User Manual – WhatsStore SaaS

2.1 Introduction to the Registration Process

The Registration Process is designed to allow admins to create their accounts within the WhatsStore SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the WhatsStore SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins find the option to “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any required information.

2.5 Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities offered by ERPGo SaaS.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

Admins can seamlessly register themselves on the ERPGo SaaS platform by following these steps.

3.1 Access the Login Page

Open your web browser and navigate to the WhatsStore SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

By following these steps, you can log in as the Super Admin and manage the WhatsStore SaaS platform’s essential aspects.

4.1 Dashboard Overview

• The dashboard is a centralized hub for Super Admins, offering a quick snapshot of critical metrics such as the total number of stores, orders, and plans.
• A graphical representation of recent trends provides at-a-glance insights, enabling Super Admins to stay informed about the overall performance of the e-commerce ecosystem.

4.2 Stores Management

• The Stores section provides a comprehensive list of all stores within the system, with convenient buttons for performing various actions.
• Super Admins can seamlessly edit store details, upgrade plans, delete stores, and reset passwords, providing granular control over each store’s settings.
• Additional functionalities at the top right corner offer the ability to create new subdomains, add custom domains, view stores in a grid format, and initiate the creation of new stores with a single click.

4.3 Coupons Section

• The Coupons section empowers Super Admins to craft and manage promotional strategies effectively.
• Super Admins can create new coupons, view the existing list of coupons, and exercise the flexibility to edit or delete coupons as part of dynamic marketing campaigns.

4.4 Plans Management

• The Plans page is designed to accommodate the evolving needs of the business. Super Admins can effortlessly create new plans and make adjustments to existing ones.
• This feature ensures adaptability to changing market conditions and business requirements.

4.5 Plan Requests

• A dedicated page streamlines the management of plan requests. Super Admins have the authority to review and respond to incoming plan requests promptly.
• This functionality provides a transparent and efficient way to handle requests, allowing Super Admins to accept or decline based on business considerations.

4.6 Email Templates

• Super Admins have control over the communication framework through the Email Templates page.
• They can edit email templates to ensure consistency and relevance and modify the status of templates as needed, providing flexibility in communication strategies.

4.7 Landing Page Customization

• The Landing Page column offers Super Admins the ability to customize landing pages from a range of available options.
• This feature enhances the overall user experience and allows for brand alignment, creating a cohesive and engaging online presence.

4.8 System Settings

Access and configure brand settings.

• Manage email settings.
• Set up payment settings.
• Define reCaptcha settings.
• Adjust storage settings.
• Manage Cookie Settings.
• Configure Cache Settings.
• Adjust Chat GPT Settings.

In summary, these Super Admin capabilities within WhatsStore empower administrators with a comprehensive set of tools to efficiently oversee, manage, and optimize the entire ecommerce infrastructure. From strategic marketing initiatives to fine-tuning individual store settings, WhatsStore provides the flexibility and control needed for successful ecommerce administration.

5.1 Access the Login Page

Open your web browser and navigate to the WhatsStore SaaS login page.

5.2 Enter Credentials

Provide your registered email address and password associated with your admin account.

5.3 Login

Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Creating New Stores

Admins can establish new stores by clicking the “Create New Store” button located on the right-hand side of the dashboard.

5.6 Selecting New Themes

The “Select New Themes” button enables admins to choose and implement new themes to enhance the store’s visual appearance.

5.7 Language Preferences

The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.8 Admin Functions

Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

By following these steps, you can log in as an admin and efficiently manage specific tasks and responsibilities within the WhatsStore SaaS platform.

6.1 Dashboard

• The Dashboard section presents key metrics at a glance, including the store link, total products, total sales, and total orders, offering a quick snapshot of the store’s performance.
• Storage status is prominently displayed, ensuring administrators are aware of available resources.
• Additional features include a list of the top 5 products, a graph depicting order trends, and a detailed list of recent orders for real-time monitoring.

6.2 Store Analytics

• The Store Analytics page dives into the intricacies of visitor data, presenting a graph that distinguishes between referral and organic visitors.
• A comprehensive list of Top URLs and analytics of platforms used by visitors offers valuable insights into the sources and preferences of the audience.
• Two insightful pie charts represent device and browser usage percentages, aiding in understanding user behavior and optimizing the platform accordingly.

6.3 Orders

• The Orders page provides a detailed list of orders, featuring essential information such as order number, placement date, customer name, order value, payment type, receipt, order status, payment status, and actionable buttons for viewing and deleting orders.
• Clicking the “View” button unveils all pertinent details related to a specific order, facilitating a deeper understanding of individual transactions.
• The option to export the list of orders allows administrators to maintain detailed records and conduct further analysis.

The eComDelivery Admin Dashboard serves as a centralized hub, empowering administrators with real-time data and analytics to optimize store performance, enhance the user experience, and make informed decisions for the continued success of the platform.

7.1 List of Themes

Explore a curated list of themes to find the perfect visual style for your online store, each designed to enhance user experience and overall aesthetics.

7.2 Edit Themes

The Edit Theme feature allows for a deeper level of customization, providing administrators with the ability to fine-tune various aspects of the selected theme.

7.3 Color Customization

Choose from five distinct colors to personalize the theme according to your brand’s color palette, ensuring a cohesive and visually appealing storefront.

7.4 Edit Theme Page

Clicking on the “Edit Theme” button opens up a dedicated page, presenting administrators with comprehensive customization options.

8.1 Roles Page

List of Roles and Permissions :

• Gain an overview of existing roles, each associated with a list of specific permissions, providing clarity on staff responsibilities.

Edit Role Information :

• Customize role names and adjust assigned permissions as needed, ensuring roles align with evolving organizational requirements.

Add New Roles :

• Flexibility to create new roles promptly, adapt to changes in staff structure, or introducing new responsibilities.

8.2 Users Page

Add and Manage Users :

• Effortlessly add new users to the system, enabling administrators to efficiently scale the team.
• Access a comprehensive list of users, facilitating easy management and oversight of staff members.

Edit User Credentials :

• Seamlessly edit user credentials, ensuring accurate and up-to-date information for each staff member.

Adapt user roles and permissions as responsibilities evolve. The Staff Module ensures that the intricate task of managing roles and users is simplified, allowing administrators to maintain an organized and responsive team structure. Whether it’s adjusting roles to match changing business needs or adding new users seamlessly, WhatsStore’s Staff Module provides the tools needed for efficient and adaptive staff management.

9.1 Products

• Access a detailed list of products, each with a “View” button for a comprehensive overview of product details, including price, express checkout availability, description, ratings, and gallery.
• Efficiently manage product ratings, edit product details, and seamlessly add new products to the inventory.
• Explore options for exporting/importing the product list and toggle between list and grid views for a customized viewing experience.

9.2 Product Categories

• View and manage a list of product categories, providing organizational structure to your inventory.
• Add, edit, or delete categories as needed, tailoring the store’s product organization to match evolving requirements.

9.3 Product Tax

• Easily manage product taxes, adding new taxes, editing tax names, and removing outdated taxes to keep the financial structure up-to-date.

9.4 Product Coupons

• Access a comprehensive list of product coupons, import/export coupon lists, and efficiently manage discounts for promotional campaigns.

9.5 Shipping

Locations :

• Manage a list of shipping locations, adding or editing locations to optimize the shipping process.

Shipping Options :

• Access and manage a list of shipping options, providing flexibility in catering to diverse customer needs.
• Import/export shipping and location lists for convenient updates.

11.1 Subscription Plans Overview

• Access a comprehensive list of existing subscription plans, offering a detailed overview of each plan’s features, pricing, and duration.
• Seamlessly navigate through subscription details, ensuring administrators have a clear understanding of the plans available to end users.

11.2 Subscribe to New Plans

• Easily create and introduce new subscription plans tailored to meet the evolving needs of your business and end users.
• Customize plan details, such as pricing, duration, and features, to align with your business model and provide flexibility to your customers.

11.3 Monitor End User Subscriptions

• Gain insights into the list of subscription plans that end users have subscribed to, facilitating effective tracking and management.
• Access subscription details, including user information, plan duration, and renewal status, for a comprehensive understanding of your customer base.

11.4 Efficient Plan Management

• Streamline administrative tasks related to subscription plans, ensuring a smooth and responsive experience for both administrators and end users.
• Optimize plans based on user feedback, market trends, and business requirements, fostering continuous improvement and customer satisfaction.

The Plans page in WhatsStore SaaS ensures a seamless and adaptable approach to subscription plan management. It enables administrators to create, modify, and monitor plans with ease, fostering a dynamic and customer-centric subscription model for sustained business growth.

12.1 Brand Settings

Upload Logos and Favicon :

• Customize your store’s branding by uploading dark and light logos, along with a favicon, for a cohesive and professional appearance.

Text and Format Customization :

• Enter or edit essential details such as title text, footer text, date format, time format, and timezone, and enable or disable Right-to-Left (RTL) language support.

Theme Customizer :

• Tailor the color scheme of your theme, enable or disable the sidebar, and configure layout settings for a visually pleasing storefront.

12.2 Storage Settings

Store Logo and Details :

• Upload your store logo and invoice logo, and enter or edit the store name and email.
• Customize essential links, such as store links, domains, and subdomains, according to your business needs.

Store Information and Configuration :

• Enter or edit details, including tagline, address, city, state, zip code, country, store default language, decimal number format, and checkout login requirements.
• Enable or disable options for blog menu display, shipping method, and product rating display.

13.1 Meta Settings

• Edit meta keywords, meta descriptions, and meta images to enhance your store’s visibility in search engine results.

13.2 Save Changes

• Don’t forget to save your changes after configuring these settings.

13.3 Payment Settings

Currency and Payment Gateway Configuration :

• Enter currency details, customize the symbol position and spacing, and configure custom field titles.
• Enable or disable payment gateways based on your business requirements.

13.4 Email and Messaging Configuration

Email Settings :

• Customize email configuration settings including mail driver, host, port, username, password, encryption, form address, and form name.

Whatsapp and Twilio Integration :

• Configure WhatsApp message settings and Twilio settings for efficient communication with customers.

13.5 Additional Configurations

Pixel ID and PWA Settings :

• Add pixel IDs for various platforms and configure Progressive Web App (PWA) settings, enabling or disabling the PWA button, and customizing app details.

Webhook Settings :

• Manage webhooks by viewing, editing, and adding them as needed.

The Storage Settings in WhatsStore SaaS consolidate a wide array of configurations, providing administrators with the flexibility to shape the store’s identity, appearance, and functionality. This comprehensive toolkit ensures a tailored and seamless online shopping experience for both administrators and customers.