Getting started as an E-commerce Manager
You work in the Backoffice, the second group in the menu, mostly under Users, Pricing and Shops & Channels. You decide who your customers are, what they pay, how orders are shipped and paid and which emails go out.
Your first day
Take these steps in order. The things come first, the rules that use them after.
- Sign in to Propeller and find your way around the menu and the top bar.
- Find your customers: companies, their contacts and private customers.
- Give a customer its own prices with a price sheet.
- Set up order statuses, the path a quote and an order follow.
- Add your carriers and your payment methods.
- Set up business rules. Rules decide which carriers and payment methods a customer can pick and what shipping costs.
- Set up the emails your customers get, with the templates behind them.
- Follow the orders that come in and their shipments.
When you need them
- Order Lists: limit which products a customer can order.
- Incentives: promotions such as a volume discount or a free product.
- Transaction costs and Warehouses.
- Channels: when you run more than one shop.
- Backoffice Users and Roles and permissions: give a colleague access.
Stuck on a task?
- I want to… lists everyday tasks and the page that answers each one.
- The Glossary explains the words you meet along the way.