CrystalCommerce

How to join CrystalCommerce?

Welcome to Onboarding!

Dan McCarty

Paul Martin

Easy steps on setting up your business with the platform

Launch Your Online Store

Tips for selecting a domain name to use for your frontend website

Picking A Domain Name

How to log into your Crystalcommerce admin to view your inventory and website

Logging In

Dashboard, Get a quick glance on what's going in your store

Dashboard Tab Overview

Administrative, Client-facing, Settings, Milestones.

Account Tab Overview

How to adjust your general account settings in the admin

Account > Preferences

Account Locations Panel, Social Media, RSS, Calendar

Account > Locations Tab Overview

Step 1: Add your store information

Account > Shipping Overview

Setting up the Endicia integration to print postage through the orders page

Account > Postage Tab Overview

Receive payments, Payment Method: Credit Cards, Paypal, Store Credit, Accept Coupons

Account > Payments Tab Overview

Step 2: Set up your shipping and payment methods

General overview of the inventory page in the admin, which links to help articles for each inventory sub-page, Milestones.

Inventory Tab Overview

Import a csv file using the mass create tool to bulk update multiple products at once, or bulk create items.

Inventory > Mass Create Tab Overview

Where to find batch updates you have carried out and have finished

Inventory > Batch Updates Tab Overview

Establishing an inventory

Step 3: Import Product Data, Add Prices and Quantity

Moving towards Website design

Where to find design related options in your admin.

Design Tab Overview

Design > Appearance Tab Overview

How do I connect my domain name to the CrystalCommerce frontend website? Going live. DNS.

Pointing your DNS

How do I customize my website? Tagging, Featured Products, Banners, Banner Manager, TCG Promotion Controller, Website

Customizing your Online Store

Step 4: Getting your Website ready

So I received an online order... now what?

Where do new orders from my front end website or sales channels appear in my admin?

Orders Tab Overview

Viewing your ready to ship orders and using the search filters on the orders page

Orders > Ready to Ship Tab Overview

Where to find orders that are in processing status

Orders > Processing Tab Overview

Where to find all orders that you have shipped and closed off.

Orders > Closed Tab Overview

Step 5: Processing Your Orders

End of Basics Training

Congratulations! You have finished the Basic Admin Knowledge training

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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