Shopify

• Product Management
• Collections Management
• Order Management
• Customer Management
• Shipping Methods
• Discount Codes
• Analytics

Product Management

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Steps:

1. Access Products:

   • Log in to Shopify.

   • Click Products from the left-hand menu.

2. Add a New Product:

   • Click Add product.

   • Enter:

     • Title (product name)

     • Description (detailed, customer-friendly)

     • Media (images/videos)

   • Set:

     • Price

     • SKU (if used)

     • Inventory levels

     • Shipping details (tick This is a physical product if applicable)

3. Add Variants (if applicable):

   • Scroll to Variants.

   • Click Add variants.

   • Enter options (e.g., size, colour) and individual details for each variant (price, stock).

4. Organise Products:

   • Collections: Assign the product to relevant collections (e.g., Men’s, Sale).

   • Tags: Add internal tags for better organisation (e.g., Summer, New Arrival).

5. Edit Existing Products:

   • Click on any product from the product list.

   • Update details as needed (price, inventory, images, description).

   • Use the bulk editor for batch updates:

     • Select multiple products.

     • Click Bulk edit.

     • Modify fields like price, stock, or tags in one go.

6. Archive or Delete Products:

   • Archive: Removes product from the storefront but keeps it in your records.

   • Delete: Permanently removes the product.

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Best Practices:

• Use high-quality images and detailed descriptions to improve conversions.

• Regularly review inventory levels to avoid stock issues.

• Keep product titles clear and descriptive for SEO.

• Use collections to improve website navigation for customers.

Collections Management

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Steps:

1. Access Collections:

   • Log in to Shopify.

   • Click Products > Collections.

2. Create a New Collection:

   • Click Create collection.

   • Enter:

     • Title (e.g., Sale, New Arrivals)

     • Description (optional – may display on your store)

3. Choose Collection Type:

   • Automated Collection:

     • Set conditions (e.g., Product tag = Sale).

     • Products matching these conditions are automatically added.

   • Manual Collection:

     • Click Add products to select items individually.

4. Set Product Display Order:

   • Options include:

     • Alphabetically

     • By best-selling

     • By newest

     • Manual sort (drag and drop)

5. Edit SEO Settings:

   • Scroll to Search engine listing preview.

   • Edit Page title and Meta description for SEO.

6. Save Collection:

   • Click Save in the top right.

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Best Practices:

• Use automated collections for dynamic categories (e.g., Sale, New Arrivals).

• Use manual collections for curated selections (e.g., Staff Picks).

• Keep collection titles descriptive and clear for both customers and SEO.

• Review collections regularly to ensure they stay relevant.

Order Management

Steps:

1. Access Orders:

   • Log in to Shopify.

   • Click Orders on the left-hand menu.

2. Review an Order:

   • Click on the order you want to manage.

   • Review customer details, items, shipping, and payment status.

   • Add internal notes or tags if needed.

3. Fulfil an Order:

   • Click Fulfil Items.

   • Enter the tracking number (if applicable) and select the carrier.

   • Click Fulfil Items to complete and notify the customer.

4. Partially Fulfil an Order:

   • Select only the items you wish to fulfil.

   • Leave the remaining items unfulfilled for later shipment.

5. Issue a Refund:

   • Click Refund at the top of the order page.

   • Select items and/or shipping to refund.

   • Choose whether to restock returned items.

   • Click Refund to process.

6. Create a Draft Order:

   • Click Drafts in the Orders section.

   • Click Create Order.

   • Add products, apply discounts (if applicable).

   • Send an invoice to the customer or mark as paid.

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Best Practices:

• Always add tracking information to keep customers informed.

• Use order tags to segment or prioritise orders (e.g., VIP, wholesale).

• Review the Abandoned Checkouts section periodically to follow up on lost sales.

Customer Management

Steps:

1. Access Customers:

   • Log in to Shopify.

   • Click Customers from the left-hand menu.

2. View Customer Profiles:

   • Click on any customer to see:

     • Contact details

     • Order history

     • Total spent

     • Tags

3. Edit Customer Details:

   • Inside the customer profile, click Edit to update:

     • Email

     • Phone number

     • Address

   • Add or remove tags (e.g., VIP, Wholesale).

4. Create Customer Segments:

   • On the main Customers page, click Create segment.

   • Use filters to define criteria (e.g., customers who spent over £100).

   • Save and name your segment for future use.

5. Export Customers:

   • Click Export (top right of the Customers page).

   • Choose:

     • All customers

     • Current page

     • Selected customers

     • A segment

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Best Practices:

• Use tags and segments to personalise marketing (e.g., special offers for VIPs).

• Regularly update customer information for accurate records.

• Export customer segments for targeted email campaigns.

• Review new vs returning customers in analytics to monitor retention.

Shipping Methods

Steps:

1. Access Shipping Settings:

   • Log in to Shopify.

   • Click Settings (bottom left).

   • Select Shipping and delivery.

2. Manage Shipping Profiles:

   • Click on the General shipping profile (or create a new profile if needed for specific products).

3. Edit Shipping Zones:

   • Inside the profile, review the Shipping from location.

   • Under Shipping to, click Manage rates for existing zones or Create shipping zone to add a new region (e.g., Europe).

4. Add or Edit Shipping Rates:

   • Inside a zone:

     • Click Add rate.

     • Enter:

       • Rate name (e.g., Standard Delivery)

       • Price (e.g., £4.99)

     • Optional: Add conditions (e.g., free shipping for orders over £50).

   • Options include:

     • Flat rates

     • Free shipping

     • Carrier-calculated rates (requires integration with courier services).

5. Set Up Local Delivery or Pickup (Optional):

   • Scroll to Local delivery or Local pickup.

   • Click Add delivery method and set conditions (e.g., postal codes for delivery).

6. Save Changes:

   • Click Save after making updates.

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Best Practices:

• Offer free shipping thresholds (e.g., free shipping over £50) to boost average order value.

• Use clear rate names (e.g., Standard Delivery 2-3 Days) to set expectations.

• Regularly review rates to ensure they reflect current courier costs.

• Test checkout with different locations to confirm shipping rates are applied correctly.

Discount Codes

Steps:

1. Access Discounts:

   • Log in to Shopify.

   • Click Discounts from the left-hand menu.

2. Create a Discount:

   • Click Create discount > Discount code.

   • Enter a custom code (e.g., SUMMER20) or click Generate code.

3. Select Discount Type:

   • Percentage (e.g., 10% off)

   • Fixed amount (e.g., £5 off)

   • Free shipping

   • Buy X get Y (e.g., buy 2 get 1 free)

4. Apply Conditions:

   • Applies to: All products, specific collections, or products.

   • Minimum requirements: None, minimum spend, or quantity.

   • Customer eligibility: Everyone, specific groups, or customers.

5. Set Usage Limits (Optional):

   • Limit total uses across all customers.

   • Limit to one use per customer.

6. Set Active Dates:

   • Choose start date/time.

   • (Optional) Set an end date/time.

7. Save Discount:

   • Click Save discount in the top right.

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Best Practices:

• Use clear, easy-to-remember codes for manual entry (e.g., WELCOME10).

• Set expiry dates for urgency on limited-time promotions.

• Combine minimum spend with free shipping to increase average order value.

• Review discount usage reports to track performance.

Analytics

Steps:

1. Access Analytics:

   • Log in to Shopify.

   • Click Analytics from the left-hand menu.

2. Use the Overview Dashboard:

   • Review key metrics:

     • Total sales

     • Online store sessions

     • Conversion rate

     • Average order value

     • Top products and traffic sources

   • Adjust the date range (top right) for specific periods.

3. Access Detailed Reports:

   • Click View reports under the overview section.

   • Key reports:

     • Sales by product

     • Sales by channel

     • Sessions over time

     • Customer behaviour (new vs returning)

4. Use Live View (Optional):

   • Click Live View (top right under Analytics).

   • Monitor real-time visitors, sessions, and orders.

5. Export Reports:

   • Open any report.

   • Click Export (top right) to download as a CSV.

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Best Practices:

• Review analytics weekly or monthly to spot trends.

• Focus on:

  • Conversion rate (how well traffic turns into sales).

  • Average order value (look for ways to increase this).

  • Traffic sources (identify top-performing channels).

• Use customer reports to understand retention and repeat purchase behaviour.

• Integrate Google Analytics for deeper insights on traffic and user behaviour.