Commerce Manager User Guide

User Guide

This is the user guide to understanding how the Commerce Manager works and how to do several actions inside of it.

The Commerce Manager is inside of the main menu of Yalo Studio platform.

Storefronts

To see the main storefront list navigate to the main menu of Yalo Studio platform, at the main page you will see a list of available storefronts for the account you have selected. You will be able to see the flow name, the phone number, and the language for the specific storefront. You will also be able to see the current status of the storefront.

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If you change accounts in Yalo Studio, this page will be refreshed with the current storefronts list of the new account.

Create a new storefront

In order to create a new storefront, click on the NEW STOREFRONT button located in the top-right corner, then fill the form with Storefront’s name and owner’s email (by default this is pre-filled with the currently authenticated user, but you can use another email if needed).

Finally, click on the CREATE STOREFRONT button and you will be redirected to the Settings page (see update existing storefront section for more details):

Field Validations for a new storefront:

• Name: it should be in slug-format
• Email: it should be a valid email address

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If you are not an Admin in the account, you will not be able to create new storefronts, you will be only able to edit existing ones

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If you don't have any storefront you will see an empty state with another blue button to create a new storefront; the functionality of both buttons is the same.

Update existing storefront

Let’s suppose you have an existing storefront (or just created a new one as shown above), and you would like to start managing it. To do so, click on the SELECT button and navigate to the storefront’s settings.

Settings

Once you are on the Settings page, you will see something similar to this with the information related to the selected storefront:

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If you want to go back to the storefront’s list, click on the Change storefront button.

Basic configuration

This section allows you to modify the following settings: Bot Slug, Language, Currency, Price Format, and Bot Number. The Store Name field is read-only.

Once you are done with your changes just click on the SAVE button to save your data. You should then see a confirmation message like the following:

Currency Display

This section will allow you to choose how the prices will be shown inside your store. (e.g $100MXN/$200/300MXN)

If you click on the Select Value selector you will see a set of options already mapped into specific values from the store:

If you select one of these options, it will be render in the currency display input with a red color in the background and with curly brackets {{}}.

Once have selected your input, click on the SAVE button.

Business rules

This section allows you to modify the following settings: Minimum Amount, Minimum Quantity, Maximum Quantity, Maximum Quantity, Pre-Filled Cart, Legal age validation, Suggested Products, Product Stock, Returnable Products, Payment methods (credit, credit card, and cash), Business hours, Order Split and select custom days for business hours.

Once you are done with your changes, click the SAVE button to save your selections. You will then see a confirmation message like the following:

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You can always go back and update the settings as you need.

Order Split

To configure Order Split you need to click on the order split switch

Once you enable it, you will see the following options:

The first six options are called Groupers and are divided by cart or by order

How groupers work?

There are two kinds of groupers:

• By Cart
  • This is mainly a visual feature, is doesn’t impact any aspect of the app except for the visual of the cart.
• By Order
  • This is separation serves for stores that have different processes for orders depending on the group.

These two groupers have 3 different options:

• Payment
  • This means that the cart/order will be grouped by the payment method (e.g credit, cash, credit card).
• Promotions
  • This means that all the items that have a promotion will be grouped together.
• Brands
  • This means that items will be grouped depending on the brand they belong to (e.g Coca Cola, Pepsi, Barcel)

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Note: This scenario will be deactivated if you select splitters

The following option is the Splitter:

How do splitters work?

The splitter works internally in orders, meaning it is not visible by the final user. For example, if you set this options with a value of 10 and the store receive an order of 15 items, the order will be divided into 2, 1 containing 10 elements and the other the remaining 5.

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Note: This scenario will be deactivated if you select groupers.

Example of how it will look when either option is disabled:

Unsaved changes alert

Let’s suppose you’re customizing your storefront’s settings, and for any reason, you forget to save the changes before leaving the page. First, you will see an alert to let you decide between “leave and discard the changes” (cancel button) and “leave and save the changes” (ok button).

Branding

In the top menu there is an option to go to the Branding section. Once you are on the Branding page you will see something similar to this with the information related to the selected storefront:

Logo

In order to change the logo, you need to upload a new file as shown below:

Once you clicked on the replace logo button, then you just need to select a new image from your file system.

This is how it’s going to look once the logo is uploaded.

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The valid file extensions are png, jpg, jpeg, and SVG. The size is not validated at this moment, but this will change in the future.

Colors

In the branding section, you can customize your storefront’s colors in two different ways: the first one is by selecting primary and secondary colors from the picker color, and the second one is by selecting a predefined color palette.

Custom color picker

The first way of customizing your brand's colors is by selecting primary and secondary colors as shown in the picture below.

Selected a predefined color palette

The second way of customizing your brand's colors is by disabling the custom color switch and choosing a predefined color palette. Remember you can always see the changes being applied in the live preview section.

Layout

If you would like to change the default layout and category style you can do it as shown below.

Changing category style

For this section, you can choose between the “Tabs” and “Selector” category styles.

Use Categories View

For this section you can choose which will be the main page. Options include: the default product list or a list of all the categories that the store contains

You can activate the categories view by clicking on the switch

If you turn off the Category Page switch, you will see the item list page that will be render once you click a category.

Changing homepage layout

For this section, you can choose between three different homepage layouts, and toggle the description, price, and counter.

Changing favicon image

In order to change the favicon image, you need to upload a new file as shown below:

If you pressed the browse button then you just need to select a new image from your file system.

Once the favicon is updated you will see it in the live preview.

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The valid file extensions are png, jpg, jpeg, and SVG. The size is not validated at this moment, but this will change in the future.

Update metadata title and description

To update the metadata title or description go to the bottom part of the branding page after the HomePage Layout section you will see a Metatags section with inputs for title and description

In these inputs you can write the specific title that will appear in the browser tab and the description you want for the metadata. You can see the title change in the live preview in the top part.

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The limit of characters for description field is 160.

Saving your changes

Once you’re happy with your customizations you can save them as shown below:

Publishing your changes

Once you’re happy with your customizations you can publish them as shown below:

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The order in which you save and publish your storefront’s branding matters, make sure you save your changes first and then publish them.

Unsaved changes alert

Let’s suppose you’re customizing your storefront’s branding, and for any reason, you forget to save the changes. Before leaving the page, you will see an alert to let you decide between “leave and discard the changes” (cancel button) and “leave and save the changes” (ok button).

Inventory & Customers

In the top menu there is an option to go to the Inventory & Customers section. Once you are on the Inventory & Customers page you will see something similar to this with the information related to the selected storefront:

If no information has been uploaded to your storefront you will see a page like this from which you can download the templates or drag and drop a csv file for the system to process:

Products

Just as you enter the Inventory & Customers page, you will see the list of products your store has:

Using the search feature

You can use the search product functionality to look for a product by name, then make click on the SEARCH button.

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You can search for the name, sku or description of your product.

Upload new files for products

To add/replace products just click the + ADD PRODUCTS button.

Clicking the + ADD PRODUCTS button will open the following popup

The popup will allow you to either replace all your products or just add more products to your current list.

Once you click on either option the popup will render a csv uploader where you can drag and drop a csv file or click on it to select a file from the file manager of your system.

Once you select a file the name of it will be render in the modal allowing you to upload it to our system to be processed. You can also delete it to select a new file in case the selected file is not the correct one.

Once you click on the upload button the following popup will be open. Click on the OK button to close the popup.

Prices

In the Inventory & Customers page you can find a tab that says Prices:

After clicking on the tab the prices list will open.

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To replace or add more prices please follow the same process as products. Click +ADD PRICES button.

Customers

In the Inventory & Customers page you can find a tab that says Customers:

After clicking on the tab, the customers list will be open.

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To replace or add more prices please follow the same process as products. Click +ADD CUSTOMERS button.

Stock

In the Inventory & Customers page you can find a tab that says Stock:

After clicking on the tab, the stock list will be open.

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To replace or add more prices please follow the same process as products. Click +ADD STOCK button.

Enabling stock warnings

By default, a storefront doesn’t show any stock feedback to the user. You can enable two levels of warnings: go to Settings -> Business Rules and activate the Enable Stock toggle button.

When you enable stock, a modal will appear with the two levels of warning that you can activate, it could be both of them or just the one. Select whichever options you want to show:

• Level 1 (Low stock): It is designed to show a tag on each product with the warning when there is low stock. (ex. 100 units or less)
• Level 2 (Almost sold out): It is designed to show a highlighted tag with the warning when the stock is about to end. (ex. 10 units or less)

To activate a tag, press the corresponding checkbox and set a Limit Number to show when the stock of a product is equal or lower, and a Message to show in the tag. You can use the string {{value}} to show the current quantity of stock of the product.

Also, by default a storefront display products without stock is disabled, you can check the option to Hide products without stock in order to avoid showing them to the final user.

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To apply changes, press the Apply button. Be sure to press the Save button in the Business rules area.

Activity & Logs

Inside the Inventory & Customers section you will find in the top right part the Activity & Logs link
which if you click on it, will open a side content showing the most recent logs of the processed csv files.

If you want to see the full history of logs you can click on the VIEW FULL HISTORY button.

If you click on that button you will be redirected to the activity log page.

If you want to see specific details of a log just click on the actions button of the desire log.

Once you click on the button, a new tab will be open and it will show the specific information of the log.

Finally to return to the inventory & customers section just click on the Back link on the top left part of the screen.

Marketing

The Marketing section helps you create marketing strategies to boost sales on your storefront.

• Banners: Here you can create image sliders to highlight your best products or promotions.
• Promotions: Here you can upload your promotions csv file to manage the promotions available in the store.
• Suggested Products (coming soon): This section will allow you to manage user segments to recommend products to them.

Banners

The first time you visit this section, you will see an area to upload your images. Before you begin, you should consider the following:

1. You can upload as many banners as you want, but you can only activate a maximum of 6.
2. The recommended size for each banner is 600px (width) x 300px (height).
3. The format of the image must be JPG or PNG.
4. The max size for the file is 150kb.
5. It is recommended not to use too many texts in the banner, to avoid saturating the design and making it more attractive for the final user.

Uploading a Banner

Once you have created your first banner following the recommendations above, simply drag the file into the Drag and drop area or press the Browse button to select it from your system folders.

Your banner will appear below in the Activated Banners section and a preview will appear in the live preview area.

By default, a banner is always activated in the first position, without any associated product or category, and is scheduled to be displayed for one year. All of this can be customized.

Customizing a Banner

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Remember that every change you make to a banner will not be saved until you click the banner's Save button. Each button will only save the changes made to the corresponding banner.

Associate

By SKU: Select the SKU option and fill the Product or Promo field with the product SKU.

By Category: Select the Category option and fill the Product or Promo field with the category name (be sure to write the category as it is written on the Products Data).

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We are working to create an autocomplete in this field to improve the user experience.

Schedule

By default a banner is scheduled to display for one year, but you can change this by clicking the Schedule button on the banner you want to edit, this will open a modal where you can schedule the date range to display the banner.

Replace

If you want to replace or update the image of a banner, simply press the Replace button (the one with the pen icon), it will open a system browser to select the new image.

Deactivate/Activate

If you want to remove a banner from the carousel, but you don't want to remove it. You can use the On/Off toggle button. When you save changes to the banner, it will be moved to the corresponding tab (Activated or Deactivated).

Delete

To delete a banner press the Delete button (the one with the trash can icon), it will ask you if you are sure to delete it. Please note that this is a permanent deletion, which means that the file and all data related to the banner will be removed from the database.

Sorting Banners

By default, each new banner ranks first in the display order. You can change that order by pressing the sort button and dragging the banner to the desired new position. Please note that the sort order will be saved automatically, so any changes will be applied immediately.

Deactivated Banners

When a banner exceeds the date on which it was scheduled to be displayed, it automatically goes to the area of deactivated banners, or if you disable it manually.

The banners in this area can be further edited in order to be activated again. Take into account that even if you change the schedule, you must manually activate it again with the Off/On button.

Promotions

The first time you visit this section you’ll see a place to upload the csv file, a section to download the templates for the file and also a button with the word SAVE that is disabled

Uploading a file

To upload a file you can either drag and drop a file directly from your systems file management or click in the browse button.

If you click the browse button you will see the following file selection menu

Once you select a file you will see a loader appearing in the Drag and Drop box

Once the file is successfully upload you will see an alert appearing in the screen with a File was save successfully

After closing this message, you will see the name of your file and also the save button will be enable

If you want to replace this file you can click on the button that contains two arrows in a circle

If you click on the arrows button the following alert message will appear to confirm this actions is what you want to do

Clicking on Continue will then make the file selection menu to appear, clicking on Cancel will stop the operation and close the alert.

Once you want to save the file you just upload just click on the save button

Once you click on the Save Button another alert will appear to indicated that everything was successful

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When Clicking on Save promotions file, promotions will be automatically activated in headless

See Content of your file

Once you save the file you can click on the box where the name of you file is

Once you click in the box you will be redirect to the promotion list view

To go back to the previous page just click on the Promotions label with and arrow on the top left side

Workflow Settings

This section will allow you to select a flow from flow builder that will be connected to your storefront

When entering for the first time to this section you will encounter 2 selector and an empty table, the webhook selector and save button will be disable

Selecting a workflow

To select a workflow you will need to click on the first selector that says Select you workflow

Once you click on that selector a dropdown will be render with all the workflows available

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You’ll be able to see only workflows that are assigned to your user

Click on the workflow name you want and it will activate the second selector which is the webhook/component selector

If you click on the webhook selector a list of webhooks will appear in a dropdown, this list will be divided by the activity name

Once you click on the desire webhook the save button will be activated, clicking on it will save your changes to your storefront

Once you save you changes the table will be updated and will show you the workflows currently saved in you store

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Selecting another webhook from the same workflow will update your previous information

Orders

This section will allow you to see all the orders of your store from the newest to the oldest

When you store does not have orders you will see a screen like this

Once your store starts to have orders they will appear like this

The list of orders includes the order id, the date when the orders was created, the customer code whom made the order, the session, the quantity of items, the total od the order and the status of the same.

Seeing details of an order

To see the specific details of an order just click on the order you want more info and a modal will be render with all the specific information and the items that were ordered

Search orders

Currently we allow to search orders by status, just write the status you want to see in the search input and the search will be triggered automatically

If there are no result of the specific status you will see the empty orders screen

If the other hand if orders with the searched status are found you will see a list of orders with the corresponding status