# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
This site has an agentic ask interface you may use to query the documentation dynamically by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.shopeasy.ai/index.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

---

# Welcome to Shopeasy’s Free trial guided setup!

If you haven't signed up for your store trial yet, start by registering on our website. Just fill in your details, and once you're done, you're all set to begin. If you're already registered, you're good to go!

{% embed url="<https://admin.shopeasy.ai/register>" %}

After registering a store we will verify and send you mail, You will receive credentials in your mail.

Note : Please change your password after login into your store.

**Discover How shopeasy.ai Can Transform Your Business**

* **Tailored Shopping Experiences**: Personalize your customer's journey with seamless navigation and intuitive interfaces that convert clicks into sales.
* **Maximize Your Reach**: Leverage powerful SEO tools and integrations to boost your online visibility and attract a global audience.
* **Analytics that Drive Growth**: Gain insights into customer behavior, enabling you to make data-driven decisions and stay ahead of the curve.

**Why Choose shopeasy.ai?**

* **Innovative Technology**: Stay ahead of the competition with cutting-edge features and functionalities that set you apart.
* **Security You Can Trust**: Rest easy knowing that your business and customer data are safeguarded with state-of-the-art security measures.
* **Support When You Need It**: Our dedicated team is here 24/7 to assist you, ensuring you're never alone on your journey.

**Join Us and Ignite Your Online Success!**

Whether you're a seasoned pro or just starting out, shopeasy.ai is here to help you thrive in the digital marketplace. Let's revolutionize the way you do business.

<br>


# Staff and Permissions

One of the first actions you'll want to take after creating your store is adding user accounts to the control panel.

### Getting Started with Staff Roles

Welcome to Shopeasy's Staff Roles section! Here, you can define specific roles and permissions for your staff members. Follow these steps to get started:

#### Step 1: Accessing Staff Roles

1. Navigate to **Configurations > Roles** in the sidebar to access the roles settings page.
2. In this section, you can create and manage different staff roles.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FkgMU5eyZT92H1qoYiUR0%2FRoles.png?alt=media&amp;token=8aa76529-fea2-4e9f-8aa0-19a3a97d766f" alt=""><figcaption></figcaption></figure>

#### Step 2: Adding a New Role

1. Click on the **"Add New Role"** button.
2. Enter a **Role Name** to identify the new role (e.g., Admin, Sales, Support).
3. Provide a **Description** to give context to the role's responsibilities.

#### Step 3: Setting Permissions

1. Select the specific permissions you want to assign to this role. This determines what actions staff members with this role can perform.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FiVSjaLZZgAWV8wNLYuhj%2Fnew%20role.png?alt=media&amp;token=44a24e15-e8a5-4e85-bcf4-ae1ee2b07c0f" alt=""><figcaption></figcaption></figure>

#### Step 4: Saving the Role

1. Click **"Add Role"** to add the new role with the defined permissions.

#### Step 5: Managing Staff Roles

In this section, you can:

* View a list of existing roles.
* Edit role details and permissions.
* Delete roles if they are no longer needed.

#### Note:

* Assigning roles and permissions helps organize your staff members and defines their responsibilities within the platform.


# Adding Team Accounts

Welcome to Shopeasy's Add Team Account section! Here, you can create new team accounts with specific roles and permissions. Follow these steps to get started:&#x20;

#### Step 1: Accessing Add Team Account

1. Navigate to **Staff > Team** in the sidebar to access the staff settings page.
2. In this section, you can add new team members to your team.

#### Step 2: Adding a New Team Member

1. Click on the **"Add New Team"** button.
2. Fill in the following details for the new staff member:
   * **Email Address:** Provide a valid email address for the team member.
   * **Role:** Assign a specific role to the team member (e.g., Admin, Sales, Support).

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FA9XKC0BZQjTf07DovtpK%2Fadd%20team.png?alt=media&amp;token=5b4cb7c1-5721-4907-acab-a2e67fbcb322" alt=""><figcaption></figcaption></figure>

#### Step 3: Saving the Staff Account

1. Click **"Add New Team"** to create the new staff account.

#### Step 4: Managing Team Accounts

In this section, you can:

* View a list of existing team accounts.
* Edit team details, roles, and permissions.
* Delete team accounts if they are no longer needed.

#### Note:

* Adding staff accounts allows you to expand your team and grant specific access levels to each member.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F5iSrqKYetrfdek8aPvsz%2FTeam.png?alt=media&amp;token=f565c1d7-0df3-4d9e-91e5-55aa78f838e8" alt=""><figcaption></figcaption></figure>


# Product Categories

Welcome to Shopeasy's Product Categories section! Here, you can organize your products by creating and managing different categories. Follow these steps to get started:

#### Step 1: Accessing Product Categories

1. Navigate to **Catalog > Category** in the sidebar to access the category settings page.
2. In this section, you can add and manage product categories.

#### Step 2: Adding a New Category

1. Click on the **"Add Category"** button.
2. Fill in the following details for the new category:
   * **Name:** Enter the name of the category (e.g., Clothing, Electronics).
   * **Description:** Provide a brief description of the category.
   * **Parent Category:** Select an existing category to set as the parent category, if applicable.
   * **Image:** Upload an image that represents the category.
   * **Meta Title:** Add a title for search engine optimization (SEO).
   * **Meta Description:** Provide a meta description for SEO purposes.
   * **Keywords:** Add relevant keywords for SEO.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F9qzy9pyEFhGvYsie5Ytv%2Fnew%20category.png?alt=media&amp;token=637d1ee2-794a-47a1-b1aa-56705dfce954" alt=""><figcaption></figcaption></figure>

#### Step 3: Saving the Category

1. Click **"Add New Category"** to create the new product category.

#### Step 4: Managing Product Categories

In this section, you can:

* View a list of existing product categories.
* Edit category details, including name, description, and image.
* Set parent categories for subcategories.
* Delete categories if they are no longer needed.

#### Note:

* Organizing products into categories helps customers navigate and find what they're looking for more easily.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FB79PaP0HMFuP5oA0Y3qF%2Fcaterories.png?alt=media&amp;token=24bf1e25-e124-4c2b-8ec8-e15c251f8259" alt=""><figcaption></figcaption></figure>


# Manufacture

Welcome to Shopeasy's Manufacturers section! Here, you can associate specific manufacturers with your products. Follow these steps to get started:

#### Step 1: Accessing Manufacturers

1. Navigate to **Catalog > Manufacturers** in the sidebar to access the manufacturers settings page.
2. In this section, you can add and manage manufacturers.

#### Step 2: Adding a New Manufacturer

1. Click on the **"Add Manufacturer"** button.
2. Fill in the following details for the new manufacturer:
   * **Name:** Enter the name of the manufacturer (e.g., Nike, Samsung).
   * **Description:** Provide a brief description of the manufacturer.
   * **Upload Image:** Add an image representing the manufacturer.
   * **Meta Title:** Add a title for search engine optimization (SEO).

#### Step 3: Saving the Manufacturer

1. Click **"Add New Manufacturer"** to create the new manufacturer.

#### Step 4: Managing Manufacturers

In this section, you can:

* View a list of existing manufacturers.
* Edit manufacturer details, including name, description, and image.
* Delete manufacturers if they are no longer needed.

#### Note:

* Associating products with manufacturers helps customers identify the origin of the products they are interested in.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FgWzhRlxOQhM1egFo2zYJ%2Fmanufecturer.png?alt=media&amp;token=5511c074-89d3-4b4b-bd21-8afd5a9dbf54" alt=""><figcaption></figcaption></figure>


# Group Variant

Welcome to Shopeasy's Group Variants section! Here, you can define specific groups and values to categorize your products. Follow these steps to get started:

#### Step 1: Accessing Group Variants

1. Navigate to **Catalog > Group Variants** in the sidebar to access the group variants settings page.
2. In this section, you can create and manage different groups and their corresponding values.

#### Step 2: Adding a New Group Variant

1. Click on the **"Add New Group Variant"** button.
2. Fill in the following details for the new group variant:
   * **Group Name:** Enter the name of the group (e.g., Color, Size).
   * **Group Value:** Provide a specific value for the group (e.g., Blue, Black).

#### Step 3: Saving the Group Variant

1. Click **"Add New Group Variant"** to create the new group variant.

#### Step 4: Managing Group Variants

In this section, you can:

* View a list of existing group variants.
* Edit group variant details, including group name and value.
* Delete group variants if they are no longer needed.

#### Note:

* Group variants allow you to categorize and provide options for specific product attributes, such as color or size.<br>

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FvXe5rCsK1hyOBbZQemG6%2Fgroup%20variant.png?alt=media&amp;token=11337023-46b3-4566-b9f2-6776b43fe1cf" alt=""><figcaption></figcaption></figure>


# Adding a New Product

Welcome to Shopeasy's Product Management section! Here, you can add and manage products in your catalog. Follow these steps to get started:

#### Step 1: Navigate to Catalog

1. Find and select the **"Catalog"** option in the Side-Bar.

#### Step 2: Access Product Management

1. Look for the **"Products"** submenu.

#### Step 3: Add a New Product

1. Click on **"Add Product"** or a similar button.
2. Enter a compelling title for your product.

#### Step 4: Provide Product Details

1. Include a detailed product description that showcases its features.
2. Upload high-quality images to give customers a visual representation.
3. Set a competitive price for your product.
4. Enter the weight to assist in shipping calculations.
5. You can also add Variant product for different color and size.

#### Step 5: Save and Confirm

1. Click **"Add New Product"** to confirm and make your product available in the catalog.

#### Note:

* Providing detailed and accurate product information helps customers make informed purchasing decisions.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FEYGvM5zIXqCx1stuOvGR%2Fproducts.png?alt=media&amp;token=e15f0ed2-3a2f-4cb0-8cfe-ef87c9dbd59f" alt=""><figcaption></figcaption></figure>


# Import Bulk product

Welcome to Shopeasy's Import Bulk Product section! Here, you can add Bulk products in your catalog Using CSV file. Follow these steps to get started:

**Step 1: Navigate to Catalog**&#x20;

* Find and select the **"Catalog"** option in the Side-Bar.

**Step 2: Access Product Management**&#x20;

* Look for the **"Products"** submenu.

**Step 3: Bulk Upload Products**&#x20;

* Open "Add New Product" sub-menu, locate and select "Bulk Upload Product" to simplify the process of adding multiple products at once.

**Step 4: Download Sample CSV**&#x20;

* In the Bulk Upload Product section, locate the option to download a sample CSV file. This file serves as a template for bulk product entry.

**Step 5: Understand the CSV Format**&#x20;

* Open the downloaded CSV file to understand the required format for product information. Ensure your data follows this template for a smooth upload process.

**Step 6: Enter Bulk Product Details in CSV**&#x20;

* Using the sample CSV as a guide, input the details of your products. Include product titles, descriptions, images, prices, weights, and any variant information like color and size.

**Step 7: Save Your CSV File**&#x20;

* Save the updated CSV file on your device once you've entered all the necessary product details.

**Step 8: Upload Your Bulk Products**&#x20;

* Return to the Bulk Upload Product section and click on the upload button. Select your saved CSV file and let the system seamlessly add your products to the store in bulk.

**Note:** This streamlined process makes managing your e-commerce store's inventory efficient. If you have any questions or need assistance, refer to our documentation or reach out to our support team. Happy selling!

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FvpqA9FKG9STmxhIlBcdf%2Fbulk%20product.png?alt=media&amp;token=8d3437d3-de60-4db4-803a-2ebd972a294a" alt=""><figcaption></figcaption></figure>


# Discounts

Welcome to Shopeasy's Discount Management section! Here, you can create customized discounts for specific customers, products, or categories. Follow these steps to set up discounts:

#### Step 1: Navigate to Discounts

Click on **"Discounts"** in the sidebar to access the discount management page.

#### Step 2: Adding a New Discount

1. Click on **"Add New Discount"** located at the top right corner.
2. **Discount Type:**
   * Select the type of discount you want to create:
     * For Specific Customer
     * For Specific Product
     * For Specific Category
3. **Coupon Code:**
   * Enter a unique code that customers will use to apply the discount.
4. **Discount Value:**
   * Specify the value or percentage of the discount.
5. **Discount Name:**
   * Provide a name for the discount for easy reference.
6. **Start Date and End Date:**
   * Set the duration during which the discount will be valid.

#### Step 3: Save Your Discount

Click the **"Add New Discount"** button to add the discount to your system.

#### Managing Discounts

In the Discounts section, you can:

* **View Existing Discounts**
* **Edit Discount Details**
* **Delete Discounts**

#### Note:

* Creating customized discounts enhances customer loyalty and boosts sales.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FuD7RPjQ2G0DFeBL1r6ys%2Fdiscount.png?alt=media&amp;token=3a93141b-aae6-4e17-8e12-620dced9a583" alt=""><figcaption></figcaption></figure>


# Settings & Options

On this page, we walk through all settings available to you in Shopeasy.

Welcome to Shopeasy! Setting up your business profile is the first step towards creating a unique and professional presence for your e-commerce venture. Follow these simple steps to get started:

### Store Profile

#### Step 1: Business Information

1. **Store Name:**
   * Enter the name of your store. This will be displayed to your customers.
2. **Phone Number:**
   * Provide a contact number for your customers to reach you.
3. **Email Address:**
   * Enter your business email for customer inquiries and notifications.

#### Step 2: Store Category

* Select the category that best represents the nature of your business. This helps customers find you easily.

#### Step 3: Branding

1. **Store Logo:**
   * Upload your store logo. This is the visual representation of your brand.
2. **Favicon:**
   * Upload a small icon that appears in the browser tab when your site is open.

#### Step 4: Business Address

* **Street Address:**
  * Provide your business's physical location.
* **Map Frame:**
  * Embed a map to help customers locate your store.

#### Step 5: Order and Invoice Prefix

* Define a prefix for your orders and invoices to help you organize and track your sales efficiently.

#### Step 6: Store Status Notifications

* **Store Status Email:**
  * Choose when you want to receive store report emails:
    * Weekly
    * Monthly
    * None
* **Update Your Profile:**
  * Once you've filled out all the necessary information, click the **"Update Profile"** button to save your settings.

#### Note:

* Keeping your business profile updated ensures that customers can easily reach out to you and find your products.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F29mEOJVV90n8cFUGShEf%2Fstore%20profile.png?alt=media&amp;token=d434d979-53de-4e83-9d3e-548891cc730e" alt=""><figcaption></figcaption></figure>


# GST Profile

Now let’s move to GST settings:

#### Step 1: GST Information

1. **GST Number:**
   * Enter your unique Goods and Services Tax identification number.
2. **Firm Name:**
   * Provide the legal name of your business as registered for GST.
3. **Firm Type:**
   * Select the appropriate type that defines your business structure (e.g., Sole Proprietorship, Partnership, Private Limited, etc.).

#### Step 2: Supporting Documents

* Upload the necessary documents to validate your GST registration:
  * **Proofs:**
    * Upload scanned copies of your GST registration certificate and other relevant documents.

#### Step 3: Business Address

1. **Address:**
   * Enter the registered address of your business as per your GST certificate.
2. **Label:**
   * Optionally, provide a label to help you identify this address in the future.

#### Update Your Profile

* Once you've filled out all the necessary information, click the **"Update Profile"** button located in the upper right corner to save your GST settings.

#### Note:

* Providing accurate GST information is crucial for legal compliance and smooth operations.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F5rKXDbM2SatnILw6e5w2%2Fgst.png?alt=media&amp;token=32c969a6-d077-4681-b592-f09324a450a4" alt=""><figcaption></figcaption></figure>


# Store Setting

Welcome to Shopeasy's Store Settings! This section allows you to customize various aspects of your online store. Follow these steps to configure your preferences:

#### Step 1: Product Settings

Adjust settings related to how your products are displayed and managed:

1. **Products Per Row:**
   * Set the number of products you want to display in a single row on your storefront.
2. **Products Per Page:**
   * Define how many products you want to display per page for your customers to browse.
3. **Product Sort:**
   * Allow customers to sort products based on filters.
4. **Product Grid Option:**
   * Select the default view for product listings:
     * Grid View
     * List View

#### Step 2: Social Media Integration

1. **Social Media Links:**
   * Enter the URLs of your social media profiles (e.g., Facebook, Instagram, Twitter) for easy access.

#### Step 3: Reviews and Ratings

1. **Review Accessibility:**
   * Choose who can leave reviews for your products:
     * Logged In User Can Review
     * User Who Purchased Product Can Review
     * Allow All Reviews

#### Step 4: Custom Fields in Registration and Checkout

1. **Registration Form:**
   * Add custom fields to the registration form for customers to provide additional information.
2. **Checkout Form:**
   * Include extra fields in the checkout process to collect specific billing or shipping information.

#### Note:

* Customizing these settings enhances the shopping experience and provides valuable insights into customer preferences.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2Fzl8JrfsByQyL2XfhSx0u%2Fstore%20setting.png?alt=media&amp;token=ad4f1d17-d252-44b4-98a1-0a9ff76d9a89" alt=""><figcaption></figcaption></figure>


# Payment Methods

Welcome to Shopeasy's Payment Methods section! Here, you can set up various payment options to facilitate seamless transactions in your store. Follow these steps to get started:

#### Step 1: Accessing Payment Methods

1. Navigate to **Payment** in the sidebar to access the payment settings page.
2. In this section, you can customize your payment methods.

#### Step 2: Adding Razorpay

1. Choose **"Razorpay"** from the list of available payment methods
2. Click **"Add"** to activate Razorpay for your account.

#### Step 3: Completing Razorpay Setup

1. Once you've added Razorpay, it will be enabled as a payment option in your store.
2. Customers will now be able to use Razorpay for transactions.

#### Note:

* Razorpay is a secure and popular payment gateway that allows for smooth online transactions.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FUfxGaJwibfSAHYoTYVPU%2Fpayment%20provider.png?alt=media&amp;token=9c6f1f75-b885-4173-9efe-1a9e33352508" alt=""><figcaption></figcaption></figure>


# Shipping Configuration

Welcome to Shopeasy's Shipping Configuration section! Here, you can set up your shipping preferences and enable Shiprocket for seamless order fulfillment. Follow these steps to get started:

#### Step 1: Accessing Shipping Configuration

1. **Navigate to Configuration > Shipping** in the sidebar to access the shipping settings page.
2. In this section, you can customize your shipping preferences.

#### Step 2: Enabling Shiprocket

1. Locate the option to enable Shiprocket for shipping.
2. Click on the **"Add"** button.
3. **Note:** Enabling Shiprocket will use your business address to pick up the order. Please change your business address if required.

#### Step 3: Adding Business Address

1. Navigate to Setting > Business profile in the sidebar to access the Business profile.
2. Fill in the required details such as Address line 1, Address line 2, city, state, and Pincode.
3. Click **"Update Profile"** on the top right corner to confirm.

#### Step 4: Completing Shiprocket Setup

1. Once your business address is added, go to Shipping and enable Shiprocket.
2. You can now proceed to use Shiprocket for shipping your orders.

#### Note:

* Setting up shipping preferences ensures smooth order fulfillment and delivery.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FMFV13mykrxu6hVeO65pL%2Fshipping%20method.png?alt=media&amp;token=e8a1e264-fb19-4b90-b63f-d9316be902a8" alt=""><figcaption></figcaption></figure>


# Sales Management

Welcome to Shopeasy's Sales Management section! This area allows you to oversee and manage orders, returns, and abandoned carts. Follow these steps to efficiently handle your sales processes:

#### Step 1: Order Management

1. **Navigate to Sales > Orders** to begin managing customer orders.
2. **Order Status:**
   * Payment Pending
   * Payment Failed
   * Canceled
   * Denied
   * Order Placed
   * Completed
   * Shipped
   * Ready to Ship

#### Managing Orders

In this section, you can:

* **View Detailed Order Information**
* **Update Order Status**
* **Manage Payment Details**
* **Track Order Shipments**

#### Step 2: Return Order Processing

1. **Navigate to Sales > Returns** to handle return requests.
2. Review customer return requests and take appropriate actions based on the reason for the return.

#### Step 3: Abandoned Cart Monitoring

1. **Navigate to Sales > Abandoned Cart** to track customer cart activities.
2. View a list of customers who have added products to their carts. Identify abandoned carts that have been inactive for 24 hours or more.

#### Note:

* Efficiently managing sales processes ensures a seamless experience for your customers.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FpcjvBU2tzAxKfQ9uBqgu%2Forders.png?alt=media&amp;token=3bf480e4-c8d5-47e9-b150-57ba94177125" alt=""><figcaption></figcaption></figure>


# Page Management

Welcome to Shopeasy's Page Management section! Here, you can add new pages to your store, including important policies and information for your customers. Follow these steps to create and manage pages:

#### Step 1: Adding a New Page

1. Navigate to **Catalog > Pages** and click on **"Add New Page"** located at the top right corner.
2. **Page Title:**
   * Enter a title for the new page. This will be displayed to your customers.
3. **Page Description:**
   * Provide a description or content for the page. This can include details about your products, services, or any other relevant information.

#### Step 2: Standard Policies (Auto-generated)

For your convenience, we've generated standard policies that you can use or customize as needed:

* Terms & Conditions
* Privacy Policy
* Refund & Cancellation Policy

#### Step 3: Save Your Page

Once you've entered the required information, click the **"Add New Page"** button to add the new page to your catalog.

#### Managing Pages:

In the Pages section, you can:

* **View Existing Pages**
* **Edit Page Details**
* **Delete Pages**

#### Note:

* Adding informative pages enhances user experience and provides valuable information to your customers.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FnsJSnO2zGCtal4ZPxNUC%2Fpages.png?alt=media&amp;token=7e37d343-f0c0-492f-8067-8bbbb22f1f24" alt=""><figcaption></figcaption></figure>


# Customer Management

Welcome to Shopeasy's Customer Management section! Here, you can access and manage customer information. Follow these steps to handle customer data:

#### Step 1: Accessing Customer Data

Click on **"Customer"** in the sidebar to access the customer management page.

#### Step 2: Viewing Customer Information

Here, you can view the following details for each customer:

* **Name:** Customer's full name
* **Email:** Customer's email address
* **Phone:** Customer's contact number

#### Step 3: Blocking a Customer

To block a customer, follow these steps:

1. Locate the customer you wish to block in the list.
2. Click on the **"Block"** button next to their information.

#### Managing Customer Data

In the Customer section, you can:

* Block or Unblock Customers.
* View all customer info.

#### Note:

* Remember to use this information responsibly and only block customers when absolutely necessary.
* Managing customer information helps maintain a safe and efficient shopping environment.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FuoHsFpgFiiqaLruCRnxT%2Fcustomers.png?alt=media&amp;token=70101539-4143-4e87-a9b9-374e00e542a2" alt=""><figcaption></figcaption></figure>


# Blog

"Welcome to the Blog Management Hub. Here, administrators have two key functions at their disposal: Blog Category Management and Blog Management. Let's dive in!"

### Blog Category Management

Welcome to Shopeasy's Blog Category Management section! Here, you can create, edit, and organize blog categories. Follow these steps to get started:

#### Step 1: Accessing Blog Categories

Navigate to **Apps > Blogs > Blog Category** in the sidebar to access the blog category management page.

#### Step 2: Adding a New Blog Category

1. Click on **"Add New Category"** located at the top right corner.
2. **Category Name:**
   * Enter a name for the new blog category.
3. **Description:**
   * Provide a brief description of the category.
4. **Meta Title:**
   * Enter a title for the category's metadata (for SEO purposes).
5. **Meta Description:**
   * Add a description for the category's metadata.
6. **Keywords:**
   * Enter relevant keywords for the category (for SEO purposes).

#### Step 3: Save Your Category

Click the **"Add New Blog Category"** button to add the new category to your blog.

#### Step 4: Managing Blog Categories

In the Blog Category section, you can:

* **View Existing Categories**
* **Edit Category Details**
* **Delete Categories**

#### Note:

* Organizing blog categories helps users navigate and find relevant content easily.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2Fh5lvBOpyT5ntuCQABe8e%2Fblog%20category.png?alt=media&amp;token=d940aaa2-1c54-4e94-8bfb-14329377b559" alt=""><figcaption></figcaption></figure>


# Adding a New Blog Post

Welcome to Shopeasy's Blog Post Management section! Here, you can create and publish new blog posts. Follow these steps to get started:

#### Step 1: Accessing Blog Posts

1. Navigate to **Blogs > Blog Post** in the sidebar to access the blog post management page.
2. Click on **"Add New Blog Post"** located at the top right corner.

#### Step 2: Adding Blog Post Details

1. **Blog Title:**
   * Enter a title for your blog post.
2. **Image:**
   * Upload an image to be displayed with your blog post.
3. **Blog Category:**
   * Select the category that best fits your blog post.
4. **Blog Description:**
   * Provide a detailed description or content for your blog post.

#### Step 3: Save Your Blog Post

Click the **"Add New Blog Post"** button to add the new post to your blog.

#### Managing Blog Posts:

In the Blog Post section, you can:

* **View Existing Posts**
* **Edit Post Details**
* **Delete Posts**

#### Note:

* Creating informative and engaging blog posts helps build a strong connection with your audience.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FQhhpTGUpK9LjDcdCI5tV%2Fblog%20post.png?alt=media&amp;token=b7203f5b-13f6-4cd8-a5b6-e0fbbba734da" alt=""><figcaption></figcaption></figure>


# Blog Comment Management

Welcome to Shopeasy's Blog Comment Management section! Here, you can view and moderate comments made by users on your blog posts. Follow these steps to get started:

#### Step 1: Accessing Blog Comments

1. Navigate to **Apps > Blogs > Blog Comments** in the sidebar to access the blog comment management page.
2. On the main page, you'll see images, blog categories, blog names, and comment counts for each blog post.
3. Click on the eye icon next to the comment count to view the comments for a specific blog post.

#### Step 2: Viewing Comments

In the comments section, you can:

* See the user who made the comment.
* View the content of the comment.
* Identify if a comment is toxic or violates any guidelines.

#### Step 3: Taking Action

1. If a comment is reported as toxic or violates guidelines, you can take action to:
   * **Block the User:** Prevent the user from making further comments.
   * **Delete the Comment:** Remove the comment from the blog post.

#### Managing Blog Comments:

In the Blog Comments section, you can:

* **View Comments for Each Blog Post**
* **Take Action on Individual Comments**

#### Note:

* Engaging with comments helps create a vibrant and interactive community around your blog.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2Fk9kMaAF5IzAtF9K6dSZ4%2Fblog%20comment.png?alt=media&amp;token=8cfd5d9d-4b84-45be-b7a0-8f597fee4e02" alt=""><figcaption></figcaption></figure>


# Portfolio

"Welcome to the Portfolio Management Hub. Here, administrators have two key functions at their disposal: Portfolio Category Management and Portfolio Management. Let's dive in!"

### &#x20;Portfolio Category Management

Welcome to Shopeasy's Portfolio Category Management section! Here, you can create, edit, and organize portfolio categories. Follow these steps to get started:

#### Step 1: Accessing Portfolio Categories

1. Navigate to **Portfolios > Portfolio Categories** in the sidebar to access the portfolio category management page.
2. Click on "Add New Portfolio Category" located at the top right corner.

#### Step 2: Adding a New Portfolio Category

1. **Category Name:** Enter a name for the new portfolio category.
2. **Description:** Provide a brief description of the category.
3. **Meta Title:** Enter a title for the category's metadata (for SEO purposes).
4. **Meta Description:** Add a description for the category's metadata (for SEO purposes).
5. **Keywords:** Enter relevant keywords for the category (for SEO purposes).

#### Step 3: Managing Portfolio Categories

In the Portfolio Category section, you can:

* **View Existing Categories**
* **Edit Category Details**
* **Delete Categories**
* **Add Categories**

#### Step 4: Save Your Category

Click the "Save Category" button to add the new category to your portfolio.

#### Note:

* Effective categorization of portfolios helps users navigate your work efficiently.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FnfVDHOMnR5TxuTWblm7g%2Fportfolio%20category.png?alt=media&amp;token=dc714feb-b68a-42e5-ab89-581a7e458398" alt=""><figcaption></figcaption></figure>


# Portfolio Post Management

Welcome to Shopeasy's Portfolio Post Management section! Here, you can create and publish new portfolio posts. Follow these steps to get started:

#### Step 1: Accessing Portfolio Posts

1. Navigate to **Portfolios > Portfolio Post** in the sidebar to access the portfolio post management page.
2. Click on "Add New Portfolio" located at the top right corner.

#### Step 2: Adding Portfolio Post Details

1. **Portfolio Title:** Enter a title for your portfolio post.
2. **Portfolio Category:** Select the category that best fits your portfolio post.
3. **Image:** Upload an image to be displayed with your portfolio post.
4. **Portfolio Description:** Provide a detailed description or content for your portfolio post.

#### Step 3: Save Your Portfolio Post

Click the "Save Portfolio" button to add the new post to your portfolio.

#### Managing Portfolio Posts:

In the Portfolio Post section, you can:

* **View Existing Posts**
* **Edit Post Details**
* **Delete Posts**

#### Note:

* Regularly updating your portfolio posts keeps your content fresh and engaging.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F1I6Zce0HxjnZSpqUgPN6%2Fportfolio%20post.png?alt=media&amp;token=e7243859-48f7-4705-b344-ece2a8b189f9" alt=""><figcaption></figcaption></figure>


# Review Management

Welcome to Shopeasy's Review Management section! Here, you can view and moderate product reviews. Follow these steps to get started:

#### Step 1: Accessing Reviews

1. Navigate to **Reviews** in the sidebar to access the review management page.

#### Step 2: Review Overview

On the main page, you'll see:

* **Image:** Thumbnail image of the product.
* **Product Name:** Name of the product.
* **Review Count:** Total number of reviews for the product.
* **Eye Icon:** Click to view detailed reviews for the product.

#### Step 3: Viewing Reviews

Click on the eye icon next to the product to view individual reviews for that product.

In the reviews section, you can:

* See the user who made the review.
* View the content of the review.
* Identify the rating given by the user.

#### Note:

* Regularly monitoring and responding to reviews helps in maintaining customer satisfaction.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F9ljrEbhyeiizmmzU4n9W%2Freviews.png?alt=media&amp;token=ca549fed-9c5c-4e4a-83d6-85d4260b6b5c" alt=""><figcaption></figcaption></figure>


# Modules

"Welcome to the Modules Management Center! As an administrator, you have access to five powerful sections: Slider Management, Banner Management, Newsletter Management, Filter Management, and Module Setting Management. Let's explore each one to unlock the full potential of your platform!"

### &#x20;Slider Management

Welcome to Shopeasy's Slider Management section! Here, you can create and display dynamic sliders on your storefront. Follow these steps to get started:

#### Step 1: Accessing Sliders

1. Navigate to **Modules > Slider** in the sidebar to access the slider management page.
2. Click on "Add New Slider" located at the top right corner.

#### Step 2: Adding Slider Details

1. **Upload Slider Image:** Click to upload an image for your slider.
2. **Write Slider Text:** Enter the text you want to display on the slider.
3. **Slider Link (Optional):** Provide a link to a product if you want the slider to redirect to a specific product.
4. **Slider Status:** Activate or deactivate the slider using the slider status toggle.

#### Step 3: Save Your Slider

Click the "Add New Slider" button to add the new slider to your storefront.

#### Managing Sliders

In the Slider section, you can:

* View Existing Sliders
* Edit Slider Details
* Delete Sliders

#### Note:

* Utilize sliders to highlight featured products, promotions on your storefront.


# Newsletter Management

Welcome to Shopeasy's Newsletter Management section! Here, you can handle email subscriptions and send newsletters to your customers. Follow these steps to get started:

#### Section 1: Managing Email Subscription Popup

**Step 1: Accessing Email Subscription Popup**

1. Navigate to **Modules > Newsletter** in the sidebar to access the newsletter management page.
2. In this section, you can manage the email subscribe popup.

**Step 2: Setting up the Email Subscribe Popup**

1. **Newsletter Image:** Click to upload an image for your email subscribe popup.
2. **Newsletter Module:** Toggle to set the status of the popup (Accept or Decline).
3. Click "Save" to apply the settings.

#### Section 2: Sending Newsletters

**Step 1: Sending a Newsletter**

1. In the newsletter management page, navigate to the "Send Mail" section.
2. **Subject:** Enter the subject for your newsletter.
3. **Description:** Write the content for your newsletter.
4. Click "Send" to dispatch your newsletter to subscribed customers.

**Step 2: Viewing Subscribers**

In the newsletter management page, you can view the list of subscribed and unsubscribed customers by clicking “View Subscriber”.

#### Note:

* Newsletters are a powerful tool to keep your customers informed about special offers, new arrivals, and important updates.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FbQj2CkoSlaD5B8ht2hag%2Fnewsletter.png?alt=media&amp;token=2d81adc0-ea72-4c4f-9ae1-4a6f3d76d488" alt=""><figcaption></figcaption></figure>


# Module Setting

Welcome to Shopeasy's Module Setting section! Here, you can customize the layout of your customer's home page by arranging various sections. Follow these steps to get started:

#### Step 1: Accessing Module Setting

1. Navigate to **Module > Module Setting** in the sidebar to access the module setting page.
2. In this section, you can manage the layout of your customer's home page.

#### Step 2: Customizing Home Page Sections

1. You'll see a list of available sections: Slider, Category, Product Filter, Brand, Banner Custom, Special Product, Featured Product, Recent Product, Blog.
2. To arrange the sections, simply click and drag them to your desired position. The sections at the top will be displayed first on the customer's home page.
3. Use the toggle button next to each section to control whether it's shown or not on the home page.

#### Note:

* Customizing the home page layout allows you to showcase specific sections that align with your business goals and priorities.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F1uAEEcRVn115RsPqzUws%2Fmodules%20setting.png?alt=media&amp;token=3045464f-6b55-4f09-8c05-027640bdd92b" alt=""><figcaption></figcaption></figure>


# GDPR

Welcome to Shopeasy's GDPR Settings section! Here, you can customize GDPR-related information for your store. Follow these steps to get started:

#### Step 1: Accessing GDPR Settings

1. Navigate to **GDPR** in the sidebar to access the GDPR settings page.
2. In this section, you can manage GDPR-related information.

#### Step 2: Customizing GDPR Text

1. In the GDPR settings, you can add text for the following sections:
   * **Contact Us**: Enter GDPR-related information for the contact form.
   * **Newsletter**: Provide GDPR-related information for newsletter subscriptions.

#### Step 3: Applying GDPR Settings

Once you've entered the GDPR text, click **"Add GDPR"** or **"Update GDPR"** to apply the settings.

#### Note:

* Customizing GDPR settings ensures that your store complies with data protection regulations and provides transparency to your customers.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F62TCijM0BwXTLIo0Wie3%2Fgdpr.png?alt=media&amp;token=2bcef87b-66d2-4226-ac36-ea47bc33a193" alt=""><figcaption></figcaption></figure>


# Analytics

Welcome to Shopeasy's Analytics section! Here, you can access detailed data and charts related to your store's performance. Follow these steps to get started:

#### Step 1: Accessing Analytics

1. Navigate to **Analytics** in the sidebar to access the Analytics page.
2. In this section, you can view various charts displaying key performance metrics.

#### Step 2: Viewing Analytics Data

1. You'll find the following metrics in chart format:
   * **Orders**: The total number of orders placed.
   * **Earnings**: The total earnings from sales.
   * **Selling Quantity**: The total quantity of products sold.
   * **Selling Price**: The total price of products sold.
2. Use the date picker to select a specific date range.

#### Step 3: Viewing Product-wise Data

1. Click on **Selling Quantity** or **Selling Price** to view a detailed chart for that metric.
2. You'll now see a breakdown of the metric by individual products. This allows you to analyze performance on a product-by-product basis.
3. You can further customize the date range for the chart to analyze performance over a specific period.

#### Note:

* Analyzing data through the Analytics section provides valuable insights into your store's performance, helping you make informed business decisions.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FSGVJNI9k82Ipl3kwjGUJ%2Fanalitics.png?alt=media&amp;token=53ab4d06-f19e-484a-aa1c-db9fd3150d63" alt=""><figcaption></figcaption></figure>


# FAQs

Welcome to Shopeasy's FAQ section! Here, you can provide helpful information to your customers through Frequently Asked Questions. Follow these steps to get started:

#### Step 1: Accessing FAQs

1. Navigate to **FAQ** in the sidebar to access the FAQs page.
2. In this section, you can manage FAQs for your store and specific products.

#### Step 2: Adding New FAQ

1. Click on **Add New FAQ** located at the top right corner.
2. Choose the FAQ type:
   * **Store**: General FAQs related to your store.
   * **Product**: FAQs specific to a particular product.

#### Step 3: Entering FAQ Details

1. **Question**: Enter the question for the FAQ.
2. **Answer**: Provide a detailed answer to the question.
3. Click **Add FAQ** to add the new FAQ.

#### Step 4: Managing FAQs

In the FAQ section, you can:

* **View Existing FAQs**
* **Edit FAQ Details**
* **Delete FAQs**

#### Note:

* Providing clear and informative FAQs helps customers find answers to common questions, enhancing their shopping experience.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2FfA9JC29lXT1al7HagHWI%2Ffaqs.png?alt=media&amp;token=c0cffbfb-acd2-4d71-a605-941722e5e03f" alt=""><figcaption></figcaption></figure>


# Customer Chat

Welcome to Shopeasy's Chat section! Here, you can have direct conversations with your customers. Follow these steps to get started:

#### Step 1: Accessing Chat

1. Navigate to **Chat** in the sidebar to access the chat feature.
2. In this section, you can engage in real-time conversations with your customers.

#### Step 2: Starting a Conversation

1. If a customer has a query or message, they can initiate a chat from your storefront.
2. As an admin, you'll receive the message and can respond promptly.

#### Step 3: Responding to Customers

1. Click on the customer's message to reply.
2. Type your response and click **Send**.
3. Engage in a back-and-forth conversation to address the customer's query.

#### Step 4: Assigning Chats to Staff

1. If a chat needs to be assigned to a specific staff member, click on **Assign Staff**.
2. Choose the staff member from the list to assign the chat to.

#### Step 5: Managing Chat Conversations

In the Chat section, you can:

* View ongoing and past conversations.
* Reply to customer messages.

#### Note:

* Real-time communication with customers helps address their queries promptly, enhancing their shopping experience.


# Help & Support

Welcome to Shopeasy's Help & Support section! Here, you can have direct real-time conversations with the super admin for immediate assistance. Follow these steps to get started:

#### Step 1: Accessing Real-Time Chat

1. Navigate to **Help & Support** in the sidebar to access the support section.
2. In this section, you can engage in real-time chat with the super admin.

#### Step 2: Chatting with Super Admin

A chat window will open, allowing you to have a direct conversation with the super admin.

#### Note:

* This feature provides you with immediate access to the super admin for any queries or assistance you may need.


# Plugins

Welcome to Shopeasy's Plugins section! Here, you can enhance the functionality of your store by adding and managing various plugins. Follow these steps to get started:

#### Step 1: Accessing Plugins

1. Navigate to **Plugins** in the sidebar to access the plugins section.
2. In this section, you can explore and manage available plugins.

#### Step 2: Installing a Plugin

1. Browse through the list of available plugins and select the one you want to install.
2. Follow the prompts to enter any required details or configurations for the plugin.
3. Click "Install" to add the plugin to your store.

#### Step 3: Uninstalling a Plugin

1. In the Plugins section, locate the plugin you wish to uninstall.
2. Click on the "Uninstall" button.
3. Follow any additional prompts to confirm the uninstallation.

#### Step 4: Activating or Deactivating a Plugin

1. In the Plugins section, find the plugin you want to activate or deactivate.
2. Use the toggle button to switch between active and inactive.

#### Step 5: Managing Installed Plugins

In this section, you can:

* View a list of plugins.
* Install new plugins.
* Uninstall existing plugins.
* Activate or deactivate plugins as needed.

#### Note:

* Installing plugins can provide additional features and functionalities to your store, enhancing the user experience.


# Payouts

Welcome to Shopeasy's Payouts section! Here, you can view detailed information about your payouts, including receivable amounts, transaction details, and payout history. Follow these steps to get started:

#### Step 1: Accessing Payouts

1. Navigate to **Payouts** in the sidebar to access the payouts section.
2. In this section, you can review and manage your payout details.

#### Step 2: Reviewing Payout Details

You'll find the following information:

* **Receivable Amount**: The total amount pending to be received.
* **Total Orders Amount**: The sum of all orders' amounts.
* **Total Shipping Charges**: The combined shipping charges for all orders.
* **Transaction Charge**: Any applicable transaction fees.
* **Shopeasy Service Fee**: Fees associated with using the Shopeasy platform.
* **Payouts History**: A log of all payout transactions.

#### Step 3: Understanding Payout History

1. Scroll down to view the **Payouts History** section.
2. Here, you can see a detailed record of all your past payouts, including dates, amounts, and transaction details.

#### Note:

* Payouts are the funds disbursed to you based on your sales and transactions.

<figure><img src="https://2866207448-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuLsQWe1Vl20pm2FMoAgN%2Fuploads%2F2QT1T8CC85gJEA4U2suD%2Fpayouts.png?alt=media&amp;token=5c68d91b-0f98-4738-9380-51da7d9009cd" alt=""><figcaption></figcaption></figure>