Understanding Successful, Pending and Failed Payments

63:T910,

What this does

Provides troubleshooting solutions for manual payment verification queues in the Admin Panel.

Before you begin

Ensure you have access to your Admin Panel and business payment transaction records.

Step-by-Step Instructions

1. Access Manual Verification Queue: Log in to your Admin Panel and navigate to Sales -> UPI Transfer Queue.

2. Inspect Pending Items: Locate the order row requiring review.

3. Cross-Reference UTR Number: Check the customer’s uploaded receipt reference ID (UTR) against your bank credit notification.

4. Approve or Reject: Click Approve if payment is verified, or Reject to state a review remark.

What you should see

Updated payment status reflected in the order review table.

Common problems

Problem	Solution
Receipt Image Unclear	Click Reject and add a note requesting the customer re-upload a clear receipt screenshot.
UTR Not Found on Bank Statement	Hold approval until the transaction credit resolves in your bank account statement.

Related Help Articles

64:T1091,

What this does

Guides merchants through creating a new catalog item, entering product details, setting price rules, and saving the item in the Admin Panel.

Before you begin

Prepare your product title, description summary, pricing details, category assignment, and product photos.

Step-by-Step Instructions

1. Navigate to Products: Log in to your Admin Panel and select Products from the main sidebar.

2. Open Add Product Form: Click the Add Product button at the top right of the catalog table.

3. Enter General Details:

Title: Input your item name (e.g., “Luxe Cotton T-Shirt”).
Description: Enter detailed item features and specifications.
Category: Select the appropriate category from the dropdown menu.

4. Set Pricing & Stock:

Price: Input the selling price the customer pays (e.g. `$24.99`).
Compare-at Price: (Optional) Input the original crossed-out retail price (e.g. `$29.99`). *Rule: Selling Price must be less than or equal to Compare-at Price.*
Total Stock: Enter available inventory count.

5. Upload Product Images: Drag and drop your photos into the uploader slot.

6. Save Item: Click Save Product to add the item to your catalog.

What you should see

The newly created product item row listed in your catalog table.

Common problems

Problem	Solution
Price Validation Error	Ensure Selling Price is less than or equal to Compare-at Price (`Price: $24.99` ≤ `Compare-at: $29.99`).
Image Upload Failure	Ensure image files are in a standard image format (JPG or PNG) and try re-uploading.

Related Help Articles

65:T1091,

What this does

Guides merchants through creating a new catalog item, entering product details, setting price rules, and saving the item in the Admin Panel.

Before you begin

Prepare your product title, description summary, pricing details, category assignment, and product photos.

Step-by-Step Instructions

1. Navigate to Products: Log in to your Admin Panel and select Products from the main sidebar.

2. Open Add Product Form: Click the Add Product button at the top right of the catalog table.

3. Enter General Details:

Title: Input your item name (e.g., “Luxe Cotton T-Shirt”).
Description: Enter detailed item features and specifications.
Category: Select the appropriate category from the dropdown menu.

4. Set Pricing & Stock:

Price: Input the selling price the customer pays (e.g. `$24.99`).
Compare-at Price: (Optional) Input the original crossed-out retail price (e.g. `$29.99`). *Rule: Selling Price must be less than or equal to Compare-at Price.*
Total Stock: Enter available inventory count.

5. Upload Product Images: Drag and drop your photos into the uploader slot.

6. Save Item: Click Save Product to add the item to your catalog.

What you should see

The newly created product item row listed in your catalog table.

Common problems

Problem	Solution
Price Validation Error	Ensure Selling Price is less than or equal to Compare-at Price (`Price: $24.99` ≤ `Compare-at: $29.99`).
Image Upload Failure	Ensure image files are in a standard image format (JPG or PNG) and try re-uploading.

Related Help Articles

Understanding Successful, Pending and Failed Payments

66:T60e,

This is the index for the Getting Started merchant guide series — the detailed, task-by-task companion to the Start Here series. Use this article as your map.

How this series relates to Start Here

What this series covers

Setting up your store and dashboard (Articles 2–6)
Adding products and configuring commerce (Articles 7–11)
Domain, storefront design, and navigation (Articles 12–15)
Testing and launching (Articles 16–19)
A final setup checklist (Article 20)

How to use this series

67:T60e,

This is the index for the Getting Started merchant guide series — the detailed, task-by-task companion to the Start Here series. Use this article as your map.

How this series relates to Start Here

What this series covers

Setting up your store and dashboard (Articles 2–6)
Adding products and configuring commerce (Articles 7–11)
Domain, storefront design, and navigation (Articles 12–15)
Testing and launching (Articles 16–19)
A final setup checklist (Article 20)

How to use this series

68:T1b0f,

Guides merchants on setting accurate shipping fees to cover carrier packaging and transit costs without discouraging buyers.

Before You Begin

Calculate your average courier shipping costs across weight brackets and regional zones.
Decide whether to charge flat delivery fees or order-tiered fees.

Step-by-Step Instructions

Step 1: Open Shipping Rules Page

Navigate to Store -> Settings -> Shipping Rules in your Admin Panel.

Step 2: Click Add Shipping Method

Click the Add Shipping Method button in the top right header to open the configuration modal.

Step 3: Configure Basic Information

Enter Method Name (e.g. Standard Delivery), Priority ranking, and Notes / Description (e.g. 3-5 business days).

Step 4: Select Pricing Structure

Choose Fixed Price and enter Amount (₹), or select Free Shipping.

Step 5: Set Geographic Restrictions (Optional)

Include or exclude specific Countries, States, Cities, or ZIP/PIN codes (supports wildcards like 5600*).

Step 6: Set Free Shipping & Order Conditions

Optionally specify Free Shipping Min Order Value, or set Min/Max Order Value and Weight thresholds.

Step 7: Save Shipping Method

Click Save in the modal footer to activate your new shipping rule.How to Prepare an Order for Shipping

What You Should See

The specified shipping fee added to order totals on the checkout review step.

Common Problems & Troubleshooting

Problem: Incorrect Shipping Amount Calculated at Checkout

Solution: Review active shipping rules to confirm that no overlapping or conflicting fee rules take precedence.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Method Name	The primary delivery option title displayed to shoppers at checkout.	Use customer-friendly names like “Standard Surface Delivery” or “Express Air Dispatch”.
Notes / Description	Subtext displayed directly below the method name informing customers of expected timing.	Explain: ‘Delivers within 3-5 business days across major metros.’
Pricing Type: Fixed Price	Charges a constant flat shipping amount regardless of weight or distance within the zone.	Charge a flat ₹49 or ₹79 for all domestic deliveries.
Pricing Type: Free Shipping	Provides free delivery (₹0 shipping fee) to the customer when this method is selected.	Example: Offer free delivery on select premium collections or promotional campaigns.
Include / Exclude ZIP Codes	Restricts the method strictly to specific postal codes (supports comma-separated lists and wildcards).	Enter “4000, 4001” for Mumbai express local delivery, excluding remote zones.
Free Shipping Min Order Value	Automatically overrides fixed shipping fees to ₹0 when the cart subtotal exceeds this amount.	Set to 999. If a customer buys ₹1,200 worth of products, shipping automatically becomes ₹0 free.
Min / Max Order Value Conditions	Restricts the method to carts whose total falls within this specific range.	Disable heavy courier methods on tiny orders below ₹200.
Min / Max Weight (kg)	Restricts the method based on the combined physical weight of items in the cart.	Offer standard courier for parcels up to 2 kg, and freight shipping for orders over 5 kg.

69:T1b0f,

Guides merchants on setting accurate shipping fees to cover carrier packaging and transit costs without discouraging buyers.

Before You Begin

Calculate your average courier shipping costs across weight brackets and regional zones.
Decide whether to charge flat delivery fees or order-tiered fees.

Step-by-Step Instructions

Step 1: Open Shipping Rules Page

Navigate to Store -> Settings -> Shipping Rules in your Admin Panel.

Step 2: Click Add Shipping Method

Click the Add Shipping Method button in the top right header to open the configuration modal.

Step 3: Configure Basic Information

Enter Method Name (e.g. Standard Delivery), Priority ranking, and Notes / Description (e.g. 3-5 business days).

Step 4: Select Pricing Structure

Choose Fixed Price and enter Amount (₹), or select Free Shipping.

Step 5: Set Geographic Restrictions (Optional)

Include or exclude specific Countries, States, Cities, or ZIP/PIN codes (supports wildcards like 5600*).

Step 6: Set Free Shipping & Order Conditions

Optionally specify Free Shipping Min Order Value, or set Min/Max Order Value and Weight thresholds.

Step 7: Save Shipping Method

Click Save in the modal footer to activate your new shipping rule.How to Prepare an Order for Shipping

What You Should See

The specified shipping fee added to order totals on the checkout review step.

Common Problems & Troubleshooting

Problem: Incorrect Shipping Amount Calculated at Checkout

Solution: Review active shipping rules to confirm that no overlapping or conflicting fee rules take precedence.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Method Name	The primary delivery option title displayed to shoppers at checkout.	Use customer-friendly names like “Standard Surface Delivery” or “Express Air Dispatch”.
Notes / Description	Subtext displayed directly below the method name informing customers of expected timing.	Explain: ‘Delivers within 3-5 business days across major metros.’
Pricing Type: Fixed Price	Charges a constant flat shipping amount regardless of weight or distance within the zone.	Charge a flat ₹49 or ₹79 for all domestic deliveries.
Pricing Type: Free Shipping	Provides free delivery (₹0 shipping fee) to the customer when this method is selected.	Example: Offer free delivery on select premium collections or promotional campaigns.
Include / Exclude ZIP Codes	Restricts the method strictly to specific postal codes (supports comma-separated lists and wildcards).	Enter “4000, 4001” for Mumbai express local delivery, excluding remote zones.
Free Shipping Min Order Value	Automatically overrides fixed shipping fees to ₹0 when the cart subtotal exceeds this amount.	Set to 999. If a customer buys ₹1,200 worth of products, shipping automatically becomes ₹0 free.
Min / Max Order Value Conditions	Restricts the method to carts whose total falls within this specific range.	Disable heavy courier methods on tiny orders below ₹200.
Min / Max Weight (kg)	Restricts the method based on the combined physical weight of items in the cart.	Offer standard courier for parcels up to 2 kg, and freight shipping for orders over 5 kg.

6a:T1808,

Guides merchants through enabling supported online payment channels so customers can complete orders with digital payment methods.

Before You Begin

Ensure your commercial merchant account credentials are ready for integration.

Step-by-Step Instructions

Step 1: Open Payment Settings

Navigate to Store -> Settings -> Payment in your Admin Panel sidebar.

Step 2: Open UPI Configuration

Under Manual Payment Methods, click Configure UPI Payment (URL: /admin/settings/payment/upi).

Figure 103.1: Manual UPI Payment Settings with UPI ID and Verification Instructions

Step 3: Enable UPI Payment

Toggle the Enable setting to true to make UPI visible at checkout.

Step 4: Enter UPI ID / VPA

Input your business UPI Virtual Payment Address (e.g. storename@okaxis or business@upi).

Step 5: Upload QR Code Image

Upload your UPI payment QR code image so customers can scan and complete payment using their preferred UPI application.

Step 6: Input Payee Display Name

Enter the exact business name registered with your UPI account.

Step 7: Save Configuration

Click Save Settings in the top sticky header.

What You Should See

Digital payment options displayed alongside Cash on Delivery during storefront checkout.

Common Problems & Troubleshooting

Problem: Online Gateway Fails to Connect

Solution: Double-check that your account keys and environment modes match your payment provider dashboard specifications.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Toggle	Activates or deactivates the Manual UPI payment option at checkout.	Manual UPI payment allows the merchant to provide a UPI ID or QR code and instructions for completing the payment.
UPI ID / VPA	Your Virtual Payment Address entered by shoppers copying the address in their UPI app.	Enter “brandname@icici” or “storename@upi”.
QR Code Image Upload	Displays a scannable QR code on the checkout screen for quick payment.	Upload your merchant QR code so desktop shoppers can simply scan the screen with their mobile camera.
Payee Name	The merchant name shown inside the customer UPI app when they initiate payment.	Enter your brand name so customers can confirm they are paying the correct store.
Verification Instructions	Step-by-step instructions shown after payment prompting the customer for their UTR.	Instruct buyers: “After completing your UPI payment, enter your 12-digit transaction reference number (UTR) to submit your payment proof.”

6b:T1808,

Guides merchants through enabling supported online payment channels so customers can complete orders with digital payment methods.

Before You Begin

Ensure your commercial merchant account credentials are ready for integration.

Step-by-Step Instructions

Step 1: Open Payment Settings

Navigate to Store -> Settings -> Payment in your Admin Panel sidebar.

Step 2: Open UPI Configuration

Under Manual Payment Methods, click Configure UPI Payment (URL: /admin/settings/payment/upi).

Figure 103.1: Manual UPI Payment Settings with UPI ID and Verification Instructions

Step 3: Enable UPI Payment

Toggle the Enable setting to true to make UPI visible at checkout.

Step 4: Enter UPI ID / VPA

Input your business UPI Virtual Payment Address (e.g. storename@okaxis or business@upi).

Step 5: Upload QR Code Image

Upload your UPI payment QR code image so customers can scan and complete payment using their preferred UPI application.

Step 6: Input Payee Display Name

Enter the exact business name registered with your UPI account.

Step 7: Save Configuration

Click Save Settings in the top sticky header.

What You Should See

Digital payment options displayed alongside Cash on Delivery during storefront checkout.

Common Problems & Troubleshooting

Problem: Online Gateway Fails to Connect

Solution: Double-check that your account keys and environment modes match your payment provider dashboard specifications.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Toggle	Activates or deactivates the Manual UPI payment option at checkout.	Manual UPI payment allows the merchant to provide a UPI ID or QR code and instructions for completing the payment.
UPI ID / VPA	Your Virtual Payment Address entered by shoppers copying the address in their UPI app.	Enter “brandname@icici” or “storename@upi”.
QR Code Image Upload	Displays a scannable QR code on the checkout screen for quick payment.	Upload your merchant QR code so desktop shoppers can simply scan the screen with their mobile camera.
Payee Name	The merchant name shown inside the customer UPI app when they initiate payment.	Enter your brand name so customers can confirm they are paying the correct store.
Verification Instructions	Step-by-step instructions shown after payment prompting the customer for their UTR.	Instruct buyers: “After completing your UPI payment, enter your 12-digit transaction reference number (UTR) to submit your payment proof.”

6c:T8a7,

Provides an immediate, confidence-building action guide for store owners processing their first real customer purchase.

Before You Begin

Confirm access to packaging materials and the ordered physical product in inventory.

Step-by-Step Instructions

Step 1: Open the Order Details

Navigate to Orders in your Admin Panel and open the newly arrived order.

Step 2: Verify Payment and Address

Confirm the payment method (Prepaid or Cash on Delivery) and review the shipping address.

Step 3: Pick and Package the Item

Retrieve the ordered item from stock and pack it securely for shipping.

Step 4: Hand Over to Courier and Add Tracking

Dispatch the package through your chosen courier and update the order with tracking details.

What You Should See

The order transitioned smoothly from newly received to dispatched in your dashboard.

Common Problems & Troubleshooting

Problem: Shipping Address Incomplete

Solution: Reach out to the customer via email or support phone to verify apartment or postal code details before dispatching.

Before You Begin

Confirm access to packaging materials and the ordered physical product in inventory.

Step-by-Step Instructions

Step 1: Open the Order Details

Navigate to Orders in your Admin Panel and open the newly arrived order.

Step 2: Verify Payment and Address

Confirm the payment method (Prepaid or Cash on Delivery) and review the shipping address.

Step 3: Pick and Package the Item

Retrieve the ordered item from stock and pack it securely for shipping.

Step 4: Hand Over to Courier and Add Tracking

Dispatch the package through your chosen courier and update the order with tracking details.

What You Should See

The order transitioned smoothly from newly received to dispatched in your dashboard.

Common Problems & Troubleshooting

Problem: Shipping Address Incomplete

Solution: Reach out to the customer via email or support phone to verify apartment or postal code details before dispatching.

Before You Begin

Have your updated product details, new price, or fresh photos prepared.

Step-by-Step Instructions

Step 1: Navigate to Products Catalog

From the Admin Panel sidebar, click Products to view your catalog table.

Step 2: Select Product to Modify

Find the product in the list and click its title or the Edit icon.

Figure 62.1: Product editing form with pricing, inventory, and image fields.

Step 3: Update Desired Fields

Modify the Title, Description, Category, Price, Compare-At Price, or Total Stock as needed.

Step 4: Save Product Updates

Click Save Product at the bottom of the form to apply changes immediately to your storefront.

What You Should See

Updated product details immediately reflected across your catalog listing and product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Price Update Not Reflected on Storefront	Ensure you clicked Save Product and refresh your browser window to clear page cache.

How to Add a Product in Shopiators

6f:Te78,

Details how to locate an existing product item in your catalog, modify details such as pricing or stock, and apply updates to the live store.

Before You Begin

Have your updated product details, new price, or fresh photos prepared.

Step-by-Step Instructions

Step 1: Navigate to Products Catalog

From the Admin Panel sidebar, click Products to view your catalog table.

Step 2: Select Product to Modify

Find the product in the list and click its title or the Edit icon.

Figure 62.1: Product editing form with pricing, inventory, and image fields.

Step 3: Update Desired Fields

Modify the Title, Description, Category, Price, Compare-At Price, or Total Stock as needed.

Step 4: Save Product Updates

Click Save Product at the bottom of the form to apply changes immediately to your storefront.

What You Should See

Updated product details immediately reflected across your catalog listing and product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Price Update Not Reflected on Storefront	Ensure you clicked Save Product and refresh your browser window to clear page cache.

How to Add a Product in Shopiators

70:T9fe,

Explains how to publish your store Shipping Policy, clarifying delivery windows, order processing times, and courier tracking for shoppers.

Before You Begin

Confirm standard delivery windows and dispatch procedures with your shipping carriers.

Step-by-Step Instructions

Step 1: Open Store Management

Navigate to Store Management-> Theme Customizer in your Admin Panel.

Step 2: Input Shipping Policy Statement

In the Shipping Policy field, detail processing cutoff times, estimated delivery days, and carrier tracking links.

Figure 56.1: Store Policies card with policy text area input boxes.

Step 3: Publish and Inspect Storefront

Click Publish and verify that the Shipping Policy link resolves correctly in your store footer.

What You Should See

Clear, accessible shipping policy information reassuring customers prior to purchase.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Frequently Ask About Delivery Dates	State estimated delivery windows clearly both in this policy and on individual product description pages.

71:T9fe,

Explains how to publish your store Shipping Policy, clarifying delivery windows, order processing times, and courier tracking for shoppers.

Before You Begin

Confirm standard delivery windows and dispatch procedures with your shipping carriers.

Step-by-Step Instructions

Step 1: Open Store Management

Navigate to Store Management-> Theme Customizer in your Admin Panel.

Step 2: Input Shipping Policy Statement

In the Shipping Policy field, detail processing cutoff times, estimated delivery days, and carrier tracking links.

Figure 56.1: Store Policies card with policy text area input boxes.

Step 3: Publish and Inspect Storefront

Click Publish and verify that the Shipping Policy link resolves correctly in your store footer.

What You Should See

Clear, accessible shipping policy information reassuring customers prior to purchase.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Frequently Ask About Delivery Dates	State estimated delivery windows clearly both in this policy and on individual product description pages.

72:T2173,

Shopiators builds your initial store using AI — you answer a few questions about your brand, and it generates a store around them. This article covers what to expect from that process.

What’s confirmed

What you’ll likely need ready

Your business or brand name
A category or type of product you sell
A general sense of your target audience
An aesthetic direction (see Category 1, Article 7 for the full prep checklist)

After your store is generated

Once the AI generates your initial store, you’re dropped into the Merchant Dashboard, where the real configuration work happens — covered in Article 3 onward in this series.

73:T2173,

Shopiators builds your initial store using AI — you answer a few questions about your brand, and it generates a store around them. This article covers what to expect from that process.

What’s confirmed

What you’ll likely need ready

Your business or brand name
A category or type of product you sell
A general sense of your target audience
An aesthetic direction (see Category 1, Article 7 for the full prep checklist)

After your store is generated

Once the AI generates your initial store, you’re dropped into the Merchant Dashboard, where the real configuration work happens — covered in Article 3 onward in this series.

74:T9cc,

Guides merchants on selecting packaging materials, cushioning fragile items, and weatherproofing shipments against courier transit wear.

Before You Begin

Gather appropriate box sizes, poly mailers, bubble wrap, packing tape, and void fill materials.
Review courier volumetric weight rules to avoid paying oversized parcel fees.

Step-by-Step Instructions

Step 1: Choose the Right Outer Box or Mailer

Select a sturdy corrugated box or tear-resistant poly mailer sized appropriately to fit items without excessive empty space.

Step 2: Wrap Fragile Items Individually

Use bubble wrap or protective paper around delicate items, ensuring at least an inch of cushioning on all sides.

Step 3: Fill Empty Voids

Place void fill materials such as paper or air pillows inside the box so items do not shift when the parcel is shaken.

Step 4: Seal Securely with Heavy-Duty Tape

Apply wide packaging tape using the H-taping method across all box seams to prevent opening during transport.

What You Should See

Durable, well-sealed packages capable of withstanding parcel handling and delivering items in pristine condition.

Common Problems & Troubleshooting

Problem: Packages Regularly Damaged in Transit

Solution: Upgrade to double-wall corrugated cardboard and increase internal cushioning around vulnerable corners.

Before You Begin

Gather appropriate box sizes, poly mailers, bubble wrap, packing tape, and void fill materials.
Review courier volumetric weight rules to avoid paying oversized parcel fees.

Step-by-Step Instructions

Step 1: Choose the Right Outer Box or Mailer

Select a sturdy corrugated box or tear-resistant poly mailer sized appropriately to fit items without excessive empty space.

Step 2: Wrap Fragile Items Individually

Use bubble wrap or protective paper around delicate items, ensuring at least an inch of cushioning on all sides.

Step 3: Fill Empty Voids

Place void fill materials such as paper or air pillows inside the box so items do not shift when the parcel is shaken.

Step 4: Seal Securely with Heavy-Duty Tape

Apply wide packaging tape using the H-taping method across all box seams to prevent opening during transport.

What You Should See

Durable, well-sealed packages capable of withstanding parcel handling and delivering items in pristine condition.

Common Problems & Troubleshooting

Problem: Packages Regularly Damaged in Transit

Solution: Upgrade to double-wall corrugated cardboard and increase internal cushioning around vulnerable corners.

Before You Begin

Step-by-Step Instructions

Step 1: Open All Orders Queue

From the Admin Panel sidebar, click Commerce -> Sales -> All Orders.

Step 2: Locate the Order Row

Find the order you wish to inspect.

Figure 83.1: Order Details Inspection Dialog Displaying Customer and Item Information

Step 3: Click View Order Icon

Click on the order row to open the complete Order Details dialog.

Step 4: Inspect Customer & Shipping Details

Review the customer name, phone number, shipping address, ordered items, and paid amount.

What You Should See

The full order summary card showing product lines, subtotal, shipping fee, and delivery address.

Common Problems & Troubleshooting

Problem: Order Details Page Fails to Load

Solution: Refresh your browser and ensure your network connection is stable.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Details View	Displays complete itemized invoice, customer delivery address, and payment method details.	Verify customer delivery notes and phone number before generating a shipping label.

77:Te35,

Details how to open, read, and interpret the complete information record associated with an individual customer order.

Before You Begin

Step-by-Step Instructions

Step 1: Open All Orders Queue

From the Admin Panel sidebar, click Commerce -> Sales -> All Orders.

Step 2: Locate the Order Row

Find the order you wish to inspect.

Figure 83.1: Order Details Inspection Dialog Displaying Customer and Item Information

Step 3: Click View Order Icon

Click on the order row to open the complete Order Details dialog.

Step 4: Inspect Customer & Shipping Details

Review the customer name, phone number, shipping address, ordered items, and paid amount.

What You Should See

The full order summary card showing product lines, subtotal, shipping fee, and delivery address.

Common Problems & Troubleshooting

Problem: Order Details Page Fails to Load

Solution: Refresh your browser and ensure your network connection is stable.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Details View	Displays complete itemized invoice, customer delivery address, and payment method details.	Verify customer delivery notes and phone number before generating a shipping label.

78:Tb1e,

Explains how to permanently remove discontinued items or manage unavailable products so customers cannot order them.

Before You Begin

Confirm that the item is no longer sold or should be completely removed from the catalog.

Step-by-Step Instructions

Step 1: Locate Product in Catalog Table

In your Admin Panel, click Products to open the catalog management list.

Step 2: Click Delete Action

Locate the product row and click the Delete (trash) icon on the right side of the row.

Step 3: Confirm Permanent Removal

Confirm the deletion prompt. The item is immediately removed from your catalog and storefront.

What You Should See

The item removed from the Admin Products list and returning a 404 or disappearing from catalog browsing on the storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Accidentally Deleted Active Item	Deleted products cannot be automatically restored. You must re-create the product using Add Product.

79:Tb1e,

Explains how to permanently remove discontinued items or manage unavailable products so customers cannot order them.

Before You Begin

Confirm that the item is no longer sold or should be completely removed from the catalog.

Step-by-Step Instructions

Step 1: Locate Product in Catalog Table

In your Admin Panel, click Products to open the catalog management list.

Step 2: Click Delete Action

Locate the product row and click the Delete (trash) icon on the right side of the row.

Step 3: Confirm Permanent Removal

Confirm the deletion prompt. The item is immediately removed from your catalog and storefront.

What You Should See

The item removed from the Admin Products list and returning a 404 or disappearing from catalog browsing on the storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Accidentally Deleted Active Item	Deleted products cannot be automatically restored. You must re-create the product using Add Product.

7a:T9bf,

What this does

Configures the guest checkout toggle in Admin Settings to allow or restrict customer purchases without creating an account.

Before you begin

Determine whether your store requires customer account creation or permits guest checkouts.

Step-by-Step Instructions

1. Navigate to General Settings: Open your Admin Panel and go to Settings -> General.

2. Locate Guest Checkout Toggle: Scroll to the Guest Checkout option card in Store Details.

3. Set Guest Checkout Preference:

Enabled: Switch toggle ON to allow visitors to complete purchases without creating an account.
Disabled: Switch toggle OFF to require customer account registration prior to checkout.

4. Save Settings: Click Save Changes.

What you should see

Your checkout preference saved in settings.

Common problems

Problem	Solution
Toggle Preference Not Saved	Ensure you click Save Changes after toggling the Guest Checkout switch.

7b:T9bf,

What this does

Configures the guest checkout toggle in Admin Settings to allow or restrict customer purchases without creating an account.

Before you begin

Determine whether your store requires customer account creation or permits guest checkouts.

Step-by-Step Instructions

1. Navigate to General Settings: Open your Admin Panel and go to Settings -> General.

2. Locate Guest Checkout Toggle: Scroll to the Guest Checkout option card in Store Details.

3. Set Guest Checkout Preference:

Enabled: Switch toggle ON to allow visitors to complete purchases without creating an account.
Disabled: Switch toggle OFF to require customer account registration prior to checkout.

4. Save Settings: Click Save Changes.

What you should see

Your checkout preference saved in settings.

Common problems

Problem	Solution
Toggle Preference Not Saved	Ensure you click Save Changes after toggling the Guest Checkout switch.

7c:T888,

Explains the progression of an order from customer submission to final delivery, clarifying each status state.

Before You Begin

Understand your standard fulfillment timeline from order receipt to courier pickup.

Step-by-Step Instructions

Step 1: Placement & Verification

The order is received with details confirmed and inventory reserved.

Step 2: Processing & Packaging

The merchant prepares the physical parcel and verifies items against the packing slip.

Step 3: Dispatched & In Transit

The courier collects the parcel, tracking is attached, and the order status reflects transit.

Step 4: Delivered & Complete

The customer receives the package and the transaction lifecycle completes.

What You Should See

Clear progression of orders through standardized lifecycle stages in your admin view.

Common Problems & Troubleshooting

Problem: Order Remains in Processing Indefinitely

Solution: Update the status to Shipped once the package has been handed over to the courier.

Before You Begin

Understand your standard fulfillment timeline from order receipt to courier pickup.

Step-by-Step Instructions

Step 1: Placement & Verification

The order is received with details confirmed and inventory reserved.

Step 2: Processing & Packaging

The merchant prepares the physical parcel and verifies items against the packing slip.

Step 3: Dispatched & In Transit

The courier collects the parcel, tracking is attached, and the order status reflects transit.

Step 4: Delivered & Complete

The customer receives the package and the transaction lifecycle completes.

What You Should See

Clear progression of orders through standardized lifecycle stages in your admin view.

Common Problems & Troubleshooting

Problem: Order Remains in Processing Indefinitely

Solution: Update the status to Shipped once the package has been handed over to the courier.

Before You Begin

Confirm carrier updates or delivery confirmation receipts.
Access the order in your Admin Panel.

Step-by-Step Instructions

Step 1: Navigate to Orders

Navigate to Commerce -> Sales -> All Orders in your Admin Panel sidebar and locate the order.

Step 2: Select Fulfillment Status

Click on the fulfillment status control to view available state options such as Unfulfilled, Shipped, or Delivered.

Step 3: Apply the New Status

Choose the updated status corresponding to current carrier progress and save the modification.

Step 4: Verify Order Timeline

Review the order history log to ensure the status change was recorded with the current timestamp.

What You Should See

The order record displaying its current fulfillment phase across order list tables and customer view.

Common Problems & Troubleshooting

Problem: Status Accidentally Marked Delivered Ahead of Time

Solution: Revert the status back to Shipped or In Transit and add a note in order history to document the correction.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Records the courier company handling physical transit.	Enter “Shiprocket”, “Delhivery”, “Blue Dart”, or “Ecom Express”.
Tracking Number / AWB	The unique consignment Air Waybill identifier issued by the logistics partner.	Enables real-time parcel tracking for both store staff and buyers.

7f:Td36,

Details how store staff can update the delivery status of an order to keep internal teams and customers informed of package movement.

Before You Begin

Confirm carrier updates or delivery confirmation receipts.
Access the order in your Admin Panel.

Step-by-Step Instructions

Step 1: Navigate to Orders

Navigate to Commerce -> Sales -> All Orders in your Admin Panel sidebar and locate the order.

Step 2: Select Fulfillment Status

Click on the fulfillment status control to view available state options such as Unfulfilled, Shipped, or Delivered.

Step 3: Apply the New Status

Choose the updated status corresponding to current carrier progress and save the modification.

Step 4: Verify Order Timeline

Review the order history log to ensure the status change was recorded with the current timestamp.

What You Should See

The order record displaying its current fulfillment phase across order list tables and customer view.

Common Problems & Troubleshooting

Problem: Status Accidentally Marked Delivered Ahead of Time

Solution: Revert the status back to Shipped or In Transit and add a note in order history to document the correction.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Records the courier company handling physical transit.	Enter “Shiprocket”, “Delhivery”, “Blue Dart”, or “Ecom Express”.
Tracking Number / AWB	The unique consignment Air Waybill identifier issued by the logistics partner.	Enables real-time parcel tracking for both store staff and buyers.

80:Te69,

Explains how store owners can verify whether an order payment has succeeded, remains pending, or failed before packaging goods.

Before You Begin

Open the order record in your Admin Panel.

Step-by-Step Instructions

Step 1: Open Orders Table

Navigate to Commerce -> Sales -> All Orders.

Step 2: Check Payment Column

Check the payment badge for each order indicating whether it was placed via Cash on Delivery, an online payment method, bank transfer, or UPI.

Figure 106.1: UPI Transfer Queue at /upi-transfers for Manual Payment Verification

Step 3: Verify Manual UPI / Bank Transfers

For manual payments, navigate to Commerce -> Sales -> UPI Transfer Queue or Bank Transfer Queue to verify customer transaction UTRs against your bank statement.

What You Should See

A clear status badge indicating the payment disposition of the transaction.

Common Problems & Troubleshooting

Problem: Uncertain Payment Disposition

Solution: Check your payment provider transaction logs to verify funds settlement if status is unclear.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
UPI Transfer Queue	Dedicated reconciliation dashboard showing customer-submitted UPI UTRs.	Compare customer-submitted 12-digit UTR against your bank SMS alerts and click Approve to mark the order paid.

81:Te69,

Explains how store owners can verify whether an order payment has succeeded, remains pending, or failed before packaging goods.

Before You Begin

Open the order record in your Admin Panel.

Step-by-Step Instructions

Step 1: Open Orders Table

Navigate to Commerce -> Sales -> All Orders.

Step 2: Check Payment Column

Check the payment badge for each order indicating whether it was placed via Cash on Delivery, an online payment method, bank transfer, or UPI.

Figure 106.1: UPI Transfer Queue at /upi-transfers for Manual Payment Verification

Step 3: Verify Manual UPI / Bank Transfers

For manual payments, navigate to Commerce -> Sales -> UPI Transfer Queue or Bank Transfer Queue to verify customer transaction UTRs against your bank statement.

What You Should See

A clear status badge indicating the payment disposition of the transaction.

Common Problems & Troubleshooting

Problem: Uncertain Payment Disposition

Solution: Check your payment provider transaction logs to verify funds settlement if status is unclear.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
UPI Transfer Queue	Dedicated reconciliation dashboard showing customer-submitted UPI UTRs.	Compare customer-submitted 12-digit UTR against your bank SMS alerts and click Approve to mark the order paid.

82:Tc7e,

Walks merchants through uploading clear, engaging product photography to item listings to maximize customer conversion.

Before You Begin

Prepare well-lit product photos in standard JPG, PNG, or WEBP formats.

Step-by-Step Instructions

Step 1: Open Product Form

Navigate to Products and click Add Product or select an existing item to edit.

Step 2: Locate Image Upload Zone

Scroll to the Product Images section on the form.

Figure 64.1: Drag-and-drop image upload slot inside the Shopiators product creation form.

Step 3: Upload Images

Drag your photo file into the upload box or click to select the image file from your device.

Step 4: Save and Inspect Live Listing

Click Save Product and preview the item on your storefront to check image clarity and zoom display.

What You Should See

High-resolution product imagery displaying cleanly in catalog thumbnails and on the product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Image Fails to Upload	Check that your file size is reasonable and file format is a standard image extension (PNG, JPG, JPEG, WEBP).

83:Tc7e,

Walks merchants through uploading clear, engaging product photography to item listings to maximize customer conversion.

Before You Begin

Prepare well-lit product photos in standard JPG, PNG, or WEBP formats.

Step-by-Step Instructions

Step 1: Open Product Form

Navigate to Products and click Add Product or select an existing item to edit.

Step 2: Locate Image Upload Zone

Scroll to the Product Images section on the form.

Figure 64.1: Drag-and-drop image upload slot inside the Shopiators product creation form.

Step 3: Upload Images

Drag your photo file into the upload box or click to select the image file from your device.

Step 4: Save and Inspect Live Listing

Click Save Product and preview the item on your storefront to check image clarity and zoom display.

What You Should See

High-resolution product imagery displaying cleanly in catalog thumbnails and on the product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Image Fails to Upload	Check that your file size is reasonable and file format is a standard image extension (PNG, JPG, JPEG, WEBP).

84:T9de,

Explains the procedure for previewing newly saved administrative settings on the live storefront to ensure formatting and links display as expected.

Before You Begin

Save any pending changes in General Settings, Store Assets, or Store Policies.

Step-by-Step Instructions

Step 1: Confirm Settings Are Saved

Ensure you click Save Changes on the settings card and receive confirmation that your updates have been saved.

Step 2: Open Storefront in a Clean Browser Tab

Click the storefront preview shortcut icon in the top header or open your store address in an incognito window.

Step 3: Inspect Footer and Header Elements

Check that updated phone numbers, emails, copyright statements, and policy links resolve accurately.

What You Should See

All newly entered settings rendering accurately on your public storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Old Contact Information Displays	Perform a hard refresh (Ctrl+F5) to clear cached CSS and text in your local browser.

85:T9de,

Explains the procedure for previewing newly saved administrative settings on the live storefront to ensure formatting and links display as expected.

Before You Begin

Save any pending changes in General Settings, Store Assets, or Store Policies.

Step-by-Step Instructions

Step 1: Confirm Settings Are Saved

Ensure you click Save Changes on the settings card and receive confirmation that your updates have been saved.

Step 2: Open Storefront in a Clean Browser Tab

Click the storefront preview shortcut icon in the top header or open your store address in an incognito window.

Step 3: Inspect Footer and Header Elements

Check that updated phone numbers, emails, copyright statements, and policy links resolve accurately.

What You Should See

All newly entered settings rendering accurately on your public storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Old Contact Information Displays	Perform a hard refresh (Ctrl+F5) to clear cached CSS and text in your local browser.

86:T1419,

Your business information appears on invoices, official communications, and potentially your storefront’s policy pages.

What to gather first

See Category 1, Article 7 for the full checklist of business, banking, and legal information to have ready before you start.

Where this is likely configured

Business information is entered under Store > Settings > General, based on what’s confirmed about the dashboard structure (Article 3). The exact fields and labels aren’t confirmed yet.

87:T1419,

Your business information appears on invoices, official communications, and potentially your storefront’s policy pages.

What to gather first

See Category 1, Article 7 for the full checklist of business, banking, and legal information to have ready before you start.

Where this is likely configured

Business information is entered under Store > Settings > General, based on what’s confirmed about the dashboard structure (Article 3). The exact fields and labels aren’t confirmed yet.

88:T9d0,

Provides standard operating procedures for investigating transit bottlenecks, raising carrier tickets, and managing customer expectations during delivery delays.

Before You Begin

Check the carrier portal tracking history for exception codes or weather holds.
Retrieve the buyer contact details from the order profile.

Step-by-Step Instructions

Step 1: Check Carrier Exception Status

Inspect the courier tracking page to see if delays stem from weather disruptions, hub congestion, or address verification issues.

Step 2: Open a Carrier Escalation Ticket

Contact your courier partner support team with the tracking number to request expedited movement or status clarification.

Step 3: Proactively Notify the Customer

Reach out to the customer before they file a complaint, explaining the cause of the delay and providing the latest carrier update.

Step 4: Monitor Daily Until Delivered

Follow up regularly with the carrier until the parcel moves out for final delivery.

What You Should See

Customer confidence maintained through transparent communication and swift carrier escalation.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows No Movement for Several Days

Solution: File an official lost shipment inquiry with your carrier and prepare a replacement shipment if the package cannot be located.

Before You Begin

Check the carrier portal tracking history for exception codes or weather holds.
Retrieve the buyer contact details from the order profile.

Step-by-Step Instructions

Step 1: Check Carrier Exception Status

Inspect the courier tracking page to see if delays stem from weather disruptions, hub congestion, or address verification issues.

Step 2: Open a Carrier Escalation Ticket

Contact your courier partner support team with the tracking number to request expedited movement or status clarification.

Step 3: Proactively Notify the Customer

Reach out to the customer before they file a complaint, explaining the cause of the delay and providing the latest carrier update.

Step 4: Monitor Daily Until Delivered

Follow up regularly with the carrier until the parcel moves out for final delivery.

What You Should See

Customer confidence maintained through transparent communication and swift carrier escalation.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows No Movement for Several Days

Solution: File an official lost shipment inquiry with your carrier and prepare a replacement shipment if the package cannot be located.

Before You Begin

Familiarize yourself with your store active payment methods.

Step-by-Step Instructions

Step 1: Successful (Paid)

The customer transaction has been authorized and captured; the order is safe to package and ship.

Step 2: Pending

The payment has been initiated but settlement confirmation is awaiting bank or courier updates.

Step 3: Failed

The transaction was declined by the bank or cancelled by the user; merchandise should not be dispatched.

What You Should See

Accurate understanding of order payment conditions across your fulfillment operations.

Common Problems & Troubleshooting

Problem: Order Dispatched While Payment Pending

Solution: Establish a strict store policy that only Paid or confirmed COD orders are packed for courier handover.

Before You Begin

Familiarize yourself with your store active payment methods.

Step-by-Step Instructions

Step 1: Successful (Paid)

The customer transaction has been authorized and captured; the order is safe to package and ship.

Step 2: Pending

The payment has been initiated but settlement confirmation is awaiting bank or courier updates.

Step 3: Failed

The transaction was declined by the bank or cancelled by the user; merchandise should not be dispatched.

What You Should See

Accurate understanding of order payment conditions across your fulfillment operations.

Common Problems & Troubleshooting

Problem: Order Dispatched While Payment Pending

Solution: Establish a strict store policy that only Paid or confirmed COD orders are packed for courier handover.

Before You Begin

Confirm the physical status of the customer package.

Step-by-Step Instructions

Step 1: Access Orders Queue

Navigate to Commerce -> Sales -> All Orders in your Admin Panel.

Step 2: Open Order Details Dialog

Click on the order requiring a status update.

Step 3: Select New Status

In the order actions, click and save Fulfill Item then choose the updated stage: Confirmed, Refunded, Delivered, Pending, or Cancelled.

Step 4: Provide Logistics Details if Shipped

When selecting inshipping, enter the Carrier Name and Tracking Number in the prompt modal.

Step 5: Confirm Status Change

Save the status update. The system automatically records the timestamp.

What You Should See

The updated status badge displayed on the order summary and reflected in order filter views.

Common Problems & Troubleshooting

Problem: Accidentally Selected Cancelled Status

Solution: Contact the customer and update order notes to clarify the intended status.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Pending	Order has been placed but processing or packaging has not yet begun.	Default state for new incoming orders waiting for warehouse packing.
Status: In Process	Indicates the warehouse is actively picking and packing the merchandise.	Indicates active warehouse picking and packing.
Status: In Shipping	Package has been handed over to the courier partner with active tracking.	Triggers shipping confirmation with courier name and tracking code.
Status: Delivered	Courier confirmed successful delivery to the customer.	Marks fulfillment as delivered and updates the order record.

8d:T1125,

Provides direct procedural instructions for changing the operational status of an order as it progresses through fulfillment.

Before You Begin

Confirm the physical status of the customer package.

Step-by-Step Instructions

Step 1: Access Orders Queue

Navigate to Commerce -> Sales -> All Orders in your Admin Panel.

Step 2: Open Order Details Dialog

Click on the order requiring a status update.

Step 3: Select New Status

In the order actions, click and save Fulfill Item then choose the updated stage: Confirmed, Refunded, Delivered, Pending, or Cancelled.

Step 4: Provide Logistics Details if Shipped

When selecting inshipping, enter the Carrier Name and Tracking Number in the prompt modal.

Step 5: Confirm Status Change

Save the status update. The system automatically records the timestamp.

What You Should See

The updated status badge displayed on the order summary and reflected in order filter views.

Common Problems & Troubleshooting

Problem: Accidentally Selected Cancelled Status

Solution: Contact the customer and update order notes to clarify the intended status.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Pending	Order has been placed but processing or packaging has not yet begun.	Default state for new incoming orders waiting for warehouse packing.
Status: In Process	Indicates the warehouse is actively picking and packing the merchandise.	Indicates active warehouse picking and packing.
Status: In Shipping	Package has been handed over to the courier partner with active tracking.	Triggers shipping confirmation with courier name and tracking code.
Status: Delivered	Courier confirmed successful delivery to the customer.	Marks fulfillment as delivered and updates the order record.

8e:T8db,

Provides recommended specifications, lighting techniques, and aspect ratio standards to ensure storefront catalog images look premium and load rapidly.

Before You Begin

Review your current product image library before uploading to your store.

Step-by-Step Instructions

Step 1: Use Consistent Aspect Ratios

Maintain a 1:1 square (e.g. 1000×1000 pixels) or 3:4 vertical ratio across all catalog items so product grids align evenly.

Step 2: Optimize Lighting and Backgrounds

Photograph items against clean, neutral backgrounds with natural or diffused lighting to eliminate distracting shadows.

Step 3: Balance Resolution and File Size

Keep image files sharp but optimized (ideally under 1MB each in JPG or WEBP format) to ensure lightning-fast mobile loading times.

What You Should See

Visually harmonious, fast-loading product grids that present your catalog with professional retail quality.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Storefront Takes Long to Load	Compress excessively large camera raw images before uploading to ensure quick mobile browsing.

8f:T8db,

Provides recommended specifications, lighting techniques, and aspect ratio standards to ensure storefront catalog images look premium and load rapidly.

Before You Begin

Review your current product image library before uploading to your store.

Step-by-Step Instructions

Step 1: Use Consistent Aspect Ratios

Maintain a 1:1 square (e.g. 1000×1000 pixels) or 3:4 vertical ratio across all catalog items so product grids align evenly.

Step 2: Optimize Lighting and Backgrounds

Photograph items against clean, neutral backgrounds with natural or diffused lighting to eliminate distracting shadows.

Step 3: Balance Resolution and File Size

Keep image files sharp but optimized (ideally under 1MB each in JPG or WEBP format) to ensure lightning-fast mobile loading times.

What You Should See

Visually harmonious, fast-loading product grids that present your catalog with professional retail quality.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Storefront Takes Long to Load	Compress excessively large camera raw images before uploading to ensure quick mobile browsing.

90:T6af,

Serves as an administrative audit checklist focused specifically on the Settings module, confirming all core configuration cards are fully populated.

Before You Begin

Open Settings in your Admin Panel to review each card sequentially.

Step-by-Step Instructions

Step 1: Store Identity & Assets Audit

Verify Website Title, Copyright Text, Default Currency, Logo Image, and Browser Favicon.

Step 2: Contact & Address Audit

Verify Support Number, Support Email, Physical Store Address, and Guest Checkout status.

Step 3: Policies & Rules Audit

Open Theme Customizer under Store Management and verify Privacy Policy, Terms & Conditions, and Shipping Policy.

What You Should See

100% completion across all Settings cards with no empty placeholder fields.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Unsure If Policies Are Mandatory	Payment providers and ad networks require active Privacy policies before approving accounts.

91:T6af,

Serves as an administrative audit checklist focused specifically on the Settings module, confirming all core configuration cards are fully populated.

Before You Begin

Open Settings in your Admin Panel to review each card sequentially.

Step-by-Step Instructions

Step 1: Store Identity & Assets Audit

Verify Website Title, Copyright Text, Default Currency, Logo Image, and Browser Favicon.

Step 2: Contact & Address Audit

Verify Support Number, Support Email, Physical Store Address, and Guest Checkout status.

Step 3: Policies & Rules Audit

Open Theme Customizer under Store Management and verify Privacy Policy, Terms & Conditions, and Shipping Policy.

What You Should See

100% completion across all Settings cards with no empty placeholder fields.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Unsure If Policies Are Mandatory	Payment providers and ad networks require active Privacy policies before approving accounts.

92:Taaf,

Beyond legal business details, your store has its own configuration — store name, currency, and similar settings. Flag up front: exact location unconfirmed.

What store information typically includes

Store name (as customers see it, which may differ from your legal business name)
Default currency
Support number, e-mail, store address
Store visibility (public vs. password-protected — see Category 1, Article 16)

Needed: Store > Settings > General — the store name, currency, and time zone fields, to confirm exact layout and labels.

Get this right early

💡 Tip: Currency in particular is worth setting correctly before you add any products — changing it after you’ve priced a full catalog usually means revisiting every price.

93:Taaf,

Beyond legal business details, your store has its own configuration — store name, currency, and similar settings. Flag up front: exact location unconfirmed.

What store information typically includes

Store name (as customers see it, which may differ from your legal business name)
Default currency
Support number, e-mail, store address
Store visibility (public vs. password-protected — see Category 1, Article 16)

Needed: Store > Settings > General — the store name, currency, and time zone fields, to confirm exact layout and labels.

Get this right early

💡 Tip: Currency in particular is worth setting correctly before you add any products — changing it after you’ve priced a full catalog usually means revisiting every price.

94:T99c,

Details actionable intervention steps when a courier reports a non-delivery attempt due to customer unavailability, incorrect phone, or wrong address.

Before You Begin

Review the courier Non-Delivery Report (NDR) or exception status.
Check the order address and phone number recorded in the Admin Panel.

Step-by-Step Instructions

Step 1: Identify the Non-Delivery Reason

Check courier notes to see whether the customer was unavailable, the phone was unreachable, or the premise was closed.

Step 2: Contact the Customer Promptly

Call or message the customer to confirm availability, obtain landmark details, or schedule an alternate delivery time.

Step 3: Request a Re-attempt with Carrier

Submit a re-delivery instruction through your courier portal with the confirmed customer instructions.

Step 4: Record Updates in Order Notes

Add internal order notes documenting the customer conversation and requested re-attempt date.

What You Should See

Successful delivery re-attempts achieved before shipments trigger automatic return workflows.

Common Problems & Troubleshooting

Problem: Customer Does Not Respond to Outreach Calls

Solution: Send a follow-up email and message specifying the deadline before the courier automatically initiates return to origin.

Before You Begin

Review the courier Non-Delivery Report (NDR) or exception status.
Check the order address and phone number recorded in the Admin Panel.

Step-by-Step Instructions

Step 1: Identify the Non-Delivery Reason

Check courier notes to see whether the customer was unavailable, the phone was unreachable, or the premise was closed.

Step 2: Contact the Customer Promptly

Call or message the customer to confirm availability, obtain landmark details, or schedule an alternate delivery time.

Step 3: Request a Re-attempt with Carrier

Submit a re-delivery instruction through your courier portal with the confirmed customer instructions.

Step 4: Record Updates in Order Notes

Add internal order notes documenting the customer conversation and requested re-attempt date.

What You Should See

Successful delivery re-attempts achieved before shipments trigger automatic return workflows.

Common Problems & Troubleshooting

Problem: Customer Does Not Respond to Outreach Calls

Solution: Send a follow-up email and message specifying the deadline before the courier automatically initiates return to origin.

Before You Begin

Access the Orders section in the Admin Panel to locate the order attempt.
Check the payment gateway status dashboard if you maintain an external merchant gateway account.

Step-by-Step Instructions

Step 1: Locate the Failed or Incomplete Order

From your Admin Panel, navigate to Orders and filter by payment status or view recent abandoned checkouts.

Step 2: Review Order Payment Notes

Open the order details to inspect recorded payment status notes or gateway error indicators.

Step 3: Identify the Failure Reason

Common customer-side causes include card authorization declines, insufficient account funds, expired authentication sessions, or network timeouts during verification.

Step 4: Assist the Customer

Suggest that the buyer retry using an alternate card, UPI, or net banking option, or offer an alternative available payment method configured on your store.

What You Should See

Clarity on customer payment failure sources and actionable guidance to help recover sales.

Common Problems & Troubleshooting

Problem: Customer Reports Being Debited but Order Shows Failed

Solution: Advise the customer that issuing banks typically auto-reverse uncaptured debits within their standard reconciliation timeline, or check your payment gateway dashboard to confirm settlement status.

Before You Begin

Access the Orders section in the Admin Panel to locate the order attempt.
Check the payment gateway status dashboard if you maintain an external merchant gateway account.

Step-by-Step Instructions

Step 1: Locate the Failed or Incomplete Order

From your Admin Panel, navigate to Orders and filter by payment status or view recent abandoned checkouts.

Step 2: Review Order Payment Notes

Open the order details to inspect recorded payment status notes or gateway error indicators.

Step 3: Identify the Failure Reason

Common customer-side causes include card authorization declines, insufficient account funds, expired authentication sessions, or network timeouts during verification.

Step 4: Assist the Customer

Suggest that the buyer retry using an alternate card, UPI, or net banking option, or offer an alternative available payment method configured on your store.

What You Should See

Clarity on customer payment failure sources and actionable guidance to help recover sales.

Common Problems & Troubleshooting

Problem: Customer Reports Being Debited but Order Shows Failed

Before You Begin

Review the order total to confirm it satisfies your store COD threshold rules.

Step-by-Step Instructions

Step 1: Review COD Order Details

Open the COD order from the Orders list and verify the customer contact details.

Step 2: Optionally Confirm via Customer Contact

Many merchants send a quick confirmation message to verify the delivery address and buyer intent.

Step 3: Package Merchandise with COD Label

Pack the product securely and mark the consignment as Cash on Delivery with the exact amount to collect.

Step 4: Hand Over to Courier

Dispatch through your courier partner and attach tracking information to the order.

What You Should See

A COD order prepared for delivery with clear payment collection instructions on the shipping label.

Common Problems & Troubleshooting

Problem: Customer Unreachable for COD Verification

Solution: Place the order on hold temporarily and send an email or message to confirm delivery availability.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Payment Method: COD	Flags the order as Cash on Delivery where the courier collects payment at the door.	Specifies that delivery personnel collect the stated order total upon doorstep delivery.
Verification Call Before Dispatch	Best practice recommendation to confirm buyer address and phone number for COD.	Helps verify customer details and address accuracy before dispatching Cash on Delivery parcels.

99:Tc46,

Details the operational procedures for fulfilling Cash on Delivery (COD) orders where payment is collected by the delivery courier upon delivery.

Before You Begin

Review the order total to confirm it satisfies your store COD threshold rules.

Step-by-Step Instructions

Step 1: Review COD Order Details

Open the COD order from the Orders list and verify the customer contact details.

Step 2: Optionally Confirm via Customer Contact

Many merchants send a quick confirmation message to verify the delivery address and buyer intent.

Step 3: Package Merchandise with COD Label

Pack the product securely and mark the consignment as Cash on Delivery with the exact amount to collect.

Step 4: Hand Over to Courier

Dispatch through your courier partner and attach tracking information to the order.

What You Should See

A COD order prepared for delivery with clear payment collection instructions on the shipping label.

Common Problems & Troubleshooting

Problem: Customer Unreachable for COD Verification

Solution: Place the order on hold temporarily and send an email or message to confirm delivery availability.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Payment Method: COD	Flags the order as Cash on Delivery where the courier collects payment at the door.	Specifies that delivery personnel collect the stated order total upon doorstep delivery.
Verification Call Before Dispatch	Best practice recommendation to confirm buyer address and phone number for COD.	Helps verify customer details and address accuracy before dispatching Cash on Delivery parcels.

9a:T135a,

Explains how to set up product variants so customers can select different attributes, such as model or material, from a single item page.

Before You Begin

Ensure the parent product is already created in your product catalog.
Identify the variation types and options you plan to offer.

Step-by-Step Instructions

Step 1: Open the Product for Editing

From the Admin Panel, click Products in the sidebar menu and select the product you want to modify.

Step 2: Locate the Product Attributes

Scroll down to the Product Attributes section on the product editing form.

Figure 66.1: Product editing interface showing options for adding product variations.

Step 3: Specify Option Attribute and Values

Enter the variation option name and input the available choices for shoppers to select.

Step 4: Set Pricing and Inventory per Variant

Configure the individual selling price, compare-at price, and available stock count for each generated option.

Step 5: Save Product Updates

Click Save Product at the top of the page to apply your variant configurations to the live storefront.

What You Should See

A dropdown or selector menu on the live product page allowing customers to choose between available item options.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Variant Options Not Appearing at Storefront	Ensure each variant has positive stock inventory assigned and that you saved the product changes.

How to Add Product Colors
How to Edit an Existing Product

9b:T135a,

Explains how to set up product variants so customers can select different attributes, such as model or material, from a single item page.

Before You Begin

Ensure the parent product is already created in your product catalog.
Identify the variation types and options you plan to offer.

Step-by-Step Instructions

Step 1: Open the Product for Editing

From the Admin Panel, click Products in the sidebar menu and select the product you want to modify.

Step 2: Locate the Product Attributes

Scroll down to the Product Attributes section on the product editing form.

Figure 66.1: Product editing interface showing options for adding product variations.

Step 3: Specify Option Attribute and Values

Enter the variation option name and input the available choices for shoppers to select.

Step 4: Set Pricing and Inventory per Variant

Configure the individual selling price, compare-at price, and available stock count for each generated option.

Step 5: Save Product Updates

Click Save Product at the top of the page to apply your variant configurations to the live storefront.

What You Should See

A dropdown or selector menu on the live product page allowing customers to choose between available item options.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Variant Options Not Appearing at Storefront	Ensure each variant has positive stock inventory assigned and that you saved the product changes.

How to Add Product Colors
How to Edit an Existing Product

9c:T8a7,

Your logo appears across your storefront — header, favicon, and potentially checkout. Flag up front: exact upload location unconfirmed.

Where this is configured

Settings > General Settings > Store Assets

Needed: Wherever your logo is uploaded — either Settings or Theme Customizer — to confirm the exact location and any size/format requirements shown on screen.

Prepare your file first

A transparent PNG works across the widest range of backgrounds
A square or horizontal version, depending on where your logo displays
A high-resolution source file, even if the platform displays it small — easier to scale down than up

Where this is configured

Settings > General Settings > Store Assets

Needed: Wherever your logo is uploaded — either Settings or Theme Customizer — to confirm the exact location and any size/format requirements shown on screen.

Prepare your file first

A transparent PNG works across the widest range of backgrounds
A square or horizontal version, depending on where your logo displays
A high-resolution source file, even if the platform displays it small — easier to scale down than up

Before You Begin

Designate a dedicated inbound staging area for returned parcels.
Have order records accessible in your Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Inbound Returned Parcel

Upon delivery from the courier, check that outer packaging is intact and verify that the shipping label matches the returned order ID.

Step 2: Check Product Condition

Unbox the package and inspect items to confirm they remain unused, undamaged, and complete with all tags.

Step 3: Update Order and Inventory Records

Mark the order status as Returned/RTO in the Admin Panel and restock undamaged items back into available product inventory.

Step 4: Process Payment Reconciliations

If the order was prepaid, process the refund per your store return policy, deducting allowable shipping fees if specified in your terms.

What You Should See

Returned merchandise accurately audited, restocked, and reflected in inventory counts.

Common Problems & Troubleshooting

Problem: Returned Package Arrives Damaged or Tampered

Solution: Photograph the damaged parcel and file a freight claim promptly with your courier service.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

9f:Td94,

Explains standard warehouse receiving and inventory procedures when an undelivered parcel returns to your fulfillment center.

Before You Begin

Designate a dedicated inbound staging area for returned parcels.
Have order records accessible in your Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Inbound Returned Parcel

Upon delivery from the courier, check that outer packaging is intact and verify that the shipping label matches the returned order ID.

Step 2: Check Product Condition

Unbox the package and inspect items to confirm they remain unused, undamaged, and complete with all tags.

Step 3: Update Order and Inventory Records

Mark the order status as Returned/RTO in the Admin Panel and restock undamaged items back into available product inventory.

Step 4: Process Payment Reconciliations

If the order was prepaid, process the refund per your store return policy, deducting allowable shipping fees if specified in your terms.

What You Should See

Returned merchandise accurately audited, restocked, and reflected in inventory counts.

Common Problems & Troubleshooting

Problem: Returned Package Arrives Damaged or Tampered

Solution: Photograph the damaged parcel and file a freight claim promptly with your courier service.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

a0:T9e0,

Details how to manage customer orders marked as pending payment to manage reserved inventory while giving buyers time to complete transactions.

Before You Begin

Understand your configured payment gateways and standard settlement flows.
Establish a store fulfillment policy regarding pending transaction holds.

Step-by-Step Instructions

Step 1: Filter for Pending Orders

In your Admin Panel, go to Orders and filter the order list by Payment Status set to Pending.

Step 2: Hold Order Fulfillment

Do not pack or dispatch items while the payment status remains pending, as settlement has not been confirmed.

Step 3: Check Gateway Status

If an online payment gateway is connected, verify whether the transaction is awaiting banking confirmation or customer authentication.

Step 4: Update Order Once Settled

Once payment confirmation is received, proceed with standard packaging and dispatch; if the payment ultimately fails, cancel or archive the order according to your workflow.

What You Should See

Pending orders kept on hold until payment confirmation arrives, protecting your merchandise inventory.

Common Problems & Troubleshooting

Problem: Order Remains Pending Indefinitely

Solution: Reach out to the customer or cancel the unpaid order after your designated reservation window expires to release reserved stock.

Before You Begin

Understand your configured payment gateways and standard settlement flows.
Establish a store fulfillment policy regarding pending transaction holds.

Step-by-Step Instructions

Step 1: Filter for Pending Orders

In your Admin Panel, go to Orders and filter the order list by Payment Status set to Pending.

Step 2: Hold Order Fulfillment

Do not pack or dispatch items while the payment status remains pending, as settlement has not been confirmed.

Step 3: Check Gateway Status

If an online payment gateway is connected, verify whether the transaction is awaiting banking confirmation or customer authentication.

Step 4: Update Order Once Settled

Once payment confirmation is received, proceed with standard packaging and dispatch; if the payment ultimately fails, cancel or archive the order according to your workflow.

What You Should See

Pending orders kept on hold until payment confirmation arrives, protecting your merchandise inventory.

Common Problems & Troubleshooting

Problem: Order Remains Pending Indefinitely

Solution: Reach out to the customer or cancel the unpaid order after your designated reservation window expires to release reserved stock.

Before You Begin

Access the order record in the Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Item Specifications

Confirm that the ordered size, color, or variant is in physical stock and ready to pack.

Step 2: Validate the Shipping Address

Ensure street address, city, state, and postal code are complete and formatted cleanly.

Step 3: Confirm Order Acceptance

Update the order status from New/Received to Processing in your dashboard.

What You Should See

The order validated and moved into the active processing queue.

Common Problems & Troubleshooting

Problem: Postal Code Missing or Invalid

Solution: Reach out to the customer promptly to confirm the correct delivery address before printing the shipping label.

Before You Begin

Access the order record in the Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Item Specifications

Confirm that the ordered size, color, or variant is in physical stock and ready to pack.

Step 2: Validate the Shipping Address

Ensure street address, city, state, and postal code are complete and formatted cleanly.

Step 3: Confirm Order Acceptance

Update the order status from New/Received to Processing in your dashboard.

What You Should See

The order validated and moved into the active processing queue.

Common Problems & Troubleshooting

Problem: Postal Code Missing or Invalid

Solution: Reach out to the customer promptly to confirm the correct delivery address before printing the shipping label.

Before You Begin

Confirm the standard sizing naming conventions for your brand merchandise.
Have stock inventory counts ready for each individual size.
Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Size and Color Option

In the Attribute section, select or type Size and Color as the option attribute name.

Figure 67.1: Variant options panel with size attributes configured on the product form.

Step 3: Enter Available Size Values and Color Names

Input your size choices (e.g. S, M, L, XL), enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save and Review Product Page

Click Save Product to update the listing across your storefront catalog.

What You Should See

Interactive size selector buttons or dropdown list displayed on the customer product details screen.
Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Specific Size Shows as Out of Stock	Check the stock inventory count entered for that specific size variant in the product editor.
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

How to Add Product Variants

a5:Tdb6,

Guides merchants through adding size choices (such as Small, Medium, Large, or numeric shoe sizes) and color variations to product listings.

Before You Begin

Confirm the standard sizing naming conventions for your brand merchandise.
Have stock inventory counts ready for each individual size.
Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Size and Color Option

In the Attribute section, select or type Size and Color as the option attribute name.

Figure 67.1: Variant options panel with size attributes configured on the product form.

Step 3: Enter Available Size Values and Color Names

Input your size choices (e.g. S, M, L, XL), enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save and Review Product Page

Click Save Product to update the listing across your storefront catalog.

What You Should See

Interactive size selector buttons or dropdown list displayed on the customer product details screen.
Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Specific Size Shows as Out of Stock	Check the stock inventory count entered for that specific size variant in the product editor.
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

How to Add Product Variants

a6:Te10,

Outlines practical methods to decrease non-delivery rates on Cash on Delivery orders, protecting your business from unnecessary two-way courier fees.

Before You Begin

Analyze your store RTO metrics to identify problem regions or repeat non-delivery patterns.
Formulate a pre-dispatch confirmation workflow for cash orders.

Step-by-Step Instructions

Step 1: Confirm Orders Before Dispatch

Send an automated confirmation notification or make a brief phone call to verify that the customer placed the order and is expecting delivery.

Step 2: Validate Postal Addresses

Screen delivery addresses for missing house numbers, landmarks, or invalid postal codes before creating courier labels.

Step 3: Provide Real-Time Dispatch Alerts

Keep customers informed of shipping progress with regular tracking updates so they are prepared to receive the parcel and pay cash.

Step 4: Provide Incentives for Prepaid Orders

Offer promotional discounts or perks for buyers choosing online prepaid payment methods.

What You Should See

The configured COD settings and verification steps are applied to incoming cash orders.

Common Problems & Troubleshooting

Problem: Customer Denies Placing the Order at Doorstep

Solution: Call buyer to confirm phone number and full street address. If unreachable, hold dispatch for 24 hours before proceeding.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

a7:Te10,

Outlines practical methods to decrease non-delivery rates on Cash on Delivery orders, protecting your business from unnecessary two-way courier fees.

Before You Begin

Analyze your store RTO metrics to identify problem regions or repeat non-delivery patterns.
Formulate a pre-dispatch confirmation workflow for cash orders.

Step-by-Step Instructions

Step 1: Confirm Orders Before Dispatch

Send an automated confirmation notification or make a brief phone call to verify that the customer placed the order and is expecting delivery.

Step 2: Validate Postal Addresses

Screen delivery addresses for missing house numbers, landmarks, or invalid postal codes before creating courier labels.

Step 3: Provide Real-Time Dispatch Alerts

Keep customers informed of shipping progress with regular tracking updates so they are prepared to receive the parcel and pay cash.

Step 4: Provide Incentives for Prepaid Orders

Offer promotional discounts or perks for buyers choosing online prepaid payment methods.

What You Should See

The configured COD settings and verification steps are applied to incoming cash orders.

Common Problems & Troubleshooting

Problem: Customer Denies Placing the Order at Doorstep

Solution: Call buyer to confirm phone number and full street address. If unreachable, hold dispatch for 24 hours before proceeding.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

a8:Ta05,

Explains the operational workflow of initiating and managing refunds for canceled or returned orders.

Before You Begin

Review your store refund and return policy terms.
Verify whether the original payment was processed online or via Cash on Delivery.

Step-by-Step Instructions

Step 1: Locate the Eligible Order

Navigate to Orders in your Admin Panel and select the specific order requiring a refund.

Step 2: Verify Returned Items or Cancellation Request

Confirm that returned merchandise has been received and inspected, or verify the cancellation reason.

Step 3: Initiate Refund Workflow

Use the refund or order status controls in your order view to record the refund amount.

Step 4: Process Gateway Reversal

For online payments, initiate the refund through your connected gateway dashboard if required by your integration.

Step 5: Notify the Customer

Inform the customer that the refund has been initiated and that funds will credit back according to their bank schedule.

What You Should See

The order status updated to reflect the refund and an accurate audit trail of returned funds.

Common Problems & Troubleshooting

Problem: Customer Inquires About Refund Timeline

Solution: Explain that bank processing timelines vary by card issuer and banking institution once the merchant initiates the reversal.

Before You Begin

Review your store refund and return policy terms.
Verify whether the original payment was processed online or via Cash on Delivery.

Step-by-Step Instructions

Step 1: Locate the Eligible Order

Navigate to Orders in your Admin Panel and select the specific order requiring a refund.

Step 2: Verify Returned Items or Cancellation Request

Confirm that returned merchandise has been received and inspected, or verify the cancellation reason.

Step 3: Initiate Refund Workflow

Use the refund or order status controls in your order view to record the refund amount.

Step 4: Process Gateway Reversal

For online payments, initiate the refund through your connected gateway dashboard if required by your integration.

Step 5: Notify the Customer

Inform the customer that the refund has been initiated and that funds will credit back according to their bank schedule.

What You Should See

The order status updated to reflect the refund and an accurate audit trail of returned funds.

Common Problems & Troubleshooting

Problem: Customer Inquires About Refund Timeline

Solution: Explain that bank processing timelines vary by card issuer and banking institution once the merchant initiates the reversal.

Before You Begin

Gather packaging boxes, protective bubble mailers, sealing tape, and printed shipping labels.

Step-by-Step Instructions

Step 1: Pick Ordered Items

Match physical items from your warehouse or shelves against the order lines in your dashboard.

Step 2: Secure Package

Place merchandise in appropriate outer packaging with sufficient protective padding for fragile goods.

Step 3: Attach Shipping Label

Affix the printed customer destination label securely to the exterior flat surface of the parcel.

What You Should See

A safely packed, clearly labeled parcel staged for courier pickup or drop-off.

Common Problems & Troubleshooting

Problem: Barcode Label Smudged or Illegible

Solution: Reprint the shipping label to ensure automated courier scanners can read the tracking barcode.

Before You Begin

Gather packaging boxes, protective bubble mailers, sealing tape, and printed shipping labels.

Step-by-Step Instructions

Step 1: Pick Ordered Items

Match physical items from your warehouse or shelves against the order lines in your dashboard.

Step 2: Secure Package

Place merchandise in appropriate outer packaging with sufficient protective padding for fragile goods.

Step 3: Attach Shipping Label

Affix the printed customer destination label securely to the exterior flat surface of the parcel.

What You Should See

A safely packed, clearly labeled parcel staged for courier pickup or drop-off.

Common Problems & Troubleshooting

Problem: Barcode Label Smudged or Illegible

Solution: Reprint the shipping label to ensure automated courier scanners can read the tracking barcode.

Before You Begin

Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Color Option

Under Variants, add Color as an option attribute.

Figure 68.1: Product editing form showing color variant attributes and assigned pricing.

Step 3: Input Color Names

Enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save Product Changes

Click Save Product to update the listing across your storefront catalog.

What You Should See

Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

ad:Tc4f,

Explains how to add color variations to your products so shoppers can view and purchase items in different colorways.

Before You Begin

Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Color Option

Under Variants, add Color as an option attribute.

Figure 68.1: Product editing form showing color variant attributes and assigned pricing.

Step 3: Input Color Names

Enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save Product Changes

Click Save Product to update the listing across your storefront catalog.

What You Should See

Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

ae:Tf76,

Categories keep your catalog organized and make navigation easier for customers. This is confirmed to live under Commerce > Products > Categories.

Where this lives

Plan categories before your full catalog

af:Tf76,

Categories keep your catalog organized and make navigation easier for customers. This is confirmed to live under Commerce > Products > Categories.

Where this lives

Plan categories before your full catalog

b0:T9ed,

Provides guidance and messaging strategies to keep customers informed and calm when supply chain or courier disruptions slow deliveries.

Before You Begin

Obtain factual delay status from your logistics carrier.
Check order information to tailor communications to affected customers.

Step-by-Step Instructions

Step 1: Acknowledge the Delay Early

Contact affected customers as soon as carrier tracking indicates transit delays rather than waiting for customer complaints.

Step 2: Provide Clear and Honest Context

State the general reason for the delay, such as severe weather or regional logistics backlog, without making speculative delivery promises.

Step 3: Share Updated Tracking Links

Reiterate the carrier tracking link so customers can follow subsequent status scans directly.

Step 4: Offer Reassuring Customer Support

Ensure buyers know how to reach your customer service team if they need address adjustments or have urgent questions.

What You Should See

Customer trust preserved through honest, proactive communication during unforeseen delivery disruptions.

Common Problems & Troubleshooting

Problem: Customer Requests Immediate Cancellation Due to Delay

Solution: Review parcel transit progress with the courier; if cancellation is requested before delivery, instruct the carrier to return the parcel and process the refund.

Before You Begin

Obtain factual delay status from your logistics carrier.
Check order information to tailor communications to affected customers.

Step-by-Step Instructions

Step 1: Acknowledge the Delay Early

Contact affected customers as soon as carrier tracking indicates transit delays rather than waiting for customer complaints.

Step 2: Provide Clear and Honest Context

State the general reason for the delay, such as severe weather or regional logistics backlog, without making speculative delivery promises.

Step 3: Share Updated Tracking Links

Reiterate the carrier tracking link so customers can follow subsequent status scans directly.

Step 4: Offer Reassuring Customer Support

Ensure buyers know how to reach your customer service team if they need address adjustments or have urgent questions.

What You Should See

Customer trust preserved through honest, proactive communication during unforeseen delivery disruptions.

Common Problems & Troubleshooting

Problem: Customer Requests Immediate Cancellation Due to Delay

Solution: Review parcel transit progress with the courier; if cancellation is requested before delivery, instruct the carrier to return the parcel and process the refund.

Before You Begin

Log into your payment gateway portal where dispute notices are officially filed.
Gather relevant order fulfillment records, tracking numbers, and delivery confirmation proof.

Step-by-Step Instructions

Step 1: Review the Dispute Notice

Read the claim details in your payment provider portal to identify the dispute reason, such as unrecognized charge or item not received.

Step 2: Locate Order and Delivery Records

Retrieve the order in your Shopiators Admin Panel and gather carrier tracking records showing proof of delivery to the buyer address.

Step 3: Submit Evidence to Payment Gateway

Upload proof of shipment, tracking details, customer communication logs, and store policy links through your gateway dispute interface.

Step 4: Monitor Resolution Status

Check gateway updates as the card network or bank evaluates the submitted documentation.

What You Should See

Thorough evidence submitted within required deadlines to maximize dispute resolution chances.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows Delivered but Customer Claims Non-Receipt

Solution: Provide official carrier delivery confirmation documents and recipient address verification in your gateway response.

Before You Begin

Log into your payment gateway portal where dispute notices are officially filed.
Gather relevant order fulfillment records, tracking numbers, and delivery confirmation proof.

Step-by-Step Instructions

Step 1: Review the Dispute Notice

Read the claim details in your payment provider portal to identify the dispute reason, such as unrecognized charge or item not received.

Step 2: Locate Order and Delivery Records

Retrieve the order in your Shopiators Admin Panel and gather carrier tracking records showing proof of delivery to the buyer address.

Step 3: Submit Evidence to Payment Gateway

Upload proof of shipment, tracking details, customer communication logs, and store policy links through your gateway dispute interface.

Step 4: Monitor Resolution Status

Check gateway updates as the card network or bank evaluates the submitted documentation.

What You Should See

Thorough evidence submitted within required deadlines to maximize dispute resolution chances.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows Delivered but Customer Claims Non-Receipt

Solution: Provide official carrier delivery confirmation documents and recipient address verification in your gateway response.

Before You Begin

Hand over the physical package to your courier or postal representative.

Step-by-Step Instructions

Step 1: Open the Processing Order

In the Admin Panel, navigate to Orders and select the order that has been dispatched.

Step 2: Select Mark as Shipped

Click the Mark as Shipped button or update the status to Shipped.

Step 3: Attach Tracking Reference

Enter the carrier name and tracking number provided by your delivery courier.

Step 4: Save Fulfillment

Confirm the update to record the shipment in your order history.

What You Should See

The order status badge updated to Shipped in the orders list.

Common Problems & Troubleshooting

Problem: Courier Handover Delayed After Marking Shipped

Solution: Only mark orders as Shipped after packages are in the courier possession to maintain accurate delivery expectations.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

b5:Tc51,

Explains how to record courier handover in the Admin Panel so both store records and customer communications reflect the dispatched state.

Before You Begin

Hand over the physical package to your courier or postal representative.

Step-by-Step Instructions

Step 1: Open the Processing Order

In the Admin Panel, navigate to Orders and select the order that has been dispatched.

Step 2: Select Mark as Shipped

Click the Mark as Shipped button or update the status to Shipped.

Step 3: Attach Tracking Reference

Enter the carrier name and tracking number provided by your delivery courier.

Step 4: Save Fulfillment

Confirm the update to record the shipment in your order history.

What You Should See

The order status badge updated to Shipped in the orders list.

Common Problems & Troubleshooting

Problem: Courier Handover Delayed After Marking Shipped

Solution: Only mark orders as Shipped after packages are in the courier possession to maintain accurate delivery expectations.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

b6:Tb5f,

Details how to enter selling prices and optional original reference prices for items in your store catalog.

Before You Begin

Determine your product retail price, factoring in product cost and shipping expenses.

Step-by-Step Instructions

Step 1: Access the Product Listing

Go to Products in the Admin Panel sidebar and open the target item.

Step 2: Locate Pricing Fields

Find the Price input field in the main product details form.

Figure 69.1: Pricing inputs showing selling Price and Compare-at Price fields.

Step 3: Enter the Selling Price

Type your final retail selling price in your store base currency.

Step 4: Save the Listing

Click Save Product to update the pricing on your live storefront.

What You Should See

The updated price displayed next to the product title and Add to Cart button on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Incorrect Currency Symbol Shown	Verify your store default currency in Settings -> General Settings.

How to Add a Sale Price

b7:Tb5f,

Details how to enter selling prices and optional original reference prices for items in your store catalog.

Before You Begin

Determine your product retail price, factoring in product cost and shipping expenses.

Step-by-Step Instructions

Step 1: Access the Product Listing

Go to Products in the Admin Panel sidebar and open the target item.

Step 2: Locate Pricing Fields

Find the Price input field in the main product details form.

Figure 69.1: Pricing inputs showing selling Price and Compare-at Price fields.

Step 3: Enter the Selling Price

Type your final retail selling price in your store base currency.

Step 4: Save the Listing

Click Save Product to update the pricing on your live storefront.

What You Should See

The updated price displayed next to the product title and Add to Cart button on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Incorrect Currency Symbol Shown	Verify your store default currency in Settings -> General Settings.

How to Add a Sale Price

b8:T99e,

Explains the mechanics of parcel weight calculation, courier pricing formulas, and packaging overheads so merchants price shipping accurately.

Before You Begin

Gather product weights, outer carton dimensions, and courier rate cards.
Have a digital weighing scale and measuring tape ready.

Step-by-Step Instructions

Step 1: Determine Actual Gross Weight

Weigh the fully packed merchandise including box, protective cushioning, and tape on a calibrated scale.

Step 2: Compute Volumetric (Dimensional) Weight

Measure box length, width, and height in centimeters, multiply them together, and divide by your courier volumetric divisor (typically 5000).

Step 3: Identify Billable Weight

Compare gross weight with volumetric weight; couriers bill according to whichever value is higher.

Step 4: Factor in Packaging and Handling Costs

Add the expense of boxes, tape, labels, and handling labor to carrier freight rates to calculate total fulfillment cost.

What You Should See

Accurate shipping cost calculations reflecting package weight and courier rate brackets.

Common Problems & Troubleshooting

Problem: Carrier Invoice Differs from Initial Estimate

Solution: Check if the parcel was billed on dimensional weight due to an oversized outer box, and optimize package sizing.

Before You Begin

Gather product weights, outer carton dimensions, and courier rate cards.
Have a digital weighing scale and measuring tape ready.

Step-by-Step Instructions

Step 1: Determine Actual Gross Weight

Weigh the fully packed merchandise including box, protective cushioning, and tape on a calibrated scale.

Step 2: Compute Volumetric (Dimensional) Weight

Measure box length, width, and height in centimeters, multiply them together, and divide by your courier volumetric divisor (typically 5000).

Step 3: Identify Billable Weight

Compare gross weight with volumetric weight; couriers bill according to whichever value is higher.

Step 4: Factor in Packaging and Handling Costs

Add the expense of boxes, tape, labels, and handling labor to carrier freight rates to calculate total fulfillment cost.

What You Should See

Accurate shipping cost calculations reflecting package weight and courier rate brackets.

Common Problems & Troubleshooting

Problem: Carrier Invoice Differs from Initial Estimate

Solution: Check if the parcel was billed on dimensional weight due to an oversized outer box, and optimize package sizing.

Before You Begin

Review your current payment gateway and shipping courier fee schedules.
Analyze your store return-to-origin rates across both order types.

Step-by-Step Instructions

Step 1: Open COD Configuration

Navigate to Store -> Settings -> Payment and click Configure COD.

Step 2: Configure COD Fee

In the COD Charges field, specify the extra fee charged for cash handling (e.g. ₹50).

Step 3: Set Partial Advance Payment

Toggle Enable Partial Advance if you require customers to pay a small token deposit online before COD dispatch.

Step 4: Define Order Value Limits

Enter Minimum Order Value and Maximum Order Value to restrict COD to safe order amounts.

Step 5: Save Settings

Click Save Settings in the top header.

What You Should See

The configured Cash on Delivery payment settings and advance deposit rules are active at checkout.

Common Problems & Troubleshooting

Problem: High Refusal Rate on COD Orders

Solution: Consider introducing prepaid incentives or requiring phone confirmation before dispatching cash orders.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
COD Charges (Handling Fee)	Adds a specific non-refundable handling fee to the customer cart when Cash on Delivery is selected.	Charge ₹49 or ₹79 for COD orders. This offsets courier cash handling charges and encourages shoppers to pay online.
Enable Partial Advance	Requires the buyer to pay a small portion of the order total upfront online before the order is dispatched COD.	Example: A merchant may require a ₹100 advance on a ₹1,500 order before processing a COD delivery.
Advance Type (Fixed vs Percentage)	Allows merchants to set partial advance as a flat amount (e.g. ₹100) or a percentage (e.g. 10%).	Use Fixed (₹100) for standard orders, or Percentage (20%) for high-ticket customized products.
Min / Max Order Value	Restricts COD availability to orders within a safe subtotal window.	Example: Set a minimum order value of ₹299 and a maximum order value of ₹5,000 if you only want COD available within that order subtotal range.
Pincode Exclusions	Blacklists specific delivery postal codes where couriers report high fraud or delivery failure rates.	Input known high-RTO pincodes to disable COD in those areas while still allowing prepaid orders.

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Compares the trade-offs between Cash on Delivery and prepaid payment options to help store owners optimize checkout settings.

Before You Begin

Review your current payment gateway and shipping courier fee schedules.
Analyze your store return-to-origin rates across both order types.

Step-by-Step Instructions

Step 1: Open COD Configuration

Navigate to Store -> Settings -> Payment and click Configure COD.

Step 2: Configure COD Fee

In the COD Charges field, specify the extra fee charged for cash handling (e.g. ₹50).

Step 3: Set Partial Advance Payment

Toggle Enable Partial Advance if you require customers to pay a small token deposit online before COD dispatch.

Step 4: Define Order Value Limits

Enter Minimum Order Value and Maximum Order Value to restrict COD to safe order amounts.

Step 5: Save Settings

Click Save Settings in the top header.

What You Should See

The configured Cash on Delivery payment settings and advance deposit rules are active at checkout.

Common Problems & Troubleshooting

Problem: High Refusal Rate on COD Orders

Solution: Consider introducing prepaid incentives or requiring phone confirmation before dispatching cash orders.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
COD Charges (Handling Fee)	Adds a specific non-refundable handling fee to the customer cart when Cash on Delivery is selected.	Charge ₹49 or ₹79 for COD orders. This offsets courier cash handling charges and encourages shoppers to pay online.
Enable Partial Advance	Requires the buyer to pay a small portion of the order total upfront online before the order is dispatched COD.	Example: A merchant may require a ₹100 advance on a ₹1,500 order before processing a COD delivery.
Advance Type (Fixed vs Percentage)	Allows merchants to set partial advance as a flat amount (e.g. ₹100) or a percentage (e.g. 10%).	Use Fixed (₹100) for standard orders, or Percentage (20%) for high-ticket customized products.
Min / Max Order Value	Restricts COD availability to orders within a safe subtotal window.	Example: Set a minimum order value of ₹299 and a maximum order value of ₹5,000 if you only want COD available within that order subtotal range.
Pincode Exclusions	Blacklists specific delivery postal codes where couriers report high fraud or delivery failure rates.	Input known high-RTO pincodes to disable COD in those areas while still allowing prepaid orders.

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Explains how to configure promotional strike-through pricing so customers can see their savings directly on catalog cards and product pages.

Before You Begin

Decide on the discounted selling price and confirm the higher original reference price.

Step-by-Step Instructions

Step 1: Open Product Details

In the Admin Panel, select Products and choose the item you wish to discount.

Step 2: Set the Compare-at Price

Enter the higher original regular price in the Compare-at Price field.

Figure 70.1: Setting selling Price lower than Compare-at Price to show discount badge.

Step 3: Set the Lower Selling Price

Enter the discounted sale amount in the standard Price field.

Step 4: Save and Inspect Storefront

Click Save Product and view the storefront to verify the strikethrough display.

What You Should See

The original price shown with a strikethrough next to the active sale price on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
No Strikethrough Displayed	Confirm that Compare-at Price is strictly higher than the Price field.

How to Set Product Pricing

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Explains how to configure promotional strike-through pricing so customers can see their savings directly on catalog cards and product pages.

Before You Begin

Decide on the discounted selling price and confirm the higher original reference price.

Step-by-Step Instructions

Step 1: Open Product Details

In the Admin Panel, select Products and choose the item you wish to discount.

Step 2: Set the Compare-at Price

Enter the higher original regular price in the Compare-at Price field.

Figure 70.1: Setting selling Price lower than Compare-at Price to show discount badge.

Step 3: Set the Lower Selling Price

Enter the discounted sale amount in the standard Price field.

Step 4: Save and Inspect Storefront

Click Save Product and view the storefront to verify the strikethrough display.

What You Should See

The original price shown with a strikethrough next to the active sale price on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
No Strikethrough Displayed	Confirm that Compare-at Price is strictly higher than the Price field.

How to Set Product Pricing

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Cash on Delivery (COD) is a common payment method for e-commerce in India. This article covers what to check and configure if it’s supported.

What needs confirming

Whether COD exists as a payment option at all
Whether it’s a simple on/off toggle, or has configuration (order value limits, eligible regions, extra fees)
Where it’s configured — likely alongside other payment methods (see Article 9 “How to Configure Store Payments“)

Needed: Wherever Cash on Delivery is enabled/configured (if it exists) — needed before this article can be written accurately.

If you’re unsure whether to offer it

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Cash on Delivery (COD) is a common payment method for e-commerce in India. This article covers what to check and configure if it’s supported.

What needs confirming

Whether COD exists as a payment option at all
Whether it’s a simple on/off toggle, or has configuration (order value limits, eligible regions, extra fees)
Where it’s configured — likely alongside other payment methods (see Article 9 “How to Configure Store Payments“)

Needed: Wherever Cash on Delivery is enabled/configured (if it exists) — needed before this article can be written accurately.

If you’re unsure whether to offer it

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Provides essential logistical guidelines to help new online store owners build efficient, cost-effective fulfillment routines from day one.

Before You Begin

Select your primary logistics courier or shipping aggregator.
Standardize packaging materials and staging areas.

Step-by-Step Instructions

Step 1: Standardize Your Packaging Sizes

Limit outer packaging to two or three standard box sizes to simplify inventory and streamline courier weight calculations.

Step 2: Establish Fixed Dispatch Cutoff Times

Set consistent daily cutoff times (such as 2:00 PM) so warehouse teams and courier pickups operate on a predictable schedule.

Step 3: Double-Check Every Parcel Before Sealing

Compare packed items against the printed invoice to confirm no item discrepancies are identified during the packing check.

Step 4: Monitor Delivery Metrics Regularly

Track average transit times, delivery success rates, and customer feedback across shipping partners.

What You Should See

Use these checks to review fulfillment consistency and identify areas that may require attention.

Common Problems & Troubleshooting

Problem: Courier Frequently Misses Scheduled Daily Pickup

Solution: Establish backup dispatch options or drop off staged parcels at local carrier hubs during high-volume periods.

Before You Begin

Select your primary logistics courier or shipping aggregator.
Standardize packaging materials and staging areas.

Step-by-Step Instructions

Step 1: Standardize Your Packaging Sizes

Limit outer packaging to two or three standard box sizes to simplify inventory and streamline courier weight calculations.

Step 2: Establish Fixed Dispatch Cutoff Times

Set consistent daily cutoff times (such as 2:00 PM) so warehouse teams and courier pickups operate on a predictable schedule.

Step 3: Double-Check Every Parcel Before Sealing

Compare packed items against the printed invoice to confirm no item discrepancies are identified during the packing check.

Step 4: Monitor Delivery Metrics Regularly

Track average transit times, delivery success rates, and customer feedback across shipping partners.

What You Should See

Use these checks to review fulfillment consistency and identify areas that may require attention.

Common Problems & Troubleshooting

Problem: Courier Frequently Misses Scheduled Daily Pickup

Solution: Establish backup dispatch options or drop off staged parcels at local carrier hubs during high-volume periods.

Before You Begin

Ensure online payment options like cards, net banking, or UPI are actively connected and functioning.
Check your promotional tools to create prepaid incentives.

Step-by-Step Instructions

Step 1: Offer Prepaid Discounts

Create an exclusive percentage or flat discount for buyers who complete checkout using prepaid payment methods.

Step 2: Highlight Faster Fulfillment

Explain in order notes or checkout banners that prepaid orders are prioritized for packaging and courier handover.

Step 3: Display Store Policies and Support Badges

Ensure your checkout and footer display clear customer support channels and return policies.

Step 4: Provide Diverse Payment Choices

Enable convenient digital methods such as UPI, cards, and manual bank transfer to provide multiple payment alternatives for customers.

What You Should See

An increase in the proportion of prepaid transactions relative to cash on delivery orders.

Common Problems & Troubleshooting

Problem: Customers Hesitate to Pay Online on First Purchase

Solution: Promote clear return and exchange policies prominently on product pages to build customer confidence.

Before You Begin

Ensure online payment options like cards, net banking, or UPI are actively connected and functioning.
Check your promotional tools to create prepaid incentives.

Step-by-Step Instructions

Step 1: Offer Prepaid Discounts

Create an exclusive percentage or flat discount for buyers who complete checkout using prepaid payment methods.

Step 2: Highlight Faster Fulfillment

Explain in order notes or checkout banners that prepaid orders are prioritized for packaging and courier handover.

Step 3: Display Store Policies and Support Badges

Ensure your checkout and footer display clear customer support channels and return policies.

Step 4: Provide Diverse Payment Choices

Enable convenient digital methods such as UPI, cards, and manual bank transfer to provide multiple payment alternatives for customers.

What You Should See

An increase in the proportion of prepaid transactions relative to cash on delivery orders.

Common Problems & Troubleshooting

Problem: Customers Hesitate to Pay Online on First Purchase

Solution: Promote clear return and exchange policies prominently on product pages to build customer confidence.

Before You Begin

Verify courier proof of delivery or confirmation that the customer received the parcel.

Step-by-Step Instructions

Step 1: Open the Shipped Order

From the Orders menu in the Admin Panel, open the order that has completed delivery.

Step 2: Update Status to Delivered

Select order and click Mark as Delivered.

Step 3: Confirm and Save

Save the order status to mark fulfillment as completed in your records.

What You Should See

The order marked with a completed Delivered status badge in your order dashboard.

Common Problems & Troubleshooting

Problem: Customer Claims Non-Receipt Despite Delivered Status

Solution: Request the delivery confirmation receipt from your courier partner and assist the customer directly.

Before You Begin

Verify courier proof of delivery or confirmation that the customer received the parcel.

Step-by-Step Instructions

Step 1: Open the Shipped Order

From the Orders menu in the Admin Panel, open the order that has completed delivery.

Step 2: Update Status to Delivered

Select order and click Mark as Delivered.

Step 3: Confirm and Save

Save the order status to mark fulfillment as completed in your records.

What You Should See

The order marked with a completed Delivered status badge in your order dashboard.

Common Problems & Troubleshooting

Problem: Customer Claims Non-Receipt Despite Delivered Status

Solution: Request the delivery confirmation receipt from your courier partner and assist the customer directly.

Before You Begin

Obtain the tracking number or consignment code from your courier receipt or manifest.

Step-by-Step Instructions

Step 1: Locate the Dispatched Order

In the Admin Panel, select Orders and open the specific customer order.

Step 2: Open Tracking Section

Locate the Tracking Information or Fulfillment panel on the order screen.

Step 3: Enter Carrier and Number

Input the courier name and the exact tracking number provided upon dispatch.

Step 4: Save Tracking Details

Save changes to link the tracking code to the customer order record.

What You Should See

The tracking number and carrier name displayed on the order details screen.

Common Problems & Troubleshooting

Problem: Tracking Number Shows Invalid at Courier Website

Solution: Courier tracking systems can take a few hours after physical handover to scan and activate tracking records online.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

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Details how to enter courier tracking numbers and carrier references into an order record so customers can track their parcels.

Before You Begin

Obtain the tracking number or consignment code from your courier receipt or manifest.

Step-by-Step Instructions

Step 1: Locate the Dispatched Order

In the Admin Panel, select Orders and open the specific customer order.

Step 2: Open Tracking Section

Locate the Tracking Information or Fulfillment panel on the order screen.

Step 3: Enter Carrier and Number

Input the courier name and the exact tracking number provided upon dispatch.

Step 4: Save Tracking Details

Save changes to link the tracking code to the customer order record.

What You Should See

The tracking number and carrier name displayed on the order details screen.

Common Problems & Troubleshooting

Problem: Tracking Number Shows Invalid at Courier Website

Solution: Courier tracking systems can take a few hours after physical handover to scan and activate tracking records online.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

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Explains how the platform handles items with zero inventory and how merchants can manage customer expectations when items are unavailable.

Before You Begin

Identify which products currently have zero physical inventory.

Step-by-Step Instructions

Step 1: Set Inventory to Zero

In the product editor, set the available stock count to 0 when inventory is exhausted.

Step 2: Verify Storefront Sold Out State

Open the product page on your storefront to confirm that the Add to Cart button indicates the item is unavailable.

Step 3: Update Product Description with Restock Notes

Optionally add an estimated restock timeline in the product description to keep interested shoppers informed.

What You Should See

An Out of Stock or Sold Out indicator preventing customers from placing orders for unavailable inventory.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Still Ordering Sold-Out Items	Confirm that stock quantity is set to 0 and that product changes were saved.

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Explains how the platform handles items with zero inventory and how merchants can manage customer expectations when items are unavailable.

Before You Begin

Identify which products currently have zero physical inventory.

Step-by-Step Instructions

Step 1: Set Inventory to Zero

In the product editor, set the available stock count to 0 when inventory is exhausted.

Step 2: Verify Storefront Sold Out State

Open the product page on your storefront to confirm that the Add to Cart button indicates the item is unavailable.

Step 3: Update Product Description with Restock Notes

Optionally add an estimated restock timeline in the product description to keep interested shoppers informed.

What You Should See

An Out of Stock or Sold Out indicator preventing customers from placing orders for unavailable inventory.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Still Ordering Sold-Out Items	Confirm that stock quantity is set to 0 and that product changes were saved.

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Examines operational enhancements, multi-carrier strategies, and inventory staging needed as daily order volumes expand.

Before You Begin

Review current dispatch capacity and bottlenecks during peak sales periods.
Evaluate regional courier performance data.

Step-by-Step Instructions

Step 1: Diversify Shipping Carriers

Partner with multiple logistics providers so that regional service disruptions or capacity limits do not halt your fulfillment operations.

Step 2: Implement Batch Picking and Packing

Organize fulfillment workflows into batch cycles, picking inventory in bulk and packing identical items in grouped runs.

Step 3: Optimize Packing Station Ergonomics

Equip packaging tables with thermal label printers, barcode scanners, and accessible packaging materials to accelerate turnaround.

Step 4: Negotiate Volume Courier Rates

Review monthly shipment counts with carrier representatives to secure discounted shipping slabs and lower cash-handling fees.

What You Should See

Scalable fulfillment operations capable of handling volume surges without delays or dispatch errors.

Common Problems & Troubleshooting

Problem: Packing Station Delays During Promotional Surges

Solution: Pre-pack fast-selling hero products before major marketing campaigns begin to allow instant label application.

Before You Begin

Review current dispatch capacity and bottlenecks during peak sales periods.
Evaluate regional courier performance data.

Step-by-Step Instructions

Step 1: Diversify Shipping Carriers

Partner with multiple logistics providers so that regional service disruptions or capacity limits do not halt your fulfillment operations.

Step 2: Implement Batch Picking and Packing

Organize fulfillment workflows into batch cycles, picking inventory in bulk and packing identical items in grouped runs.

Step 3: Optimize Packing Station Ergonomics

Equip packaging tables with thermal label printers, barcode scanners, and accessible packaging materials to accelerate turnaround.

Step 4: Negotiate Volume Courier Rates

Review monthly shipment counts with carrier representatives to secure discounted shipping slabs and lower cash-handling fees.

What You Should See

Scalable fulfillment operations capable of handling volume surges without delays or dispatch errors.

Common Problems & Troubleshooting

Problem: Packing Station Delays During Promotional Surges

Solution: Pre-pack fast-selling hero products before major marketing campaigns begin to allow instant label application.

Before You Begin

Obtain settlement payout summaries from your payment gateway dashboard.
Export your store orders report for the corresponding date period.

Step-by-Step Instructions

Step 1: Export Order Transaction Records

From the Orders section in the Admin Panel, export your order list covering the desired reconciliation timeframe.

Step 2: Download Gateway Settlement Reports

Log into your connected payment provider portal and export the settlement batch report showing net payouts and deducted transaction fees.

Step 3: Match Order IDs and Gateway Transaction IDs

Cross-reference each order number with its corresponding gateway transaction reference code.

Step 4: Account for Refunds and Processing Fees

Verify that deductions for processed refunds or payment gateway percentage fees match your billing expectations.

What You Should See

Order records and external payment settlement records can be compared to identify discrepancies.

Common Problems & Troubleshooting

Problem: Discrepancy Between Order Total and Bank Deposit

Solution: Account for payment gateway processing fees and any rolling reserves or refund deductions applied in the payout batch.

Before You Begin

Obtain settlement payout summaries from your payment gateway dashboard.
Export your store orders report for the corresponding date period.

Step-by-Step Instructions

Step 1: Export Order Transaction Records

From the Orders section in the Admin Panel, export your order list covering the desired reconciliation timeframe.

Step 2: Download Gateway Settlement Reports

Log into your connected payment provider portal and export the settlement batch report showing net payouts and deducted transaction fees.

Step 3: Match Order IDs and Gateway Transaction IDs

Cross-reference each order number with its corresponding gateway transaction reference code.

Step 4: Account for Refunds and Processing Fees

Verify that deductions for processed refunds or payment gateway percentage fees match your billing expectations.

What You Should See

Order records and external payment settlement records can be compared to identify discrepancies.

Common Problems & Troubleshooting

Problem: Discrepancy Between Order Total and Bank Deposit

Solution: Account for payment gateway processing fees and any rolling reserves or refund deductions applied in the payout batch.

Before You Begin

Confirm the package has not already been handed over to the courier partner.

Step-by-Step Instructions

Step 1: Open the Order to Cancel

In your Admin Panel, navigate to Orders and select the relevant order.

Step 2: Select Cancel Order

Locate the Cancel Order action within the order management options.

Figure 93.1: Cancelled Orders Tab in Shopiators Admin

Step 3: Confirm Inventory Restock

Confirm whether the cancelled line items should be returned to available catalog inventory.

Step 4: Finalize Cancellation

Save changes to mark the order status as Cancelled.

What You Should See

The order status displaying Cancelled and inventory adjusted accordingly.

Common Problems & Troubleshooting

Problem: Order Already in Transit

Solution: If an order is already with the courier, contact the courier to request a package intercept or handle via return policy upon delivery.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Cancelled	Terminates order processing and stops fulfillment.	Use when customer requests cancellation before dispatch or payment cannot be verified.
Cancellation Tab	Dedicated queue under Sales -> Cancel Orders isolating voided orders.	Separates cancelled records so monthly sales reports remain accurate.

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Guides merchants through safely cancelling an order requested by a buyer or necessitated by inventory discrepancies.

Before You Begin

Confirm the package has not already been handed over to the courier partner.

Step-by-Step Instructions

Step 1: Open the Order to Cancel

In your Admin Panel, navigate to Orders and select the relevant order.

Step 2: Select Cancel Order

Locate the Cancel Order action within the order management options.

Figure 93.1: Cancelled Orders Tab in Shopiators Admin

Step 3: Confirm Inventory Restock

Confirm whether the cancelled line items should be returned to available catalog inventory.

Step 4: Finalize Cancellation

Save changes to mark the order status as Cancelled.

What You Should See

The order status displaying Cancelled and inventory adjusted accordingly.

Common Problems & Troubleshooting

Problem: Order Already in Transit

Solution: If an order is already with the courier, contact the courier to request a package intercept or handle via return policy upon delivery.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Cancelled	Terminates order processing and stops fulfillment.	Use when customer requests cancellation before dispatch or payment cannot be verified.
Cancellation Tab	Dedicated queue under Sales -> Cancel Orders isolating voided orders.	Separates cancelled records so monthly sales reports remain accurate.

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Details how to establish logical product groupings in your catalog, making it easier for visitors to navigate your inventory.

Before You Begin

Plan your category taxonomy (e.g. Men, Women, Accessories, Home Goods).

Step-by-Step Instructions

Step 1: Navigate to Categories

From the Admin Panel, select Products and open the Categories management section.

Step 2: Create New Category

Enter your category title and optional description for customer browsing.

Step 3: Assign Products

Select items to assign to this category during product creation or through category management.

Step 4: Save and Review

Save your updates and verify the category displays accurately on your storefront.

What You Should See

The new category visible in your storefront navigation filters and collection pages.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Category Shows Zero Products	Ensure individual products are assigned to this category and set to active.

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Details how to establish logical product groupings in your catalog, making it easier for visitors to navigate your inventory.

Before You Begin

Plan your category taxonomy (e.g. Men, Women, Accessories, Home Goods).

Step-by-Step Instructions

Step 1: Navigate to Categories

From the Admin Panel, select Products and open the Categories management section.

Step 2: Create New Category

Enter your category title and optional description for customer browsing.

Step 3: Assign Products

Select items to assign to this category during product creation or through category management.

Step 4: Save and Review

Save your updates and verify the category displays accurately on your storefront.

What You Should See

The new category visible in your storefront navigation filters and collection pages.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Category Shows Zero Products	Ensure individual products are assigned to this category and set to active.

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A structured daily verification routine for reviewing dispatches and fulfillment steps.

Before You Begin

Open your Admin Panel Orders dashboard to view pending unfulfilled orders.
Verify that packing supplies and label paper rolls are stocked.

Step-by-Step Instructions

Step 1: Filter Unfulfilled Orders

Sort your Orders list by Unfulfilled status and organize shipments by priority or payment confirmation.

Step 2: Cross-Check Picked Items Against Packing Slips

Verify that product SKUs, quantities, and selected variants match the printed order slip exactly.

Step 3: Secure Packaging and Affix Shipping Labels

Ensure cartons are taped securely with readable, unblemished courier barcodes affixed flat to the package surface.

Step 4: Perform Carrier Handover and Obtain Manifest

Count parcels handed over to the courier driver and obtain a signed manifest or digital handover scan confirmation.

Step 5: Update Tracking Status in Admin Panel

Enter tracking numbers and mark orders fulfilled so tracking alerts deploy to buyers.

What You Should See

Smooth daily fulfillment execution with every staged parcel accounted for and dispatched.

Common Problems & Troubleshooting

Problem: Courier Driver Leaves Without Scanning Manifest

Solution: Insist on obtaining a physical signature or immediate barcode scan confirmation before releasing parcels to the driver.

Before You Begin

Open your Admin Panel Orders dashboard to view pending unfulfilled orders.
Verify that packing supplies and label paper rolls are stocked.

Step-by-Step Instructions

Step 1: Filter Unfulfilled Orders

Sort your Orders list by Unfulfilled status and organize shipments by priority or payment confirmation.

Step 2: Cross-Check Picked Items Against Packing Slips

Verify that product SKUs, quantities, and selected variants match the printed order slip exactly.

Step 3: Secure Packaging and Affix Shipping Labels

Ensure cartons are taped securely with readable, unblemished courier barcodes affixed flat to the package surface.

Step 4: Perform Carrier Handover and Obtain Manifest

Count parcels handed over to the courier driver and obtain a signed manifest or digital handover scan confirmation.

Step 5: Update Tracking Status in Admin Panel

Enter tracking numbers and mark orders fulfilled so tracking alerts deploy to buyers.

What You Should See

Smooth daily fulfillment execution with every staged parcel accounted for and dispatched.

Common Problems & Troubleshooting

Problem: Courier Driver Leaves Without Scanning Manifest

Solution: Insist on obtaining a physical signature or immediate barcode scan confirmation before releasing parcels to the driver.

Before You Begin

Review your Admin Panel account credentials and connected service access permissions.
Understand standard payment compliance guidelines.

Step-by-Step Instructions

Step 1: Use Strong and Unique Admin Passwords

Secure your store administrator account with a complex passphrase and avoid sharing account logins across multiple team members.

Step 2: Rely on Certified Payment Gateways

Ensure all online card transactions are processed through certified third-party payment gateways so card numbers are never stored directly on your servers.

Step 3: Never Request Sensitive Customer Financial Details

Do not ask customers for payment card PINs, CVV codes, or one-time verification passwords over phone, chat, or email.

Step 4: Monitor Order Logs for Suspicious Activity

Regularly check orders for unusual patterns, such as multiple rapid card attempts from the same address with varying customer names.

What You Should See

A secure checkout environment that protects both customer financial data and your merchant account reputation.

Common Problems & Troubleshooting

Problem: Customer Asks to Share Card Details Over Phone

Solution: Politely decline and instruct the customer to complete payment securely through your online checkout interface.

Before You Begin

Review your Admin Panel account credentials and connected service access permissions.
Understand standard payment compliance guidelines.

Step-by-Step Instructions

Step 1: Use Strong and Unique Admin Passwords

Secure your store administrator account with a complex passphrase and avoid sharing account logins across multiple team members.

Step 2: Rely on Certified Payment Gateways

Ensure all online card transactions are processed through certified third-party payment gateways so card numbers are never stored directly on your servers.

Step 3: Never Request Sensitive Customer Financial Details

Do not ask customers for payment card PINs, CVV codes, or one-time verification passwords over phone, chat, or email.

Step 4: Monitor Order Logs for Suspicious Activity

Regularly check orders for unusual patterns, such as multiple rapid card attempts from the same address with varying customer names.

What You Should See

A secure checkout environment that protects both customer financial data and your merchant account reputation.

Common Problems & Troubleshooting

Problem: Customer Asks to Share Card Details Over Phone

Solution: Politely decline and instruct the customer to complete payment securely through your online checkout interface.

Before You Begin

Check the current status of the order to ensure it has not yet shipped.

Step-by-Step Instructions

Step 1: Review Modification Request

Inspect customer communication to identify requested changes (e.g. updated apartment number or different shirt size).

Step 2: Update Shipping Address or Notes

If address changes are needed, update the shipping address in the order record or document it in order notes.

Step 3: Adjust Inventory if Items Changed

If the customer swapped a variant, verify stock availability and adjust inventory counts manually.

What You Should See

An updated order record reflecting the buyer modifications prior to fulfillment.

Common Problems & Troubleshooting

Problem: Order Dispatched Before Change Request Received

Solution: Inform the customer that the parcel is already in transit and provide courier tracking details to facilitate delivery.

Before You Begin

Check the current status of the order to ensure it has not yet shipped.

Step-by-Step Instructions

Step 1: Review Modification Request

Inspect customer communication to identify requested changes (e.g. updated apartment number or different shirt size).

Step 2: Update Shipping Address or Notes

If address changes are needed, update the shipping address in the order record or document it in order notes.

Step 3: Adjust Inventory if Items Changed

If the customer swapped a variant, verify stock availability and adjust inventory counts manually.

What You Should See

An updated order record reflecting the buyer modifications prior to fulfillment.

Common Problems & Troubleshooting

Problem: Order Dispatched Before Change Request Received

Solution: Inform the customer that the parcel is already in transit and provide courier tracking details to facilitate delivery.

Before You Begin

Audit your current inventory list in a spreadsheet to group similar items.

Step-by-Step Instructions

Step 1: Establish Standard Naming Conventions

Adopt consistent product title formats across all listings (e.g. Brand + Style + Material).

Step 2: Group Items Using Categories

Create broad primary categories and specific sub-groupings to avoid cluttering navigation.

Step 3: Use Product Variants for Related Items

Combine color and size options into a single parent product rather than creating separate listings.

What You Should See

A structured catalog that customers can browse effortlessly without encountering duplicate listings.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Too Many Cluttered Navigation Items	Consolidate niche categories into main departments and feature them within collection pages.

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Provides structured organizational guidance for stores managing dozens or hundreds of items, focusing on consistent naming and hierarchical categories.

Before You Begin

Audit your current inventory list in a spreadsheet to group similar items.

Step-by-Step Instructions

Step 1: Establish Standard Naming Conventions

Adopt consistent product title formats across all listings (e.g. Brand + Style + Material).

Step 2: Group Items Using Categories

Create broad primary categories and specific sub-groupings to avoid cluttering navigation.

Step 3: Use Product Variants for Related Items

Combine color and size options into a single parent product rather than creating separate listings.

What You Should See

A structured catalog that customers can browse effortlessly without encountering duplicate listings.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Too Many Cluttered Navigation Items	Consolidate niche categories into main departments and feature them within collection pages.

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Details common reasons why customer orders fail to complete and actionable steps merchants can take to diagnose and resolve issues.

Before You Begin

Review your payment method settings and checkout configurations.

Step-by-Step Instructions

Step 1: Inspect Order Failure Notes

Open the order record to see if a payment gateway rejection or connection error was recorded.

Step 2: Verify Gateway Configuration

Confirm that payment settings are active and that no required fields are blank.

Step 3: Assist the Customer

If the customer reached out, suggest retrying with an alternative payment method or checking card authorization.

What You Should See

Clear understanding of failure reasons and steps to assist customers in completing checkout.

Common Problems & Troubleshooting

Problem: Repeated Payment Rejections Across Multiple Customers

Solution: Check your payment provider configuration in Payment Settings to ensure API credentials or status toggles are valid.

Before You Begin

Review your payment method settings and checkout configurations.

Step-by-Step Instructions

Step 1: Inspect Order Failure Notes

Open the order record to see if a payment gateway rejection or connection error was recorded.

Step 2: Verify Gateway Configuration

Confirm that payment settings are active and that no required fields are blank.

Step 3: Assist the Customer

If the customer reached out, suggest retrying with an alternative payment method or checking card authorization.

What You Should See

Clear understanding of failure reasons and steps to assist customers in completing checkout.

Common Problems & Troubleshooting

Problem: Repeated Payment Rejections Across Multiple Customers

Solution: Check your payment provider configuration in Payment Settings to ensure API credentials or status toggles are valid.

Before You Begin

Obtain your merchant account credentials for any connected payment gateways.
Ensure store currency and tax settings are properly configured.

Step-by-Step Instructions

Step 1: Verify Enabled Payment Methods

Check your Admin Panel payment settings to confirm active methods match the options you intend to offer shoppers.

Step 2: Confirm Settlement Bank Account Details

Ensure your commercial bank account and tax identification details are verified with your payment gateway provider.

Step 3: Test Checkout with a Real Transaction

Place a small test order on your live storefront to confirm the payment gateway captures transactions smoothly and redirects to the order success page.

Step 4: Review Order Notifications

Confirm that order confirmation alerts and merchant notifications trigger correctly upon successful payment completion.

What You Should See

All active payment options functioning smoothly with verified settlement pathways.

Common Problems & Troubleshooting

Problem: Test Payment Fails with Gateway Error

Solution: Verify that your payment gateway API keys or account status are set to live production mode rather than test or inactive status.

Before You Begin

Obtain your merchant account credentials for any connected payment gateways.
Ensure store currency and tax settings are properly configured.

Step-by-Step Instructions

Step 1: Verify Enabled Payment Methods

Check your Admin Panel payment settings to confirm active methods match the options you intend to offer shoppers.

Step 2: Confirm Settlement Bank Account Details

Ensure your commercial bank account and tax identification details are verified with your payment gateway provider.

Step 3: Test Checkout with a Real Transaction

Place a small test order on your live storefront to confirm the payment gateway captures transactions smoothly and redirects to the order success page.

Step 4: Review Order Notifications

Confirm that order confirmation alerts and merchant notifications trigger correctly upon successful payment completion.

What You Should See

All active payment options functioning smoothly with verified settlement pathways.

Common Problems & Troubleshooting

Problem: Test Payment Fails with Gateway Error

Solution: Verify that your payment gateway API keys or account status are set to live production mode rather than test or inactive status.

Before You Begin

Identify the essential attributes of your item (brand, model, material, key feature).

Step-by-Step Instructions

Step 1: State the Primary Item Name Clearly

Begin with the specific noun describing what the item is (e.g. Linen Button-Down Shirt).

Step 2: Include Essential Distinguishing Attributes

Add key material, cut, or model specifications without stuffing unnecessary keywords.

Step 3: Keep Titles Concise and Readable

Avoid using all-caps or excessive punctuation that reduces readability on mobile screens.

Step 4: Save Product Title Updates

Update the Product Title field in the product editor and save changes.

What You Should See

Clear, professional product titles displayed consistently across your storefront catalog.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Titles Truncated on Mobile Cards	Keep the most important item identifying words in the first 40 characters of the title.

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Guides merchants on writing clear, informative product titles that communicate item value and improve customer search results.

Before You Begin

Identify the essential attributes of your item (brand, model, material, key feature).

Step-by-Step Instructions

Step 1: State the Primary Item Name Clearly

Begin with the specific noun describing what the item is (e.g. Linen Button-Down Shirt).

Step 2: Include Essential Distinguishing Attributes

Add key material, cut, or model specifications without stuffing unnecessary keywords.

Step 3: Keep Titles Concise and Readable

Avoid using all-caps or excessive punctuation that reduces readability on mobile screens.

Step 4: Save Product Title Updates

Update the Product Title field in the product editor and save changes.

What You Should See

Clear, professional product titles displayed consistently across your storefront catalog.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Titles Truncated on Mobile Cards	Keep the most important item identifying words in the first 40 characters of the title.

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Your storefront’s navigation menu is confirmed to live at Store > Store Management > Menu Management.

Where this lives

Store > Store Management > Menu Management, alongside Theme Customizer and Preview Store (see Category 1, Article 5 “Understanding Your Shopiators Merchant Dashboard”).

Needed: Store > Store Management > Menu Management, showing how menu items are added, reordered, and linked to categories or pages.

A sensible approach

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Your storefront’s navigation menu is confirmed to live at Store > Store Management > Menu Management.

Where this lives

Store > Store Management > Menu Management, alongside Theme Customizer and Preview Store (see Category 1, Article 5 “Understanding Your Shopiators Merchant Dashboard”).

Needed: Store > Store Management > Menu Management, showing how menu items are added, reordered, and linked to categories or pages.

A sensible approach

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Presents payment management guidance for configuring checkout options, reviewing transaction records, and managing cash flow.

Before You Begin

Review historical checkout drop-off rates and payment failure analytics.
Consult your team on standard refund and reconciliation workflows.

Step-by-Step Instructions

Step 1: Keep Checkout Steps Minimal

Configure your payment options at checkout to provide clear and accessible payment choices for customers.

Step 2: Offer Multiple Payment Options

Give shoppers choices including UPI, cards, and manual bank transfer to accommodate customer payment preferences.

Step 3: Maintain Transparent Pricing

Display shipping fees, COD charges, and taxes clearly before the final payment click to avoid surprise drop-offs.

Step 4: Establish Regular Reconciliation Routines

Schedule regular audits matching fulfilled store orders against bank deposits to catch unpaid orders or gateway discrepancies early.

What You Should See

A streamlined payment process that maximizes checkout completion and financial accuracy.

Common Problems & Troubleshooting

Problem: Drop in Payment Completion During High-Traffic Events

Solution: Monitor your third-party payment gateway uptime and ensure backup payment methods remain enabled.

Before You Begin

Review historical checkout drop-off rates and payment failure analytics.
Consult your team on standard refund and reconciliation workflows.

Step-by-Step Instructions

Step 1: Keep Checkout Steps Minimal

Configure your payment options at checkout to provide clear and accessible payment choices for customers.

Step 2: Offer Multiple Payment Options

Give shoppers choices including UPI, cards, and manual bank transfer to accommodate customer payment preferences.

Step 3: Maintain Transparent Pricing

Display shipping fees, COD charges, and taxes clearly before the final payment click to avoid surprise drop-offs.

Step 4: Establish Regular Reconciliation Routines

Schedule regular audits matching fulfilled store orders against bank deposits to catch unpaid orders or gateway discrepancies early.

What You Should See

A streamlined payment process that maximizes checkout completion and financial accuracy.

Common Problems & Troubleshooting

Problem: Drop in Payment Completion During High-Traffic Events

Solution: Monitor your third-party payment gateway uptime and ensure backup payment methods remain enabled.

Before You Begin

Have your store return policy guidelines accessible for reference.

Step-by-Step Instructions

Step 1: Receive and Inspect Return

When the returned parcel arrives, verify that the returned items match the original order lines and satisfy return condition requirements.

Step 2: Locate Order Record

In your Admin Panel, navigate to Orders and open the customer order associated with the return.

Figure 96.1: Return Orders Tab in Shopiators Admin

Step 3: Restock Salable Inventory

If the item is in original condition, update inventory stock counts to make the unit available for sale again.

Step 4: Update Order Records

Add notes to the order documenting receipt of the return and proceed with exchange or refund.

What You Should See

Returned items accurately accounted for and inventory counts updated in your catalog.

Common Problems & Troubleshooting

Problem: Returned Item Damaged in Transit

Solution: Document item condition with photographs and consult your return policy terms regarding damaged returns.

Before You Begin

Have your store return policy guidelines accessible for reference.

Step-by-Step Instructions

Step 1: Receive and Inspect Return

When the returned parcel arrives, verify that the returned items match the original order lines and satisfy return condition requirements.

Step 2: Locate Order Record

In your Admin Panel, navigate to Orders and open the customer order associated with the return.

Figure 96.1: Return Orders Tab in Shopiators Admin

Step 3: Restock Salable Inventory

If the item is in original condition, update inventory stock counts to make the unit available for sale again.

Step 4: Update Order Records

Add notes to the order documenting receipt of the return and proceed with exchange or refund.

What You Should See

Returned items accurately accounted for and inventory counts updated in your catalog.

Common Problems & Troubleshooting

Problem: Returned Item Damaged in Transit

Solution: Document item condition with photographs and consult your return policy terms regarding damaged returns.

Before You Begin

List technical details, materials, measurements, and warranty notes for your product.

Step-by-Step Instructions

Step 1: Open the Description Editor

Navigate to Products, select your item, and scroll to the Product Description text area.

Step 2: Lead with Core Benefits

Open with two or three sentences explaining what the item is and the main problem or lifestyle need it satisfies.

Step 3: Provide Key Specifications

Use clear bullet points to list materials, dimensions, weight, compatibility, or sizing guidelines.

Step 4: Save Product Updates

Click Save Product and inspect the storefront page to ensure text formatting is legible.

What You Should See

A well-formatted, easy-to-read product description on your storefront product details page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Ask Questions Answered in Text	Break dense text into short bullet points so key details can be scanned quickly on mobile devices.

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Explains how to structure compelling product descriptions that inform shoppers about dimensions, materials, care instructions, and practical benefits.

Before You Begin

List technical details, materials, measurements, and warranty notes for your product.

Step-by-Step Instructions

Step 1: Open the Description Editor

Navigate to Products, select your item, and scroll to the Product Description text area.

Step 2: Lead with Core Benefits

Open with two or three sentences explaining what the item is and the main problem or lifestyle need it satisfies.

Step 3: Provide Key Specifications

Use clear bullet points to list materials, dimensions, weight, compatibility, or sizing guidelines.

Step 4: Save Product Updates

Click Save Product and inspect the storefront page to ensure text formatting is legible.

What You Should See

A well-formatted, easy-to-read product description on your storefront product details page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Ask Questions Answered in Text	Break dense text into short bullet points so key details can be scanned quickly on mobile devices.

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Pages like About, Contact, Shipping Policy, and Returns build trust with new customers. This article covers how to add them.

What needs confirming

Whether a standalone Pages feature exists in the dashboard
If not, where policy and About/Contact content actually gets added
Whether pages created here automatically appear in navigation, or need manually adding via Menu Management (Article 14 “How to Configure Store Navigation“)

Needed: Wherever store pages (About, Contact, policies) are created — this entire article depends on confirming this exists and where it lives before it can be written accurately.

Pages worth having before launch

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Pages like About, Contact, Shipping Policy, and Returns build trust with new customers. This article covers how to add them.

What needs confirming

Whether a standalone Pages feature exists in the dashboard
If not, where policy and About/Contact content actually gets added
Whether pages created here automatically appear in navigation, or need manually adding via Menu Management (Article 14 “How to Configure Store Navigation“)

Needed: Wherever store pages (About, Contact, policies) are created — this entire article depends on confirming this exists and where it lives before it can be written accurately.

Pages worth having before launch

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Covers the procedural steps for managing customer refund requests according to your store refund policy.

Before You Begin

Verify whether the order was paid via online gateway or Cash on Delivery.

Step-by-Step Instructions

Step 1: Review Refund Request Reason

Examine the customer request (e.g. damaged item, wrong size, or cancellation prior to dispatch).

Step 2: Check Policy Eligibility

Confirm that the request falls within your published return and refund timeframes.

Figure 97.1: Refund Orders Tab in Shopiators Admin

Step 3: Process Refund Transaction

Issue the refund through your payment channel or process manual payout for COD returns according to your standard operating procedures.

Step 4: Update Order Status & Notes

Record the refund transaction details and date in the order notes for clear accounting records.

What You Should See

Clear documentation of approved refunds reflected in your store operational records.

Common Problems & Troubleshooting

Problem: Disputed Refund Amount

Solution: Review whether original shipping charges or restocking fees are refundable per your published policy.

Before You Begin

Verify whether the order was paid via online gateway or Cash on Delivery.

Step-by-Step Instructions

Step 1: Review Refund Request Reason

Examine the customer request (e.g. damaged item, wrong size, or cancellation prior to dispatch).

Step 2: Check Policy Eligibility

Confirm that the request falls within your published return and refund timeframes.

Figure 97.1: Refund Orders Tab in Shopiators Admin

Step 3: Process Refund Transaction

Issue the refund through your payment channel or process manual payout for COD returns according to your standard operating procedures.

Step 4: Update Order Status & Notes

Record the refund transaction details and date in the order notes for clear accounting records.

What You Should See

Clear documentation of approved refunds reflected in your store operational records.

Common Problems & Troubleshooting

Problem: Disputed Refund Amount

Solution: Review whether original shipping charges or restocking fees are refundable per your published policy.

Before You Begin

Identify key search phrases shoppers use when searching for this type of product.

Step-by-Step Instructions

Step 1: Locate Search Engine Listing Fields

In the product editor, locate the Search Engine Optimization or Meta Information section.

Step 2: Enter a Descriptive Page Title

Provide an SEO title including the item name and your store brand name.

Step 3: Write a Concise Meta Description

Write a clear 1 to 2 sentence summary describing the product offering and key features.

Step 4: Save Changes

Save the product to update its search engine metadata.

What You Should See

Updated page meta tags generated in your storefront HTML source code for search engine indexing.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Old Title Still Showing in Search Results	Search engines crawl and update search snippets periodically; allow time for crawlers to index revised pages.

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Details how to populate product SEO titles, meta descriptions, and URL handles so external search engines index your catalog accurately.

Before You Begin

Identify key search phrases shoppers use when searching for this type of product.

Step-by-Step Instructions

Step 1: Locate Search Engine Listing Fields

In the product editor, locate the Search Engine Optimization or Meta Information section.

Step 2: Enter a Descriptive Page Title

Provide an SEO title including the item name and your store brand name.

Step 3: Write a Concise Meta Description

Write a clear 1 to 2 sentence summary describing the product offering and key features.

Step 4: Save Changes

Save the product to update its search engine metadata.

What You Should See

Updated page meta tags generated in your storefront HTML source code for search engine indexing.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Old Title Still Showing in Search Results	Search engines crawl and update search snippets periodically; allow time for crawlers to index revised pages.

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Details how to use search bars and filter tools in the Orders management screen to locate specific orders quickly.

Before You Begin

Identify the customer name, order number, or date range you want to look up.

Step-by-Step Instructions

Step 1: Open the Orders Table

Navigate to Orders in the Admin Panel sidebar.

Step 2: Use the Search Field

Enter the customer name, email, phone number, or order ID into the search input box.

Step 3: Apply Status Filters

Filter orders by fulfillment status (e.g., Pending, Processing, Shipped, or Delivered).

What You Should See

Filtered orders displayed matching your search criteria for rapid inspection.

Common Problems & Troubleshooting

Problem: Search Yields Zero Results

Solution: Check for typos in order numbers or customer names and clear active status filters to search across all orders.

Before You Begin

Identify the customer name, order number, or date range you want to look up.

Step-by-Step Instructions

Step 1: Open the Orders Table

Navigate to Orders in the Admin Panel sidebar.

Step 2: Use the Search Field

Enter the customer name, email, phone number, or order ID into the search input box.

Step 3: Apply Status Filters

Filter orders by fulfillment status (e.g., Pending, Processing, Shipped, or Delivered).

What You Should See

Filtered orders displayed matching your search criteria for rapid inspection.

Common Problems & Troubleshooting

Problem: Search Yields Zero Results

Solution: Check for typos in order numbers or customer names and clear active status filters to search across all orders.

Before You Begin

Establish a logical SKU format (e.g., BRAND-CATEGORY-STYLE-SIZE).

Step-by-Step Instructions

Step 1: Open the Product Editor

Navigate to Products in the Admin Panel and open the item you wish to assign a SKU.

Step 2: Locate the SKU Field

Find the SKU or Barcode input field in the inventory details section.

Step 3: Assign Unique Identifier

Enter your unique product SKU code without spaces or special characters.

Step 4: Save Listing

Click Save Product to store the SKU reference in your product database.

What You Should See

The assigned SKU visible in your admin product inventory table and printed on order packing receipts.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Duplicate SKUs Used Across Items	Ensure every physical item and variant has a distinct, non-overlapping SKU code.

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Explains the purpose of Stock Keeping Units (SKUs) and how to assign unique alphanumeric identifiers to items and variants.

Before You Begin

Establish a logical SKU format (e.g., BRAND-CATEGORY-STYLE-SIZE).

Step-by-Step Instructions

Step 1: Open the Product Editor

Navigate to Products in the Admin Panel and open the item you wish to assign a SKU.

Step 2: Locate the SKU Field

Find the SKU or Barcode input field in the inventory details section.

Step 3: Assign Unique Identifier

Enter your unique product SKU code without spaces or special characters.

Step 4: Save Listing

Click Save Product to store the SKU reference in your product database.

What You Should See

The assigned SKU visible in your admin product inventory table and printed on order packing receipts.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Duplicate SKUs Used Across Items	Ensure every physical item and variant has a distinct, non-overlapping SKU code.

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What to check during checkout specifically

Cart contents and price update correctly as you add or remove items

All expected payment methods appear and are selectable

Shipping cost calculates correctly for the address entered

Any discount code field works, if you’re planning to use one (see Category 1, Article 18 “How Do I Get My First Online Order“)

Error states — try an invalid address or expired-looking card number to see how it responds

Needed: The live storefront checkout flow, from cart through payment selection to order confirmation — needed to verify this article’s steps match reality.

Test on mobile too

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What to check during checkout specifically

Cart contents and price update correctly as you add or remove items

All expected payment methods appear and are selectable

Shipping cost calculates correctly for the address entered

Any discount code field works, if you’re planning to use one (see Category 1, Article 18 “How Do I Get My First Online Order“)

Error states — try an invalid address or expired-looking card number to see how it responds

Needed: The live storefront checkout flow, from cart through payment selection to order confirmation — needed to verify this article’s steps match reality.

Test on mobile too

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Provides operational guidance on organizing daily order fulfillment routines when processing numerous daily customer orders.

Before You Begin

Establish standard daily cutoff times for packing and courier pickups.

Step-by-Step Instructions

Step 1: Sort Orders by Fulfillment Priority

Filter orders by date and payment status to process the oldest confirmed orders first.

Step 2: Batch Item Picking

Generate or review an aggregate list of needed products to pick all inventory in a single pass.

Step 3: Pack and Label Concurrently

Assemble parcels at a dedicated packing station and apply courier shipping labels systematically.

Step 4: Bulk Update Dispatch Records

Attach tracking references and transition completed orders to Shipped upon courier handover.

What You Should See

A streamlined daily fulfillment rhythm minimizing packing errors and shipping delays.

Common Problems & Troubleshooting

Problem: Order Mix-Ups During High Volume

Solution: Double-check each item barcode or SKU against the individual packing slip before sealing boxes.

Before You Begin

Establish standard daily cutoff times for packing and courier pickups.

Step-by-Step Instructions

Step 1: Sort Orders by Fulfillment Priority

Filter orders by date and payment status to process the oldest confirmed orders first.

Step 2: Batch Item Picking

Generate or review an aggregate list of needed products to pick all inventory in a single pass.

Step 3: Pack and Label Concurrently

Assemble parcels at a dedicated packing station and apply courier shipping labels systematically.

Step 4: Bulk Update Dispatch Records

Attach tracking references and transition completed orders to Shipped upon courier handover.

What You Should See

A streamlined daily fulfillment rhythm minimizing packing errors and shipping delays.

Common Problems & Troubleshooting

Problem: Order Mix-Ups During High Volume

Solution: Double-check each item barcode or SKU against the individual packing slip before sealing boxes.

Before You Begin

Perform a physical count or verify warehouse stock counts for your products.

Step-by-Step Instructions

Step 1: Open Products List

Navigate to Products in the Admin Panel to view your catalog.

Step 2: Select Product to Update

Click on the product whose inventory count requires adjustment.

Figure 71.1: Stock quantity input field in the product creation and editing form.

Step 3: Update Stock Units

Enter the current available stock quantity in the Stock or Quantity field. (Please note that total stock is managed by variant selections.)

Step 4: Save Inventory Changes

Click Save Product to update the stock count across the platform.

What You Should See

Accurate available stock units reflected in your admin product table and on customer catalog views.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Item Sold Out Prematurely	Verify that the quantity field reflects total available units and was not accidentally saved as zero.

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Guides merchants on keeping stock quantities synchronized in the Admin Panel to prevent overselling.

Before You Begin

Perform a physical count or verify warehouse stock counts for your products.

Step-by-Step Instructions

Step 1: Open Products List

Navigate to Products in the Admin Panel to view your catalog.

Step 2: Select Product to Update

Click on the product whose inventory count requires adjustment.

Figure 71.1: Stock quantity input field in the product creation and editing form.

Step 3: Update Stock Units

Enter the current available stock quantity in the Stock or Quantity field. (Please note that total stock is managed by variant selections.)

Step 4: Save Inventory Changes

Click Save Product to update the stock count across the platform.

What You Should See

Accurate available stock units reflected in your admin product table and on customer catalog views.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Item Sold Out Prematurely	Verify that the quantity field reflects total available units and was not accidentally saved as zero.

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What to review in Preview Store

Homepage — does it reflect your brand and lead customers toward products?

Navigation — does every menu item go where you expect? (see Article 14 “How to Configure Store Navigation“)

A handful of product pages — photos, price, and description all displaying correctly

Any pages you’ve added — About, Contact, policies (see Article 15 “How to Add Important Store Pages”)

Preview like a first-time visitor, not a merchant

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What to review in Preview Store

Homepage — does it reflect your brand and lead customers toward products?

Navigation — does every menu item go where you expect? (see Article 14 “How to Configure Store Navigation“)

A handful of product pages — photos, price, and description all displaying correctly

Any pages you’ve added — About, Contact, policies (see Article 15 “How to Add Important Store Pages”)

Preview like a first-time visitor, not a merchant

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A comprehensive operational checklist for managing open orders, timely dispatch, and accurate customer tracking updates.

Before You Begin

Review current active orders across all fulfillment stages in your dashboard.

Step-by-Step Instructions

Step 1: Daily Order Review

Check for incoming prepaid and COD orders at scheduled intervals throughout the business day.

Step 2: Address and Stock Validation

Confirm that items are in stock and customer shipping destinations are complete.

Step 3: Tracking Entry and Status Updates

Ensure every dispatched parcel has tracking details entered and status updated promptly.

What You Should See

Open orders are reviewed regularly and moved through the appropriate fulfillment steps.

Common Problems & Troubleshooting

Problem: Unfulfilled Orders Overlooked

Solution: Use the Processing status filter daily to ensure all open orders are moving toward dispatch.

Before You Begin

Review current active orders across all fulfillment stages in your dashboard.

Step-by-Step Instructions

Step 1: Daily Order Review

Check for incoming prepaid and COD orders at scheduled intervals throughout the business day.

Step 2: Address and Stock Validation

Confirm that items are in stock and customer shipping destinations are complete.

Step 3: Tracking Entry and Status Updates

Ensure every dispatched parcel has tracking details entered and status updated promptly.

What You Should See

Open orders are reviewed regularly and moved through the appropriate fulfillment steps.

Common Problems & Troubleshooting

Problem: Unfulfilled Orders Overlooked

Solution: Use the Processing status filter daily to ensure all open orders are moving toward dispatch.

Before You Begin

Organize product photography into organized folders on your computer.
Prepare a spreadsheet with item titles, prices, stock levels, and descriptions.

Step-by-Step Instructions

Step 1: Organize Digital Imagery

Crop and optimize product photos to consistent square or vertical aspect ratios.

Step 2: Standardize Pricing and Stock Data

Confirm wholesale costs, retail selling prices, and current warehouse stock counts.

Step 3: Categorize Merchandise

Sort products into logical collections to streamline category assignment during upload.

What You Should See

A structured inventory dataset ready for immediate entry into the Shopiators Admin Panel.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Missing Product Information Mid-Upload	Complete your offline product spreadsheet before beginning manual data entry.

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Guides merchants through assembling all necessary item information beforehand to make catalog creation fast and systematic.

Before You Begin

Organize product photography into organized folders on your computer.
Prepare a spreadsheet with item titles, prices, stock levels, and descriptions.

Step-by-Step Instructions

Step 1: Organize Digital Imagery

Crop and optimize product photos to consistent square or vertical aspect ratios.

Step 2: Standardize Pricing and Stock Data

Confirm wholesale costs, retail selling prices, and current warehouse stock counts.

Step 3: Categorize Merchandise

Sort products into logical collections to streamline category assignment during upload.

What You Should See

A structured inventory dataset ready for immediate entry into the Shopiators Admin Panel.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Missing Product Information Mid-Upload	Complete your offline product spreadsheet before beginning manual data entry.

fe:T7b3,

Provides an exhaustive pre-launch verification checklist for all catalog listings, ensuring zero missing prices, broken images, or blank descriptions.

Before You Begin

Review your active product listings in the Admin Panel.

Step-by-Step Instructions

Step 1: Visuals Audit

Ensure every product has at least one high-resolution, centered image without watermarks.

Step 2: Pricing & Inventory Audit

Confirm that selling prices are accurate and that stock quantities reflect real availability.

Step 3: Descriptions & Policy Audit

Verify that item details, size charts (if applicable), and shipping notes are clearly stated.

What You Should See

All products verified and ready for commercial sales with complete details.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Products Display Missing Image Placeholders	Upload images to all active listings before publishing your store.

How to Prepare a Product Catalog Before Uploading

ff:T7b3,

Provides an exhaustive pre-launch verification checklist for all catalog listings, ensuring zero missing prices, broken images, or blank descriptions.

Before You Begin

Review your active product listings in the Admin Panel.

Step-by-Step Instructions

Step 1: Visuals Audit

Ensure every product has at least one high-resolution, centered image without watermarks.

Step 2: Pricing & Inventory Audit

Confirm that selling prices are accurate and that stock quantities reflect real availability.

Step 3: Descriptions & Policy Audit

Verify that item details, size charts (if applicable), and shipping notes are clearly stated.

What You Should See

All products verified and ready for commercial sales with complete details.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Products Display Missing Image Placeholders	Upload images to all active listings before publishing your store.

How to Prepare a Product Catalog Before Uploading

100:T15f1,

Every task from this series, in one checklist. Use this as your working reference while setting up — check items off in order.

Store setup

Store created via AI generation (Article 2 “How to Create and Configure Your Shopiators Store“)

Business information added (Article 4 “How to Add Your Business Information“)

Store information configured — currency, name, time zone (Article 5 “How to Configure Your Store Information“)

Logo uploaded (Article 6 “How to Upload Your Business Logo“)

Commerce

First product category created (Article 8 “How to Create Your First Product Category“)

First product added (Article 7 “How to Add Your First Product”)

Payments configured, including COD if wanted (Articles 9–10 “How to Configure Store Payments” to How to Enable Cash on Delivery)

Shipping configured (Article 11 “How to Configure Shipping”)

Storefront

Custom domain connected (Article 12 “How to Connect Your Custom Domain“)

Storefront design customized (Article 13 “How to Customize Your Storefront“)

Navigation menus configured (Article 14 “How to Configure Store Navigation“)

Important pages added — About, Contact, policies (Article 15 “How to Add Important Store Pages“)

Testing and launch

Test order placed successfully (Article 16 “How to Place a Test Order“)

Checkout tested, including on mobile (Article 17 “How to Test Your Checkout“)

Full store previewed end-to-end (Article 18 “How to Preview Your Store Before Launch“)

Store switched to public (Article 19 “How to Launch Your Shopiators Store“)

One last thing

101:T15f1,

Every task from this series, in one checklist. Use this as your working reference while setting up — check items off in order.

Store setup

Store created via AI generation (Article 2 “How to Create and Configure Your Shopiators Store“)

Business information added (Article 4 “How to Add Your Business Information“)

Store information configured — currency, name, time zone (Article 5 “How to Configure Your Store Information“)

Logo uploaded (Article 6 “How to Upload Your Business Logo“)

Commerce

First product category created (Article 8 “How to Create Your First Product Category“)

First product added (Article 7 “How to Add Your First Product”)

Payments configured, including COD if wanted (Articles 9–10 “How to Configure Store Payments” to How to Enable Cash on Delivery)

Shipping configured (Article 11 “How to Configure Shipping”)

Storefront

Custom domain connected (Article 12 “How to Connect Your Custom Domain“)

Storefront design customized (Article 13 “How to Customize Your Storefront“)

Navigation menus configured (Article 14 “How to Configure Store Navigation“)

Important pages added — About, Contact, policies (Article 15 “How to Add Important Store Pages“)

Testing and launch

Test order placed successfully (Article 16 “How to Place a Test Order“)

Checkout tested, including on mobile (Article 17 “How to Test Your Checkout“)

Full store previewed end-to-end (Article 18 “How to Preview Your Store Before Launch“)

Store switched to public (Article 19 “How to Launch Your Shopiators Store“)

One last thing

102:T11ee,

Introduces merchants to the Orders module in the Admin Panel, explaining order summaries, customer records, and order columns.

Before You Begin

Step-by-Step Instructions

Step 1: Navigate to Sales in Sidebar

In your Shopiators Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select All Orders

Click All Orders (URL: /admin/orders?tab=all) to open the complete merchant order management view.

Figure 81.1: Orders Management Screen with Status Filter Tabs (All, Pending, Accepted, Ready, Shipped, Delivered, Cancelled)

Step 3: Review Order Table Columns

Inspect incoming orders displaying Order, Customer Name, Reason, Order Date, Payment Method badge, and Fulfillment Status.

Step 4: Inspect Status Tabs

Switch between status tabs (All Orders, Refund, Return, Cancel) to review orders requiring immediate operational attention.

What You Should See

A structured overview of all incoming customer orders arranged chronologically.

Common Problems & Troubleshooting

Problem: Orders List Appears Empty

Solution: The orders list will populate as soon as test orders or live customer purchases are completed.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Tabs	Categorizes orders into actionable queues: all, pending, accepted, ready, shipped, delivered, cancelled, return, and refund.	Quickly switch to the “Return” tab every morning to process customer returns without searching through fulfilled orders.
Payment Method Indicator	Displays the payment mode used by the customer: Cash on Delivery, Online Payment, Bank Transfer, or UPI.	Enables dispatch teams to verify whether an order is already paid online or requires cash collection by the courier.
Order Status Badge	Shows the current lifecycle stage: pending, inprocess, inshipping, delivered, or cancelled.	Helps teams prioritize: “pending” orders need packing, while “inshipping” orders are already with the courier.

103:T11ee,

Introduces merchants to the Orders module in the Admin Panel, explaining order summaries, customer records, and order columns.

Before You Begin

Step-by-Step Instructions

Step 1: Navigate to Sales in Sidebar

In your Shopiators Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select All Orders

Click All Orders (URL: /admin/orders?tab=all) to open the complete merchant order management view.

Figure 81.1: Orders Management Screen with Status Filter Tabs (All, Pending, Accepted, Ready, Shipped, Delivered, Cancelled)

Step 3: Review Order Table Columns

Inspect incoming orders displaying Order, Customer Name, Reason, Order Date, Payment Method badge, and Fulfillment Status.

Step 4: Inspect Status Tabs

Switch between status tabs (All Orders, Refund, Return, Cancel) to review orders requiring immediate operational attention.

What You Should See

A structured overview of all incoming customer orders arranged chronologically.

Common Problems & Troubleshooting

Problem: Orders List Appears Empty

Solution: The orders list will populate as soon as test orders or live customer purchases are completed.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Tabs	Categorizes orders into actionable queues: all, pending, accepted, ready, shipped, delivered, cancelled, return, and refund.	Quickly switch to the “Return” tab every morning to process customer returns without searching through fulfilled orders.
Payment Method Indicator	Displays the payment mode used by the customer: Cash on Delivery, Online Payment, Bank Transfer, or UPI.	Enables dispatch teams to verify whether an order is already paid online or requires cash collection by the courier.
Order Status Badge	Shows the current lifecycle stage: pending, inprocess, inshipping, delivered, or cancelled.	Helps teams prioritize: “pending” orders need packing, while “inshipping” orders are already with the courier.

104:T8a7,

Provides an immediate, confidence-building action guide for store owners processing their first real customer purchase.

Before You Begin

Confirm access to packaging materials and the ordered physical product in inventory.

Step-by-Step Instructions

Step 1: Open the Order Details

Navigate to Orders in your Admin Panel and open the newly arrived order.

Step 2: Verify Payment and Address

Confirm the payment method (Prepaid or Cash on Delivery) and review the shipping address.

Step 3: Pick and Package the Item

Retrieve the ordered item from stock and pack it securely for shipping.

Step 4: Hand Over to Courier and Add Tracking

Dispatch the package through your chosen courier and update the order with tracking details.

What You Should See

The order transitioned smoothly from newly received to dispatched in your dashboard.

Common Problems & Troubleshooting

Problem: Shipping Address Incomplete

Solution: Reach out to the customer via email or support phone to verify apartment or postal code details before dispatching.

Before You Begin

Confirm access to packaging materials and the ordered physical product in inventory.

Step-by-Step Instructions

Step 1: Open the Order Details

Navigate to Orders in your Admin Panel and open the newly arrived order.

Step 2: Verify Payment and Address

Confirm the payment method (Prepaid or Cash on Delivery) and review the shipping address.

Step 3: Pick and Package the Item

Retrieve the ordered item from stock and pack it securely for shipping.

Step 4: Hand Over to Courier and Add Tracking

Dispatch the package through your chosen courier and update the order with tracking details.

What You Should See

The order transitioned smoothly from newly received to dispatched in your dashboard.

Common Problems & Troubleshooting

Problem: Shipping Address Incomplete

Solution: Reach out to the customer via email or support phone to verify apartment or postal code details before dispatching.

Before You Begin

Step-by-Step Instructions

Step 1: Open All Orders Queue

From the Admin Panel sidebar, click Commerce -> Sales -> All Orders.

Step 2: Locate the Order Row

Find the order you wish to inspect.

Figure 83.1: Order Details Inspection Dialog Displaying Customer and Item Information

Step 3: Click View Order Icon

Click on the order row to open the complete Order Details dialog.

Step 4: Inspect Customer & Shipping Details

Review the customer name, phone number, shipping address, ordered items, and paid amount.

What You Should See

The full order summary card showing product lines, subtotal, shipping fee, and delivery address.

Common Problems & Troubleshooting

Problem: Order Details Page Fails to Load

Solution: Refresh your browser and ensure your network connection is stable.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Details View	Displays complete itemized invoice, customer delivery address, and payment method details.	Verify customer delivery notes and phone number before generating a shipping label.

107:Te35,

Details how to open, read, and interpret the complete information record associated with an individual customer order.

Before You Begin

Step-by-Step Instructions

Step 1: Open All Orders Queue

From the Admin Panel sidebar, click Commerce -> Sales -> All Orders.

Step 2: Locate the Order Row

Find the order you wish to inspect.

Figure 83.1: Order Details Inspection Dialog Displaying Customer and Item Information

Step 3: Click View Order Icon

Click on the order row to open the complete Order Details dialog.

Step 4: Inspect Customer & Shipping Details

Review the customer name, phone number, shipping address, ordered items, and paid amount.

What You Should See

The full order summary card showing product lines, subtotal, shipping fee, and delivery address.

Common Problems & Troubleshooting

Problem: Order Details Page Fails to Load

Solution: Refresh your browser and ensure your network connection is stable.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Details View	Displays complete itemized invoice, customer delivery address, and payment method details.	Verify customer delivery notes and phone number before generating a shipping label.

108:T888,

Explains the progression of an order from customer submission to final delivery, clarifying each status state.

Before You Begin

Understand your standard fulfillment timeline from order receipt to courier pickup.

Step-by-Step Instructions

Step 1: Placement & Verification

The order is received with details confirmed and inventory reserved.

Step 2: Processing & Packaging

The merchant prepares the physical parcel and verifies items against the packing slip.

Step 3: Dispatched & In Transit

The courier collects the parcel, tracking is attached, and the order status reflects transit.

Step 4: Delivered & Complete

The customer receives the package and the transaction lifecycle completes.

What You Should See

Clear progression of orders through standardized lifecycle stages in your admin view.

Common Problems & Troubleshooting

Problem: Order Remains in Processing Indefinitely

Solution: Update the status to Shipped once the package has been handed over to the courier.

Before You Begin

Understand your standard fulfillment timeline from order receipt to courier pickup.

Step-by-Step Instructions

Step 1: Placement & Verification

The order is received with details confirmed and inventory reserved.

Step 2: Processing & Packaging

The merchant prepares the physical parcel and verifies items against the packing slip.

Step 3: Dispatched & In Transit

The courier collects the parcel, tracking is attached, and the order status reflects transit.

Step 4: Delivered & Complete

The customer receives the package and the transaction lifecycle completes.

What You Should See

Clear progression of orders through standardized lifecycle stages in your admin view.

Common Problems & Troubleshooting

Problem: Order Remains in Processing Indefinitely

Solution: Update the status to Shipped once the package has been handed over to the courier.

Before You Begin

Confirm the physical status of the customer package.

Step-by-Step Instructions

Step 1: Access Orders Queue

Navigate to Commerce -> Sales -> All Orders in your Admin Panel.

Step 2: Open Order Details Dialog

Click on the order requiring a status update.

Step 3: Select New Status

In the order actions, click and save Fulfill Item then choose the updated stage: Confirmed, Refunded, Delivered, Pending, or Cancelled.

Step 4: Provide Logistics Details if Shipped

When selecting inshipping, enter the Carrier Name and Tracking Number in the prompt modal.

Step 5: Confirm Status Change

Save the status update. The system automatically records the timestamp.

What You Should See

The updated status badge displayed on the order summary and reflected in order filter views.

Common Problems & Troubleshooting

Problem: Accidentally Selected Cancelled Status

Solution: Contact the customer and update order notes to clarify the intended status.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Pending	Order has been placed but processing or packaging has not yet begun.	Default state for new incoming orders waiting for warehouse packing.
Status: In Process	Indicates the warehouse is actively picking and packing the merchandise.	Indicates active warehouse picking and packing.
Status: In Shipping	Package has been handed over to the courier partner with active tracking.	Triggers shipping confirmation with courier name and tracking code.
Status: Delivered	Courier confirmed successful delivery to the customer.	Marks fulfillment as delivered and updates the order record.

10b:T1125,

Provides direct procedural instructions for changing the operational status of an order as it progresses through fulfillment.

Before You Begin

Confirm the physical status of the customer package.

Step-by-Step Instructions

Step 1: Access Orders Queue

Navigate to Commerce -> Sales -> All Orders in your Admin Panel.

Step 2: Open Order Details Dialog

Click on the order requiring a status update.

Step 3: Select New Status

In the order actions, click and save Fulfill Item then choose the updated stage: Confirmed, Refunded, Delivered, Pending, or Cancelled.

Step 4: Provide Logistics Details if Shipped

When selecting inshipping, enter the Carrier Name and Tracking Number in the prompt modal.

Step 5: Confirm Status Change

Save the status update. The system automatically records the timestamp.

What You Should See

The updated status badge displayed on the order summary and reflected in order filter views.

Common Problems & Troubleshooting

Problem: Accidentally Selected Cancelled Status

Solution: Contact the customer and update order notes to clarify the intended status.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Pending	Order has been placed but processing or packaging has not yet begun.	Default state for new incoming orders waiting for warehouse packing.
Status: In Process	Indicates the warehouse is actively picking and packing the merchandise.	Indicates active warehouse picking and packing.
Status: In Shipping	Package has been handed over to the courier partner with active tracking.	Triggers shipping confirmation with courier name and tracking code.
Status: Delivered	Courier confirmed successful delivery to the customer.	Marks fulfillment as delivered and updates the order record.

10c:Tc46,

Details the operational procedures for fulfilling Cash on Delivery (COD) orders where payment is collected by the delivery courier upon delivery.

Before You Begin

Review the order total to confirm it satisfies your store COD threshold rules.

Step-by-Step Instructions

Step 1: Review COD Order Details

Open the COD order from the Orders list and verify the customer contact details.

Step 2: Optionally Confirm via Customer Contact

Many merchants send a quick confirmation message to verify the delivery address and buyer intent.

Step 3: Package Merchandise with COD Label

Pack the product securely and mark the consignment as Cash on Delivery with the exact amount to collect.

Step 4: Hand Over to Courier

Dispatch through your courier partner and attach tracking information to the order.

What You Should See

A COD order prepared for delivery with clear payment collection instructions on the shipping label.

Common Problems & Troubleshooting

Problem: Customer Unreachable for COD Verification

Solution: Place the order on hold temporarily and send an email or message to confirm delivery availability.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Payment Method: COD	Flags the order as Cash on Delivery where the courier collects payment at the door.	Specifies that delivery personnel collect the stated order total upon doorstep delivery.
Verification Call Before Dispatch	Best practice recommendation to confirm buyer address and phone number for COD.	Helps verify customer details and address accuracy before dispatching Cash on Delivery parcels.

10d:Tc46,

Details the operational procedures for fulfilling Cash on Delivery (COD) orders where payment is collected by the delivery courier upon delivery.

Before You Begin

Review the order total to confirm it satisfies your store COD threshold rules.

Step-by-Step Instructions

Step 1: Review COD Order Details

Open the COD order from the Orders list and verify the customer contact details.

Step 2: Optionally Confirm via Customer Contact

Many merchants send a quick confirmation message to verify the delivery address and buyer intent.

Step 3: Package Merchandise with COD Label

Pack the product securely and mark the consignment as Cash on Delivery with the exact amount to collect.

Step 4: Hand Over to Courier

Dispatch through your courier partner and attach tracking information to the order.

What You Should See

A COD order prepared for delivery with clear payment collection instructions on the shipping label.

Common Problems & Troubleshooting

Problem: Customer Unreachable for COD Verification

Solution: Place the order on hold temporarily and send an email or message to confirm delivery availability.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Payment Method: COD	Flags the order as Cash on Delivery where the courier collects payment at the door.	Specifies that delivery personnel collect the stated order total upon doorstep delivery.
Verification Call Before Dispatch	Best practice recommendation to confirm buyer address and phone number for COD.	Helps verify customer details and address accuracy before dispatching Cash on Delivery parcels.

10e:T77d,

Explains the verification checkpoints store owners should conduct before packing an order to prevent shipping errors and returns.

Before You Begin

Access the order record in the Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Item Specifications

Confirm that the ordered size, color, or variant is in physical stock and ready to pack.

Step 2: Validate the Shipping Address

Ensure street address, city, state, and postal code are complete and formatted cleanly.

Step 3: Confirm Order Acceptance

Update the order status from New/Received to Processing in your dashboard.

What You Should See

The order validated and moved into the active processing queue.

Common Problems & Troubleshooting

Problem: Postal Code Missing or Invalid

Solution: Reach out to the customer promptly to confirm the correct delivery address before printing the shipping label.

Before You Begin

Access the order record in the Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Item Specifications

Confirm that the ordered size, color, or variant is in physical stock and ready to pack.

Step 2: Validate the Shipping Address

Ensure street address, city, state, and postal code are complete and formatted cleanly.

Step 3: Confirm Order Acceptance

Update the order status from New/Received to Processing in your dashboard.

What You Should See

The order validated and moved into the active processing queue.

Common Problems & Troubleshooting

Problem: Postal Code Missing or Invalid

Solution: Reach out to the customer promptly to confirm the correct delivery address before printing the shipping label.

Before You Begin

Gather packaging boxes, protective bubble mailers, sealing tape, and printed shipping labels.

Step-by-Step Instructions

Step 1: Pick Ordered Items

Match physical items from your warehouse or shelves against the order lines in your dashboard.

Step 2: Secure Package

Place merchandise in appropriate outer packaging with sufficient protective padding for fragile goods.

Step 3: Attach Shipping Label

Affix the printed customer destination label securely to the exterior flat surface of the parcel.

What You Should See

A safely packed, clearly labeled parcel staged for courier pickup or drop-off.

Common Problems & Troubleshooting

Problem: Barcode Label Smudged or Illegible

Solution: Reprint the shipping label to ensure automated courier scanners can read the tracking barcode.

Before You Begin

Gather packaging boxes, protective bubble mailers, sealing tape, and printed shipping labels.

Step-by-Step Instructions

Step 1: Pick Ordered Items

Match physical items from your warehouse or shelves against the order lines in your dashboard.

Step 2: Secure Package

Place merchandise in appropriate outer packaging with sufficient protective padding for fragile goods.

Step 3: Attach Shipping Label

Affix the printed customer destination label securely to the exterior flat surface of the parcel.

What You Should See

A safely packed, clearly labeled parcel staged for courier pickup or drop-off.

Common Problems & Troubleshooting

Problem: Barcode Label Smudged or Illegible

Solution: Reprint the shipping label to ensure automated courier scanners can read the tracking barcode.

Before You Begin

Hand over the physical package to your courier or postal representative.

Step-by-Step Instructions

Step 1: Open the Processing Order

In the Admin Panel, navigate to Orders and select the order that has been dispatched.

Step 2: Select Mark as Shipped

Click the Mark as Shipped button or update the status to Shipped.

Step 3: Attach Tracking Reference

Enter the carrier name and tracking number provided by your delivery courier.

Step 4: Save Fulfillment

Confirm the update to record the shipment in your order history.

What You Should See

The order status badge updated to Shipped in the orders list.

Common Problems & Troubleshooting

Problem: Courier Handover Delayed After Marking Shipped

Solution: Only mark orders as Shipped after packages are in the courier possession to maintain accurate delivery expectations.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

113:Tc51,

Explains how to record courier handover in the Admin Panel so both store records and customer communications reflect the dispatched state.

Before You Begin

Hand over the physical package to your courier or postal representative.

Step-by-Step Instructions

Step 1: Open the Processing Order

In the Admin Panel, navigate to Orders and select the order that has been dispatched.

Step 2: Select Mark as Shipped

Click the Mark as Shipped button or update the status to Shipped.

Step 3: Attach Tracking Reference

Enter the carrier name and tracking number provided by your delivery courier.

Step 4: Save Fulfillment

Confirm the update to record the shipment in your order history.

What You Should See

The order status badge updated to Shipped in the orders list.

Common Problems & Troubleshooting

Problem: Courier Handover Delayed After Marking Shipped

Solution: Only mark orders as Shipped after packages are in the courier possession to maintain accurate delivery expectations.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

114:Ta3f,

Explains how to close out successful orders once courier delivery confirmation has been received.

Before You Begin

Verify courier proof of delivery or confirmation that the customer received the parcel.

Step-by-Step Instructions

Step 1: Open the Shipped Order

From the Orders menu in the Admin Panel, open the order that has completed delivery.

Step 2: Update Status to Delivered

Select order and click Mark as Delivered.

Step 3: Confirm and Save

Save the order status to mark fulfillment as completed in your records.

What You Should See

The order marked with a completed Delivered status badge in your order dashboard.

Common Problems & Troubleshooting

Problem: Customer Claims Non-Receipt Despite Delivered Status

Solution: Request the delivery confirmation receipt from your courier partner and assist the customer directly.

Before You Begin

Verify courier proof of delivery or confirmation that the customer received the parcel.

Step-by-Step Instructions

Step 1: Open the Shipped Order

From the Orders menu in the Admin Panel, open the order that has completed delivery.

Step 2: Update Status to Delivered

Select order and click Mark as Delivered.

Step 3: Confirm and Save

Save the order status to mark fulfillment as completed in your records.

What You Should See

The order marked with a completed Delivered status badge in your order dashboard.

Common Problems & Troubleshooting

Problem: Customer Claims Non-Receipt Despite Delivered Status

Solution: Request the delivery confirmation receipt from your courier partner and assist the customer directly.

Before You Begin

Obtain the tracking number or consignment code from your courier receipt or manifest.

Step-by-Step Instructions

Step 1: Locate the Dispatched Order

In the Admin Panel, select Orders and open the specific customer order.

Step 2: Open Tracking Section

Locate the Tracking Information or Fulfillment panel on the order screen.

Step 3: Enter Carrier and Number

Input the courier name and the exact tracking number provided upon dispatch.

Step 4: Save Tracking Details

Save changes to link the tracking code to the customer order record.

What You Should See

The tracking number and carrier name displayed on the order details screen.

Common Problems & Troubleshooting

Problem: Tracking Number Shows Invalid at Courier Website

Solution: Courier tracking systems can take a few hours after physical handover to scan and activate tracking records online.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

117:Tf1d,

Details how to enter courier tracking numbers and carrier references into an order record so customers can track their parcels.

Before You Begin

Obtain the tracking number or consignment code from your courier receipt or manifest.

Step-by-Step Instructions

Step 1: Locate the Dispatched Order

In the Admin Panel, select Orders and open the specific customer order.

Step 2: Open Tracking Section

Locate the Tracking Information or Fulfillment panel on the order screen.

Step 3: Enter Carrier and Number

Input the courier name and the exact tracking number provided upon dispatch.

Step 4: Save Tracking Details

Save changes to link the tracking code to the customer order record.

What You Should See

The tracking number and carrier name displayed on the order details screen.

Common Problems & Troubleshooting

Problem: Tracking Number Shows Invalid at Courier Website

Solution: Courier tracking systems can take a few hours after physical handover to scan and activate tracking records online.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Specifies the logistics courier handling physical parcel delivery.	Enter carrier names like “Shiprocket”, “Delhivery”, “Blue Dart”, or “India Post”.
Tracking Number / AWB	The unique tracking code or Air Waybill number assigned by the courier.	Allows customers to track live parcel progress directly on the courier website.

118:Tf1d,

Guides merchants through safely cancelling an order requested by a buyer or necessitated by inventory discrepancies.

Before You Begin

Confirm the package has not already been handed over to the courier partner.

Step-by-Step Instructions

Step 1: Open the Order to Cancel

In your Admin Panel, navigate to Orders and select the relevant order.

Step 2: Select Cancel Order

Locate the Cancel Order action within the order management options.

Figure 93.1: Cancelled Orders Tab in Shopiators Admin

Step 3: Confirm Inventory Restock

Confirm whether the cancelled line items should be returned to available catalog inventory.

Step 4: Finalize Cancellation

Save changes to mark the order status as Cancelled.

What You Should See

The order status displaying Cancelled and inventory adjusted accordingly.

Common Problems & Troubleshooting

Problem: Order Already in Transit

Solution: If an order is already with the courier, contact the courier to request a package intercept or handle via return policy upon delivery.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Cancelled	Terminates order processing and stops fulfillment.	Use when customer requests cancellation before dispatch or payment cannot be verified.
Cancellation Tab	Dedicated queue under Sales -> Cancel Orders isolating voided orders.	Separates cancelled records so monthly sales reports remain accurate.

119:Tf1d,

Guides merchants through safely cancelling an order requested by a buyer or necessitated by inventory discrepancies.

Before You Begin

Confirm the package has not already been handed over to the courier partner.

Step-by-Step Instructions

Step 1: Open the Order to Cancel

In your Admin Panel, navigate to Orders and select the relevant order.

Step 2: Select Cancel Order

Locate the Cancel Order action within the order management options.

Figure 93.1: Cancelled Orders Tab in Shopiators Admin

Step 3: Confirm Inventory Restock

Confirm whether the cancelled line items should be returned to available catalog inventory.

Step 4: Finalize Cancellation

Save changes to mark the order status as Cancelled.

What You Should See

The order status displaying Cancelled and inventory adjusted accordingly.

Common Problems & Troubleshooting

Problem: Order Already in Transit

Solution: If an order is already with the courier, contact the courier to request a package intercept or handle via return policy upon delivery.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Status: Cancelled	Terminates order processing and stops fulfillment.	Use when customer requests cancellation before dispatch or payment cannot be verified.
Cancellation Tab	Dedicated queue under Sales -> Cancel Orders isolating voided orders.	Separates cancelled records so monthly sales reports remain accurate.

11a:T816,

Explains how to process buyer modification requests (such as address corrections or variant swaps) before an order is dispatched.

Before You Begin

Check the current status of the order to ensure it has not yet shipped.

Step-by-Step Instructions

Step 1: Review Modification Request

Inspect customer communication to identify requested changes (e.g. updated apartment number or different shirt size).

Step 2: Update Shipping Address or Notes

If address changes are needed, update the shipping address in the order record or document it in order notes.

Step 3: Adjust Inventory if Items Changed

If the customer swapped a variant, verify stock availability and adjust inventory counts manually.

What You Should See

An updated order record reflecting the buyer modifications prior to fulfillment.

Common Problems & Troubleshooting

Problem: Order Dispatched Before Change Request Received

Solution: Inform the customer that the parcel is already in transit and provide courier tracking details to facilitate delivery.

Before You Begin

Check the current status of the order to ensure it has not yet shipped.

Step-by-Step Instructions

Step 1: Review Modification Request

Inspect customer communication to identify requested changes (e.g. updated apartment number or different shirt size).

Step 2: Update Shipping Address or Notes

If address changes are needed, update the shipping address in the order record or document it in order notes.

Step 3: Adjust Inventory if Items Changed

If the customer swapped a variant, verify stock availability and adjust inventory counts manually.

What You Should See

An updated order record reflecting the buyer modifications prior to fulfillment.

Common Problems & Troubleshooting

Problem: Order Dispatched Before Change Request Received

Solution: Inform the customer that the parcel is already in transit and provide courier tracking details to facilitate delivery.

Before You Begin

Review your payment method settings and checkout configurations.

Step-by-Step Instructions

Step 1: Inspect Order Failure Notes

Open the order record to see if a payment gateway rejection or connection error was recorded.

Step 2: Verify Gateway Configuration

Confirm that payment settings are active and that no required fields are blank.

Step 3: Assist the Customer

If the customer reached out, suggest retrying with an alternative payment method or checking card authorization.

What You Should See

Clear understanding of failure reasons and steps to assist customers in completing checkout.

Common Problems & Troubleshooting

Problem: Repeated Payment Rejections Across Multiple Customers

Solution: Check your payment provider configuration in Payment Settings to ensure API credentials or status toggles are valid.

Before You Begin

Review your payment method settings and checkout configurations.

Step-by-Step Instructions

Step 1: Inspect Order Failure Notes

Open the order record to see if a payment gateway rejection or connection error was recorded.

Step 2: Verify Gateway Configuration

Confirm that payment settings are active and that no required fields are blank.

Step 3: Assist the Customer

If the customer reached out, suggest retrying with an alternative payment method or checking card authorization.

What You Should See

Clear understanding of failure reasons and steps to assist customers in completing checkout.

Common Problems & Troubleshooting

Problem: Repeated Payment Rejections Across Multiple Customers

Solution: Check your payment provider configuration in Payment Settings to ensure API credentials or status toggles are valid.

Before You Begin

Have your store return policy guidelines accessible for reference.

Step-by-Step Instructions

Step 1: Receive and Inspect Return

When the returned parcel arrives, verify that the returned items match the original order lines and satisfy return condition requirements.

Step 2: Locate Order Record

In your Admin Panel, navigate to Orders and open the customer order associated with the return.

Figure 96.1: Return Orders Tab in Shopiators Admin

Step 3: Restock Salable Inventory

If the item is in original condition, update inventory stock counts to make the unit available for sale again.

Step 4: Update Order Records

Add notes to the order documenting receipt of the return and proceed with exchange or refund.

What You Should See

Returned items accurately accounted for and inventory counts updated in your catalog.

Common Problems & Troubleshooting

Problem: Returned Item Damaged in Transit

Solution: Document item condition with photographs and consult your return policy terms regarding damaged returns.

Before You Begin

Have your store return policy guidelines accessible for reference.

Step-by-Step Instructions

Step 1: Receive and Inspect Return

When the returned parcel arrives, verify that the returned items match the original order lines and satisfy return condition requirements.

Step 2: Locate Order Record

In your Admin Panel, navigate to Orders and open the customer order associated with the return.

Figure 96.1: Return Orders Tab in Shopiators Admin

Step 3: Restock Salable Inventory

If the item is in original condition, update inventory stock counts to make the unit available for sale again.

Step 4: Update Order Records

Add notes to the order documenting receipt of the return and proceed with exchange or refund.

What You Should See

Returned items accurately accounted for and inventory counts updated in your catalog.

Common Problems & Troubleshooting

Problem: Returned Item Damaged in Transit

Solution: Document item condition with photographs and consult your return policy terms regarding damaged returns.

Before You Begin

Verify whether the order was paid via online gateway or Cash on Delivery.

Step-by-Step Instructions

Step 1: Review Refund Request Reason

Examine the customer request (e.g. damaged item, wrong size, or cancellation prior to dispatch).

Step 2: Check Policy Eligibility

Confirm that the request falls within your published return and refund timeframes.

Figure 97.1: Refund Orders Tab in Shopiators Admin

Step 3: Process Refund Transaction

Issue the refund through your payment channel or process manual payout for COD returns according to your standard operating procedures.

Step 4: Update Order Status & Notes

Record the refund transaction details and date in the order notes for clear accounting records.

What You Should See

Clear documentation of approved refunds reflected in your store operational records.

Common Problems & Troubleshooting

Problem: Disputed Refund Amount

Solution: Review whether original shipping charges or restocking fees are refundable per your published policy.

Before You Begin

Verify whether the order was paid via online gateway or Cash on Delivery.

Step-by-Step Instructions

Step 1: Review Refund Request Reason

Examine the customer request (e.g. damaged item, wrong size, or cancellation prior to dispatch).

Step 2: Check Policy Eligibility

Confirm that the request falls within your published return and refund timeframes.

Figure 97.1: Refund Orders Tab in Shopiators Admin

Step 3: Process Refund Transaction

Issue the refund through your payment channel or process manual payout for COD returns according to your standard operating procedures.

Step 4: Update Order Status & Notes

Record the refund transaction details and date in the order notes for clear accounting records.

What You Should See

Clear documentation of approved refunds reflected in your store operational records.

Common Problems & Troubleshooting

Problem: Disputed Refund Amount

Solution: Review whether original shipping charges or restocking fees are refundable per your published policy.

Before You Begin

Identify the customer name, order number, or date range you want to look up.

Step-by-Step Instructions

Step 1: Open the Orders Table

Navigate to Orders in the Admin Panel sidebar.

Step 2: Use the Search Field

Enter the customer name, email, phone number, or order ID into the search input box.

Step 3: Apply Status Filters

Filter orders by fulfillment status (e.g., Pending, Processing, Shipped, or Delivered).

What You Should See

Filtered orders displayed matching your search criteria for rapid inspection.

Common Problems & Troubleshooting

Problem: Search Yields Zero Results

Solution: Check for typos in order numbers or customer names and clear active status filters to search across all orders.

Before You Begin

Identify the customer name, order number, or date range you want to look up.

Step-by-Step Instructions

Step 1: Open the Orders Table

Navigate to Orders in the Admin Panel sidebar.

Step 2: Use the Search Field

Enter the customer name, email, phone number, or order ID into the search input box.

Step 3: Apply Status Filters

Filter orders by fulfillment status (e.g., Pending, Processing, Shipped, or Delivered).

What You Should See

Filtered orders displayed matching your search criteria for rapid inspection.

Common Problems & Troubleshooting

Problem: Search Yields Zero Results

Solution: Check for typos in order numbers or customer names and clear active status filters to search across all orders.

Before You Begin

Establish standard daily cutoff times for packing and courier pickups.

Step-by-Step Instructions

Step 1: Sort Orders by Fulfillment Priority

Filter orders by date and payment status to process the oldest confirmed orders first.

Step 2: Batch Item Picking

Generate or review an aggregate list of needed products to pick all inventory in a single pass.

Step 3: Pack and Label Concurrently

Assemble parcels at a dedicated packing station and apply courier shipping labels systematically.

Step 4: Bulk Update Dispatch Records

Attach tracking references and transition completed orders to Shipped upon courier handover.

What You Should See

A streamlined daily fulfillment rhythm minimizing packing errors and shipping delays.

Common Problems & Troubleshooting

Problem: Order Mix-Ups During High Volume

Solution: Double-check each item barcode or SKU against the individual packing slip before sealing boxes.

Before You Begin

Establish standard daily cutoff times for packing and courier pickups.

Step-by-Step Instructions

Step 1: Sort Orders by Fulfillment Priority

Filter orders by date and payment status to process the oldest confirmed orders first.

Step 2: Batch Item Picking

Generate or review an aggregate list of needed products to pick all inventory in a single pass.

Step 3: Pack and Label Concurrently

Assemble parcels at a dedicated packing station and apply courier shipping labels systematically.

Step 4: Bulk Update Dispatch Records

Attach tracking references and transition completed orders to Shipped upon courier handover.

What You Should See

A streamlined daily fulfillment rhythm minimizing packing errors and shipping delays.

Common Problems & Troubleshooting

Problem: Order Mix-Ups During High Volume

Solution: Double-check each item barcode or SKU against the individual packing slip before sealing boxes.

Before You Begin

Review current active orders across all fulfillment stages in your dashboard.

Step-by-Step Instructions

Step 1: Daily Order Review

Check for incoming prepaid and COD orders at scheduled intervals throughout the business day.

Step 2: Address and Stock Validation

Confirm that items are in stock and customer shipping destinations are complete.

Step 3: Tracking Entry and Status Updates

Ensure every dispatched parcel has tracking details entered and status updated promptly.

What You Should See

Open orders are reviewed regularly and moved through the appropriate fulfillment steps.

Common Problems & Troubleshooting

Problem: Unfulfilled Orders Overlooked

Solution: Use the Processing status filter daily to ensure all open orders are moving toward dispatch.

Before You Begin

Review current active orders across all fulfillment stages in your dashboard.

Step-by-Step Instructions

Step 1: Daily Order Review

Check for incoming prepaid and COD orders at scheduled intervals throughout the business day.

Step 2: Address and Stock Validation

Confirm that items are in stock and customer shipping destinations are complete.

Step 3: Tracking Entry and Status Updates

Ensure every dispatched parcel has tracking details entered and status updated promptly.

What You Should See

Open orders are reviewed regularly and moved through the appropriate fulfillment steps.

Common Problems & Troubleshooting

Problem: Unfulfilled Orders Overlooked

Solution: Use the Processing status filter daily to ensure all open orders are moving toward dispatch.

Before You Begin

Review the payment preferences of your target customer audience.

Step-by-Step Instructions

Step 1: Open Settings in Sidebar

In your Admin Panel sidebar, expand Store and click Settings.

Step 2: Select Payment Settings

Click Payment to open the payment configuration directory at /admin/settings/payment.

Figure 101.1: Payment Methods Directory with Cash on Delivery (COD) Configuration

Step 3: Review Payment Options

Inspect the available options: online payment methods and manual payment methods (Cash on Delivery, Bank Transfer, and Manual UPI).

Step 4: Open Specific Provider Configuration

Click Configure COD, Configure Bank Transfer, or Configure UPI to access internal settings.

What You Should See

Active payment methods configured and selectable on your customer checkout page.

Common Problems & Troubleshooting

Problem: Checkout Page Shows No Payment Options

Solution: Ensure at least one payment method is set to Show on Checkout and saved.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Additional Payment Methods	Enables online payment providers that process customer transactions directly at checkout.	Connect an online payment provider to automatically receive and verify customer online payments.
Manual Payment Methods	Direct merchant payment methods (COD, Bank Transfer, Manual UPI) where verification occurs outside the automated gateway.	Manual UPI allows merchants to provide a UPI ID or QR code and payment instructions for direct customer transfers.

129:Tf99,

Introduces store owners to payment configuration options in Shopiators, outlining supported payment channels and checkout options.

Before You Begin

Review the payment preferences of your target customer audience.

Step-by-Step Instructions

Step 1: Open Settings in Sidebar

In your Admin Panel sidebar, expand Store and click Settings.

Step 2: Select Payment Settings

Click Payment to open the payment configuration directory at /admin/settings/payment.

Figure 101.1: Payment Methods Directory with Cash on Delivery (COD) Configuration

Step 3: Review Payment Options

Inspect the available options: online payment methods and manual payment methods (Cash on Delivery, Bank Transfer, and Manual UPI).

Step 4: Open Specific Provider Configuration

Click Configure COD, Configure Bank Transfer, or Configure UPI to access internal settings.

What You Should See

Active payment methods configured and selectable on your customer checkout page.

Common Problems & Troubleshooting

Problem: Checkout Page Shows No Payment Options

Solution: Ensure at least one payment method is set to Show on Checkout and saved.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Additional Payment Methods	Enables online payment providers that process customer transactions directly at checkout.	Connect an online payment provider to automatically receive and verify customer online payments.
Manual Payment Methods	Direct merchant payment methods (COD, Bank Transfer, Manual UPI) where verification occurs outside the automated gateway.	Manual UPI allows merchants to provide a UPI ID or QR code and payment instructions for direct customer transfers.

12a:T910,

What this does

Provides troubleshooting solutions for manual payment verification queues in the Admin Panel.

Before you begin

Ensure you have access to your Admin Panel and business payment transaction records.

Step-by-Step Instructions

1. Access Manual Verification Queue: Log in to your Admin Panel and navigate to Sales -> UPI Transfer Queue.

2. Inspect Pending Items: Locate the order row requiring review.

3. Cross-Reference UTR Number: Check the customer’s uploaded receipt reference ID (UTR) against your bank credit notification.

4. Approve or Reject: Click Approve if payment is verified, or Reject to state a review remark.

What you should see

Updated payment status reflected in the order review table.

Common problems

Problem	Solution
Receipt Image Unclear	Click Reject and add a note requesting the customer re-upload a clear receipt screenshot.
UTR Not Found on Bank Statement	Hold approval until the transaction credit resolves in your bank account statement.

Related Help Articles

Understanding Successful, Pending and Failed Payments

12b:T910,

What this does

Provides troubleshooting solutions for manual payment verification queues in the Admin Panel.

Before you begin

Ensure you have access to your Admin Panel and business payment transaction records.

Step-by-Step Instructions

1. Access Manual Verification Queue: Log in to your Admin Panel and navigate to Sales -> UPI Transfer Queue.

2. Inspect Pending Items: Locate the order row requiring review.

3. Cross-Reference UTR Number: Check the customer’s uploaded receipt reference ID (UTR) against your bank credit notification.

4. Approve or Reject: Click Approve if payment is verified, or Reject to state a review remark.

What you should see

Updated payment status reflected in the order review table.

Common problems

Problem	Solution
Receipt Image Unclear	Click Reject and add a note requesting the customer re-upload a clear receipt screenshot.
UTR Not Found on Bank Statement	Hold approval until the transaction credit resolves in your bank account statement.

Related Help Articles

12c:T1808,

Guides merchants through enabling supported online payment channels so customers can complete orders with digital payment methods.

Before You Begin

Ensure your commercial merchant account credentials are ready for integration.

Step-by-Step Instructions

Step 1: Open Payment Settings

Navigate to Store -> Settings -> Payment in your Admin Panel sidebar.

Step 2: Open UPI Configuration

Under Manual Payment Methods, click Configure UPI Payment (URL: /admin/settings/payment/upi).

Figure 103.1: Manual UPI Payment Settings with UPI ID and Verification Instructions

Step 3: Enable UPI Payment

Toggle the Enable setting to true to make UPI visible at checkout.

Step 4: Enter UPI ID / VPA

Input your business UPI Virtual Payment Address (e.g. storename@okaxis or business@upi).

Step 5: Upload QR Code Image

Upload your UPI payment QR code image so customers can scan and complete payment using their preferred UPI application.

Step 6: Input Payee Display Name

Enter the exact business name registered with your UPI account.

Step 7: Save Configuration

Click Save Settings in the top sticky header.

What You Should See

Digital payment options displayed alongside Cash on Delivery during storefront checkout.

Common Problems & Troubleshooting

Problem: Online Gateway Fails to Connect

Solution: Double-check that your account keys and environment modes match your payment provider dashboard specifications.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Toggle	Activates or deactivates the Manual UPI payment option at checkout.	Manual UPI payment allows the merchant to provide a UPI ID or QR code and instructions for completing the payment.
UPI ID / VPA	Your Virtual Payment Address entered by shoppers copying the address in their UPI app.	Enter “brandname@icici” or “storename@upi”.
QR Code Image Upload	Displays a scannable QR code on the checkout screen for quick payment.	Upload your merchant QR code so desktop shoppers can simply scan the screen with their mobile camera.
Payee Name	The merchant name shown inside the customer UPI app when they initiate payment.	Enter your brand name so customers can confirm they are paying the correct store.
Verification Instructions	Step-by-step instructions shown after payment prompting the customer for their UTR.	Instruct buyers: “After completing your UPI payment, enter your 12-digit transaction reference number (UTR) to submit your payment proof.”

12d:T1808,

Guides merchants through enabling supported online payment channels so customers can complete orders with digital payment methods.

Before You Begin

Ensure your commercial merchant account credentials are ready for integration.

Step-by-Step Instructions

Step 1: Open Payment Settings

Navigate to Store -> Settings -> Payment in your Admin Panel sidebar.

Step 2: Open UPI Configuration

Under Manual Payment Methods, click Configure UPI Payment (URL: /admin/settings/payment/upi).

Figure 103.1: Manual UPI Payment Settings with UPI ID and Verification Instructions

Step 3: Enable UPI Payment

Toggle the Enable setting to true to make UPI visible at checkout.

Step 4: Enter UPI ID / VPA

Input your business UPI Virtual Payment Address (e.g. storename@okaxis or business@upi).

Step 5: Upload QR Code Image

Upload your UPI payment QR code image so customers can scan and complete payment using their preferred UPI application.

Step 6: Input Payee Display Name

Enter the exact business name registered with your UPI account.

Step 7: Save Configuration

Click Save Settings in the top sticky header.

What You Should See

Digital payment options displayed alongside Cash on Delivery during storefront checkout.

Common Problems & Troubleshooting

Problem: Online Gateway Fails to Connect

Solution: Double-check that your account keys and environment modes match your payment provider dashboard specifications.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Toggle	Activates or deactivates the Manual UPI payment option at checkout.	Manual UPI payment allows the merchant to provide a UPI ID or QR code and instructions for completing the payment.
UPI ID / VPA	Your Virtual Payment Address entered by shoppers copying the address in their UPI app.	Enter “brandname@icici” or “storename@upi”.
QR Code Image Upload	Displays a scannable QR code on the checkout screen for quick payment.	Upload your merchant QR code so desktop shoppers can simply scan the screen with their mobile camera.
Payee Name	The merchant name shown inside the customer UPI app when they initiate payment.	Enter your brand name so customers can confirm they are paying the correct store.
Verification Instructions	Step-by-step instructions shown after payment prompting the customer for their UTR.	Instruct buyers: “After completing your UPI payment, enter your 12-digit transaction reference number (UTR) to submit your payment proof.”

12e:Te69,

Explains how store owners can verify whether an order payment has succeeded, remains pending, or failed before packaging goods.

Before You Begin

Open the order record in your Admin Panel.

Step-by-Step Instructions

Step 1: Open Orders Table

Navigate to Commerce -> Sales -> All Orders.

Step 2: Check Payment Column

Check the payment badge for each order indicating whether it was placed via Cash on Delivery, an online payment method, bank transfer, or UPI.

Figure 106.1: UPI Transfer Queue at /upi-transfers for Manual Payment Verification

Step 3: Verify Manual UPI / Bank Transfers

For manual payments, navigate to Commerce -> Sales -> UPI Transfer Queue or Bank Transfer Queue to verify customer transaction UTRs against your bank statement.

What You Should See

A clear status badge indicating the payment disposition of the transaction.

Common Problems & Troubleshooting

Problem: Uncertain Payment Disposition

Solution: Check your payment provider transaction logs to verify funds settlement if status is unclear.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
UPI Transfer Queue	Dedicated reconciliation dashboard showing customer-submitted UPI UTRs.	Compare customer-submitted 12-digit UTR against your bank SMS alerts and click Approve to mark the order paid.

12f:Te69,

Explains how store owners can verify whether an order payment has succeeded, remains pending, or failed before packaging goods.

Before You Begin

Open the order record in your Admin Panel.

Step-by-Step Instructions

Step 1: Open Orders Table

Navigate to Commerce -> Sales -> All Orders.

Step 2: Check Payment Column

Check the payment badge for each order indicating whether it was placed via Cash on Delivery, an online payment method, bank transfer, or UPI.

Figure 106.1: UPI Transfer Queue at /upi-transfers for Manual Payment Verification

Step 3: Verify Manual UPI / Bank Transfers

For manual payments, navigate to Commerce -> Sales -> UPI Transfer Queue or Bank Transfer Queue to verify customer transaction UTRs against your bank statement.

What You Should See

A clear status badge indicating the payment disposition of the transaction.

Common Problems & Troubleshooting

Problem: Uncertain Payment Disposition

Solution: Check your payment provider transaction logs to verify funds settlement if status is unclear.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
UPI Transfer Queue	Dedicated reconciliation dashboard showing customer-submitted UPI UTRs.	Compare customer-submitted 12-digit UTR against your bank SMS alerts and click Approve to mark the order paid.

130:T7a0,

Clarifies the meaning of each payment status state in the Admin Panel to prevent shipping unpaid merchandise.

Before You Begin

Familiarize yourself with your store active payment methods.

Step-by-Step Instructions

Step 1: Successful (Paid)

The customer transaction has been authorized and captured; the order is safe to package and ship.

Step 2: Pending

The payment has been initiated but settlement confirmation is awaiting bank or courier updates.

Step 3: Failed

The transaction was declined by the bank or cancelled by the user; merchandise should not be dispatched.

What You Should See

Accurate understanding of order payment conditions across your fulfillment operations.

Common Problems & Troubleshooting

Problem: Order Dispatched While Payment Pending

Solution: Establish a strict store policy that only Paid or confirmed COD orders are packed for courier handover.

Before You Begin

Familiarize yourself with your store active payment methods.

Step-by-Step Instructions

Step 1: Successful (Paid)

The customer transaction has been authorized and captured; the order is safe to package and ship.

Step 2: Pending

The payment has been initiated but settlement confirmation is awaiting bank or courier updates.

Step 3: Failed

The transaction was declined by the bank or cancelled by the user; merchandise should not be dispatched.

What You Should See

Accurate understanding of order payment conditions across your fulfillment operations.

Common Problems & Troubleshooting

Problem: Order Dispatched While Payment Pending

Solution: Establish a strict store policy that only Paid or confirmed COD orders are packed for courier handover.

Before You Begin

Access the Orders section in the Admin Panel to locate the order attempt.
Check the payment gateway status dashboard if you maintain an external merchant gateway account.

Step-by-Step Instructions

Step 1: Locate the Failed or Incomplete Order

From your Admin Panel, navigate to Orders and filter by payment status or view recent abandoned checkouts.

Step 2: Review Order Payment Notes

Open the order details to inspect recorded payment status notes or gateway error indicators.

Step 3: Identify the Failure Reason

Common customer-side causes include card authorization declines, insufficient account funds, expired authentication sessions, or network timeouts during verification.

Step 4: Assist the Customer

Suggest that the buyer retry using an alternate card, UPI, or net banking option, or offer an alternative available payment method configured on your store.

What You Should See

Clarity on customer payment failure sources and actionable guidance to help recover sales.

Common Problems & Troubleshooting

Problem: Customer Reports Being Debited but Order Shows Failed

Before You Begin

Access the Orders section in the Admin Panel to locate the order attempt.
Check the payment gateway status dashboard if you maintain an external merchant gateway account.

Step-by-Step Instructions

Step 1: Locate the Failed or Incomplete Order

From your Admin Panel, navigate to Orders and filter by payment status or view recent abandoned checkouts.

Step 2: Review Order Payment Notes

Open the order details to inspect recorded payment status notes or gateway error indicators.

Step 3: Identify the Failure Reason

Common customer-side causes include card authorization declines, insufficient account funds, expired authentication sessions, or network timeouts during verification.

Step 4: Assist the Customer

Suggest that the buyer retry using an alternate card, UPI, or net banking option, or offer an alternative available payment method configured on your store.

What You Should See

Clarity on customer payment failure sources and actionable guidance to help recover sales.

Common Problems & Troubleshooting

Problem: Customer Reports Being Debited but Order Shows Failed

Before You Begin

Understand your configured payment gateways and standard settlement flows.
Establish a store fulfillment policy regarding pending transaction holds.

Step-by-Step Instructions

Step 1: Filter for Pending Orders

In your Admin Panel, go to Orders and filter the order list by Payment Status set to Pending.

Step 2: Hold Order Fulfillment

Do not pack or dispatch items while the payment status remains pending, as settlement has not been confirmed.

Step 3: Check Gateway Status

If an online payment gateway is connected, verify whether the transaction is awaiting banking confirmation or customer authentication.

Step 4: Update Order Once Settled

Once payment confirmation is received, proceed with standard packaging and dispatch; if the payment ultimately fails, cancel or archive the order according to your workflow.

What You Should See

Pending orders kept on hold until payment confirmation arrives, protecting your merchandise inventory.

Common Problems & Troubleshooting

Problem: Order Remains Pending Indefinitely

Solution: Reach out to the customer or cancel the unpaid order after your designated reservation window expires to release reserved stock.

Before You Begin

Understand your configured payment gateways and standard settlement flows.
Establish a store fulfillment policy regarding pending transaction holds.

Step-by-Step Instructions

Step 1: Filter for Pending Orders

In your Admin Panel, go to Orders and filter the order list by Payment Status set to Pending.

Step 2: Hold Order Fulfillment

Do not pack or dispatch items while the payment status remains pending, as settlement has not been confirmed.

Step 3: Check Gateway Status

If an online payment gateway is connected, verify whether the transaction is awaiting banking confirmation or customer authentication.

Step 4: Update Order Once Settled

Once payment confirmation is received, proceed with standard packaging and dispatch; if the payment ultimately fails, cancel or archive the order according to your workflow.

What You Should See

Pending orders kept on hold until payment confirmation arrives, protecting your merchandise inventory.

Common Problems & Troubleshooting

Problem: Order Remains Pending Indefinitely

Solution: Reach out to the customer or cancel the unpaid order after your designated reservation window expires to release reserved stock.

Before You Begin

Review your store refund and return policy terms.
Verify whether the original payment was processed online or via Cash on Delivery.

Step-by-Step Instructions

Step 1: Locate the Eligible Order

Navigate to Orders in your Admin Panel and select the specific order requiring a refund.

Step 2: Verify Returned Items or Cancellation Request

Confirm that returned merchandise has been received and inspected, or verify the cancellation reason.

Step 3: Initiate Refund Workflow

Use the refund or order status controls in your order view to record the refund amount.

Step 4: Process Gateway Reversal

For online payments, initiate the refund through your connected gateway dashboard if required by your integration.

Step 5: Notify the Customer

Inform the customer that the refund has been initiated and that funds will credit back according to their bank schedule.

What You Should See

The order status updated to reflect the refund and an accurate audit trail of returned funds.

Common Problems & Troubleshooting

Problem: Customer Inquires About Refund Timeline

Solution: Explain that bank processing timelines vary by card issuer and banking institution once the merchant initiates the reversal.

Before You Begin

Review your store refund and return policy terms.
Verify whether the original payment was processed online or via Cash on Delivery.

Step-by-Step Instructions

Step 1: Locate the Eligible Order

Navigate to Orders in your Admin Panel and select the specific order requiring a refund.

Step 2: Verify Returned Items or Cancellation Request

Confirm that returned merchandise has been received and inspected, or verify the cancellation reason.

Step 3: Initiate Refund Workflow

Use the refund or order status controls in your order view to record the refund amount.

Step 4: Process Gateway Reversal

For online payments, initiate the refund through your connected gateway dashboard if required by your integration.

Step 5: Notify the Customer

Inform the customer that the refund has been initiated and that funds will credit back according to their bank schedule.

What You Should See

The order status updated to reflect the refund and an accurate audit trail of returned funds.

Common Problems & Troubleshooting

Problem: Customer Inquires About Refund Timeline

Solution: Explain that bank processing timelines vary by card issuer and banking institution once the merchant initiates the reversal.

Before You Begin

Log into your payment gateway portal where dispute notices are officially filed.
Gather relevant order fulfillment records, tracking numbers, and delivery confirmation proof.

Step-by-Step Instructions

Step 1: Review the Dispute Notice

Read the claim details in your payment provider portal to identify the dispute reason, such as unrecognized charge or item not received.

Step 2: Locate Order and Delivery Records

Retrieve the order in your Shopiators Admin Panel and gather carrier tracking records showing proof of delivery to the buyer address.

Step 3: Submit Evidence to Payment Gateway

Upload proof of shipment, tracking details, customer communication logs, and store policy links through your gateway dispute interface.

Step 4: Monitor Resolution Status

Check gateway updates as the card network or bank evaluates the submitted documentation.

What You Should See

Thorough evidence submitted within required deadlines to maximize dispute resolution chances.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows Delivered but Customer Claims Non-Receipt

Solution: Provide official carrier delivery confirmation documents and recipient address verification in your gateway response.

Before You Begin

Log into your payment gateway portal where dispute notices are officially filed.
Gather relevant order fulfillment records, tracking numbers, and delivery confirmation proof.

Step-by-Step Instructions

Step 1: Review the Dispute Notice

Read the claim details in your payment provider portal to identify the dispute reason, such as unrecognized charge or item not received.

Step 2: Locate Order and Delivery Records

Retrieve the order in your Shopiators Admin Panel and gather carrier tracking records showing proof of delivery to the buyer address.

Step 3: Submit Evidence to Payment Gateway

Upload proof of shipment, tracking details, customer communication logs, and store policy links through your gateway dispute interface.

Step 4: Monitor Resolution Status

Check gateway updates as the card network or bank evaluates the submitted documentation.

What You Should See

Thorough evidence submitted within required deadlines to maximize dispute resolution chances.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows Delivered but Customer Claims Non-Receipt

Solution: Provide official carrier delivery confirmation documents and recipient address verification in your gateway response.

Before You Begin

Review your current payment gateway and shipping courier fee schedules.
Analyze your store return-to-origin rates across both order types.

Step-by-Step Instructions

Step 1: Open COD Configuration

Navigate to Store -> Settings -> Payment and click Configure COD.

Step 2: Configure COD Fee

In the COD Charges field, specify the extra fee charged for cash handling (e.g. ₹50).

Step 3: Set Partial Advance Payment

Toggle Enable Partial Advance if you require customers to pay a small token deposit online before COD dispatch.

Step 4: Define Order Value Limits

Enter Minimum Order Value and Maximum Order Value to restrict COD to safe order amounts.

Step 5: Save Settings

Click Save Settings in the top header.

What You Should See

The configured Cash on Delivery payment settings and advance deposit rules are active at checkout.

Common Problems & Troubleshooting

Problem: High Refusal Rate on COD Orders

Solution: Consider introducing prepaid incentives or requiring phone confirmation before dispatching cash orders.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
COD Charges (Handling Fee)	Adds a specific non-refundable handling fee to the customer cart when Cash on Delivery is selected.	Charge ₹49 or ₹79 for COD orders. This offsets courier cash handling charges and encourages shoppers to pay online.
Enable Partial Advance	Requires the buyer to pay a small portion of the order total upfront online before the order is dispatched COD.	Example: A merchant may require a ₹100 advance on a ₹1,500 order before processing a COD delivery.
Advance Type (Fixed vs Percentage)	Allows merchants to set partial advance as a flat amount (e.g. ₹100) or a percentage (e.g. 10%).	Use Fixed (₹100) for standard orders, or Percentage (20%) for high-ticket customized products.
Min / Max Order Value	Restricts COD availability to orders within a safe subtotal window.	Example: Set a minimum order value of ₹299 and a maximum order value of ₹5,000 if you only want COD available within that order subtotal range.
Pincode Exclusions	Blacklists specific delivery postal codes where couriers report high fraud or delivery failure rates.	Input known high-RTO pincodes to disable COD in those areas while still allowing prepaid orders.

13b:T1097,

Compares the trade-offs between Cash on Delivery and prepaid payment options to help store owners optimize checkout settings.

Before You Begin

Review your current payment gateway and shipping courier fee schedules.
Analyze your store return-to-origin rates across both order types.

Step-by-Step Instructions

Step 1: Open COD Configuration

Navigate to Store -> Settings -> Payment and click Configure COD.

Step 2: Configure COD Fee

In the COD Charges field, specify the extra fee charged for cash handling (e.g. ₹50).

Step 3: Set Partial Advance Payment

Toggle Enable Partial Advance if you require customers to pay a small token deposit online before COD dispatch.

Step 4: Define Order Value Limits

Enter Minimum Order Value and Maximum Order Value to restrict COD to safe order amounts.

Step 5: Save Settings

Click Save Settings in the top header.

What You Should See

The configured Cash on Delivery payment settings and advance deposit rules are active at checkout.

Common Problems & Troubleshooting

Problem: High Refusal Rate on COD Orders

Solution: Consider introducing prepaid incentives or requiring phone confirmation before dispatching cash orders.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
COD Charges (Handling Fee)	Adds a specific non-refundable handling fee to the customer cart when Cash on Delivery is selected.	Charge ₹49 or ₹79 for COD orders. This offsets courier cash handling charges and encourages shoppers to pay online.
Enable Partial Advance	Requires the buyer to pay a small portion of the order total upfront online before the order is dispatched COD.	Example: A merchant may require a ₹100 advance on a ₹1,500 order before processing a COD delivery.
Advance Type (Fixed vs Percentage)	Allows merchants to set partial advance as a flat amount (e.g. ₹100) or a percentage (e.g. 10%).	Use Fixed (₹100) for standard orders, or Percentage (20%) for high-ticket customized products.
Min / Max Order Value	Restricts COD availability to orders within a safe subtotal window.	Example: Set a minimum order value of ₹299 and a maximum order value of ₹5,000 if you only want COD available within that order subtotal range.
Pincode Exclusions	Blacklists specific delivery postal codes where couriers report high fraud or delivery failure rates.	Input known high-RTO pincodes to disable COD in those areas while still allowing prepaid orders.

13c:T917,

Guides merchants on methods to motivate shoppers to choose online prepaid options over Cash on Delivery.

Before You Begin

Ensure online payment options like cards, net banking, or UPI are actively connected and functioning.
Check your promotional tools to create prepaid incentives.

Step-by-Step Instructions

Step 1: Offer Prepaid Discounts

Create an exclusive percentage or flat discount for buyers who complete checkout using prepaid payment methods.

Step 2: Highlight Faster Fulfillment

Explain in order notes or checkout banners that prepaid orders are prioritized for packaging and courier handover.

Step 3: Display Store Policies and Support Badges

Ensure your checkout and footer display clear customer support channels and return policies.

Step 4: Provide Diverse Payment Choices

Enable convenient digital methods such as UPI, cards, and manual bank transfer to provide multiple payment alternatives for customers.

What You Should See

An increase in the proportion of prepaid transactions relative to cash on delivery orders.

Common Problems & Troubleshooting

Problem: Customers Hesitate to Pay Online on First Purchase

Solution: Promote clear return and exchange policies prominently on product pages to build customer confidence.

Before You Begin

Ensure online payment options like cards, net banking, or UPI are actively connected and functioning.
Check your promotional tools to create prepaid incentives.

Step-by-Step Instructions

Step 1: Offer Prepaid Discounts

Create an exclusive percentage or flat discount for buyers who complete checkout using prepaid payment methods.

Step 2: Highlight Faster Fulfillment

Explain in order notes or checkout banners that prepaid orders are prioritized for packaging and courier handover.

Step 3: Display Store Policies and Support Badges

Ensure your checkout and footer display clear customer support channels and return policies.

Step 4: Provide Diverse Payment Choices

Enable convenient digital methods such as UPI, cards, and manual bank transfer to provide multiple payment alternatives for customers.

What You Should See

An increase in the proportion of prepaid transactions relative to cash on delivery orders.

Common Problems & Troubleshooting

Problem: Customers Hesitate to Pay Online on First Purchase

Solution: Promote clear return and exchange policies prominently on product pages to build customer confidence.

Before You Begin

Obtain settlement payout summaries from your payment gateway dashboard.
Export your store orders report for the corresponding date period.

Step-by-Step Instructions

Step 1: Export Order Transaction Records

From the Orders section in the Admin Panel, export your order list covering the desired reconciliation timeframe.

Step 2: Download Gateway Settlement Reports

Log into your connected payment provider portal and export the settlement batch report showing net payouts and deducted transaction fees.

Step 3: Match Order IDs and Gateway Transaction IDs

Cross-reference each order number with its corresponding gateway transaction reference code.

Step 4: Account for Refunds and Processing Fees

Verify that deductions for processed refunds or payment gateway percentage fees match your billing expectations.

What You Should See

Order records and external payment settlement records can be compared to identify discrepancies.

Common Problems & Troubleshooting

Problem: Discrepancy Between Order Total and Bank Deposit

Solution: Account for payment gateway processing fees and any rolling reserves or refund deductions applied in the payout batch.

Before You Begin

Obtain settlement payout summaries from your payment gateway dashboard.
Export your store orders report for the corresponding date period.

Step-by-Step Instructions

Step 1: Export Order Transaction Records

From the Orders section in the Admin Panel, export your order list covering the desired reconciliation timeframe.

Step 2: Download Gateway Settlement Reports

Log into your connected payment provider portal and export the settlement batch report showing net payouts and deducted transaction fees.

Step 3: Match Order IDs and Gateway Transaction IDs

Cross-reference each order number with its corresponding gateway transaction reference code.

Step 4: Account for Refunds and Processing Fees

Verify that deductions for processed refunds or payment gateway percentage fees match your billing expectations.

What You Should See

Order records and external payment settlement records can be compared to identify discrepancies.

Common Problems & Troubleshooting

Problem: Discrepancy Between Order Total and Bank Deposit

Solution: Account for payment gateway processing fees and any rolling reserves or refund deductions applied in the payout batch.

Before You Begin

Review your Admin Panel account credentials and connected service access permissions.
Understand standard payment compliance guidelines.

Step-by-Step Instructions

Step 1: Use Strong and Unique Admin Passwords

Secure your store administrator account with a complex passphrase and avoid sharing account logins across multiple team members.

Step 2: Rely on Certified Payment Gateways

Ensure all online card transactions are processed through certified third-party payment gateways so card numbers are never stored directly on your servers.

Step 3: Never Request Sensitive Customer Financial Details

Do not ask customers for payment card PINs, CVV codes, or one-time verification passwords over phone, chat, or email.

Step 4: Monitor Order Logs for Suspicious Activity

Regularly check orders for unusual patterns, such as multiple rapid card attempts from the same address with varying customer names.

What You Should See

A secure checkout environment that protects both customer financial data and your merchant account reputation.

Common Problems & Troubleshooting

Problem: Customer Asks to Share Card Details Over Phone

Solution: Politely decline and instruct the customer to complete payment securely through your online checkout interface.

Before You Begin

Review your Admin Panel account credentials and connected service access permissions.
Understand standard payment compliance guidelines.

Step-by-Step Instructions

Step 1: Use Strong and Unique Admin Passwords

Secure your store administrator account with a complex passphrase and avoid sharing account logins across multiple team members.

Step 2: Rely on Certified Payment Gateways

Ensure all online card transactions are processed through certified third-party payment gateways so card numbers are never stored directly on your servers.

Step 3: Never Request Sensitive Customer Financial Details

Do not ask customers for payment card PINs, CVV codes, or one-time verification passwords over phone, chat, or email.

Step 4: Monitor Order Logs for Suspicious Activity

Regularly check orders for unusual patterns, such as multiple rapid card attempts from the same address with varying customer names.

What You Should See

A secure checkout environment that protects both customer financial data and your merchant account reputation.

Common Problems & Troubleshooting

Problem: Customer Asks to Share Card Details Over Phone

Solution: Politely decline and instruct the customer to complete payment securely through your online checkout interface.

Before You Begin

Obtain your merchant account credentials for any connected payment gateways.
Ensure store currency and tax settings are properly configured.

Step-by-Step Instructions

Step 1: Verify Enabled Payment Methods

Check your Admin Panel payment settings to confirm active methods match the options you intend to offer shoppers.

Step 2: Confirm Settlement Bank Account Details

Ensure your commercial bank account and tax identification details are verified with your payment gateway provider.

Step 3: Test Checkout with a Real Transaction

Place a small test order on your live storefront to confirm the payment gateway captures transactions smoothly and redirects to the order success page.

Step 4: Review Order Notifications

Confirm that order confirmation alerts and merchant notifications trigger correctly upon successful payment completion.

What You Should See

All active payment options functioning smoothly with verified settlement pathways.

Common Problems & Troubleshooting

Problem: Test Payment Fails with Gateway Error

Solution: Verify that your payment gateway API keys or account status are set to live production mode rather than test or inactive status.

Before You Begin

Obtain your merchant account credentials for any connected payment gateways.
Ensure store currency and tax settings are properly configured.

Step-by-Step Instructions

Step 1: Verify Enabled Payment Methods

Check your Admin Panel payment settings to confirm active methods match the options you intend to offer shoppers.

Step 2: Confirm Settlement Bank Account Details

Ensure your commercial bank account and tax identification details are verified with your payment gateway provider.

Step 3: Test Checkout with a Real Transaction

Place a small test order on your live storefront to confirm the payment gateway captures transactions smoothly and redirects to the order success page.

Step 4: Review Order Notifications

Confirm that order confirmation alerts and merchant notifications trigger correctly upon successful payment completion.

What You Should See

All active payment options functioning smoothly with verified settlement pathways.

Common Problems & Troubleshooting

Problem: Test Payment Fails with Gateway Error

Solution: Verify that your payment gateway API keys or account status are set to live production mode rather than test or inactive status.

Before You Begin

Review historical checkout drop-off rates and payment failure analytics.
Consult your team on standard refund and reconciliation workflows.

Step-by-Step Instructions

Step 1: Keep Checkout Steps Minimal

Configure your payment options at checkout to provide clear and accessible payment choices for customers.

Step 2: Offer Multiple Payment Options

Give shoppers choices including UPI, cards, and manual bank transfer to accommodate customer payment preferences.

Step 3: Maintain Transparent Pricing

Display shipping fees, COD charges, and taxes clearly before the final payment click to avoid surprise drop-offs.

Step 4: Establish Regular Reconciliation Routines

Schedule regular audits matching fulfilled store orders against bank deposits to catch unpaid orders or gateway discrepancies early.

What You Should See

A streamlined payment process that maximizes checkout completion and financial accuracy.

Common Problems & Troubleshooting

Problem: Drop in Payment Completion During High-Traffic Events

Solution: Monitor your third-party payment gateway uptime and ensure backup payment methods remain enabled.

Before You Begin

Review historical checkout drop-off rates and payment failure analytics.
Consult your team on standard refund and reconciliation workflows.

Step-by-Step Instructions

Step 1: Keep Checkout Steps Minimal

Configure your payment options at checkout to provide clear and accessible payment choices for customers.

Step 2: Offer Multiple Payment Options

Give shoppers choices including UPI, cards, and manual bank transfer to accommodate customer payment preferences.

Step 3: Maintain Transparent Pricing

Display shipping fees, COD charges, and taxes clearly before the final payment click to avoid surprise drop-offs.

Step 4: Establish Regular Reconciliation Routines

Schedule regular audits matching fulfilled store orders against bank deposits to catch unpaid orders or gateway discrepancies early.

What You Should See

A streamlined payment process that maximizes checkout completion and financial accuracy.

Common Problems & Troubleshooting

Problem: Drop in Payment Completion During High-Traffic Events

Solution: Monitor your third-party payment gateway uptime and ensure backup payment methods remain enabled.

What this does

Guides merchants through creating a new catalog item, entering product details, setting price rules, and saving the item in the Admin Panel.

Before you begin

Prepare your product title, description summary, pricing details, category assignment, and product photos.

Step-by-Step Instructions

1. Navigate to Products: Log in to your Admin Panel and select Products from the main sidebar.

2. Open Add Product Form: Click the Add Product button at the top right of the catalog table.

3. Enter General Details:

Title: Input your item name (e.g., “Luxe Cotton T-Shirt”).
Description: Enter detailed item features and specifications.
Category: Select the appropriate category from the dropdown menu.

4. Set Pricing & Stock:

Price: Input the selling price the customer pays (e.g. `$24.99`).
Compare-at Price: (Optional) Input the original crossed-out retail price (e.g. `$29.99`). *Rule: Selling Price must be less than or equal to Compare-at Price.*
Total Stock: Enter available inventory count.

5. Upload Product Images: Drag and drop your photos into the uploader slot.

6. Save Item: Click Save Product to add the item to your catalog.

What you should see

The newly created product item row listed in your catalog table.

Common problems

Problem	Solution
Price Validation Error	Ensure Selling Price is less than or equal to Compare-at Price (`Price: $24.99` ≤ `Compare-at: $29.99`).
Image Upload Failure	Ensure image files are in a standard image format (JPG or PNG) and try re-uploading.

Related Help Articles

147:T1091,

What this does

Guides merchants through creating a new catalog item, entering product details, setting price rules, and saving the item in the Admin Panel.

Before you begin

Prepare your product title, description summary, pricing details, category assignment, and product photos.

Step-by-Step Instructions

1. Navigate to Products: Log in to your Admin Panel and select Products from the main sidebar.

2. Open Add Product Form: Click the Add Product button at the top right of the catalog table.

3. Enter General Details:

Title: Input your item name (e.g., “Luxe Cotton T-Shirt”).
Description: Enter detailed item features and specifications.
Category: Select the appropriate category from the dropdown menu.

4. Set Pricing & Stock:

Price: Input the selling price the customer pays (e.g. `$24.99`).
Compare-at Price: (Optional) Input the original crossed-out retail price (e.g. `$29.99`). *Rule: Selling Price must be less than or equal to Compare-at Price.*
Total Stock: Enter available inventory count.

5. Upload Product Images: Drag and drop your photos into the uploader slot.

6. Save Item: Click Save Product to add the item to your catalog.

What you should see

The newly created product item row listed in your catalog table.

Common problems

Problem	Solution
Price Validation Error	Ensure Selling Price is less than or equal to Compare-at Price (`Price: $24.99` ≤ `Compare-at: $29.99`).
Image Upload Failure	Ensure image files are in a standard image format (JPG or PNG) and try re-uploading.

Related Help Articles

Understanding Successful, Pending and Failed Payments

148:Te78,

Details how to locate an existing product item in your catalog, modify details such as pricing or stock, and apply updates to the live store.

Before You Begin

Have your updated product details, new price, or fresh photos prepared.

Step-by-Step Instructions

Step 1: Navigate to Products Catalog

From the Admin Panel sidebar, click Products to view your catalog table.

Step 2: Select Product to Modify

Find the product in the list and click its title or the Edit icon.

Figure 62.1: Product editing form with pricing, inventory, and image fields.

Step 3: Update Desired Fields

Modify the Title, Description, Category, Price, Compare-At Price, or Total Stock as needed.

Step 4: Save Product Updates

Click Save Product at the bottom of the form to apply changes immediately to your storefront.

What You Should See

Updated product details immediately reflected across your catalog listing and product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Price Update Not Reflected on Storefront	Ensure you clicked Save Product and refresh your browser window to clear page cache.

How to Add a Product in Shopiators

149:Te78,

Details how to locate an existing product item in your catalog, modify details such as pricing or stock, and apply updates to the live store.

Before You Begin

Have your updated product details, new price, or fresh photos prepared.

Step-by-Step Instructions

Step 1: Navigate to Products Catalog

From the Admin Panel sidebar, click Products to view your catalog table.

Step 2: Select Product to Modify

Find the product in the list and click its title or the Edit icon.

Figure 62.1: Product editing form with pricing, inventory, and image fields.

Step 3: Update Desired Fields

Modify the Title, Description, Category, Price, Compare-At Price, or Total Stock as needed.

Step 4: Save Product Updates

Click Save Product at the bottom of the form to apply changes immediately to your storefront.

What You Should See

Updated product details immediately reflected across your catalog listing and product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Price Update Not Reflected on Storefront	Ensure you clicked Save Product and refresh your browser window to clear page cache.

How to Add a Product in Shopiators

14a:Tb1e,

Explains how to permanently remove discontinued items or manage unavailable products so customers cannot order them.

Before You Begin

Confirm that the item is no longer sold or should be completely removed from the catalog.

Step-by-Step Instructions

Step 1: Locate Product in Catalog Table

In your Admin Panel, click Products to open the catalog management list.

Step 2: Click Delete Action

Locate the product row and click the Delete (trash) icon on the right side of the row.

Step 3: Confirm Permanent Removal

Confirm the deletion prompt. The item is immediately removed from your catalog and storefront.

What You Should See

The item removed from the Admin Products list and returning a 404 or disappearing from catalog browsing on the storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Accidentally Deleted Active Item	Deleted products cannot be automatically restored. You must re-create the product using Add Product.

14b:Tb1e,

Explains how to permanently remove discontinued items or manage unavailable products so customers cannot order them.

Before You Begin

Confirm that the item is no longer sold or should be completely removed from the catalog.

Step-by-Step Instructions

Step 1: Locate Product in Catalog Table

In your Admin Panel, click Products to open the catalog management list.

Step 2: Click Delete Action

Locate the product row and click the Delete (trash) icon on the right side of the row.

Step 3: Confirm Permanent Removal

Confirm the deletion prompt. The item is immediately removed from your catalog and storefront.

What You Should See

The item removed from the Admin Products list and returning a 404 or disappearing from catalog browsing on the storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Accidentally Deleted Active Item	Deleted products cannot be automatically restored. You must re-create the product using Add Product.

14c:Tc7e,

Walks merchants through uploading clear, engaging product photography to item listings to maximize customer conversion.

Before You Begin

Prepare well-lit product photos in standard JPG, PNG, or WEBP formats.

Step-by-Step Instructions

Step 1: Open Product Form

Navigate to Products and click Add Product or select an existing item to edit.

Step 2: Locate Image Upload Zone

Scroll to the Product Images section on the form.

Figure 64.1: Drag-and-drop image upload slot inside the Shopiators product creation form.

Step 3: Upload Images

Drag your photo file into the upload box or click to select the image file from your device.

Step 4: Save and Inspect Live Listing

Click Save Product and preview the item on your storefront to check image clarity and zoom display.

What You Should See

High-resolution product imagery displaying cleanly in catalog thumbnails and on the product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Image Fails to Upload	Check that your file size is reasonable and file format is a standard image extension (PNG, JPG, JPEG, WEBP).

14d:Tc7e,

Walks merchants through uploading clear, engaging product photography to item listings to maximize customer conversion.

Before You Begin

Prepare well-lit product photos in standard JPG, PNG, or WEBP formats.

Step-by-Step Instructions

Step 1: Open Product Form

Navigate to Products and click Add Product or select an existing item to edit.

Step 2: Locate Image Upload Zone

Scroll to the Product Images section on the form.

Figure 64.1: Drag-and-drop image upload slot inside the Shopiators product creation form.

Step 3: Upload Images

Drag your photo file into the upload box or click to select the image file from your device.

Step 4: Save and Inspect Live Listing

Click Save Product and preview the item on your storefront to check image clarity and zoom display.

What You Should See

High-resolution product imagery displaying cleanly in catalog thumbnails and on the product detail page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Image Fails to Upload	Check that your file size is reasonable and file format is a standard image extension (PNG, JPG, JPEG, WEBP).

14e:T8db,

Provides recommended specifications, lighting techniques, and aspect ratio standards to ensure storefront catalog images look premium and load rapidly.

Before You Begin

Review your current product image library before uploading to your store.

Step-by-Step Instructions

Step 1: Use Consistent Aspect Ratios

Maintain a 1:1 square (e.g. 1000×1000 pixels) or 3:4 vertical ratio across all catalog items so product grids align evenly.

Step 2: Optimize Lighting and Backgrounds

Photograph items against clean, neutral backgrounds with natural or diffused lighting to eliminate distracting shadows.

Step 3: Balance Resolution and File Size

Keep image files sharp but optimized (ideally under 1MB each in JPG or WEBP format) to ensure lightning-fast mobile loading times.

What You Should See

Visually harmonious, fast-loading product grids that present your catalog with professional retail quality.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Storefront Takes Long to Load	Compress excessively large camera raw images before uploading to ensure quick mobile browsing.

14f:T8db,

Provides recommended specifications, lighting techniques, and aspect ratio standards to ensure storefront catalog images look premium and load rapidly.

Before You Begin

Review your current product image library before uploading to your store.

Step-by-Step Instructions

Step 1: Use Consistent Aspect Ratios

Maintain a 1:1 square (e.g. 1000×1000 pixels) or 3:4 vertical ratio across all catalog items so product grids align evenly.

Step 2: Optimize Lighting and Backgrounds

Photograph items against clean, neutral backgrounds with natural or diffused lighting to eliminate distracting shadows.

Step 3: Balance Resolution and File Size

Keep image files sharp but optimized (ideally under 1MB each in JPG or WEBP format) to ensure lightning-fast mobile loading times.

What You Should See

Visually harmonious, fast-loading product grids that present your catalog with professional retail quality.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Storefront Takes Long to Load	Compress excessively large camera raw images before uploading to ensure quick mobile browsing.

150:T135a,

Explains how to set up product variants so customers can select different attributes, such as model or material, from a single item page.

Before You Begin

Ensure the parent product is already created in your product catalog.
Identify the variation types and options you plan to offer.

Step-by-Step Instructions

Step 1: Open the Product for Editing

From the Admin Panel, click Products in the sidebar menu and select the product you want to modify.

Step 2: Locate the Product Attributes

Scroll down to the Product Attributes section on the product editing form.

Figure 66.1: Product editing interface showing options for adding product variations.

Step 3: Specify Option Attribute and Values

Enter the variation option name and input the available choices for shoppers to select.

Step 4: Set Pricing and Inventory per Variant

Configure the individual selling price, compare-at price, and available stock count for each generated option.

Step 5: Save Product Updates

Click Save Product at the top of the page to apply your variant configurations to the live storefront.

What You Should See

A dropdown or selector menu on the live product page allowing customers to choose between available item options.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Variant Options Not Appearing at Storefront	Ensure each variant has positive stock inventory assigned and that you saved the product changes.

How to Add Product Colors
How to Edit an Existing Product

151:T135a,

Explains how to set up product variants so customers can select different attributes, such as model or material, from a single item page.

Before You Begin

Ensure the parent product is already created in your product catalog.
Identify the variation types and options you plan to offer.

Step-by-Step Instructions

Step 1: Open the Product for Editing

From the Admin Panel, click Products in the sidebar menu and select the product you want to modify.

Step 2: Locate the Product Attributes

Scroll down to the Product Attributes section on the product editing form.

Figure 66.1: Product editing interface showing options for adding product variations.

Step 3: Specify Option Attribute and Values

Enter the variation option name and input the available choices for shoppers to select.

Step 4: Set Pricing and Inventory per Variant

Configure the individual selling price, compare-at price, and available stock count for each generated option.

Step 5: Save Product Updates

Click Save Product at the top of the page to apply your variant configurations to the live storefront.

What You Should See

A dropdown or selector menu on the live product page allowing customers to choose between available item options.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Variant Options Not Appearing at Storefront	Ensure each variant has positive stock inventory assigned and that you saved the product changes.

How to Add Product Colors
How to Edit an Existing Product

152:Tdb6,

Guides merchants through adding size choices (such as Small, Medium, Large, or numeric shoe sizes) and color variations to product listings.

Before You Begin

Confirm the standard sizing naming conventions for your brand merchandise.
Have stock inventory counts ready for each individual size.
Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Size and Color Option

In the Attribute section, select or type Size and Color as the option attribute name.

Figure 67.1: Variant options panel with size attributes configured on the product form.

Step 3: Enter Available Size Values and Color Names

Input your size choices (e.g. S, M, L, XL), enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save and Review Product Page

Click Save Product to update the listing across your storefront catalog.

What You Should See

Interactive size selector buttons or dropdown list displayed on the customer product details screen.
Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Specific Size Shows as Out of Stock	Check the stock inventory count entered for that specific size variant in the product editor.
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

How to Add Product Variants

153:Tdb6,

Guides merchants through adding size choices (such as Small, Medium, Large, or numeric shoe sizes) and color variations to product listings.

Before You Begin

Confirm the standard sizing naming conventions for your brand merchandise.
Have stock inventory counts ready for each individual size.
Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Size and Color Option

In the Attribute section, select or type Size and Color as the option attribute name.

Figure 67.1: Variant options panel with size attributes configured on the product form.

Step 3: Enter Available Size Values and Color Names

Input your size choices (e.g. S, M, L, XL), enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save and Review Product Page

Click Save Product to update the listing across your storefront catalog.

What You Should See

Interactive size selector buttons or dropdown list displayed on the customer product details screen.
Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Specific Size Shows as Out of Stock	Check the stock inventory count entered for that specific size variant in the product editor.
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

How to Add Product Variants

154:Tc4f,

Explains how to add color variations to your products so shoppers can view and purchase items in different colorways.

Before You Begin

Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Color Option

Under Variants, add Color as an option attribute.

Figure 68.1: Product editing form showing color variant attributes and assigned pricing.

Step 3: Input Color Names

Enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save Product Changes

Click Save Product to update the listing across your storefront catalog.

What You Should See

Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

155:Tc4f,

Explains how to add color variations to your products so shoppers can view and purchase items in different colorways.

Before You Begin

Prepare product photos representing each color variation.
Determine the color names you will display to shoppers.

Step-by-Step Instructions

Step 1: Navigate to Products

In your Admin Panel, select Products and click on the product you want to configure.

Step 2: Create Color Option

Under Variants, add Color as an option attribute.

Figure 68.1: Product editing form showing color variant attributes and assigned pricing.

Step 3: Input Color Names

Enter the color choices (e.g. Black, Navy, Olive) and assign corresponding stock counts.

Step 4: Save Product Changes

Click Save Product to update the listing across your storefront catalog.

What You Should See

Color selection options displayed clearly on the storefront product page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customer Receives Wrong Color	Ensure that order confirmation emails and packing slips clearly list the selected color attribute.

156:Tb5f,

Details how to enter selling prices and optional original reference prices for items in your store catalog.

Before You Begin

Determine your product retail price, factoring in product cost and shipping expenses.

Step-by-Step Instructions

Step 1: Access the Product Listing

Go to Products in the Admin Panel sidebar and open the target item.

Step 2: Locate Pricing Fields

Find the Price input field in the main product details form.

Figure 69.1: Pricing inputs showing selling Price and Compare-at Price fields.

Step 3: Enter the Selling Price

Type your final retail selling price in your store base currency.

Step 4: Save the Listing

Click Save Product to update the pricing on your live storefront.

What You Should See

The updated price displayed next to the product title and Add to Cart button on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Incorrect Currency Symbol Shown	Verify your store default currency in Settings -> General Settings.

How to Add a Sale Price

157:Tb5f,

Details how to enter selling prices and optional original reference prices for items in your store catalog.

Before You Begin

Determine your product retail price, factoring in product cost and shipping expenses.

Step-by-Step Instructions

Step 1: Access the Product Listing

Go to Products in the Admin Panel sidebar and open the target item.

Step 2: Locate Pricing Fields

Find the Price input field in the main product details form.

Figure 69.1: Pricing inputs showing selling Price and Compare-at Price fields.

Step 3: Enter the Selling Price

Type your final retail selling price in your store base currency.

Step 4: Save the Listing

Click Save Product to update the pricing on your live storefront.

What You Should See

The updated price displayed next to the product title and Add to Cart button on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Incorrect Currency Symbol Shown	Verify your store default currency in Settings -> General Settings.

How to Add a Sale Price

158:Tbc9,

Explains how to configure promotional strike-through pricing so customers can see their savings directly on catalog cards and product pages.

Before You Begin

Decide on the discounted selling price and confirm the higher original reference price.

Step-by-Step Instructions

Step 1: Open Product Details

In the Admin Panel, select Products and choose the item you wish to discount.

Step 2: Set the Compare-at Price

Enter the higher original regular price in the Compare-at Price field.

Figure 70.1: Setting selling Price lower than Compare-at Price to show discount badge.

Step 3: Set the Lower Selling Price

Enter the discounted sale amount in the standard Price field.

Step 4: Save and Inspect Storefront

Click Save Product and view the storefront to verify the strikethrough display.

What You Should See

The original price shown with a strikethrough next to the active sale price on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
No Strikethrough Displayed	Confirm that Compare-at Price is strictly higher than the Price field.

How to Set Product Pricing

159:Tbc9,

Explains how to configure promotional strike-through pricing so customers can see their savings directly on catalog cards and product pages.

Before You Begin

Decide on the discounted selling price and confirm the higher original reference price.

Step-by-Step Instructions

Step 1: Open Product Details

In the Admin Panel, select Products and choose the item you wish to discount.

Step 2: Set the Compare-at Price

Enter the higher original regular price in the Compare-at Price field.

Figure 70.1: Setting selling Price lower than Compare-at Price to show discount badge.

Step 3: Set the Lower Selling Price

Enter the discounted sale amount in the standard Price field.

Step 4: Save and Inspect Storefront

Click Save Product and view the storefront to verify the strikethrough display.

What You Should See

The original price shown with a strikethrough next to the active sale price on your storefront.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
No Strikethrough Displayed	Confirm that Compare-at Price is strictly higher than the Price field.

How to Set Product Pricing

15a:T87a,

Explains how the platform handles items with zero inventory and how merchants can manage customer expectations when items are unavailable.

Before You Begin

Identify which products currently have zero physical inventory.

Step-by-Step Instructions

Step 1: Set Inventory to Zero

In the product editor, set the available stock count to 0 when inventory is exhausted.

Step 2: Verify Storefront Sold Out State

Open the product page on your storefront to confirm that the Add to Cart button indicates the item is unavailable.

Step 3: Update Product Description with Restock Notes

Optionally add an estimated restock timeline in the product description to keep interested shoppers informed.

What You Should See

An Out of Stock or Sold Out indicator preventing customers from placing orders for unavailable inventory.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Still Ordering Sold-Out Items	Confirm that stock quantity is set to 0 and that product changes were saved.

15b:T87a,

Explains how the platform handles items with zero inventory and how merchants can manage customer expectations when items are unavailable.

Before You Begin

Identify which products currently have zero physical inventory.

Step-by-Step Instructions

Step 1: Set Inventory to Zero

In the product editor, set the available stock count to 0 when inventory is exhausted.

Step 2: Verify Storefront Sold Out State

Open the product page on your storefront to confirm that the Add to Cart button indicates the item is unavailable.

Step 3: Update Product Description with Restock Notes

Optionally add an estimated restock timeline in the product description to keep interested shoppers informed.

What You Should See

An Out of Stock or Sold Out indicator preventing customers from placing orders for unavailable inventory.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Still Ordering Sold-Out Items	Confirm that stock quantity is set to 0 and that product changes were saved.

15c:Tb79,

Details how to establish logical product groupings in your catalog, making it easier for visitors to navigate your inventory.

Before You Begin

Plan your category taxonomy (e.g. Men, Women, Accessories, Home Goods).

Step-by-Step Instructions

Step 1: Navigate to Categories

From the Admin Panel, select Products and open the Categories management section.

Step 2: Create New Category

Enter your category title and optional description for customer browsing.

Step 3: Assign Products

Select items to assign to this category during product creation or through category management.

Step 4: Save and Review

Save your updates and verify the category displays accurately on your storefront.

What You Should See

The new category visible in your storefront navigation filters and collection pages.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Category Shows Zero Products	Ensure individual products are assigned to this category and set to active.

15d:Tb79,

Details how to establish logical product groupings in your catalog, making it easier for visitors to navigate your inventory.

Before You Begin

Plan your category taxonomy (e.g. Men, Women, Accessories, Home Goods).

Step-by-Step Instructions

Step 1: Navigate to Categories

From the Admin Panel, select Products and open the Categories management section.

Step 2: Create New Category

Enter your category title and optional description for customer browsing.

Step 3: Assign Products

Select items to assign to this category during product creation or through category management.

Step 4: Save and Review

Save your updates and verify the category displays accurately on your storefront.

What You Should See

The new category visible in your storefront navigation filters and collection pages.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Category Shows Zero Products	Ensure individual products are assigned to this category and set to active.

15e:T849,

Provides structured organizational guidance for stores managing dozens or hundreds of items, focusing on consistent naming and hierarchical categories.

Before You Begin

Audit your current inventory list in a spreadsheet to group similar items.

Step-by-Step Instructions

Step 1: Establish Standard Naming Conventions

Adopt consistent product title formats across all listings (e.g. Brand + Style + Material).

Step 2: Group Items Using Categories

Create broad primary categories and specific sub-groupings to avoid cluttering navigation.

Step 3: Use Product Variants for Related Items

Combine color and size options into a single parent product rather than creating separate listings.

What You Should See

A structured catalog that customers can browse effortlessly without encountering duplicate listings.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Too Many Cluttered Navigation Items	Consolidate niche categories into main departments and feature them within collection pages.

15f:T849,

Provides structured organizational guidance for stores managing dozens or hundreds of items, focusing on consistent naming and hierarchical categories.

Before You Begin

Audit your current inventory list in a spreadsheet to group similar items.

Step-by-Step Instructions

Step 1: Establish Standard Naming Conventions

Adopt consistent product title formats across all listings (e.g. Brand + Style + Material).

Step 2: Group Items Using Categories

Create broad primary categories and specific sub-groupings to avoid cluttering navigation.

Step 3: Use Product Variants for Related Items

Combine color and size options into a single parent product rather than creating separate listings.

What You Should See

A structured catalog that customers can browse effortlessly without encountering duplicate listings.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Too Many Cluttered Navigation Items	Consolidate niche categories into main departments and feature them within collection pages.

160:T935,

Guides merchants on writing clear, informative product titles that communicate item value and improve customer search results.

Before You Begin

Identify the essential attributes of your item (brand, model, material, key feature).

Step-by-Step Instructions

Step 1: State the Primary Item Name Clearly

Begin with the specific noun describing what the item is (e.g. Linen Button-Down Shirt).

Step 2: Include Essential Distinguishing Attributes

Add key material, cut, or model specifications without stuffing unnecessary keywords.

Step 3: Keep Titles Concise and Readable

Avoid using all-caps or excessive punctuation that reduces readability on mobile screens.

Step 4: Save Product Title Updates

Update the Product Title field in the product editor and save changes.

What You Should See

Clear, professional product titles displayed consistently across your storefront catalog.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Titles Truncated on Mobile Cards	Keep the most important item identifying words in the first 40 characters of the title.

161:T935,

Guides merchants on writing clear, informative product titles that communicate item value and improve customer search results.

Before You Begin

Identify the essential attributes of your item (brand, model, material, key feature).

Step-by-Step Instructions

Step 1: State the Primary Item Name Clearly

Begin with the specific noun describing what the item is (e.g. Linen Button-Down Shirt).

Step 2: Include Essential Distinguishing Attributes

Add key material, cut, or model specifications without stuffing unnecessary keywords.

Step 3: Keep Titles Concise and Readable

Avoid using all-caps or excessive punctuation that reduces readability on mobile screens.

Step 4: Save Product Title Updates

Update the Product Title field in the product editor and save changes.

What You Should See

Clear, professional product titles displayed consistently across your storefront catalog.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Titles Truncated on Mobile Cards	Keep the most important item identifying words in the first 40 characters of the title.

162:Tc1a,

Explains how to structure compelling product descriptions that inform shoppers about dimensions, materials, care instructions, and practical benefits.

Before You Begin

List technical details, materials, measurements, and warranty notes for your product.

Step-by-Step Instructions

Step 1: Open the Description Editor

Navigate to Products, select your item, and scroll to the Product Description text area.

Step 2: Lead with Core Benefits

Open with two or three sentences explaining what the item is and the main problem or lifestyle need it satisfies.

Step 3: Provide Key Specifications

Use clear bullet points to list materials, dimensions, weight, compatibility, or sizing guidelines.

Step 4: Save Product Updates

Click Save Product and inspect the storefront page to ensure text formatting is legible.

What You Should See

A well-formatted, easy-to-read product description on your storefront product details page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Ask Questions Answered in Text	Break dense text into short bullet points so key details can be scanned quickly on mobile devices.

163:Tc1a,

Explains how to structure compelling product descriptions that inform shoppers about dimensions, materials, care instructions, and practical benefits.

Before You Begin

List technical details, materials, measurements, and warranty notes for your product.

Step-by-Step Instructions

Step 1: Open the Description Editor

Navigate to Products, select your item, and scroll to the Product Description text area.

Step 2: Lead with Core Benefits

Open with two or three sentences explaining what the item is and the main problem or lifestyle need it satisfies.

Step 3: Provide Key Specifications

Use clear bullet points to list materials, dimensions, weight, compatibility, or sizing guidelines.

Step 4: Save Product Updates

Click Save Product and inspect the storefront page to ensure text formatting is legible.

What You Should See

A well-formatted, easy-to-read product description on your storefront product details page.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Customers Ask Questions Answered in Text	Break dense text into short bullet points so key details can be scanned quickly on mobile devices.

164:Tbec,

Details how to populate product SEO titles, meta descriptions, and URL handles so external search engines index your catalog accurately.

Before You Begin

Identify key search phrases shoppers use when searching for this type of product.

Step-by-Step Instructions

Step 1: Locate Search Engine Listing Fields

In the product editor, locate the Search Engine Optimization or Meta Information section.

Step 2: Enter a Descriptive Page Title

Provide an SEO title including the item name and your store brand name.

Step 3: Write a Concise Meta Description

Write a clear 1 to 2 sentence summary describing the product offering and key features.

Step 4: Save Changes

Save the product to update its search engine metadata.

What You Should See

Updated page meta tags generated in your storefront HTML source code for search engine indexing.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Old Title Still Showing in Search Results	Search engines crawl and update search snippets periodically; allow time for crawlers to index revised pages.

165:Tbec,

Details how to populate product SEO titles, meta descriptions, and URL handles so external search engines index your catalog accurately.

Before You Begin

Identify key search phrases shoppers use when searching for this type of product.

Step-by-Step Instructions

Step 1: Locate Search Engine Listing Fields

In the product editor, locate the Search Engine Optimization or Meta Information section.

Step 2: Enter a Descriptive Page Title

Provide an SEO title including the item name and your store brand name.

Step 3: Write a Concise Meta Description

Write a clear 1 to 2 sentence summary describing the product offering and key features.

Step 4: Save Changes

Save the product to update its search engine metadata.

What You Should See

Updated page meta tags generated in your storefront HTML source code for search engine indexing.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Old Title Still Showing in Search Results	Search engines crawl and update search snippets periodically; allow time for crawlers to index revised pages.

166:T8b0,

Explains the purpose of Stock Keeping Units (SKUs) and how to assign unique alphanumeric identifiers to items and variants.

Before You Begin

Establish a logical SKU format (e.g., BRAND-CATEGORY-STYLE-SIZE).

Step-by-Step Instructions

Step 1: Open the Product Editor

Navigate to Products in the Admin Panel and open the item you wish to assign a SKU.

Step 2: Locate the SKU Field

Find the SKU or Barcode input field in the inventory details section.

Step 3: Assign Unique Identifier

Enter your unique product SKU code without spaces or special characters.

Step 4: Save Listing

Click Save Product to store the SKU reference in your product database.

What You Should See

The assigned SKU visible in your admin product inventory table and printed on order packing receipts.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Duplicate SKUs Used Across Items	Ensure every physical item and variant has a distinct, non-overlapping SKU code.

167:T8b0,

Explains the purpose of Stock Keeping Units (SKUs) and how to assign unique alphanumeric identifiers to items and variants.

Before You Begin

Establish a logical SKU format (e.g., BRAND-CATEGORY-STYLE-SIZE).

Step-by-Step Instructions

Step 1: Open the Product Editor

Navigate to Products in the Admin Panel and open the item you wish to assign a SKU.

Step 2: Locate the SKU Field

Find the SKU or Barcode input field in the inventory details section.

Step 3: Assign Unique Identifier

Enter your unique product SKU code without spaces or special characters.

Step 4: Save Listing

Click Save Product to store the SKU reference in your product database.

What You Should See

The assigned SKU visible in your admin product inventory table and printed on order packing receipts.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Duplicate SKUs Used Across Items	Ensure every physical item and variant has a distinct, non-overlapping SKU code.

168:Tc64,

Guides merchants on keeping stock quantities synchronized in the Admin Panel to prevent overselling.

Before You Begin

Perform a physical count or verify warehouse stock counts for your products.

Step-by-Step Instructions

Step 1: Open Products List

Navigate to Products in the Admin Panel to view your catalog.

Step 2: Select Product to Update

Click on the product whose inventory count requires adjustment.

Figure 71.1: Stock quantity input field in the product creation and editing form.

Step 3: Update Stock Units

Enter the current available stock quantity in the Stock or Quantity field. (Please note that total stock is managed by variant selections.)

Step 4: Save Inventory Changes

Click Save Product to update the stock count across the platform.

What You Should See

Accurate available stock units reflected in your admin product table and on customer catalog views.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Item Sold Out Prematurely	Verify that the quantity field reflects total available units and was not accidentally saved as zero.

169:Tc64,

Guides merchants on keeping stock quantities synchronized in the Admin Panel to prevent overselling.

Before You Begin

Perform a physical count or verify warehouse stock counts for your products.

Step-by-Step Instructions

Step 1: Open Products List

Navigate to Products in the Admin Panel to view your catalog.

Step 2: Select Product to Update

Click on the product whose inventory count requires adjustment.

Figure 71.1: Stock quantity input field in the product creation and editing form.

Step 3: Update Stock Units

Enter the current available stock quantity in the Stock or Quantity field. (Please note that total stock is managed by variant selections.)

Step 4: Save Inventory Changes

Click Save Product to update the stock count across the platform.

What You Should See

Accurate available stock units reflected in your admin product table and on customer catalog views.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Item Sold Out Prematurely	Verify that the quantity field reflects total available units and was not accidentally saved as zero.

16a:T895,

Guides merchants through assembling all necessary item information beforehand to make catalog creation fast and systematic.

Before You Begin

Organize product photography into organized folders on your computer.
Prepare a spreadsheet with item titles, prices, stock levels, and descriptions.

Step-by-Step Instructions

Step 1: Organize Digital Imagery

Crop and optimize product photos to consistent square or vertical aspect ratios.

Step 2: Standardize Pricing and Stock Data

Confirm wholesale costs, retail selling prices, and current warehouse stock counts.

Step 3: Categorize Merchandise

Sort products into logical collections to streamline category assignment during upload.

What You Should See

A structured inventory dataset ready for immediate entry into the Shopiators Admin Panel.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Missing Product Information Mid-Upload	Complete your offline product spreadsheet before beginning manual data entry.

16b:T895,

Guides merchants through assembling all necessary item information beforehand to make catalog creation fast and systematic.

Before You Begin

Organize product photography into organized folders on your computer.
Prepare a spreadsheet with item titles, prices, stock levels, and descriptions.

Step-by-Step Instructions

Step 1: Organize Digital Imagery

Crop and optimize product photos to consistent square or vertical aspect ratios.

Step 2: Standardize Pricing and Stock Data

Confirm wholesale costs, retail selling prices, and current warehouse stock counts.

Step 3: Categorize Merchandise

Sort products into logical collections to streamline category assignment during upload.

What You Should See

A structured inventory dataset ready for immediate entry into the Shopiators Admin Panel.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Missing Product Information Mid-Upload	Complete your offline product spreadsheet before beginning manual data entry.

16c:T7b3,

Provides an exhaustive pre-launch verification checklist for all catalog listings, ensuring zero missing prices, broken images, or blank descriptions.

Before You Begin

Review your active product listings in the Admin Panel.

Step-by-Step Instructions

Step 1: Visuals Audit

Ensure every product has at least one high-resolution, centered image without watermarks.

Step 2: Pricing & Inventory Audit

Confirm that selling prices are accurate and that stock quantities reflect real availability.

Step 3: Descriptions & Policy Audit

Verify that item details, size charts (if applicable), and shipping notes are clearly stated.

What You Should See

All products verified and ready for commercial sales with complete details.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Products Display Missing Image Placeholders	Upload images to all active listings before publishing your store.

How to Prepare a Product Catalog Before Uploading

16d:T7b3,

Provides an exhaustive pre-launch verification checklist for all catalog listings, ensuring zero missing prices, broken images, or blank descriptions.

Before You Begin

Review your active product listings in the Admin Panel.

Step-by-Step Instructions

Step 1: Visuals Audit

Ensure every product has at least one high-resolution, centered image without watermarks.

Step 2: Pricing & Inventory Audit

Confirm that selling prices are accurate and that stock quantities reflect real availability.

Step 3: Descriptions & Policy Audit

Verify that item details, size charts (if applicable), and shipping notes are clearly stated.

What You Should See

All products verified and ready for commercial sales with complete details.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Products Display Missing Image Placeholders	Upload images to all active listings before publishing your store.

How to Prepare a Product Catalog Before Uploading

16e:T1683,

Explains how shipping rates, regional delivery rules, and fulfillment status updates work together across the platform.

Before You Begin

Decide on your business delivery model, such as self-shipping, local delivery, or courier partnerships.
Review your dispatch location and postal coverage areas.

Step-by-Step Instructions

Step 1: Navigate to Settings

In your sidebar, expand Store and click Settings.

Step 2: Open Shipping Rules

Click Shipping Rules (URL: /admin/settings/shipping-rules) to access your delivery methods.

Step 3: Review Active Methods

Inspect existing shipping methods showing Name, Notes, Priority rank, Enabled badge, and Pricing type.

Step 4: Reorder by Priority

Use the drag-and-drop vertical handles to reorder shipping rules. Priority updates automatically.

What You Should See

Clear foundational understanding of how shipping rates apply at checkout and how fulfillment is tracked.

Common Problems & Troubleshooting

Problem: No Shipping Options Available at Checkout

Solution: Ensure you have at least one active shipping rule or zone configured covering the customer destination.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Priority Ranking (Drag & Drop)	Determines the evaluation order when multiple shipping methods apply to a customer cart.	Place Express Delivery at top priority so it is presented first to customers looking for faster delivery.
Enabled Status Badge	Indicates whether the shipping method is actively available to shoppers during checkout.	Temporarily toggle off during holiday closures or courier strikes without deleting your rule configuration.
Pricing Type Indicator	Displays whether the method charges Fixed (e.g. ₹60), Free Shipping (₹0), or Calculated rates.	Provides an instant visual overview of your store delivery pricing policies.

16f:T1683,

Explains how shipping rates, regional delivery rules, and fulfillment status updates work together across the platform.

Before You Begin

Decide on your business delivery model, such as self-shipping, local delivery, or courier partnerships.
Review your dispatch location and postal coverage areas.

Step-by-Step Instructions

Step 1: Navigate to Settings

In your sidebar, expand Store and click Settings.

Step 2: Open Shipping Rules

Click Shipping Rules (URL: /admin/settings/shipping-rules) to access your delivery methods.

Step 3: Review Active Methods

Inspect existing shipping methods showing Name, Notes, Priority rank, Enabled badge, and Pricing type.

Step 4: Reorder by Priority

Use the drag-and-drop vertical handles to reorder shipping rules. Priority updates automatically.

What You Should See

Clear foundational understanding of how shipping rates apply at checkout and how fulfillment is tracked.

Common Problems & Troubleshooting

Problem: No Shipping Options Available at Checkout

Solution: Ensure you have at least one active shipping rule or zone configured covering the customer destination.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Priority Ranking (Drag & Drop)	Determines the evaluation order when multiple shipping methods apply to a customer cart.	Place Express Delivery at top priority so it is presented first to customers looking for faster delivery.
Enabled Status Badge	Indicates whether the shipping method is actively available to shoppers during checkout.	Temporarily toggle off during holiday closures or courier strikes without deleting your rule configuration.
Pricing Type Indicator	Displays whether the method charges Fixed (e.g. ₹60), Free Shipping (₹0), or Calculated rates.	Provides an instant visual overview of your store delivery pricing policies.

170:T1b0f,

Guides merchants on setting accurate shipping fees to cover carrier packaging and transit costs without discouraging buyers.

Before You Begin

Calculate your average courier shipping costs across weight brackets and regional zones.
Decide whether to charge flat delivery fees or order-tiered fees.

Step-by-Step Instructions

Step 1: Open Shipping Rules Page

Navigate to Store -> Settings -> Shipping Rules in your Admin Panel.

Step 2: Click Add Shipping Method

Click the Add Shipping Method button in the top right header to open the configuration modal.

Step 3: Configure Basic Information

Enter Method Name (e.g. Standard Delivery), Priority ranking, and Notes / Description (e.g. 3-5 business days).

Step 4: Select Pricing Structure

Choose Fixed Price and enter Amount (₹), or select Free Shipping.

Step 5: Set Geographic Restrictions (Optional)

Include or exclude specific Countries, States, Cities, or ZIP/PIN codes (supports wildcards like 5600*).

Step 6: Set Free Shipping & Order Conditions

Optionally specify Free Shipping Min Order Value, or set Min/Max Order Value and Weight thresholds.

Step 7: Save Shipping Method

Click Save in the modal footer to activate your new shipping rule.How to Prepare an Order for Shipping

What You Should See

The specified shipping fee added to order totals on the checkout review step.

Common Problems & Troubleshooting

Problem: Incorrect Shipping Amount Calculated at Checkout

Solution: Review active shipping rules to confirm that no overlapping or conflicting fee rules take precedence.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Method Name	The primary delivery option title displayed to shoppers at checkout.	Use customer-friendly names like “Standard Surface Delivery” or “Express Air Dispatch”.
Notes / Description	Subtext displayed directly below the method name informing customers of expected timing.	Explain: ‘Delivers within 3-5 business days across major metros.’
Pricing Type: Fixed Price	Charges a constant flat shipping amount regardless of weight or distance within the zone.	Charge a flat ₹49 or ₹79 for all domestic deliveries.
Pricing Type: Free Shipping	Provides free delivery (₹0 shipping fee) to the customer when this method is selected.	Example: Offer free delivery on select premium collections or promotional campaigns.
Include / Exclude ZIP Codes	Restricts the method strictly to specific postal codes (supports comma-separated lists and wildcards).	Enter “4000, 4001” for Mumbai express local delivery, excluding remote zones.
Free Shipping Min Order Value	Automatically overrides fixed shipping fees to ₹0 when the cart subtotal exceeds this amount.	Set to 999. If a customer buys ₹1,200 worth of products, shipping automatically becomes ₹0 free.
Min / Max Order Value Conditions	Restricts the method to carts whose total falls within this specific range.	Disable heavy courier methods on tiny orders below ₹200.
Min / Max Weight (kg)	Restricts the method based on the combined physical weight of items in the cart.	Offer standard courier for parcels up to 2 kg, and freight shipping for orders over 5 kg.

171:T1b0f,

Guides merchants on setting accurate shipping fees to cover carrier packaging and transit costs without discouraging buyers.

Before You Begin

Calculate your average courier shipping costs across weight brackets and regional zones.
Decide whether to charge flat delivery fees or order-tiered fees.

Step-by-Step Instructions

Step 1: Open Shipping Rules Page

Navigate to Store -> Settings -> Shipping Rules in your Admin Panel.

Step 2: Click Add Shipping Method

Click the Add Shipping Method button in the top right header to open the configuration modal.

Step 3: Configure Basic Information

Enter Method Name (e.g. Standard Delivery), Priority ranking, and Notes / Description (e.g. 3-5 business days).

Step 4: Select Pricing Structure

Choose Fixed Price and enter Amount (₹), or select Free Shipping.

Step 5: Set Geographic Restrictions (Optional)

Include or exclude specific Countries, States, Cities, or ZIP/PIN codes (supports wildcards like 5600*).

Step 6: Set Free Shipping & Order Conditions

Optionally specify Free Shipping Min Order Value, or set Min/Max Order Value and Weight thresholds.

Step 7: Save Shipping Method

Click Save in the modal footer to activate your new shipping rule.How to Prepare an Order for Shipping

What You Should See

The specified shipping fee added to order totals on the checkout review step.

Common Problems & Troubleshooting

Problem: Incorrect Shipping Amount Calculated at Checkout

Solution: Review active shipping rules to confirm that no overlapping or conflicting fee rules take precedence.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Method Name	The primary delivery option title displayed to shoppers at checkout.	Use customer-friendly names like “Standard Surface Delivery” or “Express Air Dispatch”.
Notes / Description	Subtext displayed directly below the method name informing customers of expected timing.	Explain: ‘Delivers within 3-5 business days across major metros.’
Pricing Type: Fixed Price	Charges a constant flat shipping amount regardless of weight or distance within the zone.	Charge a flat ₹49 or ₹79 for all domestic deliveries.
Pricing Type: Free Shipping	Provides free delivery (₹0 shipping fee) to the customer when this method is selected.	Example: Offer free delivery on select premium collections or promotional campaigns.
Include / Exclude ZIP Codes	Restricts the method strictly to specific postal codes (supports comma-separated lists and wildcards).	Enter “4000, 4001” for Mumbai express local delivery, excluding remote zones.
Free Shipping Min Order Value	Automatically overrides fixed shipping fees to ₹0 when the cart subtotal exceeds this amount.	Set to 999. If a customer buys ₹1,200 worth of products, shipping automatically becomes ₹0 free.
Min / Max Order Value Conditions	Restricts the method to carts whose total falls within this specific range.	Disable heavy courier methods on tiny orders below ₹200.
Min / Max Weight (kg)	Restricts the method based on the combined physical weight of items in the cart.	Offer standard courier for parcels up to 2 kg, and freight shipping for orders over 5 kg.

172:T9cc,

Guides merchants on selecting packaging materials, cushioning fragile items, and weatherproofing shipments against courier transit wear.

Before You Begin

Gather appropriate box sizes, poly mailers, bubble wrap, packing tape, and void fill materials.
Review courier volumetric weight rules to avoid paying oversized parcel fees.

Step-by-Step Instructions

Step 1: Choose the Right Outer Box or Mailer

Select a sturdy corrugated box or tear-resistant poly mailer sized appropriately to fit items without excessive empty space.

Step 2: Wrap Fragile Items Individually

Use bubble wrap or protective paper around delicate items, ensuring at least an inch of cushioning on all sides.

Step 3: Fill Empty Voids

Place void fill materials such as paper or air pillows inside the box so items do not shift when the parcel is shaken.

Step 4: Seal Securely with Heavy-Duty Tape

Apply wide packaging tape using the H-taping method across all box seams to prevent opening during transport.

What You Should See

Durable, well-sealed packages capable of withstanding parcel handling and delivering items in pristine condition.

Common Problems & Troubleshooting

Problem: Packages Regularly Damaged in Transit

Solution: Upgrade to double-wall corrugated cardboard and increase internal cushioning around vulnerable corners.

Before You Begin

Gather appropriate box sizes, poly mailers, bubble wrap, packing tape, and void fill materials.
Review courier volumetric weight rules to avoid paying oversized parcel fees.

Step-by-Step Instructions

Step 1: Choose the Right Outer Box or Mailer

Select a sturdy corrugated box or tear-resistant poly mailer sized appropriately to fit items without excessive empty space.

Step 2: Wrap Fragile Items Individually

Use bubble wrap or protective paper around delicate items, ensuring at least an inch of cushioning on all sides.

Step 3: Fill Empty Voids

Place void fill materials such as paper or air pillows inside the box so items do not shift when the parcel is shaken.

Step 4: Seal Securely with Heavy-Duty Tape

Apply wide packaging tape using the H-taping method across all box seams to prevent opening during transport.

What You Should See

Durable, well-sealed packages capable of withstanding parcel handling and delivering items in pristine condition.

Common Problems & Troubleshooting

Problem: Packages Regularly Damaged in Transit

Solution: Upgrade to double-wall corrugated cardboard and increase internal cushioning around vulnerable corners.

Before You Begin

Confirm carrier updates or delivery confirmation receipts.
Access the order in your Admin Panel.

Step-by-Step Instructions

Step 1: Navigate to Orders

Navigate to Commerce -> Sales -> All Orders in your Admin Panel sidebar and locate the order.

Step 2: Select Fulfillment Status

Click on the fulfillment status control to view available state options such as Unfulfilled, Shipped, or Delivered.

Step 3: Apply the New Status

Choose the updated status corresponding to current carrier progress and save the modification.

Step 4: Verify Order Timeline

Review the order history log to ensure the status change was recorded with the current timestamp.

What You Should See

The order record displaying its current fulfillment phase across order list tables and customer view.

Common Problems & Troubleshooting

Problem: Status Accidentally Marked Delivered Ahead of Time

Solution: Revert the status back to Shipped or In Transit and add a note in order history to document the correction.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Records the courier company handling physical transit.	Enter “Shiprocket”, “Delhivery”, “Blue Dart”, or “Ecom Express”.
Tracking Number / AWB	The unique consignment Air Waybill identifier issued by the logistics partner.	Enables real-time parcel tracking for both store staff and buyers.

175:Td36,

Details how store staff can update the delivery status of an order to keep internal teams and customers informed of package movement.

Before You Begin

Confirm carrier updates or delivery confirmation receipts.
Access the order in your Admin Panel.

Step-by-Step Instructions

Step 1: Navigate to Orders

Navigate to Commerce -> Sales -> All Orders in your Admin Panel sidebar and locate the order.

Step 2: Select Fulfillment Status

Click on the fulfillment status control to view available state options such as Unfulfilled, Shipped, or Delivered.

Step 3: Apply the New Status

Choose the updated status corresponding to current carrier progress and save the modification.

Step 4: Verify Order Timeline

Review the order history log to ensure the status change was recorded with the current timestamp.

What You Should See

The order record displaying its current fulfillment phase across order list tables and customer view.

Common Problems & Troubleshooting

Problem: Status Accidentally Marked Delivered Ahead of Time

Solution: Revert the status back to Shipped or In Transit and add a note in order history to document the correction.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Shipping Carrier	Records the courier company handling physical transit.	Enter “Shiprocket”, “Delhivery”, “Blue Dart”, or “Ecom Express”.
Tracking Number / AWB	The unique consignment Air Waybill identifier issued by the logistics partner.	Enables real-time parcel tracking for both store staff and buyers.

176:T9d0,

Provides standard operating procedures for investigating transit bottlenecks, raising carrier tickets, and managing customer expectations during delivery delays.

Before You Begin

Check the carrier portal tracking history for exception codes or weather holds.
Retrieve the buyer contact details from the order profile.

Step-by-Step Instructions

Step 1: Check Carrier Exception Status

Inspect the courier tracking page to see if delays stem from weather disruptions, hub congestion, or address verification issues.

Step 2: Open a Carrier Escalation Ticket

Contact your courier partner support team with the tracking number to request expedited movement or status clarification.

Step 3: Proactively Notify the Customer

Reach out to the customer before they file a complaint, explaining the cause of the delay and providing the latest carrier update.

Step 4: Monitor Daily Until Delivered

Follow up regularly with the carrier until the parcel moves out for final delivery.

What You Should See

Customer confidence maintained through transparent communication and swift carrier escalation.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows No Movement for Several Days

Solution: File an official lost shipment inquiry with your carrier and prepare a replacement shipment if the package cannot be located.

Before You Begin

Check the carrier portal tracking history for exception codes or weather holds.
Retrieve the buyer contact details from the order profile.

Step-by-Step Instructions

Step 1: Check Carrier Exception Status

Inspect the courier tracking page to see if delays stem from weather disruptions, hub congestion, or address verification issues.

Step 2: Open a Carrier Escalation Ticket

Contact your courier partner support team with the tracking number to request expedited movement or status clarification.

Step 3: Proactively Notify the Customer

Reach out to the customer before they file a complaint, explaining the cause of the delay and providing the latest carrier update.

Step 4: Monitor Daily Until Delivered

Follow up regularly with the carrier until the parcel moves out for final delivery.

What You Should See

Customer confidence maintained through transparent communication and swift carrier escalation.

Common Problems & Troubleshooting

Problem: Carrier Tracking Shows No Movement for Several Days

Solution: File an official lost shipment inquiry with your carrier and prepare a replacement shipment if the package cannot be located.

Before You Begin

Review the courier Non-Delivery Report (NDR) or exception status.
Check the order address and phone number recorded in the Admin Panel.

Step-by-Step Instructions

Step 1: Identify the Non-Delivery Reason

Check courier notes to see whether the customer was unavailable, the phone was unreachable, or the premise was closed.

Step 2: Contact the Customer Promptly

Call or message the customer to confirm availability, obtain landmark details, or schedule an alternate delivery time.

Step 3: Request a Re-attempt with Carrier

Submit a re-delivery instruction through your courier portal with the confirmed customer instructions.

Step 4: Record Updates in Order Notes

Add internal order notes documenting the customer conversation and requested re-attempt date.

What You Should See

Successful delivery re-attempts achieved before shipments trigger automatic return workflows.

Common Problems & Troubleshooting

Problem: Customer Does Not Respond to Outreach Calls

Solution: Send a follow-up email and message specifying the deadline before the courier automatically initiates return to origin.

Before You Begin

Review the courier Non-Delivery Report (NDR) or exception status.
Check the order address and phone number recorded in the Admin Panel.

Step-by-Step Instructions

Step 1: Identify the Non-Delivery Reason

Check courier notes to see whether the customer was unavailable, the phone was unreachable, or the premise was closed.

Step 2: Contact the Customer Promptly

Call or message the customer to confirm availability, obtain landmark details, or schedule an alternate delivery time.

Step 3: Request a Re-attempt with Carrier

Submit a re-delivery instruction through your courier portal with the confirmed customer instructions.

Step 4: Record Updates in Order Notes

Add internal order notes documenting the customer conversation and requested re-attempt date.

What You Should See

Successful delivery re-attempts achieved before shipments trigger automatic return workflows.

Common Problems & Troubleshooting

Problem: Customer Does Not Respond to Outreach Calls

Solution: Send a follow-up email and message specifying the deadline before the courier automatically initiates return to origin.

Before You Begin

Designate a dedicated inbound staging area for returned parcels.
Have order records accessible in your Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Inbound Returned Parcel

Upon delivery from the courier, check that outer packaging is intact and verify that the shipping label matches the returned order ID.

Step 2: Check Product Condition

Unbox the package and inspect items to confirm they remain unused, undamaged, and complete with all tags.

Step 3: Update Order and Inventory Records

Mark the order status as Returned/RTO in the Admin Panel and restock undamaged items back into available product inventory.

Step 4: Process Payment Reconciliations

If the order was prepaid, process the refund per your store return policy, deducting allowable shipping fees if specified in your terms.

What You Should See

Returned merchandise accurately audited, restocked, and reflected in inventory counts.

Common Problems & Troubleshooting

Problem: Returned Package Arrives Damaged or Tampered

Solution: Photograph the damaged parcel and file a freight claim promptly with your courier service.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

17b:Td94,

Explains standard warehouse receiving and inventory procedures when an undelivered parcel returns to your fulfillment center.

Before You Begin

Designate a dedicated inbound staging area for returned parcels.
Have order records accessible in your Admin Panel.

Step-by-Step Instructions

Step 1: Inspect Inbound Returned Parcel

Upon delivery from the courier, check that outer packaging is intact and verify that the shipping label matches the returned order ID.

Step 2: Check Product Condition

Unbox the package and inspect items to confirm they remain unused, undamaged, and complete with all tags.

Step 3: Update Order and Inventory Records

Mark the order status as Returned/RTO in the Admin Panel and restock undamaged items back into available product inventory.

Step 4: Process Payment Reconciliations

If the order was prepaid, process the refund per your store return policy, deducting allowable shipping fees if specified in your terms.

What You Should See

Returned merchandise accurately audited, restocked, and reflected in inventory counts.

Common Problems & Troubleshooting

Problem: Returned Package Arrives Damaged or Tampered

Solution: Photograph the damaged parcel and file a freight claim promptly with your courier service.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

17c:Te10,

Outlines practical methods to decrease non-delivery rates on Cash on Delivery orders, protecting your business from unnecessary two-way courier fees.

Before You Begin

Analyze your store RTO metrics to identify problem regions or repeat non-delivery patterns.
Formulate a pre-dispatch confirmation workflow for cash orders.

Step-by-Step Instructions

Step 1: Confirm Orders Before Dispatch

Send an automated confirmation notification or make a brief phone call to verify that the customer placed the order and is expecting delivery.

Step 2: Validate Postal Addresses

Screen delivery addresses for missing house numbers, landmarks, or invalid postal codes before creating courier labels.

Step 3: Provide Real-Time Dispatch Alerts

Keep customers informed of shipping progress with regular tracking updates so they are prepared to receive the parcel and pay cash.

Step 4: Provide Incentives for Prepaid Orders

Offer promotional discounts or perks for buyers choosing online prepaid payment methods.

What You Should See

The configured COD settings and verification steps are applied to incoming cash orders.

Common Problems & Troubleshooting

Problem: Customer Denies Placing the Order at Doorstep

Solution: Call buyer to confirm phone number and full street address. If unreachable, hold dispatch for 24 hours before proceeding.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

17d:Te10,

Outlines practical methods to decrease non-delivery rates on Cash on Delivery orders, protecting your business from unnecessary two-way courier fees.

Before You Begin

Analyze your store RTO metrics to identify problem regions or repeat non-delivery patterns.
Formulate a pre-dispatch confirmation workflow for cash orders.

Step-by-Step Instructions

Step 1: Confirm Orders Before Dispatch

Send an automated confirmation notification or make a brief phone call to verify that the customer placed the order and is expecting delivery.

Step 2: Validate Postal Addresses

Screen delivery addresses for missing house numbers, landmarks, or invalid postal codes before creating courier labels.

Step 3: Provide Real-Time Dispatch Alerts

Keep customers informed of shipping progress with regular tracking updates so they are prepared to receive the parcel and pay cash.

Step 4: Provide Incentives for Prepaid Orders

Offer promotional discounts or perks for buyers choosing online prepaid payment methods.

What You Should See

The configured COD settings and verification steps are applied to incoming cash orders.

Common Problems & Troubleshooting

Problem: Customer Denies Placing the Order at Doorstep

Solution: Call buyer to confirm phone number and full street address. If unreachable, hold dispatch for 24 hours before proceeding.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Enable Partial Advance	Requires a small upfront token payment online before shipping a COD parcel.	Collecting ₹100 online helps confirm buyer intent before dispatch and reduces COD Return-to-Origin (RTO) rates.
COD Charges (Handling Surcharge)	Adds a fee (e.g. ₹50) when COD is chosen to offset return logistics costs.	Incentivizes shoppers to select online payment methods to ensure confirmed delivery.

17e:T9ed,

Provides guidance and messaging strategies to keep customers informed and calm when supply chain or courier disruptions slow deliveries.

Before You Begin

Obtain factual delay status from your logistics carrier.
Check order information to tailor communications to affected customers.

Step-by-Step Instructions

Step 1: Acknowledge the Delay Early

Contact affected customers as soon as carrier tracking indicates transit delays rather than waiting for customer complaints.

Step 2: Provide Clear and Honest Context

State the general reason for the delay, such as severe weather or regional logistics backlog, without making speculative delivery promises.

Step 3: Share Updated Tracking Links

Reiterate the carrier tracking link so customers can follow subsequent status scans directly.

Step 4: Offer Reassuring Customer Support

Ensure buyers know how to reach your customer service team if they need address adjustments or have urgent questions.

What You Should See

Customer trust preserved through honest, proactive communication during unforeseen delivery disruptions.

Common Problems & Troubleshooting

Problem: Customer Requests Immediate Cancellation Due to Delay

Solution: Review parcel transit progress with the courier; if cancellation is requested before delivery, instruct the carrier to return the parcel and process the refund.

Before You Begin

Obtain factual delay status from your logistics carrier.
Check order information to tailor communications to affected customers.

Step-by-Step Instructions

Step 1: Acknowledge the Delay Early

Contact affected customers as soon as carrier tracking indicates transit delays rather than waiting for customer complaints.

Step 2: Provide Clear and Honest Context

State the general reason for the delay, such as severe weather or regional logistics backlog, without making speculative delivery promises.

Step 3: Share Updated Tracking Links

Reiterate the carrier tracking link so customers can follow subsequent status scans directly.

Step 4: Offer Reassuring Customer Support

Ensure buyers know how to reach your customer service team if they need address adjustments or have urgent questions.

What You Should See

Customer trust preserved through honest, proactive communication during unforeseen delivery disruptions.

Common Problems & Troubleshooting

Problem: Customer Requests Immediate Cancellation Due to Delay

Solution: Review parcel transit progress with the courier; if cancellation is requested before delivery, instruct the carrier to return the parcel and process the refund.

Before You Begin

Gather product weights, outer carton dimensions, and courier rate cards.
Have a digital weighing scale and measuring tape ready.

Step-by-Step Instructions

Step 1: Determine Actual Gross Weight

Weigh the fully packed merchandise including box, protective cushioning, and tape on a calibrated scale.

Step 2: Compute Volumetric (Dimensional) Weight

Measure box length, width, and height in centimeters, multiply them together, and divide by your courier volumetric divisor (typically 5000).

Step 3: Identify Billable Weight

Compare gross weight with volumetric weight; couriers bill according to whichever value is higher.

Step 4: Factor in Packaging and Handling Costs

Add the expense of boxes, tape, labels, and handling labor to carrier freight rates to calculate total fulfillment cost.

What You Should See

Accurate shipping cost calculations reflecting package weight and courier rate brackets.

Common Problems & Troubleshooting

Problem: Carrier Invoice Differs from Initial Estimate

Solution: Check if the parcel was billed on dimensional weight due to an oversized outer box, and optimize package sizing.

Before You Begin

Gather product weights, outer carton dimensions, and courier rate cards.
Have a digital weighing scale and measuring tape ready.

Step-by-Step Instructions

Step 1: Determine Actual Gross Weight

Weigh the fully packed merchandise including box, protective cushioning, and tape on a calibrated scale.

Step 2: Compute Volumetric (Dimensional) Weight

Measure box length, width, and height in centimeters, multiply them together, and divide by your courier volumetric divisor (typically 5000).

Step 3: Identify Billable Weight

Compare gross weight with volumetric weight; couriers bill according to whichever value is higher.

Step 4: Factor in Packaging and Handling Costs

Add the expense of boxes, tape, labels, and handling labor to carrier freight rates to calculate total fulfillment cost.

What You Should See

Accurate shipping cost calculations reflecting package weight and courier rate brackets.

Common Problems & Troubleshooting

Problem: Carrier Invoice Differs from Initial Estimate

Solution: Check if the parcel was billed on dimensional weight due to an oversized outer box, and optimize package sizing.

Before You Begin

Select your primary logistics courier or shipping aggregator.
Standardize packaging materials and staging areas.

Step-by-Step Instructions

Step 1: Standardize Your Packaging Sizes

Limit outer packaging to two or three standard box sizes to simplify inventory and streamline courier weight calculations.

Step 2: Establish Fixed Dispatch Cutoff Times

Set consistent daily cutoff times (such as 2:00 PM) so warehouse teams and courier pickups operate on a predictable schedule.

Step 3: Double-Check Every Parcel Before Sealing

Compare packed items against the printed invoice to confirm no item discrepancies are identified during the packing check.

Step 4: Monitor Delivery Metrics Regularly

Track average transit times, delivery success rates, and customer feedback across shipping partners.

What You Should See

Use these checks to review fulfillment consistency and identify areas that may require attention.

Common Problems & Troubleshooting

Problem: Courier Frequently Misses Scheduled Daily Pickup

Solution: Establish backup dispatch options or drop off staged parcels at local carrier hubs during high-volume periods.

Before You Begin

Select your primary logistics courier or shipping aggregator.
Standardize packaging materials and staging areas.

Step-by-Step Instructions

Step 1: Standardize Your Packaging Sizes

Limit outer packaging to two or three standard box sizes to simplify inventory and streamline courier weight calculations.

Step 2: Establish Fixed Dispatch Cutoff Times

Set consistent daily cutoff times (such as 2:00 PM) so warehouse teams and courier pickups operate on a predictable schedule.

Step 3: Double-Check Every Parcel Before Sealing

Compare packed items against the printed invoice to confirm no item discrepancies are identified during the packing check.

Step 4: Monitor Delivery Metrics Regularly

Track average transit times, delivery success rates, and customer feedback across shipping partners.

What You Should See

Use these checks to review fulfillment consistency and identify areas that may require attention.

Common Problems & Troubleshooting

Problem: Courier Frequently Misses Scheduled Daily Pickup

Solution: Establish backup dispatch options or drop off staged parcels at local carrier hubs during high-volume periods.

Before You Begin

Review current dispatch capacity and bottlenecks during peak sales periods.
Evaluate regional courier performance data.

Step-by-Step Instructions

Step 1: Diversify Shipping Carriers

Partner with multiple logistics providers so that regional service disruptions or capacity limits do not halt your fulfillment operations.

Step 2: Implement Batch Picking and Packing

Organize fulfillment workflows into batch cycles, picking inventory in bulk and packing identical items in grouped runs.

Step 3: Optimize Packing Station Ergonomics

Equip packaging tables with thermal label printers, barcode scanners, and accessible packaging materials to accelerate turnaround.

Step 4: Negotiate Volume Courier Rates

Review monthly shipment counts with carrier representatives to secure discounted shipping slabs and lower cash-handling fees.

What You Should See

Scalable fulfillment operations capable of handling volume surges without delays or dispatch errors.

Common Problems & Troubleshooting

Problem: Packing Station Delays During Promotional Surges

Solution: Pre-pack fast-selling hero products before major marketing campaigns begin to allow instant label application.

Before You Begin

Review current dispatch capacity and bottlenecks during peak sales periods.
Evaluate regional courier performance data.

Step-by-Step Instructions

Step 1: Diversify Shipping Carriers

Partner with multiple logistics providers so that regional service disruptions or capacity limits do not halt your fulfillment operations.

Step 2: Implement Batch Picking and Packing

Organize fulfillment workflows into batch cycles, picking inventory in bulk and packing identical items in grouped runs.

Step 3: Optimize Packing Station Ergonomics

Equip packaging tables with thermal label printers, barcode scanners, and accessible packaging materials to accelerate turnaround.

Step 4: Negotiate Volume Courier Rates

Review monthly shipment counts with carrier representatives to secure discounted shipping slabs and lower cash-handling fees.

What You Should See

Scalable fulfillment operations capable of handling volume surges without delays or dispatch errors.

Common Problems & Troubleshooting

Problem: Packing Station Delays During Promotional Surges

Solution: Pre-pack fast-selling hero products before major marketing campaigns begin to allow instant label application.

Before You Begin

Open your Admin Panel Orders dashboard to view pending unfulfilled orders.
Verify that packing supplies and label paper rolls are stocked.

Step-by-Step Instructions

Step 1: Filter Unfulfilled Orders

Sort your Orders list by Unfulfilled status and organize shipments by priority or payment confirmation.

Step 2: Cross-Check Picked Items Against Packing Slips

Verify that product SKUs, quantities, and selected variants match the printed order slip exactly.

Step 3: Secure Packaging and Affix Shipping Labels

Ensure cartons are taped securely with readable, unblemished courier barcodes affixed flat to the package surface.

Step 4: Perform Carrier Handover and Obtain Manifest

Count parcels handed over to the courier driver and obtain a signed manifest or digital handover scan confirmation.

Step 5: Update Tracking Status in Admin Panel

Enter tracking numbers and mark orders fulfilled so tracking alerts deploy to buyers.

What You Should See

Smooth daily fulfillment execution with every staged parcel accounted for and dispatched.

Common Problems & Troubleshooting

Problem: Courier Driver Leaves Without Scanning Manifest

Solution: Insist on obtaining a physical signature or immediate barcode scan confirmation before releasing parcels to the driver.

Before You Begin

Open your Admin Panel Orders dashboard to view pending unfulfilled orders.
Verify that packing supplies and label paper rolls are stocked.

Step-by-Step Instructions

Step 1: Filter Unfulfilled Orders

Sort your Orders list by Unfulfilled status and organize shipments by priority or payment confirmation.

Step 2: Cross-Check Picked Items Against Packing Slips

Verify that product SKUs, quantities, and selected variants match the printed order slip exactly.

Step 3: Secure Packaging and Affix Shipping Labels

Ensure cartons are taped securely with readable, unblemished courier barcodes affixed flat to the package surface.

Step 4: Perform Carrier Handover and Obtain Manifest

Count parcels handed over to the courier driver and obtain a signed manifest or digital handover scan confirmation.

Step 5: Update Tracking Status in Admin Panel

Enter tracking numbers and mark orders fulfilled so tracking alerts deploy to buyers.

What You Should See

Smooth daily fulfillment execution with every staged parcel accounted for and dispatched.

Common Problems & Troubleshooting

Problem: Courier Driver Leaves Without Scanning Manifest

Solution: Insist on obtaining a physical signature or immediate barcode scan confirmation before releasing parcels to the driver.

Before You Begin

Step-by-Step Instructions

Step 1: Navigate to Sales in Sidebar

In your Shopiators Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select All Orders

Click All Orders (URL: /admin/orders?tab=all) to open the complete merchant order management view.

Figure 81.1: Orders Management Screen with Status Filter Tabs (All, Pending, Accepted, Ready, Shipped, Delivered, Cancelled)

Step 3: Review Order Table Columns

Inspect incoming orders displaying Order, Customer Name, Reason, Order Date, Payment Method badge, and Fulfillment Status.

Step 4: Inspect Status Tabs

Switch between status tabs (All Orders, Refund, Return, Cancel) to review orders requiring immediate operational attention.

What You Should See

A structured overview of all incoming customer orders arranged chronologically.

Common Problems & Troubleshooting

Problem: Orders List Appears Empty

Solution: The orders list will populate as soon as test orders or live customer purchases are completed.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Tabs	Categorizes orders into actionable queues: all, pending, accepted, ready, shipped, delivered, cancelled, return, and refund.	Quickly switch to the “Return” tab every morning to process customer returns without searching through fulfilled orders.
Payment Method Indicator	Displays the payment mode used by the customer: Cash on Delivery, Online Payment, Bank Transfer, or UPI.	Enables dispatch teams to verify whether an order is already paid online or requires cash collection by the courier.
Order Status Badge	Shows the current lifecycle stage: pending, inprocess, inshipping, delivered, or cancelled.	Helps teams prioritize: “pending” orders need packing, while “inshipping” orders are already with the courier.

189:T11ee,

Introduces merchants to the Orders module in the Admin Panel, explaining order summaries, customer records, and order columns.

Before You Begin

Step-by-Step Instructions

Step 1: Navigate to Sales in Sidebar

In your Shopiators Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select All Orders

Click All Orders (URL: /admin/orders?tab=all) to open the complete merchant order management view.

Figure 81.1: Orders Management Screen with Status Filter Tabs (All, Pending, Accepted, Ready, Shipped, Delivered, Cancelled)

Step 3: Review Order Table Columns

Inspect incoming orders displaying Order, Customer Name, Reason, Order Date, Payment Method badge, and Fulfillment Status.

Step 4: Inspect Status Tabs

Switch between status tabs (All Orders, Refund, Return, Cancel) to review orders requiring immediate operational attention.

What You Should See

A structured overview of all incoming customer orders arranged chronologically.

Common Problems & Troubleshooting

Problem: Orders List Appears Empty

Solution: The orders list will populate as soon as test orders or live customer purchases are completed.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Order Tabs	Categorizes orders into actionable queues: all, pending, accepted, ready, shipped, delivered, cancelled, return, and refund.	Quickly switch to the “Return” tab every morning to process customer returns without searching through fulfilled orders.
Payment Method Indicator	Displays the payment mode used by the customer: Cash on Delivery, Online Payment, Bank Transfer, or UPI.	Enables dispatch teams to verify whether an order is already paid online or requires cash collection by the courier.
Order Status Badge	Shows the current lifecycle stage: pending, inprocess, inshipping, delivered, or cancelled.	Helps teams prioritize: “pending” orders need packing, while “inshipping” orders are already with the courier.

18a:T119d,

Introduces how customer profiles are created, tracked, and organized within the Admin Panel.

Before You Begin

Access your Shopiators Admin Panel.
Familiarize yourself with your store customer registration and checkout settings.

Step-by-Step Instructions

Step 1: Open Customers View

In your Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select Customers

Click Customers (URL: /admin/customers) to open the merchant customer directory.

Step 3: Search or Filter Customers

Use the Search customers… input box to search buyers by name, email, or role.

Step 4: Inspect Customer Profiles

Review columns: Customer Name, Email, Role, City, Pincode, and Phone Number.

Step 5: View Customer History

Click the View (eye) icon or customer row to open their profile showing past orders, total spend, and delivery addresses.

What You Should See

A centralized directory of shoppers who have engaged with or ordered from your online store.

Common Problems & Troubleshooting

Problem: Customer Profile Not Appearing in Directory

Solution: Confirm the customer successfully completed their purchase or registered their account without checkout interruption.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Search Customers Input	Instant dynamic search filtering table records across Customer Name, Email Address, and Role.	When a customer calls support, enter their email to immediately pull up their account.
Page Size Selector	Controls how many customer records appear per page (10, 15, 25, 50, or 100).	Switch to 50 or 100 Customers when performing bulk customer reviews or exports.
Customer Role Badge	Classifies customer account permissions (e.g. customer vs wholesale/B2B buyer).	Identifies wholesale accounts eligible for bulk pricing tiers.
Customer Order History	Tracks lifetime purchase count, total rupees spent, and delivery addresses for each buyer.	Identify your top 5% highest-spending VIP customers to send exclusive loyalty rewards.

18b:T119d,

Introduces how customer profiles are created, tracked, and organized within the Admin Panel.

Before You Begin

Access your Shopiators Admin Panel.
Familiarize yourself with your store customer registration and checkout settings.

Step-by-Step Instructions

Step 1: Open Customers View

In your Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select Customers

Click Customers (URL: /admin/customers) to open the merchant customer directory.

Step 3: Search or Filter Customers

Use the Search customers… input box to search buyers by name, email, or role.

Step 4: Inspect Customer Profiles

Review columns: Customer Name, Email, Role, City, Pincode, and Phone Number.

Step 5: View Customer History

Click the View (eye) icon or customer row to open their profile showing past orders, total spend, and delivery addresses.

What You Should See

A centralized directory of shoppers who have engaged with or ordered from your online store.

Common Problems & Troubleshooting

Problem: Customer Profile Not Appearing in Directory

Solution: Confirm the customer successfully completed their purchase or registered their account without checkout interruption.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Search Customers Input	Instant dynamic search filtering table records across Customer Name, Email Address, and Role.	When a customer calls support, enter their email to immediately pull up their account.
Page Size Selector	Controls how many customer records appear per page (10, 15, 25, 50, or 100).	Switch to 50 or 100 Customers when performing bulk customer reviews or exports.
Customer Role Badge	Classifies customer account permissions (e.g. customer vs wholesale/B2B buyer).	Identifies wholesale accounts eligible for bulk pricing tiers.
Customer Order History	Tracks lifetime purchase count, total rupees spent, and delivery addresses for each buyer.	Identify your top 5% highest-spending VIP customers to send exclusive loyalty rewards.

18c:T1683,

Explains how shipping rates, regional delivery rules, and fulfillment status updates work together across the platform.

Before You Begin

Decide on your business delivery model, such as self-shipping, local delivery, or courier partnerships.
Review your dispatch location and postal coverage areas.

Step-by-Step Instructions

Step 1: Navigate to Settings

In your sidebar, expand Store and click Settings.

Step 2: Open Shipping Rules

Click Shipping Rules (URL: /admin/settings/shipping-rules) to access your delivery methods.

Step 3: Review Active Methods

Inspect existing shipping methods showing Name, Notes, Priority rank, Enabled badge, and Pricing type.

Step 4: Reorder by Priority

Use the drag-and-drop vertical handles to reorder shipping rules. Priority updates automatically.

What You Should See

Clear foundational understanding of how shipping rates apply at checkout and how fulfillment is tracked.

Common Problems & Troubleshooting

Problem: No Shipping Options Available at Checkout

Solution: Ensure you have at least one active shipping rule or zone configured covering the customer destination.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Priority Ranking (Drag & Drop)	Determines the evaluation order when multiple shipping methods apply to a customer cart.	Place Express Delivery at top priority so it is presented first to customers looking for faster delivery.
Enabled Status Badge	Indicates whether the shipping method is actively available to shoppers during checkout.	Temporarily toggle off during holiday closures or courier strikes without deleting your rule configuration.
Pricing Type Indicator	Displays whether the method charges Fixed (e.g. ₹60), Free Shipping (₹0), or Calculated rates.	Provides an instant visual overview of your store delivery pricing policies.

18d:T1683,

Explains how shipping rates, regional delivery rules, and fulfillment status updates work together across the platform.

Before You Begin

Decide on your business delivery model, such as self-shipping, local delivery, or courier partnerships.
Review your dispatch location and postal coverage areas.

Step-by-Step Instructions

Step 1: Navigate to Settings

In your sidebar, expand Store and click Settings.

Step 2: Open Shipping Rules

Click Shipping Rules (URL: /admin/settings/shipping-rules) to access your delivery methods.

Step 3: Review Active Methods

Inspect existing shipping methods showing Name, Notes, Priority rank, Enabled badge, and Pricing type.

Step 4: Reorder by Priority

Use the drag-and-drop vertical handles to reorder shipping rules. Priority updates automatically.

What You Should See

Clear foundational understanding of how shipping rates apply at checkout and how fulfillment is tracked.

Common Problems & Troubleshooting

Problem: No Shipping Options Available at Checkout

Solution: Ensure you have at least one active shipping rule or zone configured covering the customer destination.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Priority Ranking (Drag & Drop)	Determines the evaluation order when multiple shipping methods apply to a customer cart.	Place Express Delivery at top priority so it is presented first to customers looking for faster delivery.
Enabled Status Badge	Indicates whether the shipping method is actively available to shoppers during checkout.	Temporarily toggle off during holiday closures or courier strikes without deleting your rule configuration.
Pricing Type Indicator	Displays whether the method charges Fixed (e.g. ₹60), Free Shipping (₹0), or Calculated rates.	Provides an instant visual overview of your store delivery pricing policies.

18e:Tf99,

Introduces store owners to payment configuration options in Shopiators, outlining supported payment channels and checkout options.

Before You Begin

Review the payment preferences of your target customer audience.

Step-by-Step Instructions

Step 1: Open Settings in Sidebar

In your Admin Panel sidebar, expand Store and click Settings.

Step 2: Select Payment Settings

Click Payment to open the payment configuration directory at /admin/settings/payment.

Figure 101.1: Payment Methods Directory with Cash on Delivery (COD) Configuration

Step 3: Review Payment Options

Inspect the available options: online payment methods and manual payment methods (Cash on Delivery, Bank Transfer, and Manual UPI).

Step 4: Open Specific Provider Configuration

Click Configure COD, Configure Bank Transfer, or Configure UPI to access internal settings.

What You Should See

Active payment methods configured and selectable on your customer checkout page.

Common Problems & Troubleshooting

Problem: Checkout Page Shows No Payment Options

Solution: Ensure at least one payment method is set to Show on Checkout and saved.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Additional Payment Methods	Enables online payment providers that process customer transactions directly at checkout.	Connect an online payment provider to automatically receive and verify customer online payments.
Manual Payment Methods	Direct merchant payment methods (COD, Bank Transfer, Manual UPI) where verification occurs outside the automated gateway.	Manual UPI allows merchants to provide a UPI ID or QR code and payment instructions for direct customer transfers.

18f:Tf99,

Introduces store owners to payment configuration options in Shopiators, outlining supported payment channels and checkout options.

Before You Begin

Review the payment preferences of your target customer audience.

Step-by-Step Instructions

Step 1: Open Settings in Sidebar

In your Admin Panel sidebar, expand Store and click Settings.

Step 2: Select Payment Settings

Click Payment to open the payment configuration directory at /admin/settings/payment.

Figure 101.1: Payment Methods Directory with Cash on Delivery (COD) Configuration

Step 3: Review Payment Options

Inspect the available options: online payment methods and manual payment methods (Cash on Delivery, Bank Transfer, and Manual UPI).

Step 4: Open Specific Provider Configuration

Click Configure COD, Configure Bank Transfer, or Configure UPI to access internal settings.

What You Should See

Active payment methods configured and selectable on your customer checkout page.

Common Problems & Troubleshooting

Problem: Checkout Page Shows No Payment Options

Solution: Ensure at least one payment method is set to Show on Checkout and saved.

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Additional Payment Methods	Enables online payment providers that process customer transactions directly at checkout.	Connect an online payment provider to automatically receive and verify customer online payments.
Manual Payment Methods	Direct merchant payment methods (COD, Bank Transfer, Manual UPI) where verification occurs outside the automated gateway.	Manual UPI allows merchants to provide a UPI ID or QR code and payment instructions for direct customer transfers.

190:Tc76,

Details how to publish your commercial Terms and Conditions (Terms of Service) policy statement to establish clear legal agreements with website shoppers.

Before You Begin

Draft or obtain approved legal Terms of Service tailored to your retail product categories.

Step-by-Step Instructions

Step 1: Access Store Management Card

In your Admin Panel, navigate to Theme Customizer and locate the Terms of Service card.

Step 2: Enter Terms and Conditions Text

Locate the Terms & Conditions text area and paste your legal terms statement.

Figure 55.1: Store Policies configuration card showing policy text input areas.

Step 3: Publish Policy Changes

Publish the terms across your storefront legal footer links.

What You Should See

A dedicated Terms and Conditions page accessible to customers via your storefront footer.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Formatting Appears Cluttered	Use clean paragraph breaks and section headers in the policy text area for optimal readability.

191:Tc76,

Details how to publish your commercial Terms and Conditions (Terms of Service) policy statement to establish clear legal agreements with website shoppers.

Before You Begin

Draft or obtain approved legal Terms of Service tailored to your retail product categories.

Step-by-Step Instructions

Step 1: Access Store Management Card

In your Admin Panel, navigate to Theme Customizer and locate the Terms of Service card.

Step 2: Enter Terms and Conditions Text

Locate the Terms & Conditions text area and paste your legal terms statement.

Figure 55.1: Store Policies configuration card showing policy text input areas.

Step 3: Publish Policy Changes

Publish the terms across your storefront legal footer links.

What You Should See

A dedicated Terms and Conditions page accessible to customers via your storefront footer.

Common Problems & Troubleshooting

Common Problem	Recommended Solution
Formatting Appears Cluttered	Use clean paragraph breaks and section headers in the policy text area for optimal readability.

192:T910,

What this does

Provides troubleshooting solutions for manual payment verification queues in the Admin Panel.

Before you begin

Ensure you have access to your Admin Panel and business payment transaction records.

Step-by-Step Instructions

1. Access Manual Verification Queue: Log in to your Admin Panel and navigate to Sales -> UPI Transfer Queue.

2. Inspect Pending Items: Locate the order row requiring review.

3. Cross-Reference UTR Number: Check the customer’s uploaded receipt reference ID (UTR) against your bank credit notification.

4. Approve or Reject: Click Approve if payment is verified, or Reject to state a review remark.

What you should see

Updated payment status reflected in the order review table.

Common problems

Problem	Solution
Receipt Image Unclear	Click Reject and add a note requesting the customer re-upload a clear receipt screenshot.
UTR Not Found on Bank Statement	Hold approval until the transaction credit resolves in your bank account statement.

Related Help Articles

Understanding Successful, Pending and Failed Payments

193:T910,

What this does

Provides troubleshooting solutions for manual payment verification queues in the Admin Panel.

Before you begin

Ensure you have access to your Admin Panel and business payment transaction records.

Step-by-Step Instructions

1. Access Manual Verification Queue: Log in to your Admin Panel and navigate to Sales -> UPI Transfer Queue.

2. Inspect Pending Items: Locate the order row requiring review.

3. Cross-Reference UTR Number: Check the customer’s uploaded receipt reference ID (UTR) against your bank credit notification.

4. Approve or Reject: Click Approve if payment is verified, or Reject to state a review remark.

What you should see

Updated payment status reflected in the order review table.

Common problems

Problem	Solution
Receipt Image Unclear	Click Reject and add a note requesting the customer re-upload a clear receipt screenshot.
UTR Not Found on Bank Statement	Hold approval until the transaction credit resolves in your bank account statement.

Related Help Articles

194:T1091,

What this does

Guides merchants through creating a new catalog item, entering product details, setting price rules, and saving the item in the Admin Panel.

Before you begin

Prepare your product title, description summary, pricing details, category assignment, and product photos.

Step-by-Step Instructions

1. Navigate to Products: Log in to your Admin Panel and select Products from the main sidebar.

2. Open Add Product Form: Click the Add Product button at the top right of the catalog table.

3. Enter General Details:

Title: Input your item name (e.g., “Luxe Cotton T-Shirt”).
Description: Enter detailed item features and specifications.
Category: Select the appropriate category from the dropdown menu.

4. Set Pricing & Stock:

Price: Input the selling price the customer pays (e.g. `$24.99`).
Compare-at Price: (Optional) Input the original crossed-out retail price (e.g. `$29.99`). *Rule: Selling Price must be less than or equal to Compare-at Price.*
Total Stock: Enter available inventory count.

5. Upload Product Images: Drag and drop your photos into the uploader slot.

6. Save Item: Click Save Product to add the item to your catalog.

What you should see

The newly created product item row listed in your catalog table.

Common problems

Problem	Solution
Price Validation Error	Ensure Selling Price is less than or equal to Compare-at Price (`Price: $24.99` ≤ `Compare-at: $29.99`).
Image Upload Failure	Ensure image files are in a standard image format (JPG or PNG) and try re-uploading.

Related Help Articles

195:T1091,

What this does

Guides merchants through creating a new catalog item, entering product details, setting price rules, and saving the item in the Admin Panel.

Before you begin

Prepare your product title, description summary, pricing details, category assignment, and product photos.

Step-by-Step Instructions

1. Navigate to Products: Log in to your Admin Panel and select Products from the main sidebar.

2. Open Add Product Form: Click the Add Product button at the top right of the catalog table.

3. Enter General Details:

Title: Input your item name (e.g., “Luxe Cotton T-Shirt”).
Description: Enter detailed item features and specifications.
Category: Select the appropriate category from the dropdown menu.

4. Set Pricing & Stock:

Price: Input the selling price the customer pays (e.g. `$24.99`).
Compare-at Price: (Optional) Input the original crossed-out retail price (e.g. `$29.99`). *Rule: Selling Price must be less than or equal to Compare-at Price.*
Total Stock: Enter available inventory count.

5. Upload Product Images: Drag and drop your photos into the uploader slot.

6. Save Item: Click Save Product to add the item to your catalog.

What you should see

The newly created product item row listed in your catalog table.

Common problems

Problem	Solution
Price Validation Error	Ensure Selling Price is less than or equal to Compare-at Price (`Price: $24.99` ≤ `Compare-at: $29.99`).
Image Upload Failure	Ensure image files are in a standard image format (JPG or PNG) and try re-uploading.

Related Help Articles

Full step-by-step guide