User Manual - StoreGo SaaS - WorkDo.io

User Manual – StoreGo SaaS

1. Introduction

Welcome to StoreGo, the ultimate online store management solution that seamlessly bridges the gap between your business’s back and front ends. With StoreGo, you can effortlessly handle every aspect of your store, from managing product inventories to processing orders, all within a unified and user-friendly interface.

This feature-rich platform offers dual dashboards for back and front ends, allowing for easy comprehension of crucial information. Enjoy a customizable storefront with themes, diverse payment options including COD and Bank Transfer, and innovative features such as thermal print, PWA integration, and multi-language support. Built on Laravel 10, StoreGo not only provides a robust foundation for your online business but also ensures a streamlined and intuitive experience for both you and your customers. Elevate your e-commerce game with StoreGo’s comprehensive suite of tools and take your online store to new heights.

2. Registration Process

The Registration Process in StoreGo SaaS enables admins to create accounts and access the platform seamlessly. This documentation outlines the step-by-step procedure for admins to register and gain entry into the system.

2.1 Introduction to the Registration Process

The Registration Process is designed to allow admins to create their accounts within the StoreGo 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 StoreGo 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. Super Admin Login Process

The Super Admin login process in ERPGo SaaS provides access to the platform’s high-level administrative controls. Follow these steps to log in:

3.1 Access the Login Page

Open your web browser and navigate to the StoreGo 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 StoreGo SaaS platform’s essential aspects.

4. Super Admin Access and Capabilities

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 StoreGo 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, StoreGo provides the flexibility and control needed for successful ecommerce administration.

5. Admin Login Process

The admin login process in StoreGo SaaS allows authorized personnel to access and manage specific functionalities within the platform. Here’s a step-by-step explanation of how to log in as an admin:

5.1 Access the Login Page

Open your web browser and navigate to the StoreGo 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 StoreGo SaaS platform.

6. Dashboard

The Admin Dashboard of the eComDelivery platform provides a comprehensive overview of crucial metrics, enabling efficient management and strategic decision-making. The dashboard features three main buttons: Dashboard, Store Analytics, and Orders, each offering valuable insights.

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. Themes

The Theme Function in the eComDelivery platform provides a versatile and user-friendly way to customize the visual aesthetics of your online store. With various themes and color options, administrators can effortlessly tailor the appearance to align with their brand identity.

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.

7.5 Header Settings

Customize the top bar settings and home header content to ensure a consistent and visually pleasing layout across your store’s pages.

7.6 Home Settings

Tailor the Home section with options to edit the Home Email Subscriber, Home Categories, Home Promotions, and Home Testimonials, optimizing the presentation of crucial content.

7.7 Brand Settings

Define and enhance your brand identity by selecting and editing the home logo. This feature offers flexibility in adapting your brand’s visual representation as needed.

8. Staff

The Staff Module in StoreGo empowers administrators with seamless role and user management functionalities, streamlining the process of organizing and overseeing staff members within the ecommerce ecosystem.

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, StoreGo’s Staff Module provides the tools needed for efficient and adaptive staff management.

9. POS

The Point of Sale (POS) Module in StoreGo revolutionizes in-store transactions, offering a user-friendly interface for a seamless and efficient purchasing experience.

Product Listing :

  • Access a comprehensive list of all products in your store, providing a quick reference for staff during transactions.
  • Navigate through categories and easily locate specific items, streamlining the process of adding products to the cart.

Cart Management :

  • Dynamically add products to your cart as customers make selections, ensuring a smooth and organized checkout process.
  • Modify cart contents effortlessly, accommodating any last-minute changes or customer preferences.

Customer Overview :

  • Conveniently view a list of customers at the top of the page, enhancing the personalization of transactions.
  • Access customer details promptly, allowing for tailored service and order processing.

Efficient Transactions :

  • Facilitate quick and secure transactions directly through the POS module, optimizing the checkout process.
  • Provide real-time updates on product availability and pricing, minimizing errors and improving customer satisfaction.

Adaptable and User-Friendly :

  • The POS module is designed for adaptability, catering to diverse product ranges and varying customer needs.
  • With an intuitive interface, staff can swiftly navigate through products and customer information, enhancing operational efficiency.

The StoreGo POS Module serves as a central hub for in-store transactions, providing a user-friendly and efficient platform for staff to manage products, carts, and customer interactions seamlessly. This module contributes to an enhanced customer experience and operational efficiency in the retail environment.

10. Shop Module

The Shop Module in StoreGo SaaS provides an extensive suite of tools for managing products, categories, taxes, coupons, subscribers, shipping, custom pages, and blogs, empowering administrators with a centralized hub for efficient store management.

10.1 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.

10.2 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.

10.3 Product Tax

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

10.4 Product Coupons

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

10.5. Subscribers

  • Maintain a list of subscribers and effortlessly add new subscribers to keep them engaged with the latest store updates and promotions.

11. 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 Custom Pages

  • Create and manage custom pages, tailoring your store’s online presence by adding content and editing as needed.

11.2 Blogs

  • Establish a dynamic online presence by adding and editing blogs and keeping customers informed and engaged with relevant content.

The StoreGo SaaS Shop Module is designed for comprehensive store management, offering flexibility and customization across various aspects of your online store. This centralized hub ensures an intuitive and efficient experience for administrators, enhancing the overall functionality and appeal of the ecommerce platform.

12. Subscription Plans Management in StoreGo SaaS

Within the StoreGo SaaS platform, the Plans page provides a user-friendly interface for administrators to manage subscription plans efficiently. This module caters to both the creation of new plans and the monitoring of plans that end users have subscribed to.

12.1 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.

12.2 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.

12.3 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.

12.4 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 StoreGo 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.

13. Storage Settings in StoreGo SaaS

In StoreGo SaaS, the Storage Settings section provides administrators with a robust set of tools to customize the branding, appearance, and functionality of their online store, ensuring a personalized and seamless experience for both administrators and end users.

13.1 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.

13.2 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.

14. SEO and Meta Information

14.1 Meta Settings

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

14.2 Save Changes

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

14.3 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.

14.4 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.

14.5 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 StoreGo 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.

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