paytabs-estore user guide v1.0 (1).pdf

PAYTABS | www.paytabs.com

PayTabs eStore User Guide

PAYTABS ESTORE USER GUIDE

VERSION 1.0

1 | PayTabs eStore User Guide V e r s i o n 1.0

CONTENTS

1. Overview ........................................................................................................................................ 3

1.1. Test Merchant Account v/s Live Merchant Account ................................................................. 3

1.2. Target Audience ....................................................................................................................... 3

1.3. Assistance ................................................................................................................................ 3

1.4. Documentation Feedback ........................................................................................................ 3

2. How to set up your own eStore? ..................................................................................................... 4

2.1. Create Store ............................................................................................................................. 4

2.1.1. Edit Store Info ................................................................................................................... 8

2.1.2. Store Status ...................................................................................................................... 8

2.1.3. Shipping Settings .............................................................................................................. 8

2.2. Product Categories ................................................................................................................ 10

2.2.1. Add Product Category ..................................................................................................... 10

2.2.2. Edit/ Delete Product Category ........................................................................................ 10

2.3. Products ................................................................................................................................ 10

2.3.1. Add Product .................................................................................................................... 11

2.3.2. Product Options .............................................................................................................. 12

2.3.3. Product Status ................................................................................................................ 14

2.3.4. Edit Product .................................................................................................................... 15

2.3.5. Delete Product ................................................................................................................ 15

2.3.6. View Product .................................................................................................................. 15

2.4. Orders ................................................................................................................................... 16


Revision History

Versio

n Description of Change Date

1.0 - New Document 29/03/2015


1. OVERVIEW

PayTabs eStore is an ecommerce portal that offers a free, convenient and safe online shopping

experience to your customers with online payments powered by PayTabs. The PayTabs eStore is specially

designed for small businesses that dont own a website but use social media networks like Instagram or

Facebook to sell their products.

PayTabs eStore is the easiest, readymade free solution that enables you, the merchant, to sell your

products online without the hassle of building your own ecommerce website or investing in a domain

name and web hosting. You can now have your own store hosted on PayTabs eStore and even publish

your store directly on your Facebook page.

1.1. Test Merchant Account v/s Live Merchant Account

PayTabs does not offer an explicit Sandbox / Testing environment. But by using a demo account, you can

freely test all the functionalities like creating your eStore, adding products, viewing your store page and

placing orders, without any hassle.

In order to move to LIVE PRODUCTION environment, you will need to activate your LIVE MERCHANT

ACCOUNT by clicking on GO LIVE through your PayTabs Merchant Account. Once your Merchant Account

is activated, all the products that you created for your store will be sent for approval to our operations

team. Once approved, your eStore will be moved to the LIVE PRODUCTION environment, where actual

orders and payments can be made through your eStore.

1.2. Target Audience

This document is intended for merchants that dont own a website and are interested to find out how

to create their own eStore and add products to it in just a few clicks away using PayTabs account.

1.3. Assistance

If you require assistance, please chat live with our support staff or email us at [email protected].

1.4. Documentation Feedback

Help us improve the PayTabs Express CheckOut documentation, by sending your feedback to

[email protected].
mailto:[email protected]:[email protected]


2. HOW TO SET UP YOUR OWN ESTORE?

2.1. Create Store

1. It takes a few simple steps to create your own store. First, enter the following REQUIRED

details to create your own store:

Mandatory Fields Description

Store Name* Enter the name of your store. Since we want your store name to be unique,

we will check the availability of this name against our existing store names.

Phone* Provide phone number for all customers dealing with your Store, it will be

displayed under Contact Information section on your stores About Us page

Logo* This image will be displayed on your stores page as your Stores Logo

Optional Fields Description

Website

If you are selling your products over social media networks like Instagram,

you can add the link of your page here. This will be displayed under the

Contact Information section on your stores About Us page.

Invoice Logo This image will be added to the header of the invoices created for any order

via your store.


2. Once you have filled all the required fields, click Create Store and your Store is launched!


3. To view your Store, you can click on the store name and your store will open in a new tab.

Your store will be empty until you start adding categories and products.

4. The Tweet button enables you to tweet about your store URL via your twitter account.


5. The Add to Facebook option allows you to publish your store to your Facebook page, where

all store functionalities will be available through the stores Facebook page like browsing

products, making orders and purchases, etc.


2.1.1. Edit Store Info

Edit Store Info enables you to edit the existing store details that you entered previously or add

more details like an About Us description in English & Arabic, your stores Terms & Conditions in

English and Arabic.

2.1.2. Store Status

By default when you first create a store, it will have an Active status. This means that your store

has been published on the internet and any products that you have added are displayed within

your store. This status is controlled by PayTabs eStore administration and they have the authority

to disable the store in case it didnt follow the Terms and Conditions PayTabs eStore. If the store

is disabled the URL to the store and all products will be disabled and inaccessible by customers.

2.1.3. Shipping Settings

For products shipping, you can set the shipping costs according to any shipping courier you

would like to use. Here are all the settings you can use to set the shipping costs for your store:

Ability to set the shipping cost for each GCC country separately.

Set shipping cost either by products cost, products weight or number of items per

order or you can use a combination of all three together.

For each dependency, you can add multiple shipping costs.

You can set the shipping cost either as an absolute amount or a percentage of the

orders amount.


2.2. Product Categories

To add the products that you want to sell on your store, first you need to select the Categories

for your products. You must select at least one category and click Save. Only the categories that

you select will be displayed on your store. At any point you can edit the categories you selected

by selecting more categories or unselecting some of the existing categories as long as they dont

have products linked to them

2.2.1. Add Product Category

If you want to use different categories or sub categories that do not exist in the list, you can add

a new category or sub category and use it.

2.2.2. Edit/ Delete Product Category

Any new categories you add will be available for use by any existing store on PayTabs and you

can only edit them or delete them as long as there are no products from any store linked to them.

2.3. Products


2.3.1. Add Product

To add a new product, you must fill in the required fields:


Product Name-

English* Products display name

Category* Select the product category under which you wish to display your

product. You can assign one of the enabled categories.

Price*

The product price that you enter here will have the same

currency as your dashboard currency. The display currency on

your store can be changed to a selection of available currencies,

according to customer preference

Quantity* The number of units available for this product

Status* Determine the visibility of your product on the store. This is

explained in more details in section 2.3.3 Product status

Main Image* Main Display Image of the Product.

To add more details to your products you can fill in the optional fields:


Weight (Kg) Add weight for your products in Kilograms unit, to calculate the

shipping cost in case your using weight defendant shipping

Free Shipping This options marks product for free shipping, accordingly shipping

settings will not apply to this product

Product Name-Arabic If this is left blank, the Arabic page will have the Product Name in

English by default

Product Description-

English

Provide phone number for all customers dealing with your Store,

it will be displayed under Contact Information section at your

stores About Us page

Product Description-

Arabic

If this is left blank, the Arabic page will have the Product

Description in English by default

Additional Images Add multiple additional Images for product


Options This feature enables you to add more specific details or selections

for the product (i.e.: Size, Color, etc.)

2.3.2. Product Options

To add product options to your products, like size, color, and dimensions, you can select Add

New Option. Here you can add a list of options as radio buttons or Check boxes for your

customers to choose from. You can edit/delete these options from Add product page or Edit

Product.


Name-English* The title for your new product option (e.g.: Color)

Type* Select either Radio Button or Check Box, to display your options

Add Value* This Option is required when you select a Radio Group. It adds a name for

every Radio button that you want to add. For example, if you want to add

the colors, White and Blue, you add the values. The Display Order field is

used to sort the order of radio buttons on the list starting from 0, 1, 2,

etc. If you dont add the display order, the order will default to the order

in which you added the values.


Name-Arabic The title for your new product option in Arabic, if left blank it will take the

English name by default (e.g.: Color)

Display Order When you add multiple options, you can sort the display of the options

by adding sorting numbers starting 0, 1, 2, etc.

Description-

English Help Text Description for the option you added. It appears when you

hover on the tool-tip (?) for the option. Description-

Arabic


2.3.3. Product Status

For each product there are two statuses that determine the visibility of your products on store,

the first type is controlled by the merchant and the second type is controlled by PayTabs eStore

administration.

For your product to be visible on the store the status has to be ACTIVE-APPROVED.

Product Status Controlled By Merchant:

You can select the products status from Add / Edit products. There will be a Status drop down list

where you can select any of the following status:

Status Description

Active Product is searchable, visible, shows in blocks and can be linked to from

outside.

Hidden

Product is only available via a link or direct access to the page. It is not

searchable or shown in any blocks and therefore does not generate a 404

Page Not Found error.

Disabled

Not accessible from anywhere other than products page on PayTabs

Merchants dashboard. If the page is accessed via a link, a 404 error is

generated.

Product Status Controlled by PayTabs eStore administration:

- For Test /Demo Merchants: When your PayTabs account is in demo/Test stage, all products

are approved by default to enable you to test and experience all functionalities of the store

before you Go live.

- For Newly Approved Merchants: When your Go-Live request is approved, all the products

that you added during your Testing will be sent to the eStore Administrators for approval and

their status will be set to Pending Approval.

- For Live Merchants: By default, all new products that you add, or any edit to any of the

existing products, will set the products status to pending approval until they are reviewed by

PayTabs eStore administrators. This step is to ensure that all product listings follow PayTabs

policies and terms. Once approved, your products will be visible on the store.


Status Description

Pending Approval Product is pending approval by PayTabs eStore administration.

Approved Product is approved and visible on your store.

Declined Product is not approved and is not visible on your store.

2.3.4. Edit Product

You can edit any of the product details, product options or change product status. For live

merchants any edit for the product will set the product status to pending approval.

2.3.5. Delete Product

The Delete Product option deletes the product from your store. However, you will still find all

purchase history for this product, under orders.

2.3.6. View Product

All the products that you add to your store are displayed in Products Listing. You have two

viewing options:

- View Product: Enables you to view all the product details that you entered while adding

product.

- View in Store: Enables you to view how your product is displayed in your store.


2.4. Orders

View Orders:

All orders placed via your store are listed at orders page. Here you can view the complete order

details, like order Date, Products, Amount, Order status and customer information by clicking the

view option.

Change Order Status:

You can change the order status by clicking view order, change order status and click save. For

successful and failed orders, the customer receives an email with an invoice containing the order

details and the current status. You would need to manually raise a refund request on your

PayTabs Merchant Dashboard for cancelled or declined orders.

paytabs-estore user guide v1.0 (1).pdf

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