A. Payment Gateways

1. Manage Gateways - The very first section under the payment gateways is the “Manage Gateways” section. * In this section, the admin is allowed to modify the existing payment gateways. * There is an edit icon in the Actions column alongside each payment gateway which can be used to make changes.

You will also get to know the default gateway enabled on the website. It will be seen as highlighted in the green background in the Actions column, while the rest of the gateways are having a light grey background. The grey background shows the payment gateways which do not fall in the default category.

A search input box is also available at the top to find out the particular integrated payments. Besides this, there are next and previous controlled navigations at the bottom to browse through different modes of payment. By default, you will get to see only 10 records of payment gateways in a table. However, it can be changed to other options in the dropdown.

You can set and manage payment gateways in this section. Paypal express payments have already been active by default. However, it is possible to set up other modes of payment.

To modify information in payment gateways, select edit in the action column. You can hover over all icons there in the Actions following which you will get to know from where to edit elements. Usually, the icon at the center, the pencil icon is there to perform changes in the payment gateways.

  • Click edit and a new screen will appear in front. For example, let’s edit Paypal payments.
  • In this section, you can set CC type as either default or not.
  • Then there is a need to select CC type which includes options such as Visa, MasterCard, and American express, discover, etc.
  • Choose the sandbox option if you wish to enable payments in testing mode only.
  • Else, proceed with the live payments by selecting the live mode in the form of radio buttons.
  • In both cases, live and sandbox, you need client ID details to configure the payments with the system.
  • Add client ID and secret information in the boxes provided. You can get this information by logging into the client’s PayPal account, copy data, & paste it here. Lastly, choose the status of the payment mode as active or disabled.
  • You can also decide whether to make limited access to the payment gateway. This is possible by selecting yes or no in the options below.

Click the save button to finish setting up Paypal payments. You can go back and make changes in other payment modes by following the steps.

2. View Statistics - This section offers you to view statistics of the payment gateways, be it dates wise, months or weeks.

  • You can select the payment gateway from the dropdown for which you wish to review statistics.
  • You can also mention from and to date here.
  • Lastly, choose the time period that will provide you a complete view of the statistics.

The tab is only helpful to serve a purpose which is to let users review the statistics on a weekly, monthly or annual basis.

The admin is only required to make a selection in the fields provided and statistics will appear in front. You don’t have to do anything else here in this section. There is no field to add content or description; it simply lets users evaluate sales made in a specific time slot.

3. Add Rules - The next section is to add a rule on the working of merchant gateway. The rule will dictate how the payment system is going to work using the specific gateway. The amount is deducted based upon the selection of the rule.

  • The rules are defined in the form of a dropdown which can be set according to the requirements.
  • The merchant needs to be selected first.
  • Then the next step involves choosing desired rule from the selection box.
  • Next, you have to specify the amount which will be subtracted from the total price in the checkout area.

This tab lets you define a rule on the payment gateways.

  • Move step by step and select the options as desired.
  • The selection of merchants is to be followed by rule type.
  • The rule type will set up the rule on payment gateways.
  • You can also mention the amount here
  • Lastly after choosing the desired status, click the submit button to save the rule.

There are only two buttons at the bottom, one is back and another one is the “submit” button. The submit button lets you save the rule created in the section.

And clicking on a back will redirect you from the current section to the previous one. The status of the rule is of utmost importance as it will guarantee the visibility and implementation of the rule on the website.

4. Manage Rules - This is the section where you get to manage the rules created in the “Add Rule”. The rules can be added in the “add” section; here you get to manage it only.

  • You can edit the desired information here by clicking a particular rule.
  • The modification can then be performed on the particular rule.
  • You can choose to alter the amount and the merchant name, as well as any other related information.

You can easily search for a rule here by typing it in the search dialogue box. The search input is available to let you find out the particular rule where you want modification.

A list of tables is shown constituting all the rules created in the “add rules” section.

  • You can edit or delete a particular rule by using the icons placed in the actions section.

Besides search button, previous and next button is available at the bottom to browse through different rules. The table will show only 10 records at a time, but it can be modified by selecting different options from the dropdown. However, you only have to choose from the options available. There is no way that a random selection can be made to view records in the table.

B. API Settings

This section contains all the API-related settings. The API settings will cover the following tabs under it. You can enable settings for different tabs to make it work on the website. You will get to know each section one by one. Let’s discuss it in detail.

1. Ship Station - This tab allows you to configure ship station settings here.

  • Choose desired options provided below to configure it correctly.
  • Select yes or no to enable the subscription status of the ship station.
  • Enter API key of the ship station followed by its secret key which can be copied from the ship station account when logged in.
  • Next, choose the confirmation type from the dropdown.
  • You also need to enter the ship station custom store ID along with the username and password details.
  • It also requires a custom URL of the Shipstation.
  • Lastly, select desired order status for ship station such as paid, unpaid, ready to ship, etc. The status of the ship station is very crucial as it will decide how the settings will work front end.

You will not find any search input field in this section. Also, there is no previous and next button to browse through any settings. You just need to enable few settings and the data will be saved.

2. UPS Settings - You need to configure UPS settings in this section. The tab contains all necessary settings required to enable UPS in the system. There is no search input field at the top. UPS settings are enabled either by inputting values in the text box or choosing values in radio buttons.

Let’s study each field in detail.

  • Add access key of the UPS along with its username and password.
  • The UPS user ID and password will be different from that of the usual login credentials. However, you can keep it the same here in this section.
  • Next, you can enable or disable negotiated rate by selecting yes or no.
  • You can also set whether to enable address suggestions. This is done by selecting one of the options in the radio button.
  • Validations can be set up in the city field.
  • After you have finished enabling certain validations, now it’s time to enter shipping information.
  • First, add the name of the shipper followed by the shipper number and shipper Zipcode.
  • Choose the desired country from the dropdown in the shipper country field.
  • The shipping country field contains a list of countries in the form of the dropdown.
  • The UPS pick type can also be selected as per need. There are various options available for the pick type. 4-5 options are there.
  • Also, there is a need to specify the maximum weight per package.
  • The combined shipping weight is also required in the configuration settings.
  • Lastly, you can auto-enable or validate Zip by selecting yes or no.

Click submit button to finish the configuration of the UPS settings. In this tab, you will not find any previous and next controlled navigation. You will see fields that are required with * marks while other fields are optional.

3. IP Management - This particular section lets you configure GeoIP settings. The settings would only work if you enable the configuration in the first step. This is done by selecting the yes or no option in the radio button.

  • Start by adding the remaining query count of the GEOIP.
  • Insert access key of the GEOIP followed by user ID.
  • Both access key and user ID is a required field.
  • Next, set the default behavior of the site.
  • This section also requires you to add days in number after which it is allowed to retrieve visitor’s data from GEOIP API.
  • You can also specify the number of days following which the cleanup process of the database will initiate.
  • Next, write the URL of the page needed for redirection when the redirect mode is on.
  • Click submit button at the end after you finish submitting the details.

The tab doesn’t contain many settings. Only the IP-related configuration is managed here.

4. Google Merchant - The Google merchant tab allows you to configure its settings. On the top, you will see a reset button that will automatically save back the initial settings set at the beginning. It is optional to use reset button settings otherwise you can proceed with the rest of the settings.

Let’s study each step in detail-:

  • Select yes or no to enable the working of the Google merchant.
  • You can also enable or disable product reviews along with it.
  • Similar to product reviews, there are customer reviews that can be set up.
  • Further, a badge can be easily integrated into this section.
  • Set the position of the badge from the options in the dropdown.
  • You can also mention the expected delivery date.
  • Next, you need to add a review file fetch URL that will redirect to the mentioned URL address.
  • It is also easy to update the URL of the product reviews.
  • Add client ID and its secret key along with Google merchant ID.
  • Add the URL of the page that is required for redirection.
  • You can next choose the online or offline mode.
  • Then select product condition by choosing one of the dropdowns.
  • Further, there is a need to select a target country.
  • Insert badge number count along with the expiry time of the product.
  • It is optional to add the Google console application name.
  • Then there is another section named “Manage Custom Labels” where you can set several labels with its values.
  • Finally, click submit button after adding the desired details.

5. Google Analytics - This tab is used to manage configuration settings related to Google analytics.

  • In the first step, you need to enable Google analytics.
  • Next, you have to configure IP Anonymization by selecting yes or no.
  • Further, you can also allow page view tracking by choosing desired options in the radio button.
  • You can also enable or disable enhanced link attribution.
  • A tracking ID is also required and hence adds a suitable value.

6. Sellbrite -

  • Enable or disable sellbrite status by choosing yes or no.
  • Besides this, add other information such as sellbrite client ID.
  • Enter sellbrite client secret and sellbrite warehouse ID.
  • There is a link available next to sellbrite warehouse to get the warehouse ID.
  • Lastly, click save to submit all details.

7. Captcha -

  • Enable captcha in the first step by selecting yes or no.
  • Enter the public and private keys of the Recaptcha to configure its settings.
  • You can also enter the Recaptcha score in the field below.
  • Next, add Recaptcha V2 public key, Recaptcha V2 private key, and click submit to save the details.

8. Manage HybridAuth -

  • Configure settings to manage hybrid authorization.
  • You can set it for Facebook, Google, Amazon, etc.
  • The search dialog box on the top can also be used to find a particular authorization.

9. Google Geocoding - This tab contains settings related to Google Geocoding.

  • Enable yes or no to subscribe to Google Geocoding.
  • Add Geocoding API key
  • Click submit button to save settings.

C. Change Password

This tab allows you to change the existing password.

  • The new password can be set only by rewriting the current password in the first step.
  • This is followed by the field to create a new password.
  • The immediate next field requires you to type a new password again. This is solely for verification purpose only
  • Click submit button to save the currently set password.

D. Handling Charges

In this section, you can set rules for product handling and the costs associated with it.

There are various search boxes available on the top to filter by categories and set a particular rule. For example, you can retrieve by country, state, zip code, etc.

  • You will also get to see several rules in the form of the dropdown.
  • After choosing a particular role, click on the green plus sign which is placed next to the “select rule field”.
  • The table below shows a list of rules created earlier, containing all the information with it.
  • You can also search for a particular rule by typing it in the search box.
  • Similarly, changes can be made to the rules by using icons in the Action column.
  • The previous and next button are available at the bottom to browse through different rules
  • By default, only 10 rows show at a time but it can be changed to other options in the dropdown.

E. Social Pages

This tab is used to set social URLs.

  • Add link for Facebook, Twitter, Instagram, Google plus, and Youtube and save it to store information.
  • It's optional to add URLs in all the respective fields.

F. Account Settings

Here you need to configure account settings. Start adding information step by step.

  • Choose the desired theme from the dropdown.
  • This is followed by the selection of the time zone in the next step.
  • You can select monologue storage by choosing either file or database from the options.
  • Add the site URL of the website and screen time lockout.
  • You just have to enter the desired value in screen lock time and it will automatically append seconds to the entered value.
  • You can also set authentication time out.
  • It is also required to enter unconfirmed subscription days.
  • You can set the number of mails for execution in the field provided.
  • Similarly, SMS for execution can also be set here.
  • Add the frequency of emails for execution.
  • Again, there are many fields to set the frequency for including GeoIP, review feed, review feed increment, Google merchant, etc.
  • Furthermore, you can manage to set the timing to send the emails when unpaid order is being lapsed.
  • Add the number of emails to send in a day.
  • Insert desired value in order prefix, general handling time, unique title, alternate title, title separator, etc.
  • You can enable showing a video library on the home page or disable it by selecting no.

The process to auto-cancel orders can also be executed here.

  • Firstly, you have to enable settings for auto-cancellation.
  • It is also easy to set the number of days allowed to cancel the order and later suppressing the email.

The next option is to configure merchandise return options and set their time validity.

  • Enable return orders by selecting either of the radio options.
  • Add return prefix if you want to.
  • Then set the time limit of validity.

The ‘share product” option allows you to share products and services on social media platforms.

  • You can manage to share products on platforms such as Google, Facebook, Twitter, and Pinterest.
  • Enable or disable structured data as required.

Then next you can manage emails for subscription mode by selecting either yes or no. You can set login validation for users to access content on the website.

Catalog mode can also be enabled here.

The “Coming Soon” settings let you define a special message for the users whenever the site will be in maintenance mode.

  • The website content is no longer accessible in the maintenance mode and the user will get to see the message only.

Besides this, you can also enable sign-up restrictions for the users.

Select yes or no to enable or disable the transfer script.

The security section is there to assure the website is free from viruses, aids in protection.

  • Enable SSL by choosing yes.
  • Proceed by setting the number of login attempts allowed in case of mismatched passwords set at the time of registration.
  • Mention the time-out period also that will restrict users from not being able to log in again for the set time.

Next in the handling section,

  • You can set handling charges for the product by adding its minimum and maximum value.

Similarly, there are product insurance charge details where

  • You can add maximum and minimum values along with shipping charges.
  • Also, specify the next order value and a charge per value.

G. Review Configuration

This section lets you review the settings configured in the previous sections.

  • You can define the number of days and select a template here.
  • Furthermore, you can set a time limit after which it is allowed to review settings.
  • Specify the number of days and word limit for review.
  • This is followed by the selection of order status of the review.
  • The order status can be assigned by choosing either one or multiple options available in checkboxes.
  • Save it to store information
  • Besides the save button, there is a button “Add new reminder”.
  • Click “Add new reminder” to reset review settings. You can then again specify the days and template in this new setting.

H. User Q&A Configuration

Here you can set permissions for the users by configuring few settings.

  • You can enable if the customer is allowed to answer questions.
  • Along with this, you can manage whether to send notifications to the customer.
  • Set the limit for the number of users to whom the notification will be sent.
  • Mention the number of questions and answers to be displayed.
  • You can also configure the number of clicks here.
  • Define a message that will appear after submitting the questions.
  • Similarly, you can add a message to show after the submission of the answers.
  • Finally, click submit button to record information.

I. Message Settings

In this tab, you can add messages for different sections.

  • First is the home page top message where you can add the desired message and click submit to save it.

Similarly, you can manage messages for the user.

  • Enter a message for the bulk user limit.
  • Add message for new user creation.
  • Then there is a message section for inactive and invalid users.
  • Choose the message you want to display if incorrect login credentials are used
  • A message is then required during user login & registration.
  • Lastly, you may require sending a message when any user gets updated.

Next is the section to enter order-related messages

  • There is a message field for the automatic cancellation of the orders.
  • A message for successful and unsuccessful transaction
  • Enter a message for the normal order
  • Add suitable message for empty and canceled orders
  • Again a message is sent upon transaction of the payment.
  • Then there will be messages for the processing of the order
  • Add a message to restrict product quantity.
  • If the customer wishes to pay later then a message must be sent to keep track of it.
  • Message can also be added for unauthenticated users
  • Write a message for the wrong Zipcode if entered by the user.
  • Click submit button to store information.

The section provides an opportunity to manage all product-related messages, order delivery, coupons, return orders, and order tracking, etc.

Product Messages

  • Add message for the bulk buyer
  • A message should be sent in case there is an update in the product shipping
  • There are separate message fields for product availability, empty products, and products that are no longer available.
  • If the product is deleted by the admin, then it can be communicated through messages
  • Again, the cart will be empty upon the deletion of the product and a message can be displayed.
  • Similarly, there is a message field for the updating of the products.

Contact Us Message

  • Write a simple message for the successful submission of the contact forms.

Forget Password Message

  • Add message for the correct login credentials.
  • Then there will be another message field if the user tries to login with the wrong password.

Coupon Messages

  • Add message for more item coupon
  • Set message for the crossed users.
  • You may enter a message for the coupon specified items
  • A message field is also available for the used coupons and wrong coupons applied
  • Write a message to display it for the discount of lesser prices.
  • Lastly, click submit button to save information.

Newsletter Messages

  • Enter a message for confirmed and disabled subscribers
  • A separate field is there for disabled and not confirmed subscribers
  • You may also wish to add a message for enabled & not confirmed subscribers
  • Then there are two message fields, one for successful registration of the subscribers and another one for wrong subscribers.
  • Lastly are the message fields for unsubscriber success and error.

Ask Question Messages

  • Add suitable messages for ask question error & success.

Return Order Messages

  • Set a message for quantity less error and quantity zero error
  • Similarly, add messages for return order error & return order success.

Address Messages

  • Display messages for additional address creation, deletion, and modification.
  • Then add a message for billing information.
  • Enter a message for updating the billing.
  • Lastly, is the message information for shipping and any changes made to it.

Email Messages

  • Add message for characters allowed in an email.
  • A message for the already existing user whose authentication is tested through emails.
  • Write a message for the available, empty, and invalid emails.
  • Then enter the message for the fields that are marked as important.

Phone Alert Messages

  • Add message for maximum and minimum count value in a phone number
  • Then set an alert message for invalid phone numbers
  • You can specify the message to restrict the length of the phone number
  • Enter a message that the phone number field can’t be left empty.

Sign up Messages

  • Write a message to be sent after a successful registration
  • Similarly, there is a message field for the accounts that are not active.

Review Messages

  • Add a message when no review is found
  • Then set messages for the reviews that are invalid, not allowed, and old.
  • Then pass on message whenever the same product is reviewed.
  • Enter a message for the successful submission of the reviews.
  • Lastly, write a message for unauthorized customers trying to submit reviews.

As discussed above, there are message fields in the different sections. Similarly, you can set required messages in the other fields below. The process is the same. You just need to write down a message and submit it to save data.

Further, messages can be set for the review guidelines, other messages, review column content, tracking instruction, etc. You can also review messages for configuration settings, Q/A, column content, etc. The format is defined for all message sections; you simply have to fill up the information.

J. Q&A Tips

There are many tabs in the Q Tips sections for you to manage settings easily.

First is the general tab in which you need to add the required information.

  • Insert data in Address 1, Address 2.
  • Enter Qtips message for attachment in the next field.
  • Similarly, write a Qtips for bill existing address.
  • Add Qtips message for other fields such as Captcha, city, comment, company, country, current password, default billing, shipping, email, fax, phone no, password, subject, etc.
  • It is not essential to enter suitable information for each field, however, you can add it here to display the front end.

The next tab will help you set Qtip for all product-related information.

  • You can add a message for product option, background, product description, product gallery, product item no, product packaging, shipping mode, product specifications, product UPS services, etc.
  • Click the submit button to save details.

Similarly, add Qtip for all fields specified in the manufacturer's section.

  • Start by adding messages for manufacturers' amount.
  • Type Qtip information for manufacturer’s city, contact name, email address, fax, phone, state, website, & Zipcode, etc.
  • Next is to enter suitable messages for the warehouse's address, its city, and other associated fields such as contact, fax, phone, etc.
  • Finally submitting all values to store values.

Now it turns to fill the category section with required Qtip

  • Add suitable information in the category brochure, including its description, keywords, name, permalinks, and title and subcategory name.

Next is the coupons section

  • Insert desired Qtips information for coupon code & description, coupon templates.
  • Specify the title and its content, type of coupon, coupon usage, expiry date, and more options.

Enter Qtip's for newsletter fields in the next section.

  • Add content for the already confirmed page, article category, article product, article templates, subject, subcategory, newsletter content, subscriber’s type and email addresses, and rest of the articles.

Add required messages for the fields specified in the order section such as card type, credit card numbers, expiration year, expiration month, Amount, order ID, order number from, order number to, order Search Company, order search email, order status, payment methods, security number and ship price, etc.

Again in the user's tab, you need to add Qtip information in the fields such as admin confirm password, billing addresses, billing company, billing state, billing phone, billing city, shipping company, shipping country, shipping addresses, and other shipping related fields.

The inventory tab again allows you to enter suitable Qtips in the category, current stock, manufacturers, product name, and subcategory and warehouse field.

Lastly, there are admin others and merchants tab which lets you define Qtip in their respective fields.

K. Site Notifications

  • Enable or disable site notifications based upon your preferences.
  • Write down a notification message in the text field provided.
  • You can also set color-related style layouts here.
  • For example, you can select the background color and font color of the site notifications.

L. Cache Settings

In this section, you can decide whether to enable caching for a full page or not.

  • You can also set a minimized cache as the option if you wish to enhance the speed performances of the website.
  • Similarly, JS can also be minimized to improve load time.
  • Specify cache timeout if you want to and click submit to save details.

M. Appearance

1. Customize

A. Style Settings - This is the general settings tab to enable styles of the different elements of the website. Choose required from the options provided below. You can set styles for text, content, buttons, products, etc.

B. Manage Slide Settings - You can set other slide settings here. Specify the height of the slider, enable or disable left-right navigation and select the desired background color.

C. Featured Product Slide Settings - Here you will configure settings for featured products that are displayed in the slider form. Enter a value for slider delay in milliseconds and enable other settings.

D. Similarly, you can set styles for the video page.
E. Select desired themes from the dropdown.
F. In the Advanced Style theme, you can add custom styles here by adding class or ID

2. Bootstrap

Here you can manage the appearance layout of the website. There are various tabs placed in this section and we will configure each setting one by one.

A. View Slide Data - In this section, you can choose from the already created sliders. Select the required slider from the dropdown and save it.

B. Home Page Content Setting -

  • You can enable or disable the header image for the web pages on the site.
  • Choose the desired file and upload it here as the header image.
  • Then select the favicon image and cart throbber icon in the fields mentioned below.
  • Enter heading for the season’s best box and next set its background color.
  • You can also mention the number of rows to display the season’s best box.
  • Set product combinations if you need them, otherwise, it will be displayed as default.
  • Enable product suggestions.
  • The rest of the fields such as home page top message, footer content, keywords, etc. require you to add suitable information.

C. Invoice Content Settings - You need to enter all invoice-related information in this tab.

  • Add company name, address, email, contact details, zip code, city, etc. to fill up the invoice.
  • You can also upload the company’s logo here. This is to structure a well-designed format of the invoice.

D. Slider Settings - You can configure slider settings in this tab

  • Increase or decrease the time duration of the slider.
  • Enable or disable autoplay. Select orientation for slide drag.
  • Choose the required navigation thumbnails from the options below.
  • You can also set vertical or horizontal spacing in the fields provided below.

E. Code Editor Setting - Select the desired template from the dropdown and add its content.

3. Sliders

This section is used for adding sliders.

  • Click “Add slider” on the top to create a new slider.
  • A new screen will appear in front.
  • Configure slider settings and save them.
  • Choose desired images for the slider on this screen.

You can also make changes to the already created slider in the tab by using icons in the Actions column.

  • Separate icons are available to make modifications to the slider or delete it. For example, a pencil icon is used to perform an edit operation.

4. Themes

This section is used to choose a theme layout for the website. You can upload a theme here, make it live on the website.

N. State Sales Tax

A. Add Tax -

  • To add a tax, you need to select state and country from the dropdown first.
  • Add the desired value in the value tax field and click submit button to save it.

B. Manage Tax - This section will show you a list of sales taxes in the table below.

  • Search a particular sales tax to modify it.
  • Alternatively, you can select one from the table and make changes to its content.
  • Editing a sales tax can be done by using icons in the Action column.
  • The previous and next buttons are available at the top to search through sales tax.
  • By default, the table only displays 10 rows at a time but it can be altered.

A. Add Menu -

  • Enter the name of the menu and add its permalink in the next field.
  • Choose the display position of the menu; you can set its position as either top or bottom.
  • Next, add menu title, Meta keyword, Meta description, and content of the menu.
  • Adjust its redirection to either yes or no.
  • Lastly, set the status of the menu and click submit button to save details.

B. Manage Menu - This section is divided into two parts: Top menu and the bottom menu. A list of menus is available in the top and bottom sections. Find a suitable menu and make modifications to it.

  • You can modify the menu by clicking an edit button in the Actions column.
  • A pencil-like tool is used to make changes, which is there in the actions.
  • Select a particular menu and edit it.

P. Logs Settings

A. Default settings -

  • Select the log level from the dropdown
  • Set its size in MB.
  • You can also set a maximum number of log files to keep.

B. Aws Log Settings -

  • Enable or disable AWS log settings by selecting yes or no.
  • Then choose desired settings for AWS in the fields provided below.
  • Select the maximum log file size.
  • Then enter the maximum log files to keep in the directory.
  • There is also an option available to reset all settings.

C. System Logs - Set the status of the system logs and adjust its settings as it has been done for the default section.

D. All Logo Settings - Similarly, you can set settings for all logo sections by choosing the desired option.