Store Support - SITE123 Support Center Learn about SITE123's Store and get all the support that you need. We're here 24/7 with live support, or you can search in our support center for guidance. How to Access Configuration Settings Discover all store configuration options by navigating the Website Editor: Pages > Store > Store button > Settings > Configuration. Watch the guide video for help. How do I access the POS tool? Learn how to process a purchase: go to Dashboard > Orders > click Place Order for POS charging screen. Customer Communication and Policies Improve customer trust with email notifications for all store alerts, a custom "Thank You" message, and clear return policy information. Offline Payment Methods Enable offline payment options for customers, including Bank Deposit, COD, Check, Money Order, Pay in Store, and Phone. Add instructions and details for smooth transactions. Why is an order marked “In-Progress” and when is an abandoned cart detected? Orders marked "In-Progress" for 5 mins; status locked. After, system checks for cart abandonment. Where can I track visitors who abandoned their carts? Monitor abandoned cart activity via the Form Orders section. Watch video for guide: https://files.cdn-files-a.com/admin/systemGlobalFilesManager/normal_698dfbd03aef3.mp4 How do I customize the abandoned cart reminder sequence? Customize reminder timing, content, and set up to 5 follow-ups. Edit email subject, text, and call to action button. How to set up Abandoned Cart reminders Enable Abandoned Cart Reminder in Website Editor: Go to Pages, select relevant page, click Edit, navigate to Configuration, and toggle reminder On under Options. How do I customize category details (images, descriptions, and SEO)? Learn to edit a category by clicking the Pencil icon: Add header images, descriptions, and set SEO settings for better search indexing. Watch the video walkthrough for detailed guidance. How can I reorder categories or move products between categories? Easily reorganize your store with drag and drop to reorder categories and move products directly into specific categories. Watch our video walkthrough for guidance. How do I create a catalog structure with categories and subcategories? Learn how to structure your store's catalog in Store Manager by adding categories, subcategories, and products, including a helpful video walkthrough. Store Options and Feedback Control shopping features like showing related products, enabling wish lists, allowing product reviews, and sending abandoned cart reminders under the General tab. Customizing the Order Form Learn how to customize your checkout form to collect exact customer details: Show/hide standard fields, add custom fields, and edit as required. Watch the video tutorial. How do I create a charge in the POS system? Easily add products or services and set prices on the POS screen with options for recurring billing for subscription charges. Export or Import Customers (CSV) Easily manage customers in bulk using CSV export/import for downloading or uploading lists, with an optional feature to automatically subscribe customers to your mailing list. View and Manage a Customer View and manage customer details, review orders, book services, message, edit info, and add internal notes and files for customer profiles. Open the Customers Tab Access your full customer list via your website Dashboard by clicking Customers in the side menu to view interactions from Store, Booking/Schedule, etc. How to Set Up Printful Dropshipping Connect Printful to your store via store management by accessing Store settings, selecting Dropshipping, choosing Printful, installing the app, and authorizing the connection. Where can I view an order’s status and customer details? Access Order Info for payment status, customer details & more: Dashboard → Orders → Click Info. Monitor order status & view essential customer information easily. Can I apply the same tracking number to all self-fulfilled items in an order? Add tracking details to all self-fulfilled items in an order with one option. Video walkthrough available for guidance. How do I send a shipping confirmation email when I add tracking? Learn how to add a tracking number & send shipping confirmation to customers: Open Order Info, click "Add Tracking Number," & check confirmation email box. Add a Tracking Number Add tracking details to an order from your website Dashboard by clicking Orders, selecting the order, and filling in the tracking number, carrier, and URL. How to add and manage store categories Learn how to add and organize store categories in the Website Editor by accessing the Pages tab, selecting your Store page, and clicking Categories. Managing Product Variants Learn how to manage product variants by size, color, or material: enable options, set inventory, price adjustments, SKUs, and control visibility. How to Manage Inventory Keep stock levels accurate by either automating inventory tracking or manually updating item statuses in your store's Management > Inventory section. Order Details and Management (Info Button) Manage individual orders by clicking the Info button to see customer details, add tracking, review items and totals, and check order activity. How do I set up a Payment Link (status, expiry date, name, description, image)? Learn how to create a new payment link with options like active status, link type, expiry date, and custom name, plus optional description and image. Where will my tax settings apply, and how will customers see tax? Ensure accurate tax settings across E-commerce, Events, and Booking pages. Display prices with or without tax. Verify local tax rates for correct collection. What advanced tax options can I set (shipping, tax included pricing, tax-free items)? Advanced Tax Options: Fine-tune tax calculations - toggle tax on shipping, choose if prices include tax, and mark products as tax-free if exempt. More Product Settings (More Tab): quantity limits, tax, questions, and button options Manage advanced product settings like min/max quantity, tax status, custom questions, and more, plus change Add to Cart button to Contact or redirect. Manage Products (Edit, Duplicate, Hide, Preview, Share Link, or Delete) Manage your online store's products with options like edit, duplicate, invisible, preview, link, delete, & control related products settings for better SEO. How do I create and assign a product guide (like a size chart) to a product option? Learn how to create and assign a guide, like a size chart, to product variations: Add guide in Store Settings, then link it to variations via the product’s Options tab. How do I add images or videos for each product variant? Display product options visually with the Product Variation Gallery by uploading specific images/videos for each variant, enhancing your online store's user experience. Will invoices be sent automatically after a customer purchase? Enable and configure your invoice system to automatically generate and send invoices post-purchase. Ensure Company ID, Billing Address, and details match tax records for compliance. How can I customize the invoice design and billing address details? Customize invoice design with layout templates and a primary brand color, set your business address for all invoices, ensuring compliance with tax requirements. How do I configure my company information for invoices? Learn how to make your invoices professional with details like business name, ID, numbering, and logo for compliance and accurate tax reporting. How do I enable the invoice system (or choose an invoice provider)? Activate your invoice provider from the Dashboard for invoicing options like Invoice/Receipt and Credit Note. Visit Orders > Invoices > Settings to enable. More Actions: mark as paid, refund/cancel, archive, or message a customer Manage online orders by sending payment links, marking as paid, refunding, adding comments, archiving, or directly communicating with customers. Includes inventory sync and notes on refunds. What is the “New Arrival” section and do I need to update it manually? Discover the New Arrival section: Automatically showcases your last 10 products added, updating itself with new inventory for hassle-free management. Filtering and Organizing Orders Learn how to filter & organize orders by payment status, custom tags, date range, and more to streamline order management on your platform. Quick Actions from the Table (Three Dots) Manage customer without opening profile: Edit details, send messages, view activity log, place orders, or mark as inactive. Note: Inactive customers can't receive promotions or emails. Managing Inventory and Shipping (including mixed carts) Explore how Printful manages fulfillment and shipping for Printful-branded items, offering separate rates for mixed cart purchases. Where do I edit Printful product variants and other characteristics? Printful products integrate seamlessly with your store; manage like regular items but edit certain settings in Printful. Features automatic sync and real-time updates. Adding and Designing Products Learn how to integrate Printful for dropshipping in your store settings, add products with designs, select mockups, set pricing, and publish automatically for high-quality prints. Filter Toolbar Design: How do I change the filter toolbar style or hide sorting? Learn how to adjust customer filter and sort options in your store: choose toolbar width, style, and hide filters if needed. Watch setup video for guidance. Categories Box: How do I style category tiles and show category details? Customize product collections in your store by navigating to Store > Settings > Design. Choose themes, image ratios, and visibility options for categories. Product Box: How do I change product display style, image ratio/size, and hover effects? Customize your online store's product display in Store Settings under Design by choosing themes, setting image size, selecting hover effects, and more. How do I customize the Store design in the Website Editor? Change your shop's layout and styling via Store design settings in the Website Editor, under Store page's Settings tab. Follow the video walkthrough for assistance. How do I share a payment link (direct link or QR code)? Learn how to share payment links either by copying the direct link for email or text, or by using a QR code for instant phone payments. How do I collect payment from a customer using POS? Learn how to check out with your cart: 1) Click the green Charge button 2) Choose Cash for in-person payments or Send Payment Link for remote payments. Edit Product Options and Attributes Learn how to add product options (like size or color) and attributes (like material or shape) to your online store products, enhancing search and navigation for customers. Dropshipping with Printful Learn how to integrate Printful dropshipping with your online store for global sales without handling inventory or shipping. Set up through your dashboard, add customized products easily, and let Printful manage fulfillment and shipping. How to Add Product Options Add product options like Size or Color to items in your online store through the Store manager by enabling Product Options and managing variants. Sell on Multiple Platforms (Sales Channels Tab) Learn how to export your product catalog to platforms like Google Merchant Center, Facebook Shop, and more by following simple steps in your store settings. Add Products to Your E-commerce Store Add products in Website Editor by opening Store Editor, creating products with details, images, pricing, and optional SEO. Watch provided video walkthroughs for guidance. How to Add a Store Page Learn how to add a Store page in your Website Editor: find it in your Page List or click Add New Page, and manage products/settings via the Store button. How to Edit Shipping Methods Set or adjust shipping rates from your Store page in Website Editor: Pages tab > Store > Settings > Shipping. Manage regions and choose shipping method. Create Your Store Create a professional Store page to sell online and scale business operations. Includes adding products, managing inventory and variants, configuring payments, shipping, and marketing. Set Shipping Learn how to set up and adjust your store's shipping regions and rates, including options for free shipping, flat rates, or store pickup, to define where you deliver and the cost for customers. Set Tax Learn how to comply with local laws by adding tax to your products or services. Discover how to edit tax settings through your dashboard, configure tax regions, and apply advanced options for shipping, product pricing, and non-taxable items. The Abandoned Cart Tool Increase sales through automated reminder emails for abandoned carts on your website's Store, Events, Donate, and Schedule pages. Customize timing, content, and up to 5 follow-up reminders. Store Order Form and Other Configurations Learn how to fine-tune your online store's settings, customize order forms, handle customer communication, and set policies for better management and user experience. Adding Product Attributes Learn how to add product attributes such as Material, Shape, or Value in the Attributes tab to enhance customer browsing with filter options. Add and Manage Ecommerce Products Learn how to add, organize, and manage products in your online store using E-commerce tools for better customer experience and smooth sales operations. Create Coupons Discover how to offer coupons for discounts on Store, Events, Pricing Tables & Schedule Bookings. Learn to manage them via Dashboard, set restrictions, and track usage for effective promotions. Check Your Orders Centralized Orders system tracks transactions across modules like Store, Events, and Reservations. Manage via Dashboard, use filters for organization, manage details like customer info and tracking, and perform actions like refunding and archiving. Set Currency and Payment Methods Learn how to set the currency and payment methods for your e-commerce, restaurant menus, pricing tables, events, and more. Manage credit card gateways, offline payments, and online wallets for seamless transactions. Edit the Ecommerce Homepage Sections Customize your e-commerce homepage by managing product and category visibility, adding new sections, and organizing for better navigation and conversion rates. Manage Product Variants and Inventory Learn how to manage inventory and product variants to ensure accurate stock info and options for customers, including automatic/manual tracking and variant customization. Edit the Ecommerce Design Enhance your online shop with custom store designs matching your brand identity. Learn to personalize product displays, category styles, and individual product pages with advanced options. Edit Store Categories Learn to organize your product catalog with categories and subcategories, add and manage these categories, populate them with products, and customize their details for better navigation and SEO. Order Tracking Easily manage shipments and enhance customer experience by adding tracking numbers and URLs to orders via your dashboard, ensuring real-time updates and seamless order monitoring. Manage Customers with the Customers Tab Manage your full customer list and activity in one place with features like tracking details and order history, messaging, placing orders, and organizing notes and files. Where do I manage shipping, coupons, and checkout policies? Learn how to manage logistics and promotions for your store: Set up shipping by regions and methods, create discount codes, customize order forms, and set return policies. How do I choose specific products and hide categories on the homepage? Learn how to customize your homepage in Management by editing product sections, hiding categories, and more for a tailored shopper experience. Credit Card Gateways Learn how to accept credit card payments by connecting a payment gateway like Stripe, 2Checkout, or Braintree in Settings. Note: Available from the Professional package, one gateway at a time. Currency Options Manage prices and currencies for your business: Set a main currency and offer multi-currency options for customers, ensuring payment provider compatibility. Setting the Currency and Payment Method Learn how to select currency and payment options for your website via Dashboard settings and updating payment methods without republishing. Setting Coupon Restrictions Learn how to control coupon usage by setting use limits, applying discounts to specific items or categories, setting expiry dates, and restricting to specific clients. How to Add a New Coupon Learn how to create a new coupon in Orders → Coupons by setting status, generating a code, naming, and choosing a discount type as Percentage or Fixed Sum. How to Access the Coupons Manager Find Coupons Manager in Dashboard: Click Orders > Select Coupons from dropdown menu. How do I configure tax regions (countries, states, and different rates)? Control tax application and rates by defining custom regions and selecting specific countries or states for flexible, granular control over charges. How to edit your tax settings Manage your overall tax setup from your dashboard by visiting Settings and selecting Tax to apply rules by region, as demonstrated in the video guide. Can I add a handling fee or enable store pickup for customers? Implement standard handling fees and enable store pickup options in your Store's Shipping Settings for improved order flexibility. What shipping methods can I choose from, and how do I set the rate? Discover how to select a shipping method in Settings > Shipping: Free, Flat Rate, Order Price, Weight, or Store Pickup, and enter necessary details. How do I add and manage shipping regions (including specific states/provinces)? Learn how to define delivery areas in Settings > Shipping by managing regions. Add regions, name them, choose countries, and even select specific states or provinces. Configuring Store Filters Learn how to set up and manage product options and attributes for your store's filter sidebar, including display settings and filter arrangements, in the Store manager. How do I set up payment methods and taxes for my Store? Manage Dashboard settings for Payment Methods & Tax including currencies, offline & online payments, and regional tax rates configuration. How do I add products (custom amounts) to a Payment Link? Learn how to add items to a payment link's cart by accessing your Payment Links list, selecting the link, and adding products with custom amounts. How do I manage and share a Payment Link (direct link or QR code)? Discover how to manage your payment link: Find, click the three dots for options, and share via Direct Link or QR Code through email, text, or social media. How do I access Payment Links in my dashboard? Learn how to add a new payment link in your website dashboard by following these quick steps, including accessing Orders and clicking Payment Links. Configuring Your Store Set up your online shop by managing products, inventory, variants, organizing categories, customizing homepage display, and store design after adding your Store page. How to Access the Orders Manager Access all transactions from Store, Events, and more in one place with the Orders manager. Visit Dashboard > Orders to view transactions. Adding and Organizing Sections Learn how to add, customize, reorder, or remove homepage sections on your website with easy steps and a video walkthrough for guidance. How to Customize Your E-commerce Homepage Control categories and products on your store's homepage via Dashboard > Store settings > Management > Homepage. Review default sections for customization. Can I manage stock levels for each product variant (like Small vs. Large)? Manage product variants like Size (Small vs. Large) by adding options and setting unique stock levels in the Options tab using the Pencil icon. Create and Manage Payment Links Learn how to easily collect payments by creating and sharing Payment Links through your Website Dashboard, including how to set up and manage them. Create and Manage Automatic Invoices Learn how to create and send invoices directly from your website by enabling and customizing your invoicing system, including professional details and design. Manage the POS System Use POS tool for direct customer charges without an online store. Access via Dashboard > Orders > Place Order, create charges, and collect payments in-person or remotely with payment links.