User Guide

# 1.1 Initial Settings

(i) Display Language Settings

In order to assist brands to expand their business into new markets, STOREBERRY now supports 5 display language options for merchants to further serve the needs of individual customers.

Display languages can be set for your online store in STOREBERRY Admin Panel 「Online Store」 「Language」 . More new display languages are coming up!

(ii) Admin Account and Permission Settings

STOREBERRY attaches great importance to the security of your online store, and especially provides unlimited administrator accounts (except for the entry plan) for STOREBERRY users. You can feel free to set the access level to the admin panel for all your employees.

You can go to the STOREBERRY Admin Panel 「Setting」 「Staff Account」 to view and manage all admin rights, or click 「Add Staff」 at the top right to add the new admin account for your employees.

It takes you too much time to set management permissions one by one? STOREBERRY has preset up to 10 administrator permissions for you to complete the permissions setting with just one click! The default administrator permissions include:

# 1.2 Order Management

STOREBERRY provides a complete real-time order management system. Regardless of whether it is a physical store or an online store, the order records can be updated synchronously and uploaded to the cloud, making operations more efficient.

You can view all order information, including order status, order total, delivery status, etc. at STOREBERRY Admin Panel 「Orders」 , so that you can quickly browse and change order information in batches. Meanwhile, you can also manually add orders for customers who place orders on other platforms (such as Whatsapp, social media, etc.).

(i) Confirm Order

After a customer makes a purchase in your online store, if he / she chooses the payment method that needs to upload a payment receipt, the order status will be displayed as 「Payment Review」 . And the order status will be updated only after the merchant verifies the payment receipt.

You can view and confirm the receipt as follows:

1）Click on the pending order number, and then tap 「Receipt」 at the bottom right to view the payment receipt uploaded by the customer.

2）Click 「Accept」 if you confirm the payment, then the system will pop up a confirmation message. Please click 「OK」 again to update the order status to 「Processing」 . Your customer will receive the confirmation email instantly.

If there is any problem with the receipt, you can also leave a message to the customer through the input box and click 「Reject」 to indicate that the receipt is not accepted.

(ii) Dispatch Order

Dispatch an Order

1）Update shipping details for an order:
When the order is ready to be shipped, you can first find out the order in the STOREBERRY Admin 「Orders」 , and then click the image button in the “Delivery” column on the left side of the order to enter the delivery information page to check and update the shipping details of the order.

2a）Order will be shipped in one package:
Each order is preset to be shipped in one package. Here you can click the 「Pack to #1」 button on the right side of the item to pack the item into the package.

2b）Order will be shipped in more than one package:
If the order needs to be separated into more than one package, you can click 「+Add Parcel」 to the number of packages you need, and then add the items to the package one by one, such as:

Add products to Package #1: First click the 「#1 Parcel」 tab, and then click the 「Pack to #1」 button on the right side of the item in the product list to pack the item into the package #1.

Add products to Package #2: First click the 「#2 Parcel」 tab, and then click the 「Pack to #2」 button on the right side of the item in the product list to pack the item into the package #2, and so on.

3）Update the shipping date of the order:
Slide the button to select the package ready to ship, then select the day to confirm the delivery date.

4）Confirm the items in the package:
Check the items in the package one by one. After sliding the 「Verify Packed」 button, the number of packed items cannot be modified.

5a）Use general logistics service providers to complete the order delivery procedure:
You can fill in the logistics tracking code in the remarks for customers, then click 「Send」 to complete the order. Meanwhile, customers can instantly check the latest order status on the website.

5b）Use ShipAny Smart Logistics Gateway to complete the order delivery procedure:
The built-in shipping estimator is available for all orders with ShipAny as the shipping method. You can enter the weight and dimensions of the package here, and click 「Estimate」 to view the approximate shipping cost of your order.

Then you can click 「Create Shipping Order」 and 「Send Pick Up Request」 , the system will automatically create a waybill for you and notify the courier to pick up the package without manual operation.
Finally, click 「Send」 to complete the order. Meanwhile, customers can instantly check the latest order status on the website.

*For instruction on connecting to the ShipAny Smart Logistics Gateway, please click here.

Bulk Dispatch

A bulk dispatch function can greatly reduce the operational work for you with a large number of orders! Whether you need to process multiple orders for the same customer, or process multiple orders for the same product --- in STOREBERRY, you can simply complete the delivery process with one click!

Process multiple orders for the same customer:

1）You can go to the STOREBERRY Admin Panel 「Orders」 and select orders in the 「Processing」 status at the top left, then enter the customer name/ID in the search bar.

2）Select multiple orders that need to be shipped on the left hand side, then click 「Action」 from the top and pick 「Bulk Dispatch」 from the drop-down list.

3）Choose 「All Items」 for bulk dispatch, and enter the delivery date. You can also enter the logistics tracking ID or other info in the remark for customers to view. Next, click 「Start Dispatch」 , and the order status will be changed to 「Complete」 after the update procedure is completed.

Process multiple orders for the same product:

1）You can go to the STOREBERRY Admin Panel 「Orders」 and select orders in the 「Processing」 status at the top left, then enter the product name in the search bar.

2）Select multiple orders that need to be shipped on the left hand side, make sure the relevant products have been packaged and the “Packed” button of each product has been turned on. Then click 「Action」 from the top and pick 「Bulk Dispatch」 from the drop-down list.

3）Choose 「Packed Items Only」 for bulk dispatch, and enter the delivery date. You can also enter the logistics tracking ID or other info in the remark for customers to view. Next, click 「Start Dispatch」 , and the order status will be changed to 「Complete」 after the update procedure is completed.

(iii) Filter and Search Order

Need to find a specific order from a large number of orders? STOREBERRY's built-in search function allows you to search by order number, customer ID or name, product name and other information to help you easily find the order information you need!

# 1.3 Product Management

(i) Product Categorization

A smooth online shop browsing experience can greatly improve customer satisfaction! STOREBERRY provides the two-tier product classification function (Parent category + Sub-category), which is convenient for you to easily manage your products and maintain the cleanliness of the product display on the website. You can manage and classify products under STOREBERRY Admin Panel 「Categories」

How to Add New Category:

1）Click 「Add Category」 in the upper right corner of the 「Categories」 page, and then fill in the details of the new product category.

2.1）Create “Parent Category” : Please leave the 「Parent Category」 box blank, and then continue to enter the remaining info and click 「Save」 to complete the setting.

2.2）Create a “Sub-category”: First you can create a “Parent Category” of the product. Then when creating a “Sub-category” , select its parent category from the drop-down list of the 「Parent Category」 box. Continue to enter the remaining details and click 「Save」 .

(ii) Add Product

Fascinating product photos and compelling product descriptions are definitely the keys to winning customers! Go to the STOREBERRY Admin Panel 「Products」 and click 「Add product」 , you can simply add the products to your online store by entering the following details:

1）Product Details:

Upload the product images and fill in the “Name”, “URL Slug”, “Short Description”, “Description” and “Keywords”, etc. You can also click “Image Editor” here to use the built-in image editing tool to adjust the size and colour of the product image.

2）Other Information::

Select the product category from the drop-down menu on the 「Category」 column, then continue to enter the product details (E.g. Tag, Weight, Original Price, Final Price, SKU No., etc.).

If you want to add a new category, you can click 「Manage Categories」 next to the 「Category」 column, and enter the information of the new category on the pop-up page.

3）Cart Item Expire Time (Hours):

Here you can set the time limit that the product stays in the customer's shopping cart. If you enter “10” hours, the products stored in the shopping cart by the customer will be removed 10 hours after being added to the shopping cart.

4）Selling Platform Status:

Here you can decide to launch or hide the product, and whether the product can be purchased on the online store or physical store with just one click.

5) Visibility/Purchasability of Product:

Here you can set the ability for members and non-members to view and purchase this product online.

6) Promotions and Discounts:

Here you can decide whether the product is applicable for designated promotions and discount offers.

7）Variant and Options:

Here you can set the variant options (E.g. Color, Size, etc.) of the product. Then click 「Apply」 to enter the variant details, including SKU No., Barcode No., Weight, Original price, Special price, Cost, etc.

8）Inventory settings:

You can set the product inventory-related settings, including tracking inventory, availability of pre-order, expiration date and stock quantity of product, etc. You can also click to activate 「Initial Inventory」 here and enter the inventory quantity of products one by one by warehouse.

9) Remark template settings:

If you need to record extra data of the product (E.g. Eye prescriptions, S/N, customized order data, etc. ), you can click 「Required」 here to activate the product remark template, and then select the applicable template that you set at Remark Template Settings for this product.

Finally, tap 「Save」 to launch the product at once.

*For instructions on adding custom fields, please click here.
*For instructions on adding a product remark template, please click here.

(iii) Product Import (CSV)

Want to bulk import products into your online store? STORBERRY provides CSV import function, which allows users to import up to 500 items from a spreadsheet at one time. You can go to the STOREBERRY Admin Panel 「Products」 and click 「Import」 in the top right corner to import your products and set up the online store in a more efficient way.

(iv) Deal and Promotion Settings

Want to increase sales quickly? Organizing a Sales Promotion Campaign is definitely one of the most effective strategies. STOREBERRY has prepared different types of discounts and free gifts promotion setting functions, allowing you to more flexibly arrange and match your strategy to boost sales.

You can go to STOREBERRY Admin Panel 「Promotions」 to view all ongoing and expired promotion campaigns, or click “Add Promotion” at the top right to set up your promotion campaign!

Want to provide discounts to designated customer groups? You can click 「Trigger by promotion code」 under the settings and set the promotional code after selecting the promotional activity, so that only those who have the promotional code can use this exclusive offer. And you can also limit the number of times each member can use the discount!

List of promotional activities:

(v) VAT (Value-added Tax) Settings

If you intend to expand overseas markets or need to deliver products to other countries, you may need to collect taxes for the products you sell, and also declare and pay taxes to the government.

STOREBERRY provides users with the “VAT (Value-added Tax) Settings” function, which can effectively handle the most common sales tax and shipping tax calculation methods for you. Whether you want to add tax directly to the product price, or calculate it independently at checkout, you can complete the setting easily with just one click!

Tax Rate Settings

1) You can go to STOREBERRY Admin Panel 「Setting」 「VAT(Value-added Tax)Settings」 and enter the tax name and tax rate in the “Tax Rate Settings” column, and then click 「Save」 to complete the setting.

After saving, the system will automatically replace the basic tax rate with the newly added tax rate when calculating the tax on related products.

2） If you want to calculate the prices on an after-tax basis and include the tax directly in the total amount of the product, you can turn the 「Tax Inclusive」 button from OFF to ON, and then click 「Save」 to complete the setting.

After saving, the system will automatically include the tax amount in the price of purchase when the customer checks out.

Charge Taxes on Shipping Rates

1) You can go to STOREBERRY Admin Panel 「Setting」 「VAT(Value-added Tax)Settings」 and turn on the button of 「Taxable Delivery Charges / Shipping Fee」 , then enter the tax rate below, and click 「Save」 to complete the setting.

After saving, the system will automatically calculate the tax on shipping rate when the customer checks out and selects the shipping method. And the tax will be displayed on the bill independently.

Tax Overrides & Exemptions

1) You can go to STOREBERRY Admin Panel 「Setting」 「VAT(Value-added Tax)Settings」 and turn on the button of 「Tax Overrides and Exemptions」 then click 「Add」 to enter the tax name and special tax rate (For tax exemption, please enter “0” in the tax rate column). Next, click the “+” button to select the applicable products, and click 「Save」 to complete the setting.

After saving, the system will automatically calculate the tax on shipping rate when the customer checks out and selects the shipping method. And the tax will be displayed on the bill independently.

# 1.4 Inventory Management

Save time and money by avoiding common inventory mistakes! STOREBERRY’s built-in inventory management system allows you to manage online and physical store inventory more efficiently!

You can go to STOREBERRY Admin Panel 「Inventory」 to track and update the product information and inventory quantity of each warehouse in real time, keeping up to date with the latest data at all times.

(i) Edit Inventory

You can go to STOREBERRY Admin Panel 「Inventory」 「Inventory」 to select the item that needs to update the inventory, then choose the warehouse in the pop-up window 「Stock Details」 , and click the “Edit” icon in the "Action" column on the right hand side (“+” = Add Stock Quantity; “-” = Deduct Stock Quantity; “pencil” = Edit Stock Quantity) to update the inventory.

(ii) Bulk Inventory Update (CSV)

STOREBERRY supports CSV import function, which allows users to update the stock quantity of plenty of products from a spreadsheet, so that you can quickly update the inventory at one time!

You can go to STOREBERRY Admin Panel 「Inventory」 「Inventory」 and click the 「Import csv」 button at the top right, then follow the instructions to export the current inventory file and upload it after updating the stock quantity.

(iii) Inventory Transfer

Want to transfer the inventory among warehouses? You can go to STOREBERRY Admin Panel 「Inventory」 「Inventory」 to select the products that need to be transferred, then select the warehouse to transfer the inventory in the pop-up window “Stock Details”, and click the “Transfer” icons in the "Action" column on the right hand side.

Here you can enter the warehouse that you want to transfer the inventory to, the transfer quantity and remarks to arrange the transfer.

(iv) Warehouse Management

STOREBERRY Integrated Inventory Management System included warehouse management functions. You only need to go to the STOREBERRY Admin Panel 「Inventory」 「Warehouses」 to add warehouse information. No matter how many warehouses you have in different locations, you can manage them directly on a single platform.

(v) *Value-added Service: Advanced Inventory Management System

# 1.5 Customer Management

Want to integrate all online and offline member information at once? STOREBERRY helps you integrate the customer management system, regardless of members from online or offline, you can easily manage on a single platform.

(i) Customer Registration Settings

You can go to the STOREBERRY Admin Panel 「Setting」 「Customer Registration」 to select the required information that customers need to fill in when registering, including email address, mobile phone number, birthday, and age group, etc.

(ii) Add / Edit Customer Details

In STOREBERRY, you can view all customer activities in different channels at one single platform. Whether customers shop online or offline, all transaction records can be updated in real time, so that you can keep abreast of the latest updates anytime, anywhere. You can go to STOREBERRY Admin Panel 「Customers」 「Customers」 to add, review and export all customer details and transaction records.

Need to transfer customer data one by one from the old platform? STOREBERRY supports CSV import function, which allows users to import up to 500 items from a spreadsheet at a time, to help you upload third-party customer data to STOREBERRY platform at once.

(iii) Membership Tier Settings

Through the STOREBERRY member management system, you can create up to 6 levels of membership levels, and the advanced member management module even supports up to 10 levels of membership levels! You can go to STOREBERRY Admin Panel 「Setting」 「Member Level」 to set the membership level, and can also modify or update the membership system content at any time as needed.

(iv) *Value-added Service: Advanced Membership & Loyalty Program

(v) Custom Field Settings

When you need to record extra data of the product (E.g. Eye prescriptions, S/N, customized order data, etc. ), you can set the custom information fields required by the product here and add the information to the product remarks template. Then you will be able to apply the remark template when adding products.

1）You can go to STOREBERRY Admin Panel 「Customers」 「Custom Field Settings」 to enter the title of the custom field (E.g. Eye prescriptions).

2）Then click 「Add Custom Field」 , enter the title of the data to be filled in the 「Field Label」 (for example: Eye prescriptions), and choose the answer format filled in by the customer in the 「Field Type」 , and then click 「Confirm」 .

If you choose 「Choices」 as the answer format, please go to the 「Options」 field to continue to enter the answers for choice.

3）All custom fields are required to be filled by default. You can remove the tick in the 「Required」 box to the right of the field to cancel the mandatory setting. Finally, click 「Save」 to complete the setting.

After completing the settings, you can then go to 「STOREBERRY Admin Panel」 「Remark Template」 to add the newly added custom field to the relevant note template.

*For instructions on adding a product remark template, please click here.
*For instructions on using product remark on POS, please click here .

# 1.6 Remark Template Settings

(i) Add Remark Template

General Order Remark Template

1）You can go to the 「STOREBERRY Admin Panel」 「Remark Template」 and click 「Add」 at the top right.

2）Select 「Normal Remark」 in the 「Type」 column.

3）Enter the template title (E.g. Special Delivery Instructions).

4）Enter the template content and click 「Save」 . After successfully setting up the order remark template, you can fill in the 「Order Remarks」 with the remark template with just one click when you use the POS to checkout for the customer.

*For instructions on using product remark on POS, please click here .

Product Remark Template

1）You can go to the 「STOREBERRY Admin Panel」 「Remark Template」 and click 「Add」 at the top right.

2）Select 「Product Remark」 in the 「Type」 column.

3）Enter the template title (E.g. Eye prescriptions).

4）Enter the template content, you can click 「Add Custom Field」 on the right to select the preset custom fields, and click to add it to the template content. Finally, click 「Save」 to complete the setting.

After successfully setting up the product remark template, the system will automatically fill in the relevant information of the customer according to the content of the field when you use the POS to check out for the customer.

*For instructions on setting product remarks for products, please click here .

*For instructions on using product remark on POS, please click here .

# 1.7 ​​*Value-added Service: Online Booking System