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Configuring the Site Creator shop
This guide explains how to customize and configure the online store module of Site Creator.
Set up a store in Site Creator
Prerequisites
- Access Site Creator:
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the name assigned to the concerned product.
- Click on Customize my site:
To manage the general preferences of the e-commerce system (currency, taxes, etc.) once the module is added:
- Hover over the added store module on your page.
- Click on Configuration.
Once on Configuration, several sub-menus appear on the left allowing to configure other settings:
:warning: All the amounts entered are in American (US) format with a point for decimals, i.e. XX.XX
Payment methods
To use the services of Stripe and Mollie, you must have a SIRET number in France or an IDE in Switzerland. Additionally, it is necessary to have a valid company registered in the commercial register of your country to use the services of Stripe and Mollie.
Delivery methods
You can create several shipping methods:
These will then be offered during the checkout process of the buyer:
Among the settings to create a shipping method:
- rates (+ free shipping from what amount)
- authorized countries
- shipping costs based on weight
- shipping times
Messaging
Four messages are predefined and cannot be deleted. They cover all email communication around an order, both for the client and the store manager.
It is possible to customize the existing messages and add more (then delete these additional messages if necessary):
- Choose when the email should be sent (or simply disable the message to retain it without using it)
- new order email (to notify you)
- processed order email (customizable)
- delivery note in PDF format (customizable)
- invoice also generated and available in PDF format on your Stripe/Paypal/Mollie account
- Variables can be inserted in each field to customize the texts as much as possible using the elements of the order and the information provided by the buyer:
Store homepage
- Display of product categories if any
- Presentation of random products
- etc.
Product management
To manage the products, add or remove them:
- Hover over the module at the top left.
- Click on Products.
Find the first 3 example products:
Reorganize your products by moving them with the mouse.
Click on a product to set its details and the category it should be in (read below). You can notably:
- create attributes (e.g. color) to offer the same product in multiple versions/prices
- define if the product should be dematerialized (virtual) e.g. a PDF, a ZIP, or an MP3, and thus downloadable after purchase
At the bottom of your product sheet editing, search for other products from your list to link them and offer them to the visitor.
At the very bottom of the product editing window, choose to hide the product from your visitors if necessary.
To finish and return to the product list, save the changes using the button located at the very bottom.
Delete or duplicate a product
On the product editing sheet, click at the bottom on the action menu next to the save button to choose whether to delete the product or duplicate it.
Stock / inventory management
In this same action menu, manage the stock directly on your product list (to edit the stock in bulk).
But each product sheet allows you to edit the stock and also enter the SKU (stock keeping unit) and its barcode (ISBN).
Product categories
Your products can be organized into Categories and subcategories which will then display according to your site's design.
Click in the Categories sub-menu on the left of the store administration panel, under Products.
Set an image to illustrate your category.
Hide a category if necessary (this does not hide the products it contains).
Promo code
A promo code allows granting a discount (in % or currency) on an order.
Click in the Promo code sub-menu on the left of the store administration panel, under Products.
You can specify:
- its expiration date
- its minimum possible amount
- its name ("Christmas special discount" for example)
- its form ("HAPPYCHRISTMAS")
Export your product list
Export your product list (CSV format) using the action menu located at the top right of your product list.
Order management
To manage placed and ongoing orders:
- Hover over the module at the top left.
- Click on Configuration.
- Click in the Orders sub-menu on the left of the store administration panel.
Export your order list
Export your order list (CSV format) using the Download button located to the right of the order search bar.
Customer management
To manage customers (a customer provides personal information when ordering):
- Hover over the module at the top left.
- Click on Configuration.
- Click in the Customers sub-menu on the left of the store administration panel.
Export your customer list
Export your customer list in a CSV file (format .csv) using the Download button located to the right of the customer search bar.