CrystalCommerce

How to see your active customers in your admin

Customers > View and Edit Customer Info

How to use the Refer-A-Friend system, so customers can get rewarded for referring others to your website.

Refer A Friend Feature Overview

How to select which countries you will and won't ship to

Account > Store > Supported Countries Tab

How to set up options for your frontend website, and customize the notices on your checkout page.

Account > Store > Frontend Tab

Account > Store > Store Tab

How to view and edit the different pages that are on your frontend website. How to edit the content and add pages to navigation.

Design > Site Pages Tab Overview

An overview of the categories in your admin and how they organize your products

Inventory > Categories Tab Explained

How to locate products in your database and apply price and quantity.

Inventory > Products Tab Overview

How do I import new products into my inventory?

Inventory > Import Tab Overview

How to add new users and assign user privileges.

Account > Users Tab Overview

How to view bills and invoices from Crystalcommerce itemized billing information

Account > Billing Tab Overview

How to create cash drawers and run cash drawer reports

Account > Cash Drawer Overview

How to view and manage the different integrations on the account page

Account > Integration Tab Overview

How to view and read the activity logs which keep track of qty and price adjustments of products (Video)

Product Activity Logs

The difference between Opt Qty, Max Qty, and Reserved Qty. When to use opt qty (buylist), max qty (order limit( and reserved qty (backup).

Opt Qty, Max Qty, and Reserved Qty

How to change and read the different views of the sales graph on the dashboard and what they mean.

Dashboard Sales Graph Reports

Shortcut keys when using the Inventory > Products page

Product Page Shortcuts

How to utilize the different fields in the advanced product search. Features of the Advanced Product Search

Advanced Search Results

Using coupons to offer a tiered loyalty rewards program for your customers

Customer Rewards Program

How to use the Advanced Search to create ebay auctions.

Create eBay auctions using the Advanced Search

How to have products show up on your buylist.

Adding Products to the Buylist

How to change the information (MSRP, barcode, SKU, domestic sale only) on your products

Editing the Product Page

Setting up Endicia for shipping products and printing pre paid postage

How to set up Endicia

Describing the packaging presets and how to set different shipping options for products based on the products weight

Packaging Presets

How customers can use your POS to look up products and place on hold orders for your clerks to process.

Customer Mode in the POS

POSv3 Cash Drawer Overview

Settings for: Clerk PIN, Barcode Timeout, Credit Card System, Line Item Sorting, Default Settings, Cashdrawer, & PIN verification.

POS Settings

Paul Martin

Buddy Bot

Learn about CrystalCommerce features with video overviews and demos

Recorded Demos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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