User Manual – WhatsStore SaaS

3.1.1 Profile Settings

The Profile Settings page has two tabs: Profile and Password.

To update your profile details:

• On the Profile Settings page, go to the “Profile” tab
• Click “Change Avatar” to upload a profile picture (JPG, PNG, or GIF up to 2MB)
• Update your Name in the provided field
• Update your Email address if needed
• Click “Save” to apply the changes

To change your password:

• On the Profile Settings page, scroll down to the “Update Password” section
• Enter your Current password for verification
• Enter your New password in the next field
• Re-enter your new password in the Confirm password field
• Click “Save password” to apply the changes

3.1.2 Language Selector

At the top-right of the screen, click the language selector button to choose your preferred language.

3.3.1 Companies List

Each company in the list displays the following details:

• Name: The company name and email address
• Plan: The subscription plan currently assigned to the company
• Created At: The date the company account was registered on the platform
• Actions: Quick action buttons for managing each company

Each company row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• Login as Company: Logs in to the platform as that specific company, allowing the Super Admin to access and manage the company’s account directly
• Company Info: Opens a detailed information panel showing the full profile and account details of the company
• Upgrade Plan: Opens a pop-up to change or upgrade the company’s current subscription plan. Toggle between Monthly and Yearly billing, select a plan (ex. Free, Pro, or Enterprise), and click Upgrade Plan to confirm.
• Reset Password: Opens a pop-up to reset the password for that company’s account. Enter the New Password in the field provided and click Save.
• Disable Login: Disables login access for that company, preventing them from signing in to the platform
• Edit: Opens the company profile in edit mode
• Delete: Permanently removes the company from the platform

3.3.2 Adding a New Company

• Click the “Add Company” button at the top right of the page
• A pop-up will appear with the following fields:
• Company Name: Enter the name of the company
• Email: Enter the email address for the company account
• Enable Login: Toggle this option to allow or restrict the company from logging in to the platform
• Password: When Enable Login is turned on, this field becomes active. Set a secure password the company will use to sign in.

Managing Media Files

Each media file in the library displays its file name, file size, and upload date. Hover over any file to reveal a context menu with the following options:

• View Info: Opens the Media Information panel showing the file name, file type, file size, upload date and time, and the direct URL of the file
• Copy Link: Copies the file’s direct URL to your clipboard for use elsewhere on the platform
• Download: Downloads the file directly to your device
• Delete: Permanently removes the file from the Media Library

Note: The media library on the Company side is the same as on the Super Admin side. The only difference is that the Super Admin can view data from all created companies, whereas a company can only view data related to its own company.

3.5.1 Subscription Plans

The Subscription Plans page displays all available plans offered to companies on the platform. Toggle between Monthly and Yearly billing views at the top right.

Each plan card displays the plan name, price, description, included features, and usage limits such as Stores, Users/Store, Products/Store, Storage, and Themes. Plans can be toggled Active or Inactive directly from the card, and each card includes Edit and Delete action icons.

3.5.2 Plan Requests

The Plan Requests page displays all subscription upgrade or change requests submitted by companies.

Use the Search bar to find a specific request, and use the Filters dropdown to filter by Status. Each request in the list shows:

• Name & Email: The company that submitted the request
• Plan Name & Price: The requested subscription plan and its price
• Plan Duration: Monthly or Yearly billing cycle
• Status: Current status of the request (Pending, Approved, or Rejected)
• Requested At: The date the request was submitted

For Pending requests, the Actions column provides two options:

• Approve: Approves and activates the requested plan for the company
• Reject: Rejects the plan request

3.5.3 Plan Orders

The Plan Orders page provides a complete record of all subscription orders placed across the platform.

Use the Search bar to find a specific order, and use the Filters dropdown to filter by Status. Each order in the list displays:

• Order Number: The unique order reference code
• Order Date: The date the order was placed
• User Name: The company that placed the order
• Plan Name: The subscribed plan
• Original Price: The plan’s standard price
• Coupon Code: Any discount coupon applied to the order
• Discount: The discount amount is deducted
• Final Price: The amount charged after discount
• Status: Current order status (Pending, Approved, or Rejected)

For Pending orders, the Actions column provides:

• View: Open the Plan Order Details pop-up. Displays full order info including user details, plan, date, and pricing. Also available the approve or reject option.
• Approve: Confirm and activate the order. The order status will change to Approved and the plan becomes active for the user.
• Reject: use for the status will update to Rejected and the plan will not be activated.

Adding a New Coupon

Click the “Add New Coupon” button at the top right of the page. A pop-up will appear: fill in the following fields:

• Coupon Name: Enter a name for the coupon
• Discount Type: Select either Flat Amount or Percentage from the dropdown
• Discount Value: Enter the discount amount or percentage
• Code Generation: Choose Manual Entry to enter a custom code, or Auto-Generate to have the system create one automatically
• Coupon Code: Enter the coupon code (if Manual Entry is selected)
• Minimum Spend: Set a minimum order value required to apply the coupon
• Maximum Spend: Set a maximum order value for the coupon to apply
• Total Usage Limit: Set the total number of times the coupon can be used, or leave empty for unlimited
• Usage Limit Per User: Set how many times a single user can use the coupon, or leave empty for unlimited
• Expiry Date: Set the date the coupon will expire
• Status: Toggle to activate or deactivate the coupon

Adding a New Currency

Click the “Add New Currency” button at the top right of the page. A pop-up will appear: fill in the following fields:

• Currency Name: Enter the full name of the currency
• Currency Code: Enter the international code (e.g., USD, EUR, GBP)
• Currency Symbol: Enter the symbol (e.g., $, €, £)
• Description: Enter a brief description of the currency
• Set as Default Currency: Check this box to make it the platform’s default currency

3.8.1 Countries

The Countries page displays all countries available on the platform. Use the Search bar to find a specific country, and use the Filters dropdown to filter by Status, then click Apply Filters or Reset Filters accordingly.

Each country in the list displays the following details:

• Name: The full country name
• Code: The country code (e.g., AU, IN, US)
• States: The number of states registered under the country
• Status: Active or Inactive
• Actions: you can use Edit or Delete options to the modify record

3.8.2 States

The States page displays all states registered under their respective countries. Use the Search bar to find a specific state, and filter by Status using Apply Filters or Reset Filters.

Each state in the list displays the following details:

• Name: The full state name
• Code: The state code
• Country: The country the state belongs to
• Cities: The Country Name Number of cities registered under the state
• Status: Active or Inactive
• Actions: you can use Edit or Delete options to the modify record

3.8.3 Cities

The Cities page displays all cities registered under their respective states and countries. Use the Search bar to find a specific city, and filter by Status using Apply Filters or Reset Filters.

Each city in the list displays the following details:

• Name: The full city name
• State: The state the city belongs to
• Country: The country the city belongs to
• Status: Active or Inactive
• Actions: you can use Edit or Delete options to the modify record

3.9.1 Dashboard

The Referral Program Dashboard provides a complete overview of referral activity across the platform. Four summary cards at the top display:

• Total Referral Users: The total number of users who joined via referral links
• Pending Payouts: The number of payout requests awaiting approval
• Total Commission Paid: The total commission amount paid out to date
• Active Companies: The number of companies currently participating in the referral program

The Top Referring Companies section lists the top 5 companies ranked by the number of referrals made, along with the total commission earned by each.

The Monthly Performance section displays the current year’s Referral Signups and Payouts Processed, giving the admin a quick view of referral activity over time.

3.9.2 Referred Users

The Referred Users page provides a detailed view of all users who registered on the platform using referral codes. Three summary cards at the top display:

• Total Referred Users: The total number of users who signed up through referral links
• Users with Plans: The number of referred users who have purchased an active subscription plan
• Total Commission Earned: The total commission amount earned from all referred users

The Referred Users List section displays each referred user as an individual card containing:

• User Avatar & Name: The initial-based avatar along with the user’s name and email address
• Registration Date: Indicates how long ago the user registered (e.g., “Registered 4 months ago”)
• Plan Badge: Shows the user’s current subscription plan — Free, Pro, or Enterprise
• Plan Price: The monthly subscription cost of the user’s active plan
• Total Commission: The cumulative commission earned from that specific user

For users with an active paid plan, a Commission History section is expanded within the card, showing each commission entry with its applicable percentage (e.g., 15.00% commission) and the corresponding amount earned (e.g., +$35.00). Users on the Free plan will not display a commission history, as no commission is generated until they upgrade to a paid plan.

Note: The data shown on this page depends on the logged-in user’s role:

• Super Admin can view referred users from all companies across the platform, providing a complete overview of platform -wide referral activity.

The button at the top right allows the user to return to the previous Referral Program Dashboard.

3.9.3 Payout Requests

The All Payout Requests table displays all commission payout requests submitted by companies. Each entry shows the Company name and email, Amount, Status (Pending, Approved, or Rejected), and Date of the request.

For Pending requests, the Actions column provides two options:

• Approve: Approves the payout request
• Reject: Rejects the payout request

3.9.4 Settings

The Referral Program Settings section allows the Super Admin to configure the referral program:

• Enable Referral Program: Toggle to activate or deactivate the referral program across the platform
• Commission Percentage (%): Set the commission percentage earned per successful referral
• Minimum Threshold Amount: Set the minimum balance a company must reach before requesting a payout
• Referral Guidelines: Enter the referral program description and terms displayed to companies

Click “Save Settings” to apply all changes.

3.10.1 Landing Page Settings

The Landing Page Settings page is organized into five main tabs: Setup, Layout, Content, Social, and Engagement.

The right panel provides a Setup Progress tracker showing completion status, a Live Preview for section-by-section previews, a Color Scheme display, and Contact Info at a glance.

3.10.2 Custom Pages

The Custom Pages page allows the Super Admin to create and manage standalone pages on the platform, such as About Us, Privacy Policy, Terms of Service, and more. Use the Search bar to find a specific page by title.

Each page in the list displays the following details:

• Title: The name of the custom page
• Slug: The URL path for the page (e.g., /page/about-us)
• Content: A preview snippet of the page content
• Status: Active or Inactive
• Created: The date the page was created
• Actions: Edit or Delete the page data

3.10.3 Subscribers

The Subscribers page displays all users who have signed up for the platform’s newsletter through the landing page.

• Use the Search bar to find a specific subscriber by email
• Click Filters to filter by Status, then click Apply Filters to apply or Reset Filters to clear
• Click the Export button at the top right to download the subscriber list

Each subscriber in the list displays the following details:

• Email: The subscriber’s email address and the date they subscribed
• Status: Either Subscribed or Unsubscribed
• Subscribed At: The date the subscriber signed up
• Actions: Manage the subscriber’s status or remove them from the list

The Actions column provides the following options depending on the subscriber’s current status:

• Reactivate (for Unsubscribed): Reactivates the subscriber and changes their status back to Subscribed
• Unsubscribe (for Subscribed): Unsubscribes the user and changes their status to Unsubscribed
• Delete: Permanently removes the subscriber from the list

Note: All subscriber entries in this list are collected from the platform’s public landing page. A new entry is automatically added here whenever a user submits their email through the newsletter subscription form on the landing page.

3.10.4 Contacts Inquiries

The Contacts Inquiries page displays all inquiries submitted through the contact form on the platform’s public landing page.

• Use the Search bar to find a specific contact by name or email
• Click the Export button at the top right to download the contacts list

Each contact entry in the list displays the following details:

• Name: The name of the person who submitted the inquiry
• Email: The sender’s email address
• Subject: The subject of the inquiry
• Message: A preview snippet of the message content
• Date: The date the inquiry was submitted
• Actions: Delete the contact entry

Note: All entries in this list are automatically recorded whenever a user submits the contact form on the platform’s public landing page.

Template Settings

Manage the basic identity of your email notifications in this section:

• Template Name: Displays the system name of the template. Note that system templates are fixed and cannot be renamed.
• Sender Name: Enter the name you want recipients to see in their inbox (e.g., WhatsStore SaaS).
• Action: Click Save to apply these global settings.

Multi-Language Content

You can customize the message for every market you serve. Select a language tab to edit the specific content for that version.

• Email Subject Line: Enter a clear, engaging subject line for the email.
• Email Body Content: Use the rich text editor to write your message. You can format text, add links, and structure your message to match your brand’s voice.
• Action: Click Save Content to save your changes for the currently selected language.

Dynamic Variables

On the right panel, you will find Dynamic Variables. These placeholders are automatically replaced with real-time data when the email is sent.

• Context-Aware Variables: Please note that the list of available variables changes based on the specific template you are editing (e.g., Order Created will have different variables than User Created).
• How to Use: Click on any variable in the sidebar to copy it instantly, then paste it into your Subject Line or Body Content.

Click any Dynamic Variable from the right panel to copy it and paste it into your email. The available variables change based on the selected template. When the email is sent, these variables are automatically replaced with the actual data. A few examples are shown below:

• {app_name}: Your store or platform name.
• {order_name}: The specific order reference number.
• {order_url}: A direct link for the customer to view their order status.

Note: Always check the Dynamic Variables panel for each template to see which specific data points you can use to personalize that particular message.

Template Settings

Configure the basic behavior of your notifications:

• Template Name: Displays the system name for the template. This is a system template and cannot be renamed.
• Status: Use the toggle switch to enable or disable this specific notification template.
• Action: Click Save to apply your changes.

Multi-Language Content

Select a language tab to edit the message content for that specific language.

• SMS Message Content: Enter the text for your notification. Use the character counter below the text area to ensure your message remains concise.
• Action: Click Save Content to save the message for the selected language.

Dynamic Variables

The right panel displays Dynamic Variables that are automatically replaced with actual data when the notification is sent.

• Context-Aware Variables: The list of available variables changes based on the template you are currently editing.
• How to Use: Click any variable (e.g., {company_name}, {order_number}) to copy it instantly and paste it into your message content.

Click any Dynamic Variable from the right panel to copy it and paste it into your notification. The available variables change based on the selected template. When the email is sent, these variables are automatically replaced with the actual data. A few examples are shown below:

• Available Variables for Order Created:
• {company_name}: The name of your company.
• {store_name}: The name of your store.
• {order_number}: The unique reference number for the order.
• {customer_name}: The name of the customer who placed the order.

Pro Tip: Keep your messages under 160 characters to ensure the best delivery rates across all messaging platforms.

3.13.1 System Settings

Configure system-wide settings for your application. These defaults are automatically applied when a new company is created.

• Default Language: Select the default language from the dropdown
• Date Format: Choose the date display format from the dropdown
• Time Format: Select the time format from the dropdown
• Calendar Start Day: Select the first day of the week from the dropdown
• Default Timezone: Select the default timezone from the dropdown
• Email Verification: Toggle on to require users to verify their email addresses upon registration
• Landing Page: Toggle on to enable the public landing page, or toggle off to disable it
• User Registration: Toggle on to allow new users to register accounts on the platform

Click “Save Changes” to apply all system settings.

3.13.2 Brand Settings

Customize your application’s branding and appearance. A Live Preview panel on the right side of the page shows how your changes will look in real time. Brand Settings has three tabs:

3.13.3 Currency Settings

Configure how currency values are displayed throughout the application. A live preview at the top of the section shows how the format will appear based on your selections.

• Format Options Preview: Displays a live example of the formatted currency. Enter a custom amount in the input field and click “Reset” to restore the default value.
• Default Currency: Select your preferred currency from the dropdown list
• Decimal Places: Choose the number of decimal places to display
• Symbol Position: Choose whether the currency symbol appears before or after the amount (e.g., $ 100 or 100 $)
• Decimal Separator: Select the character used to separate decimal values (Dot: 123.45 or Comma: 123,45)
• Thousands Separator: Select how thousands are separated from the dropdown
• Show Decimals: Toggle on to display decimal places in amounts, or toggle off to hide them
• Add Space: Toggle on to add a space between the amount and the currency symbol

Click “Save Changes” to apply all currency settings.

3.13.4 Email Settings

Configure email server settings for system notifications and communications.

• Email Provider: Select your email provider from the dropdown
• Mail Driver: Enter the mail driver to be used
• SMTP Host: Enter the hostname of your SMTP server
• SMTP Port: Enter the port number used by your SMTP server
• SMTP Username: Enter the username for authenticating with your SMTP server
• SMTP Password: Enter the password associated with your SMTP username
• Mail Encryption: Select the encryption protocol from the dropdown (e.g., TLS)
• From Address: Enter the email address that will appear as the sender
• From Name: Enter the display name that will appear alongside the sender’s address

3.13.5 Payment Settings

Configure payment gateway options for subscription plans. Use the search bar to find a specific payment method or filter by category using the “All Methods” dropdown.

Each payment method can be toggled on or off. Get your API credentials from each provider’s respective Dashboard link shown within the settings. The following payment methods are available:

3.13.6 Storage Settings

Configure file storage settings for your application. Storage Settings has three tabs: Local Storage, AWS S3, and Wasabi.

3.13.7 ReCaptcha Settings

Configure Google ReCaptcha settings for form protection on authentication pages.

Note: Refer to the “How to Get Google reCaptcha Site and Secret Key” link provided on the page for setup instructions.

• Enable ReCaptcha: Toggle on to show ReCaptcha on authentication pages
• Google ReCaptcha Version: Select the ReCaptcha version from the dropdown
• Site Key: Enter your Google ReCaptcha site key
• Secret Key: Enter your Google ReCaptcha secret key

Click “Save Changes” to apply all ReCaptcha settings.

3.13.8 Chat GPT Settings

Configure Chat GPT integration settings to enable AI-powered features across the platform.

• Chat GPT Key: Enter your OpenAI API key.
• Chat GPT Model Name: Select the GPT model from the dropdown (e.g., GPT-3.5 Turbo)

Click “Save Changes” to apply all Chat GPT settings.

3.13.9 Cookie Settings

Configure cookie consent and privacy settings for your application.

• Enable Logging: Toggle on to enable cookie activity logging
• Cookie Title: Enter the title for the cookie consent banner (e.g., Cookie Consent)
• Cookie Description: Enter a brief description of how cookies are used (e.g., “We use cookies to enhance your browsing experience and provide personalized content.”)
• Contact Us Description: Enter a message directing users to reach out for cookie policy queries
• Contact Us URL: Enter the URL of your contact page (e.g., https://example.com/contact)
• Strictly Necessary Cookies: Toggle on to enable strictly necessary cookies (enabled by default)
• Strictly Cookie Title: Enter the title for the strictly necessary cookies section
• Strictly Cookie Description: Enter a description for strictly necessary cookies

Click “Save Changes” to apply all Cookie settings. Use the “Download CSV” button under Download Accepted Cookies to export a file of accepted cookie preferences.

3.13.10 SEO Settings

Configure SEO settings to improve your website’s search engine visibility.

• Meta Title: Enter the clickable headline that appears in search results (optimal length: 50–60 characters)
• Meta Description: Enter a brief description displayed below the title in search results (optimal length: 120–160 characters)
• Meta Keywords: Enter comma-separated keywords relevant to your content (e.g., ecommerce, online store, shopping)
• Meta Image: Upload or browse for an image displayed when sharing on social media (recommended size: 1200x630px)

The SEO Preview panel on the right shows a live preview of how your page will appear in search results and on social media.

Click “Save Changes” to apply all SEO settings.

3.13.11 Cache Settings

Manage application cache to improve performance.

Note: This page is intended for advanced users. If you are unfamiliar with cache management, this section can be safely ignored.

• Current Cache Size: Displays the current size of cached data (e.g., 0.06 MB)

Clearing the cache will remove the following:

• Application cache
• Route cache
• View cache
• Configuration cache

Click “Clear Cache” to remove all cached data and refresh application performance.

Admin Credentials :

You’ll need a username and password provided by the system administrator.

Log In :

Click the “Log In” button to access your admin dashboard.

General Tab

The General tab contains core configuration options for the store, organized into four sections.

Under General Settings:

• Store Status: Toggle on to enable the store and make it publicly accessible
• Maintenance Mode: Toggle on to temporarily take the store offline for maintenance

Under Store Configuration:

• Store Logo: Upload or browse for the store’s header logo
• Store Favicon: Upload or browse for the browser tab icon for the store

Under Store Homepage Content:

• Welcome Message: Enter the greeting message displayed on the store homepage
• Store Description: Enter a short description of the store shown to visitors
• Copyright Text: Enter the copyright notice displayed in the store footer

Under Store Address, enter the store’s physical location details including address, city, state/province, country, and postal code.

Under Social Media Links, enter the URLs for your store’s social profiles and contact channels, including Facebook, Instagram, Twitter, YouTube, WhatsApp, and Email.

Click Save Settings to apply all changes.

Advanced Tab

The Advanced tab provides additional customization tools for more technical users.

Under WhatsApp Widget, configure a floating WhatsApp button that appears on your storefront for customer support:

• Enable WhatsApp Widget: Toggle on to display the floating button on the storefront
• WhatsApp Phone Number: Enter the phone number with the country code.
• Default Message: Enter the pre-filled message that appears when a customer clicks the widget
• Widget Position: Select the position of the widget on screen
• Show on Mobile: Toggle on to display the widget on mobile devices
• Show on Desktop: Toggle on to display the widget on desktop devices

Note: When you enabled and add data here, on the store’s website a WhatsApp widget icon will appear on the side bottom. From there, users can start a chat and communicate.

Under Custom CSS & JavaScript, advanced users can inject custom code to modify the store’s appearance and behavior:

• Custom CSS: Enter custom CSS styles to modify the store’s visual appearance (maximum 50,000 characters)
• Custom JavaScript: Enter custom JavaScript code to enhance store functionality (maximum 50,000 characters)

Important Security Notice: Only add trusted CSS and JavaScript code. Malicious code can compromise your store’s security and user data. Always test thoroughly before applying to production.

Click Save Settings to apply all changes.

Store Information Tab

The Store Information tab collects the core details needed to set up your store.

Under Store Information, fill in the following fields:

• Store Name: Enter the display name for your store
• Store Slug: Enter a URL-friendly identifier for your store (e.g., my-store)
• Description: Enter a brief description of your store
• Store Email: Enter the contact email address for the store

Under Domain Configuration, you can set up how your store is accessed online. Two options are available:

• Enable Custom Domain: Toggle on to use your own domain (e.g., example.com). Enter the custom domain in the field provided. A server IP address will be displayed. Point your domain’s A record to this IP address to complete the setup.
• Enable Custom Subdomain: Toggle on to use a subdomain (e.g., mystore.yourdomain.com). Enter the desired subdomain in the field provided. The resulting subdomain URL will be displayed as a preview once configured.

Store Theme Tab

The Store Theme tab allows you to choose a theme that best fits your store type and brand. WhatsStore provides 7 default themes, with availability depending on your subscription plan:

• Gadgets: Mobile-first design for electronics and accessories stores
• Fashion: Elegant design for fashion and apparel brands
• Home Decor & Furniture: Premium design for furniture and interior stores
• Bakery & Cakes: Warm, food-oriented design for bakeries and pastry stores
• Supermarket & Grocery: Fresh design for grocery and food retailers
• Car Accessories: Dark-themed design for automotive stores
• Toy: Colorful design for toy and kids’ product stores

Click on any theme card to select it. The selected theme will be highlighted with a checkmark.

Note: The number of themes available to you depends on your current subscription plan. A plan limitation notice at the top of the tab will indicate how many themes your plan allows.

PWA Settings Tab

The PWA Settings tab allows you to configure your store as an installable Progressive Web App, making it accessible as a mobile app on customers’ devices.

• Enable PWA: Toggle on to make your store installable as a mobile app
• App Name: Enter the full name of the app as it will appear on the device
• Short Name: Enter a shortened version of the app name for the home screen icon
• App Description: Enter a brief description of the mobile app
• Theme Color: Select the primary color for the app’s browser UI elements
• Background Color: Select the background color displayed while the app is loading
• Display Mode: Choose how the app is displayed when launched. Options include Standalone, Fullscreen, Minimal UI, and Browser
• Orientation: Choose the screen orientation for the app. Options include Portrait, Landscape, and Any

Product detail page:

When you click the View on any product, it opens its dedicated Product Details page. This page is organized into the following sections:

• Product Information: displays the product image, name, SKU, price, and status.
• Quick Stats: shows real-time data including Stock, Revenue, Total Sold, and Orders.
• Product Details: lists the Category, Product Tax class, Product Display status, Downloadable status, and the Created and Updated dates.
• Pricing & Inventory: shows the Current Price and Stock Quantity.
• Product Description: displays the short description entered for the product.
• Product Specifications: lists the key technical specifications of the product.
• Product Details (extended): displays a longer descriptive paragraph about the product.
• Product Variants: lists the variant types configured for the product (e.g., Color).
• Product Images: displays all uploaded images associated with the product.

Create Product

To add a new product, click the “Create Product” button on the top right of the Products page. The Create Product form is organized into six tabs:

The General tab captures the core product information:

• Product Name (required): Enter the full name of the product
• SKU (required): Enter the unique Stock Keeping Unit identifier
• Category (required): Select the applicable product category from the dropdown
• Product Tax: Select the applicable tax class from the dropdown
• Cover Image (required): Upload or browse for the product’s main display image
• Product Images: Upload or browse for additional product gallery images
• Product Display: Toggle to show or hide the product on the storefront

The Pricing tab sets the product’s price information:

• Price (required): Enter the regular selling price of the product
• Sale Price: Enter a discounted sale price if applicable

The Inventory tab manages stock and digital product settings:

• Stock Quantity (required): Enter the available quantity for the product
• Downloadable Product: Toggle to mark the product as a digital/downloadable item
• Downloadable File: If the product is downloadable, browse and upload the associated file

The Content tab allows rich-text entry for the following fields, each with a formatting toolbar supporting bold, italic, strikethrough, alignment, lists, quotes, and links:

• Product Description: A short description of the product
• Product Specifications: Key technical specifications and features
• Product Details: A detailed long-form description of the product

The Variants tab allows the admin to define product variations, such as color or size. Click “Add Variant” to add a new variant group. For each variant, enter:

• Variant Name: The type of variant (e.g., Color, Size)
• Variant Value: The specific option values for that variant (e.g., Black, White). Click + to add multiple values.

The Advanced tab provides a Custom Fields section for adding metadata or additional attributes not covered by standard fields. Click “Add Field” to add a new entry with:

• Field Name: The label for the custom attribute
• Field Value: The corresponding value

Once all tabs are filled in, click Save Product in the top right corner to publish the product to the catalog.

7.2.1 Create Category

To add a new category, click the “Create Category” button on the top right of the Categories page. The Create Category form contains the following fields:

• Category Name: Enter the display name of the category
• Description: Enter a short description of what the category contains
• Category Image: Browse and upload an image to represent the category
• Parent Category: Select a parent category from the dropdown to make this a sub-category, or leave it unselected to create a root-level category
• Sort Order: Enter a numeric value to control the display order of the category on the storefront
• Category Status: Toggle to enable or disable the category

Click “Save Category” in the top right corner to create the category.

Tax Details page:

When you click the View on any tax, it opens its dedicated Tax Details page. This page is organized into the following sections:

• Tax Rule Information displays the Tax Name, Tax Rate, Tax Type, and Status.
• Tax Configuration displays operational settings, including Priority, Compound Tax (Yes/No), Created Date, the number of Products Using Tax, and the Last Updated date.
• Tax Statistics shows four summary cards: Tax Collected This Month, Orders Applied, Total Tax Collected, and Products Using This Tax.
• Products Using This Tax lists all products that have this tax rule applied, showing each product’s name, price, and status.

7.3.1 Create Tax

To add a new tax rule, click the “Create Tax” button on the top right of the Tax Management page. The Create Tax Rule form contains the following fields:

• Tax Name: Enter a name for the tax rule
• Tax Type: Select the calculation method from the dropdown
• Tax Rate (%): Enter the percentage rate to be applied
• Priority: Set the application priority when multiple tax rules are in use
• Compound Tax: Select whether this tax is compounded on top of other taxes (Yes or No)
• Tax Status: Toggle to enable or disable the tax rule

Click Save Tax in the top right corner to apply the new tax rule to the platform.

Personal Info:

This tab captures the customer’s core profile details:

• Profile Picture: Browse and upload a profile image for the customer
• First Name: Enter the customer’s first name
• Last Name: Enter the customer’s last name
• Email Address: Enter the customer’s email address
• Phone Number: Enter the customer’s contact number
• Date of Birth: Select the customer’s date of birth
• Gender: Select the customer’s gender from the dropdown
• Notes: Enter any internal notes relevant to the customer account
• Customer Status: Toggle to enable or disable the customer account

Address:

This tab captures the customer’s billing and shipping addresses. Both sections share the same set of fields:

• Street Address: Enter the street and house number
• Country: Select the country from the dropdown
• State/Province: Select the state or province (populated after selecting a country)
• City: Select the city (populated after selecting a state)
• Postal Code: Enter the postal or ZIP code

A Same as billing toggle is available in the Shipping Address section. Enabling it automatically copies the billing address details into the shipping address fields.

Preferences:

This tab configures the customer’s communication and account preferences:

• Email Marketing: Toggle to allow the customer to receive promotional emails
• SMS Notifications: Toggle to allow the customer to receive SMS updates
• Order Updates: Toggle to allow the customer to receive order status notifications
• Preferred Language: Select the customer’s preferred communication language from the dropdown
• Customer Group: Assign the customer to a group (e.g., Regular Customer) from the dropdown

Click Save Customer in the top right corner to create the customer account.

General

This tab captures the core coupon information:

• Coupon Name: Enter a descriptive name for the coupon
• Coupon Code: Enter a unique redemption code, or click Generate to auto-create one
• Description: Enter a brief description of the coupon’s purpose
• Discount Type: Select the type of discount from the dropdown, Percentage Discount or Fixed Amount
• Discount Percentage (%) / Discount Value: Enter the discount amount corresponding to the selected type
• Start Date: Set the date from which the coupon becomes valid
• End Date: Set the date on which the coupon expires
• Coupon Status: Toggle to enable or disable the coupon

Restrictions:

This tab defines the spend thresholds required for the coupon to be applicable:

• Minimum Spend Amount: Enter the minimum order value a customer must reach before the coupon can be applied
• Maximum Spend Amount: Enter the maximum order value above which the coupon will not apply (leave at 0.00 for no maximum)

Usage Limits:

This tab controls how many times the coupon can be used:

• Usage Limit per Coupon: Enter the total number of times this coupon can be redeemed across all customers (leave blank or set to Unlimited for no cap)
• Usage Limit per User: Enter the maximum number of times a single customer can use this coupon

Click Save Coupon in the top right corner to publish the coupon to the store.

General:

This tab captures the core details of the shipping method:

• Method Name (required): Enter the name of the shipping method (e.g., Standard Shipping, Express Shipping)
• Shipping Type (required): Select the pricing model from the dropdown (e.g., Flat Rate, Free)
• Description: Enter a brief description of the shipping method
• Shipping Cost ($): Enter the flat cost charged for this shipping method
• Minimum Order Amount: Set the minimum order value required for this method to be available at checkout
• Estimated Delivery Time: Enter the expected delivery timeframe (e.g., 3–5 business days)
• Sort Order: Enter a numeric value to control the display order of this method at checkout
• Method Status: Toggle to enable or disable the shipping method

Shipping Zones:

This tab defines the geographic coverage of the shipping method:

• Zone Type: Select the coverage scope from the dropdown (e.g., Domestic, Global)
• Countries/Regions: Enter the specific countries or regions this method applies to, one per line
• Postal Codes: Enter the applicable postal code range (e.g., 10001–10299)
• Max Distance (km): Set the maximum delivery distance in kilometers

Advanced:

This tab configures additional delivery constraints and options:

• Maximum Weight (kg): Enter the maximum parcel weight this method supports
• Maximum Dimensions (cm): Enter the maximum parcel dimensions in length × width × height format
• Require Signature: Toggle to require a customer signature upon delivery
• Insurance Required: Toggle to mandate shipping insurance for orders using this method
• Tracking Available: Toggle to indicate whether order tracking is provided
• Handling Fee ($): Enter any additional handling fee to be added on top of the shipping cost

Click Save Shipping in the top right corner to publish the new shipping method to the store.

User Table Details:

The user table displays the following information:

• Avatar: Staff member’s profile picture or default avatar icon.
• Name: Full name and registered email address of the staff member.
• Roles: The assigned role badge, such as Content writer, Accountant, Store Manager.
• Joined: The date the staff member was added to the platform.
• Actions: Quick action buttons for user management.

Each user row includes the following action icons:

• View: Opens a modal showing the user’s Name, Email, and assigned Role
• Edit: Opens the user record for editing
• Reset Password: Opens a modal prompting the admin to enter and confirm a new password for the user, then click Save to apply the change
• Toggle Status: Activates or deactivates the user’s account
• Delete: Permanently removes the user account

Add New User

To add a new staff user, click the “Add User” button. An Add New User modal appears with the following fields:

• Name: Enter the staff member’s full name
• Email: Enter the staff member’s email address
• Password: Set an initial password for the account
• Confirm Password: Re-enter the password to confirm
• Role: Select the staff member’s role from the dropdown

Click Save to create the account or Cancel to close the modal without saving.

Roles Table Details:

The roles table displays the following information:

• Name: The display name of the role, such as Store Manager, Accountant, or Content Writer.
• Slug: The system identifier for the role, displayed in lowercase without spaces
• Description: A summary of the role’s purpose and access scope.
• Created By: The entity that created the role, such as the Company.
• Created At: The date on which the role was created.
• Permissions: A preview of the key permissions assigned to the role, with a “+more” indicator for roles that have additional permissions beyond what is shown.
• Actions: Quick action icons to View, Edit, or Delete the role.
• View: Opens the View Role modal, showing the role’s full details and current permission selections
• Edit: Opens the role for editing
• Delete: Removes the role

Add New Role

Create a new custom role by clicking the “Add New Role” button at the top right of the Roles page. Fill in the required fields in the modal form:

• Role Name: Enter a descriptive name for the role.
• Description: Optionally provide a brief description of the role’s purpose and scope.
• Role Permissions: Use the Manage Permissions panel to assign specific permissions to the role. You may click Select All Permissions to grant full access across all available permissions, or selectively enable permissions by module, such as Dashboard, Analytics, Users, Roles, Plans, Plan Requests, Plan Orders, Settings, Referral, Media, Stores, Products, Categories, Tax, Orders, Customers, Coupon System, Shipping, and Express Checkout, etc… Only permissions available to your own role will be shown.

Click Save to create the role or Cancel to discard and close the form.

Payout Requests Table

The Your Payout Requests table displays all your submitted withdrawal requests with the following columns:

• Amount: The amount requested for payout.
• Status: The current state of the request (Pending, Approved, or Rejected).
• Date: The date the payout request was submitted.

Create Payout Request

Click the “Request Payout” button at the top-right corner to open the Create Payout Request form. The form includes the following:

Amount: Enter the amount you wish to withdraw. The minimum withdrawal amount and your current available balance are displayed beneath the field for reference.

Click Submit Request to send your payout request for review, or Cancel to close the form without submitting.

Cash on Delivery (COD):

Use this toggle to enable the Cash on Delivery payment method, allowing your customers to pay in person when they receive their order. No additional configuration is required; simply turn on this option to offer this payment choice at checkout.

WhatsApp

Toggle the switch at the top right to enable or disable WhatsApp notifications. When enabled, configure the following:

Enable WhatsApp: Toggle the switch in the top right to activate WhatsApp communication on your store.

Phone Number: Enter your company’s phone number, including the country code. When this is enabled, a WhatsApp button will appear on your live store.

Dynamic Messaging: Clicking the button will automatically generate a pre-filled message, allowing customers to contact you instantly.

Telegram

Toggle the switch at the top right to enable or disable Telegram notifications. When enabled, configure the following:

Enable Telegram: Toggle the switch in the top right to activate Telegram communication for your store.

Connection Credentials: Enter your Bot Token (obtained from @BotFather) and your Chat ID (retrieved from the Telegram API) to link your account.

Dynamic Messaging: When enabled, the system will automatically route notifications and customer inquiries directly to your Telegram bot instantly.

Note: Message templates are shared between platforms and are configured in the Messaging Templates section below.

Messaging Templates

The Messaging Templates section allows you to define the message format sent to customers via WhatsApp and Telegram. Enter your template in the Message Template field using the available order variables to personalize each message dynamically.

The following order variables are available: store_name, order_no, customer_name, shipping_address, shipping_country, shipping_city, shipping_postalcode, item_variable, qty_total, sub_total, discount_amount, shipping_amount, total_tax, and final_total.

The Item Variable Format field defines how individual order items are displayed within the message, using item-level variables including sku, quantity, product_name, variant_name, item_tax, and item_total.

Note that Telegram supports HTML formatting (e.g., bold, italic), while WhatsApp uses plain text only.

Add New Webhook

To add a new webhook, click the “Add Webhook” button at the top right. A modal form will appear with the following fields:

• Module: Select the module you want to trigger the webhook from the dropdown.
• Method: Select the HTTP method from the dropdown (GET, POST).
• URL: Enter the endpoint URL where the webhook data should be sent.
• Active: Toggle on to enable the webhook immediately, or toggle off to save it in a disabled state.

Click Create to save the webhook or Cancel to close the form without saving.

Home Decor Theme as a Example

This section explains how customers use the storefront, the public website where they browse products, add items to the cart, and place orders.