivery" only in Pakistan). Leave empty for everyone.
4. Drag badges to reorder, then Save.

6. Shop by Collections

• Each tile is a collection: its image, name and description.
• Only published collections show (set a Published at date in the past).
• Manual collections: you pick the products. Automatic collections: products are added by rules (e.g. price, tag).

7. Featured products and product cards

To put a product in Featured Products, open it and switch on Featured. Only visible, published products show.

8. Shop by Category

Shows enabled top-level categories with their image. Upload or change the image when editing the category. Categories without products still appear.

9. WhatsApp chat button

1. Switch on Show WhatsApp button.
2. Enter the WhatsApp number with country code, e.g. +92 300 1234567. Spaces and dashes are fine.
3. Save. Clicking the button opens a WhatsApp chat with that number (app on phones, WhatsApp Web on computers).

10. Footer, social links and legal pages

Each legal page opens at /legal/privacy, /legal/refund, /legal/terms and /legal/shipping. Saving a policy updates the store immediately.

11. Shop, category and search pages

• Price slider: automatic, from the lowest to highest price in that list.
• Brand filter: automatic from product brands.
• Attribute filters (Dietary, Shelf Life, Storage…): an attribute appears here when Filterable is ticked in Catalog › Attributes. Works for Select, Checkbox, Colour and Number attributes.
• In stock only: hides products that cannot be bought.
• Search also matches attributes ticked Searchable.

12. Product page

13. Cart and checkout

14. Online-only and POS-only products

Each product can be sold online, at the POS (counter), or both.

• Online-only products never appear in the POS register.
• POS-only products are hidden from the website, search and sitemap, and cannot be added to a cart.
• The products list has a sales channel column and filter.

15. Orders, shipments and dashboard

• Dashboard: revenue, orders, customers and the performance chart count paid orders only. Top Selling Products uses paid orders.
• All Orders: open an order to change status, mark it paid, and create a shipment.
• Create shipment: pick the carrier, enter a tracking number; a printable shipping label PDF is generated.
• Shipments: every shipment with its tracking and delivery status.
• Abandoned carts: carts customers left without paying.

Ship and deliver in one click

At the top of every order page:

1. Ship order: the carrier is pre-selected from the customer's choice. Type a tracking number or leave it empty to get an AWB number (e.g. AWB2610290000123). Click Ship and print label. All unshipped items go into one shipment, the label PDF opens for printing, and the order is marked shipped.
2. Mark delivered: when the courier confirms, click it once. Every open shipment becomes delivered, and the order completes itself.

The bar also shows the latest shipment, its status and a Print label link. The detailed Shipments page and its steps (in transit, out for delivery) still work for couriers that report each step.

Activity log

The Activity card on the right of the order page lists everything that happened to the order and who did it: placed, payment changes, status changes, each shipment step and notes. Changes made by the website or the system show as "System / customer".

16. Point of Sale (POS)

• Register: search or scan products, add to cart, choose customer, take cash or card payment, print the receipt.
• Card payments: Transaction ID and card number (first digits) can each be Hidden, Optional or Required.
• Returns: find the sale, choose items to return; resellable items go back to stock. A return voucher can be issued (Settings › Returns).
• Orders / Return History: past POS sales and returns with reprintable receipts.

17. Stock lots and expiry

A lot (batch) is a delivery of one product with its own expiry date, e.g. 40 loaves expiring on 24 October. With lots on, the shop sells the right batch first, stops expired stock being sold, and shows you what's about to expire.

Switch it on

Receive stock as a lot

1. Open the product and go to the Stock & Inventory tab (for a variant, its own stock area).
2. Click Add stock.
3. Choose the Inventory name (branch) and enter the Quantity received.
4. Fill in the Expiry date, and optionally Lot number and Manufacture (MFG) date.
5. Click Submit.

• Fill any one of the three lot fields and the stock becomes a lot. Leave all three empty for normal (non-perishable) stock.
• No lot number but a date? One is created for you (like LOT-20261006-K3QZ).
• Same lot number again at the same branch? That lot is topped up.
• MFG date can't be after the expiry date. Lot numbers: up to 64 characters.
• Removing stock: enter a negative quantity (e.g. -5). A Take from lot list appears; pick the lot, or leave it empty to remove normal stock.

Lots on the product page

Columns: Location, Lot, MFG, Expires, Quantity, Received, Status. Each row has two actions (needs Manage Stock Lots):

Lots that reach 0 disappear from the list but stay on record.

Lot expiry report

• Lists every lot with stock across all products, soonest expiry first.
• Status: OK (green), Expiring soon (amber), Expired (red), No expiry (grey).
• Search by lot number. Filters: product name or SKU, location, status (e.g. only Expiring soon).
• Click a product name to open it and adjust or write off its lots. The report itself is read-only.

What happens when you sell

• Online and POS sales take units from the lots at that branch in the Pick lots order. If lots run short, the rest comes from normal stock.
• Block expired: expired units don't count as sellable. If only expired stock is left, the product shows as Out of Stock on the website and at the till (unless backorders are allowed). Admin screens still show the full number, so write expired stock off.
• POS returns put resellable items back into the lot they were sold from. Damaged returns don't go back into stock.

Permissions

Importing lots

The inventory CSV can create and correct lots with lot_number, expiry_date and mfg_date. See Catalog data.

18. Catalog data: reports, export, backup and import

One screen to check the health of your catalogue, download it (as CSV files or a full backup), and bring products and stock in from a file, with images.

Switch it on

1. Go to Settings › Catalog import & export.
2. Turn on Enable catalog import & export and press Save.
3. A new menu item appears: Stock › Catalog data.

Who can use it

Give these in Settings › Staff & permissions. Administrators have all three. Staff limited to some locations only see and import stock for those locations.

Reports tab

Export stock report (CSV) downloads the same figures per SKU and location for Excel.

Export tab: download your catalogue

• Product images: Image URLs in the CSV (small file), Image files in the backup ZIP (full offline copy, Full backup only), or No images.
• Include hidden products: tick to export hidden products too.
• Exports use exactly the import columns, so any export can be imported again. Stock is only in the inventory file; products.csv leaves quantity empty on purpose.

1. Choose the options and click an export button.
2. You are taken to History ("Export started"). The export runs in the background.
3. When the status shows Completed, click Download.

Import tab: bring products and stock in

Upload one of these:

• a products CSV (new products or changes to existing ones),
• an inventory CSV (stock quantities, lots and expiry), or
• a Full backup ZIP from the Export tab (products first, then stock, with images).

Click the dashed box or drag the file onto it. The box shows the largest file your server accepts.

1. Download a template (Products CSV template or Inventory CSV template) and fill it in, or start from an export.
2. Upload the file, pick the options, tick Dry run and click Start import.
3. In History, read the result and fix any errors in the file.
4. Untick Dry run and import again for real.

Products CSV columns

Only name is required for a new product. Separate several values with | (space, pipe, space).

Inventory CSV columns

With lots on, a row with a lot number sets that lot's quantity (a new lot needs more than 0). With lots off, lot rows are skipped and reported; the plain total rows still set stock.

Images from links

1. In Settings › Catalog import & export › Download images from these hosts, add each website your images come from, one per line, e.g. images.pexels.com.
2. Links must start with https:// and each image can be at most 10 MB (jpg, png, webp or gif).

History tab and the import report

• Shows the last 25 exports and imports: when, what, who, status (Pending, Processing, Completed, Failed) and the result.
• Import results read like products: 12 new, 3 updated, 2 skipped, with the first few errors in red and notices in orange.
• Full report downloads every error and notice as a CSV. Messages name the row, e.g. Row 5 (Milk 1L): a product with SKU "MLK-1" already exists. (Row 1 is the header.)
• Download gets a finished export.
• The page refreshes itself while something is running.

Settings › Catalog import & export

Common problems

Backup ZIPs can hold up to 5,000 files and 512 MB once unpacked.

19. Staff and permissions

Every person who works in the admin panel or at the till has their own login and one role. The role decides what they can see and do; their locations decide which branches.

The screen

• Roles (top): one card per role with how many accounts use it. View details opens it; + adds a new role.
• Administrators accounts (below): every staff member with Email, Role, Locations and Access (Full or Limited). Edit or delete from each row.

Roles that come with the shop

Create a role

1. Click + next to "Administrator role available".
2. Enter Name (in lowercase), e.g. cashier, a Display name (Cashier) and a short description.
3. Open the new role (View details) › Permissions tab and tick what it may do.

• Permissions are grouped by area: System, Brands, Categories, Collections, Products, Customers, Orders, Discounts.
• Inside an area, each card is one subject (e.g. Product Variants, Pos Orders) with Select all.
• Ticks save immediately; there's no Save button.
• Each tick shows only a verb (Browse, Read, Edit, Add, Delete…). Hover it to see the full name.
• Browse = see the list, Read = open one, Edit/Add/Delete = change.

Add a staff member

1. Click Add administrator.
2. Enter Email and a Password (or click Generate).
3. Optional: turn on Send Invite to email them their login details.
4. Enter First name, Last name (and gender and phone if you like).
5. Choose the role. For any role except Administrator, pick their Locations (branches they work in).
6. Save. They log in at /cpanel.

To change someone's role, branches or password later, click Edit on their row. You can't change your own role, and administrator accounts can't be deleted.

Important permissions

One permission per settings page

To open a settings page, a person needs Access Setting plus that page's own permission. Without it the card is hidden. This way a manager can get Storefront and Shipping rules without Staff or Payment methods.

Pages: General, Staff & permissions, Inventories, Payment methods, Carriers, Legal, Zones, Taxes, Currencies, Checkout, Returns, Storefront, Shipping rules, Stock lots & expiry, Catalog import & export. They're in the System area, named after the page.

Suggested roles

What branches limit

Non-administrators only see their assigned branches in: the POS register and returns, POS order and return history, the Lot expiry report, Catalog data stock figures and exports, and inventory imports. Administrators see all branches.

Staff vs customers

Staff and customers are completely separate. Staff log in at /cpanel; customers log in on the website. The same email can be both, with two separate passwords. Customers never get roles.

Two-factor login

When two-factor authentication is enabled for your shop, each person turns it on for themselves under their account. It's not set from this screen.

20. Quick reference: what to change where