Using Your Store

Every IndieMade site comes with a fully integrated, sophisticated shopping cart. This section of the handbook explains how it works -- but don't be intimidated. You don't have to use every feature if you don't want to.

Visit the links below for a step-by step guide on how each feature of your store works.

Store Settings

From your dashboard, click on the store tab and then go to settings to manage the basic properties of your store.

Store Name and Address

In the first section, you enter basic information about your store. 

Store Name and Address
 

The store name, store owner, and email address can appear on invoices and email notifications to your customers.

(The country dropdown is populated with only those countries that have already been enabled for your store. For new stores, only the United States and Canada appear here. If your country doesn't appear, you need to turn on that country by visiting the shipping settings section. You can read about how to do this in the shipping section of this handbook.)

General Settings

You can change the currency, invoice message, and inventory behavior from the general settings section.

General Settings

Currency

The you choose specifies what currency your products are denominated in. You can choose any of the following currencies for your store:

  • United States Dollar
  • Canadian Dollar
  • Euro
  • British Pound
  • Japanese Yen
  • Australian Dollar
  • New Zealand Dollar
  • Swiss Franc
  • Hong Kong Dollar
  • Singapore Dollar
  • Swedish Krona
  • Danish Krone
  • Polish Zloty
  • Norwegian Krone
  • Hungarian Forint
  • Czech Koruna
  • Israeli New Shekel
  • Mexican Peso
  • Philippine Peso
  • New Taiwan Dollar
  • Thai Baht

All products shown on your site will be displayed in that currency. Your customers can pay with whatever currencies they normally use, and PayPal or 2Checkout will automatically convert the total into your currency. (For example, if you charge 50 Euro for a product, a customer in the United States will still be able to pay in US Dollars, at an up-to-date rate.)

Note: changing your currency doesn't change the price values automatically, just the currency in which they're denominated. So if you have a product costing 100 USD and change your currency to JPY, that product will now cost 100 JPY. You'll want to make adjustments appropriately.

Thank You Notice

When your customer purchases products on your site, she will be sent an invoice via email. You can customize the notice that appears at the bottom of the invoice by changing it here.

When Sold Out

If you track stock for some or all of your products, you can specify what happens when that product sells out:

  • If you choose Show product in store as Sold Out, then the item will remain visible on your site, but customers will not be able to purchase it. Instead of an "add to cart" button, they'll see the words Sold Out.
  • If you choose Do not display product, then the item will automatically be hidden when the final unit is sold.
  • Move to sold section adds a sold gallery to your page. Find out more on how to sue sold galleries here.

Of course, you can always manually hide or show a product using the visible column in your products list.

 

Working with Products

Everything you want to sell on your IndieMade site -- a piece of jewelry, a painting, a PDF download, even access to a course you teach -- is represented by a product. You can add, edit, or delete products whenever you like.

Visit the links below for details on how to work with products.

Adding a Product

To begin adding your products, go to store > products. You can add products one at a time, or in bulk by uploading a spreadsheet.

Adding a Single Product

Click on +Add a New Product. The Create Product page will appear. Enter your product’s Name and Description, making sure you enter as many details as you can for your customers. 

create product

 

Under Categories, choose the category (shop section) under which your new product falls. Visit the Categorizing Your Products handbook page for more information on how to set up your categories.

select categories

Upload an Image by clicking the “Choose File” button and browsing your computer; click “Upload” to upload your file. To add more than one image, hit the “Add another Image” button.

upload image for product

 

You can add as many images for your product as is allowed under your tier of service. (If you can see the Add another Image button, then you can add another.)

Order your images by dragging the crosshair next to each thumbnail. The image at the top will be your product's "primary" image, which will appear on the store and category pages.

Edit image details

 

Under Product information, you will enter a SKU number (a number or word you will use for your own records and identification of your products, like P40-3 or BUNNY) as well as the price of the item. Each SKU must be unique.

SKU and price

If the shipping rate for the item is different from the defaults you set earlier (see the Working with Shipping handbook page for more information on setting your defaults), click on Shipping Rate to expand the section and enter a new rate for this item.

Select shipping

 

If you have a limited quantity of your item on hand, or your item is one-of-a-kind, you may want to track your stock of your new product and avoid double-selling a unique item. Visit the Using Inventory Control handbook page to learn more about how this feature works.

track stock

If your tier of service supports it, you can attach downloadable electronic files to your product listing in the Downloads section. Visit the Selling Downloadable Files handbook page for more information on IndieMade's downloads feature.

Download product file

If you'd like to add keywords to your listing to help your store come up more frequently in Google searches, you can add them in the Search Engine Optimization section.

product seo

Click the “Save” button to save all changes and to publish your product to your store.

Adding Multiple Products at Once

You may want to add products in bulk, most commonly when you're first setting up your store. To do this, you'll need a CSV file containing a list of your products. Nearly all spreadsheet programs can create CSV files, and many systems export them as well.

The columns that are expected in your spreadsheet are:

  • TITLE
  • DESCRIPTION, in standard HTML
  • PRICE, in your store's currency
  • TAGS, a comma-delimited list of categories
  • IMAGE1, the fully qualified URL of the main product image
  • IMAGE2
  • IMAGE3
  • IMAGE4
  • IMAGE5
  • IMAGE6

When you submit the spreadsheet, your IndieMade store will create a new product for each row in your spreadsheet, and will download each of the images to make local copies.

Only title, description, and price are required.

A sample blank CSV file is attached to this document to get you started.

Categorizing your Products

This five minute video provides an overview of IndieMade's product categorization system. Further details are below.

How Categories Work

Organize your products by using the Store Categories section at the bottom of the Store > Settings page. 

Product categories main

You can create an unlimited amount of product categories (e.g. "Vintage") or sub-categories (e.g. "Vintage Artwork").

front end categories

Product categories will appear on your site listed as Store Sections (shown above) and as tags beneath the description of your product.

product category tags


 

See the information below to:


Create a Category

  1. In your Dashboard > Store Click the Categories in left navigation
    Manage Product Categories Link  
  1. Click the Add a New Category link.
    Add a New Product Category Link 
  1. Enter a name and description for the category, then click Save.

The new category appears at the top of the Category List.

Note: Categories only appear on your store’s page if they have products assigned to them.
 


Edit a Category

  1. On your Dashboard, navigate to the Store > Settings page, and then scroll to the bottom of the page.
  2. Click the Manage Product Categories link.
  3. On the desired category, click the Edit link.
    This opens the Edit Product Category page for the selected category.

 edit category details


 

  1. Edit product category details and then click Save.

Place Products into Categories

You can place each product into one or many categories or subcategories.

To place a product into a category, first navigate to the Store > Products page on your Dashboard and click the Edit link for the desired product.

In the Categories list box, select one or more categories. Hold the Ctrl button on your keyboard to select multiple categories.

select categories


  

Click Save. The product's individual page updates to show the new category assignment(s), and the product appears on your store’s page when the category is selected.
 


Reorder Categories

To change how the categories are listed on your store's page, navigate to the Store > Settings page on your dashboard and click Manage Product Categories in the Product Categories section.
Click and drag the Move Category Symbolsymbol next to the desired product up or down to reorder the category.

The changes to the category order are saved automatically.


Make a Category a Subcategory

To make a category a subcategory, first navigate to the Store > Settings page on your dashboard, and click Manage Product Categories in the Product Categories section.
Click and drag theMove Category Symbolsymbol next to the desired product below and to the right of the desired parent category.

manage and organize categories


 


Optimize Categories for Search Engines

Use the Search Engine Optimization area to help your customers find your products.

The Page Title, Meta Keywords, and Meta Description fields help search engines such as Google and Bing to find and display your site near the top of the search results when your customers search for matching terms. For example, if your customers regularly search for “Vintage Furniture” adding “Vintage Furniture” to the Meta Keywords can help to increase your search engine ranking.

Enter information into the fields described below and click Save to enable this feature.

  • Page Title - This is the title for the category. This field is mandatory.
    The title of the category appears when customers search for your products, on the title bar of the customer's browser, and when your customer bookmark’s the category page.

 Search Results - Title 

Title Bar


             Tip: Be descriptive, but concise. Keep the title to no more than 70 characters.

  • Meta Keywords - Keywords to describe the products within the category.
    If a product does not have keywords assigned to it directly but keywords have been assigned to the category, the keywords appear on both the overall category page and on an individual product’s page. The product page inherits the keywords from the category.
     
  • Meta Description - A description of your site that appears in search results.
    The description appears after the title in search results and provides a description of your site to potentially interested parties. If you do not enter a Meta Description, this area is automatically populated with keywords by sites like Google. Fill out this section to draw customers to your site. 

  Description Tag Example

Sort Shop Sections sidebar Alphabetically

You can enable automatic alphabetical sorting for your sidebar.

To do so, in your dashboard, navigate to Store > Advanced Settings and check "

  

Deactivating a Product

You can make any product in your store temporarily invisible to shoppers.

To deactivate an item and make it invisible, log in to your site and go to store > products. At the far right of each product listing you will see a "Visible" column. The green check mark shows that the items are visible to shoppers.

visible active productes

 

Click on any green check mark, and it will change to a red X.

invisible inactive products

Your items are now invisible to shoppers, but visible to you, and your listings are still available to you to edit. To reactivate a product and make it visible to shoppers, click the red X, and it will change back to a green check mark.

Adding quantity box in product description

Adding Quantity Box

Customers have the option of chosing product quantity at checkout; they may also have the option of selecting the quanity before they even select add to cart. To add a quantity box in product description, simply check quantity box in dashboard>store>advanced settings.

 

You have an additional option to customize the set quantity of individual products. You may do this by going to dashboard>store>products, and selecting edit option under the product you'd like to edit. Next, under the product information dropdown menu, you have the option of setting the default quantity. 

If this is set to one, one product will be added to cart when they select add to cart and it will look something like this:

If you have default quantity set to one, and do not have the quantity box option delected in advanced settings, the quantity box will not be displayed but the set quantity of one will automatically be added to card when they push add to cart.

Setting the default quantity to zero will disable the additional quanity box for that product. 

Don't forget to save after any changes!

Editing Products in Bulk

If you want to make the same change to multiple products at a time, you can edit your items in bulk. This short four minute video shows you how. Further information is below.

 

First, go to your products page under Store > Products, and select the items you want to edit. You can save some time by using the “Select All” checkbox in the upper left hand corner, and uncheck products as needed.

Select All Products

Next, scroll down to the bottom of the page and select “Edit Selected Products In Bulk”.

Edit in Bulk Button

The next page will show you the available bulk editing options.

bulk editing options

  • Hide/Show affects the visibility of the products. If you don’t want certain products to appear, you can Hide them, and to make them visible again, just select Show.
  • You can also Delete items in bulk. This change cannot be undone, however, so use this option wisely!
  • Adjust price allows you to raise/lower the price by the amount of your choice
  • Set Price & Set Stock allows you to change the price of items and quantity on hand.
  • Place in Category/Remove from Category will allow you to add items to a category or delete attached categories.
  • And Set Shipping Profile allows you to attach a shipping profile to items.
  • Send to top of product list & Send to bottom of product list pushes the selected products to the top/bottom of your product list

When you need to enter a specific value (ex. Set Price), a blank field will appear as shown.

Add New Value Field

When you’re ready to make the change, click Submit.

Submit Button

You should now see a message in green telling you that the products have been processed.

Green Processed Message





 

Ordering Products

You may sort products in your store by price, or by name.

To access your products, first go to dashboard>store>products.

To sort products by name, simply click Product Name

 

 

This will automatically alphabetize your products.

If you click it a second time, it will do the reverse, and products will rearrange from "z" to "a."

To save your newly sorted products, click on Save current sort order in the upper right hand corner, (as shown below).

 

 

If you'd like to sort products by price, follow the same steps.

Once you have clicked Save current sort order, a cross arrow will appear to the left of the product. From here, you can manually drag items

and change the order. Changes made by dragging items manually will automatically save.

Final sorting order in dashboard should reflect order of products in your shop.

 

Using Inventory Control to Set a Product's Quantity on Hand

Do you have a limited quantity of a product available for sale? Do you sell one-of-a-kind creations or vintage finds? You can use the inventory control feature to set the number of each product that you have in stock, so that you never accidentally sell more than you have on hand.

Inventory control is completely optional. You don't need to specify the quantity of each product that you have in your store. However, if you don't enter a quantity for an item, then it will stay in your store and remain available for purchase, even if it's sold — and customers can order an unlimited quantity of that product.

To set the quantity of a product, log into your Dashboard and go to store > products. Click "Edit" for the product whose quantity you want to set.

edit product

Scroll down to the "Stock" section and check the "Track Stock for This Product" box. Type the quantity you have available in the "Quantity on Hand" field, and click "Save" at the bottom of the page.

track stock

When your item sells, the inventory control feature will subtract the number of items ordered from the total quantity that you set.

When Stock Falls to Zero

When your product's stock falls to zero, the product will show as Sold Out in your store, and customers won't be able to buy it. If you mark an order as returned or cancelled, the stock is returned to that product, so it will be available for sale again.

sold out

 

If you don't want your out-of-stock items to appear in your store, you have two options.

First, you can simply deactivate them. To make a product invisible to shoppers, go to store > products and click the green check mark next to the product in the "Visible" column at right. The green check mark will change to a red X, and the product won't show up in your store until you make it visible again by clicking the red X.

visible sold out product


Or, you can have the store automatically deactivate them for you. To do this, visit your store settings page at store > settings and select the Do not display product option under When Sold Out:

General Settings

Working with Payments

When a customer purchases goods from you on your IndieMade store, she needs to checkout before the order is finalized. At checkout the customer is asked how she would like to pay for the order by selecting an option from a list presented to her.

A set of payment options

Once the customer has paid for the order, the order is placed into the Payment received state and emails are generated for the customer and for the site owner.

You can turn on and off the available payment options from the store > payments section of the dashboard. Each payment option is described in its own section below.

PayPal

If you want to accept payments through PayPal, enable it as an option from the store > payments section of your dashboard. 

PayPal Options

New sites are automatically set up for payment through PayPal, with the email address given. If you want funds to go to a different account, you can specify the other account here.

When the customer checks out and selects PayPal as the payment option, the order will be placed into the Pending state, and the customer will be redirected to the PayPal site for completion of the order. 

Checking Out with PayPal

Customers do not need to have a PayPal account in order to pay. They can also pay with credit or debit cards.

When the customer completes the payment, PayPal's servers send your IndieMade site a message (called an Instant Payment Notification, or IPN) informing it of the sale. On receipt of this message, the order is placed into the Payment received state, and the order is ready to be processed.

 

SSL Certificates

 

On IndieMade payment information has always been secure through PayPal or 2Checkout payment processing services. As IndieMade adds more payment processors through direct checkout an SSL secured certificate is required. We also understand the importance of your customers perceptions that if they do not see the secured icon in your browser they may be warry of checking out. You also get a slight ranking boost from Google as a way to encourage you to install an SSL Certificate. We are now happy to announce that we offer SSL Certificates for custom domains and your IndieMade URL free of charge! So let's get started.

Installing an SSL Certificate on your custom domain.

  1. In your dashboard click on Store > Secure Certificate (SSL) 
  2. Click 'Please install an SSL certificate on my custom domain.

Note: Secure certificates are automatically installed in the mornings Pacific Time so check back in the afteroon or the next day to see if your certificate was installed. To test your certificate your domain making sure you add https as the protocol example: https://www.yourdomain.com.  If everything went swimmingly you should see the lock icon in your browsers location bar. You can now continue configuring your new certificate.

 

Configuring your SSL Certificate

Check your site for Mixed Content

Once Installed you will need to make sure you do not have mixed content. Mixed content are resources linked in from other insecure sites... this includes images, javascripts, iframes etc. You can tell if you have mixed content on a page as the padlock icon will be replaced with an info icon or you may also get a warning from the browers. Also if you have mixed content Google will not index your site as secure. You can visit each page making sure that each one is secure (green padlock) or you could also this cool tool https://www.jitbit.com/sslcheck/ which tells you which pages and exactly what content is not secured. 

Fixing Mixed Content

For the most part it is usually a matter of changing the insecure content by adding an "S" to the http of the offending URL ie https://groups.google.com you will find that most sites do have a secure URL. This can be a daunting task so if you need help simply open a support ticket and we will be happy to assist.

Enabling SSL on your site.

Once your certificate has been installed and you have checked your site for mixed content you can now force all your visitors to use your new SSL certificate. This will redirect any unsecure urls to your secured url. 

  1. Go to Dashboard > Store > Secure Certificate
  2. Click Enable SSL on your domain.
  3. Click on Save SSL Settings.

If successful you should not be able to visit your insecure domain. You can always uncheck this if you find mixed content errors later.

Redirecting your IndieMade URL.

If you have a custom domain your really don't need your IndieMade URL but it still exists if there is a problem with your custom domain. You can redirect all traffic from your IndieMade domain to your secure domain.

  1. Go to Dashboard > Store > Secure Certificate
  2. Click 'Please redirect all traffic from...' 
  3. Click on Save SSL Settings

Note: You will still be able to login and use the admin pages through your IndieMade URL if needed.

 

Enabling SSL on your IndieMade URL.

If you do not have a custom domain you can still enable SSL on your IndieMade domain. This setting will redirect all traffic to your secured IndieMade URL (ie https://yoursitename.indiemade.com).

To enable your SSL on your IndieMade URL

  1. Go to Dashboard > Store > Secure Certificate
  2. Click 'Please enable SSL on my IndieMade URL' 
  3. Click on Save SSL Settings

Google Search Console (formerly known as Google WebMaster Tools)

Even though Google should quickly start indexing your SSL pages automatically if you use Google Search Console it is a good practice to add your secure site as a new property. 

Direct Checkout using Stripe

If you would like to use direct checkout we are currently offering Stripe on a per request basis. You are required to already have a Stripe account activated for purchasing. Direct Checkout will allow your customers to securely enter their credit card information on your site without having to go through a third party checkout system (PayPal or 2Checkout).

Good luck with your new SSL! We hope that it boosts your customer confidence and increases Google ranking (slightly). 

 

 

 

 

Square

Square Gateway

IndieMade now offers the Square payment method which, like Stripe, is a direct checkout method. That means your customers don't have to leave your site to finish a transaction.

Getting Started with Square

To get started, you'll need an active Square account. Until further notice, IndieMade support will need to enable this payment method for you. Once Square has been enabled on your account you can proceed with the setup.

You will also need to enable SSL in your dashboard Secure Certificates. (Secure Certificates are now included at no extra charge with your IndieMade subscription.)

To setup Square go to the store > payments section of your IndieMade dashboard and enable the payment gateway for use.

Square Settings

Secret and Publishable API keys

You will need to generate new application keys which can be done in your Square Dashboard. You can create your application keys on Square by navigating to Apps > My Apps and clicking on "Go to Developer Portal". Once there, click "New Application". It will ask you to input an application name, this can be whatever you want, but we recommend you name it "IndieMade" so that you can remember. 

 

After giving it a name and clicking "Create Application", you will be redirected to a page with new application credentials. You will want to paste both the Application ID and the Personal Access Token in their respective fields under the Square Gateway settings.

 

Testing your Square payment Method

It is very important that you test your Square Payment to make sure that everything is setup correctly.

Unfortunately, Square sandbox credentials are for development purposes and unlike Stripe they can't be used to cause test orders to appear in your Square dashboard.

What you can do, however, is use a live credit card to purchase a small item in your store. We often test with a temporary product with a low price. You can refund the card via your Square Dashboard.

Stripe Gateway

IndieMade now offers the Stripe payment method which, unlike PayPal and 2Checkout, is a direct checkout method. That means your customers don't have to leave your site to finish a transaction.

Getting Started with Stripe

To get started, you'll need an active Stripe account and Stripe enabled on your site. To enable Stripe on your site, navigate to Website > Settings and check "Enable Stripe". 

You will also need to enable SSL in your dashboard Secure Certificates. (Secure Certificates are now included at no extra charge with your IndieMade subscription.)

To setup Stripe go to the store > payments section of your dashboard and enable the payment gateway for use.

Stripe Settings

Secret and Publishable API keys

You will need a total of 4 API keys which can be found by logging into your Stripe Dashboard. You can find your API keys on Stripe under the left menu 'Developers > API Keys"  To find your test keys click the 'View Test Data' in the upper right of the API keys page.

Testing your Stripe payment Method

It is very important that you test your Stripe Payment to make sure that everything is setup correctly.

Test Mode

In your IndieMade Stripe setting click the "Test Mode" checkbox. A common mistake when testing in test mode is using LIVE credit cards, you must use a test credit card number. You can find the full list of test credit card numbers on the Stripe website. For your convenience we have provided one below:

Visa test number: 4242 4242 4242 4242

Expires: "Any date in future"

CVC: 123 

Live Test

We also highly recommend running a live test when you are ready to go. Simply unclick the "Test Mode" box and use a live credit card to purchase a small item in your store. We often test with a temporary product with a low price (minimum for Stripe is $.50). You can refund the card via your Stripe Dashboard.

2Checkout

If you want to accept credit card payments through 2Checkout.com on your IndieMade site, you need to:

  1. Sign up for an account with 2Checkout
  2. Configure your 2Checkout account 
  3. Configure your IndieMade site to work with 2Checkout

Signing Up with 2Checkout

If you do not already have an account, you must sign up with 2Checkout before you can start accepting payments through it. It can take several days for their underwriting team to approve your account.

NOTE: It is important that you give the URL of your IndieMade site when signing up. (If you are using a custom URL, you can use that.) 2Checkout's servers will not properly notify your IndieMade site of payments received if the URL does not match.

Configure Your 2Checkout Account

Log into your account at 2Checkout. Visit Account > Site Management. Then, make sure that the account’s Demo setting is set to either Off or Parameter.

2Checkout Demo Setting

Under the Checkout Settings section on the same page, under Direct Return, make sure that Header Redirect (Your URL) is selected. Then change your Secret Word to a word of your choosing (Tango is a bad choice, as it is the default for all new accounts), and make note of it.

Checkout Settings with 2Checkout

Then make note of your account number. You can get your account number by clicking on the person icon in the upper right hand corner of your 2Checkout control panel.

2Checkout Account Number

Configure Your IndieMade Site

The final step in enabling payment with 2Checkout is to configure your IndieMade store. Visit the store > payment section of your dashboard and open the 2Checkout fieldset.

2Checkout settings from the dashboard

Be sure that the account ID and secret word that you use are exactly correct. In addition, the site URL must match the URL you gave 2Checkout on signup.  

When a customer checks out using 2Checkout, she will be redirected to their servers to complete the transaction. When payment has been received, 2Checkout's servers will send your IndieMade site notification of the completion, and the order will be set to Payment Received. This notification will come to the URL you gave, with the account ID and secret word. If those elements don't match, then your IndieMade site will not be notified of the succesful payment. 

Check or Money Order

If you are willing to let customers send you a check or money order as payment, enable it in your dashboard by visiting store > payments and opening the Check or Money Order fieldset.

Enabling Check or Money Order

Whatever instructions you give to your customers in this setting will be shown to them at checkout, and displayed on the invoice that is sent by your IndieMade site.

When the order is placed, both you and your customer will be notified by email about the order. However, it will remain in Pending state until you, the site owner, marks the check as having been received. To do this, visit your dashboard and view the order page by navigating to store > orders. Click on the view order button (the magnifying glass) to see order details. Then click on Receive Check.

Order Details screen

In the final screen, enter the total amount collected and any notes associated with the payment. 

Receive Check Screen

When the full balance has been collected from the customer, then the order will be set to the Payment received state. 

It is important to note that, unlike the other payment options, paying by check or money order is likely to take at least several days to close out. Because of this, actions that your IndieMade site takes when the order is paid for will be delayed: in particular, inventory levels will not be adjusted, and downloads will not be made available to your customers. If that doesn't work for your particular case, you should either (a) not accept checks or money orders, or (b) manually adjust the inventory or downloads when the order is first placed, understanding that these steps will have to be reversed should the order fall through.

Working with Shipping

Your IndieMade store automatically calculates shipping costs, and collects those costs from your customers, based on the settings you provide. 

The following pages describe in more detail how shipping on IndieMade works.

How Shipping is Calculated

Your IndieMade store automatically calculates shipping costs based on the products in the customer's cart, the countries to which they're being shipped, and the settings you provide.

Shipping costs are defined by two prices:

  • The cost of shipping one of the product, called the By Itself cost
  • The cost of shipping each additional product after the first, called the With Another cost

By making the With Another cost lower, you grant customers a discount for shipping when they combine products into the same order. 

If you don't want to give a shipping discount when the customer buys more than one, just enter the same value for both the By Itself and the With Another costs. If you want to charge the same fee no matter how many products are purchased, just enter zero for the With Another cost. And of course if shipping is free, just use zero in both elements.

You can set different costs for different countries, to account for differing international shipping rates. And you can create as many shipping profiles as you like, if you sell products that have different characteristics.

Examples of Combined Shipping

As an example, let's say your IndieMade site sells bowling balls, t-shirts, and paperclips. You might set up three different shipping profiles:

  1. Heavy, which covers the bowling balls. Products in this profile ship for $10 by itself and $5 with another product
  2. Clothing, for the t-shirts. Products in this profile ship for $3 by itself and $1.50 with another product
  3. Light, for paperclips and other small items. Products in this profile ship for $0.50 by itself and $0.00 for each additional product

Given these definitions, how much would it cost your buyer to purchase items in various shopping carts?

  • Two bowling balls would cost $15 to ship ($10 for the first, plus $5 for the second)
  • Ten t-shirts would cost $16.50 to ship ($3 for the first, plus $13.50 for the remaining nine shirts)
  • One hundred paperclips would cost $0.50 to ship 

If products in different shipping profiles are in the same cart, the most expensive product is counted as "first" and all other products as "additional." So for example, a cart consisting of a bowling ball and ten t-shirts would cost $25 to ship: $10 for the bowling ball, plus $15 for the ten t-shirts at $1.50 each.

Shipping Profiles

Some stores carry products of radically different size or weight. By setting up different Shipping Profiles, you're able to charge the right amount to ship every kind of product you sell.

This three-minute video gives a brief overview of how to set up shipping profiles.

 

A shipping profile is simply a list of countries to which you'll ship, and the rates to charge customers for products when shipping to those countries. From your dashboard, navigate to store > shipping. You'll see a list of the shipping profiles that are available in your store. 

Shipping profiles main page

The name and description of each shipping profile are private to you; your customers will never see them. In the Shipping To column you'll see a summary of the destinations that have been enabled for that profile. The Products column shows a count of the products that are currently using that shipping profile. 

Creating a New Shipping Profile

When you first create your site, you get a default shipping profile called Standard, configured for free shipping to the United States and Canada. To create a new shipping profile, click on + Add a New Shipping Profile. The Create Shipping Profile screen will appear.

Create shipping profile

Fill out the form with the name and description of your profile and submit the form. Note that the name and description are not shown to your customers; they are only for you, to make it easier for you to manage your shipping profiles.

Deleting a Shipping Profile

To delete a shipping profile, simply click on the Delete link under the name of the profile. You will be asked to confirm the deletion.

Every shippable product must be assigned a shipping profile, so If there are any products using the shipping profile you want to delete, you'll have to identify which shipping profile they should be assingned to by selecting it from the dropdown box.

You must have at least one shipping profile in your store, so you cannot delete your last shipping profile.

Show Shipping Quote Table

To have a Shipping Quote Table under your product description, in your dashboard navigate to Design > Basics. Under your theme's settings, check "Show shipping quote table on product details". 

Rates and Destinations

A shipping profile is a group of countries and their corresponding shipping rates. To change the countries and rates for a shipping profile, from your dashboard visit store > shipping and then click on Rates underneath the name of the shipping profile you want. You will be taken to the Rates and Destinations screen for that profile.

Common Destinations

At the top of the screen you will see a short table of rates for your most common destinations. This list includes your home country, plus the top four or five destinations as calculated from your order history.

Enabled shipping countries

To change the rates for a country, simply click on Edit on the right-most column.

Enabling Shipping to Specific Countries

By default, a new IndieMade site offers shipping only to the United States and Canada. To enable shipping to different countries, scoll to the bottom of the Rates and Destinations page to see a list of continents.

enabling shipping countries

This table displays the name of the continent, number of countries in the content, and a summary of the countries to which you are shipping for this profile. In this example, shipping has been enabled for Canada, Mexico, and the US only.

To change the countries you ship to, click on Edit for the continent you want to edit. You will see a list of countries for that continent.

select enable shipping countries

Every country in the continent you picked are displayed in this table. If a country isn't enabled -- that is, if a customer cannot select it as the ship-to address in the checkout process -- then the country name will appear in italiics, and there will be no prices shown under By Itself or With Another. If a country is enabled, its name will appear in normal text, and the shipping rates will be shown.

To edit the rates for a specific country, or to enable or disable that country, click on the Edit link in the right-most column. 

To edit the rates for a number of countries at once, or to enable or disable a number of countries at once, check the appropriate boxes in the left-most column, then click on the Edit selected countries button at the bottom of the form.

To edit the rates for all countries in a continent, or to enable or disable all the countries in that continent at once, check the box in the left-most field of the table header.

Calculated Shipping through USPS

Alternatively to setting up your own shipping rates, you can enable calculated shipping through USPS. 

To install Calculated Shipping, first navigate to Website > Settings, and check "Enable Calculated Shipping"

Once it is installed on your site, you will need to create a Calculated Shipping Profile. Navigate to Store > Shipping and click "Add a New Shipping Profile". Give it a name, description, and check "Calculated Shipping". Just like any other shipping profile, you will need to set the available destinations.

Once you have created your Calculated Shipping Profile, you can assign it to a product the same way as a normal product. However, you must also give your product a weight and size under the "Shipping" section of the product edit page. (Note: These fields only appear if a calculated shipping profile is chosen) The Store default for "Default product shipping type" is "Small Package", but if you are shipping your product in a envelope, you will want to change that. When shipping a product in an envelope, "Width" is the thickness of the envelope. 

Calculated Shipping Settings

To configure your calculated shipping, navigate to Store > Shipping > Calculated shipping settings. Here, you can add your own modifiers to the shipping cost.

Editing Shipping Rates

To edit a specific shipping rate or rates, you need to navigate to it in your dashboard, as described in the Rates and Destinations page. 

Once you've navigated to the right place, you will see a screen like the following:

edit shipping settings

The By Itself and With Another values specify how much shipping charges you want to collect from your customers when they buy products in this shipping profile. The first product is charged at the By Itself rate, and subsequent products are charged the With Another rate. You can read more about how these rates work in the How Shipping is Calculated handbook page.

If you check the Enable Shipping box for a country or group of countries, then customers can select that country as a destination in the checkout form. 

 

Provinces in Argentina

If you uncheck the Enable Shipping box, then products in this profile cannot be shipped to that country. 

So long as a country is enabled in at least one shipping profile, it will appear as an option in the shopping cart checkout page. Be sure to make appropriate edits to all shipping profiles if you want to stop offering shipping to a specific country.

Simple Shipping for Canadian Provinces

When editing the shipping for Canada, you can apply different shipping costs for certain provinces. Under the regular shipping details, click "Canadian Provinces" to edit the shipping costs per province.

 

Free Shipping by Minimum

You can enable free shipping for products that are over a certain cost. To do so from your dashboard, navigate to Store > Advanced Settings and then check "Enable free shipping by minimum". Underneath that, you may enter the minimum cost to qualify for free shipping.

You can also limit free shipping to certain countries. Let us know if there is a country you want on the list!

ShipStation Integration

IndieMade now supports integration with ShipStation, a paid third party service for managing shipping orders and printing shipping labels. This integration sends orders on your IndieMade site over to ShipStation so you can create Shipping Labels and manage them from there.

As this feature is in beta, you will need to contact IndieMade Support to install the necessary data on your IndieMade site.

 

Once support has installed the necessary data, visit your ShipStation dashboard.

On ShipStation, go to your account settings, and navigate to Selling Channels > Store Setup. Once there, click "Connect a Store".

Next, find "Custom Store" in the list or type it into the searchbox. Once selected, you will need to enter the correct URL, as well as your IndieMade username and password. The correct URL is your IndieMade site URL, followed by /shipstation.

For example: http://www.myindiemadestore.indiemade.com/shipstation

Do not adjust the order status fields. At this point, you may click "Test Connection", and if it is successful, click "Connect".

 

 

Migrating to the Combined Shipping Model

If you created a new IndieMade site before June 13 2014, your site may be using an older, less sophisticated shipping model.

The older model, as documented in this handbook page, consists of a base shipping rate and per-product shipping rate that you can set for each country. You can override the per-product rate on a product by product basis, but you can't set per-product overrides for specific countries.

The new shipping model, as described in this handbook page, both simplifies the model and gives you more flexibility. It consists of: 

  • A simpler method of specifying pricing, consisting of a price to ship a single item and the cost to ship each additional item
  • Support for multiple shipping profiles, so you can easily place products into different shipping cost categories

You'll want to migrate to the new model at your earliest opportunity, so you can start benefitting from it. This short page describes how to do this.

Do I Need to Migrate to the New Model?

Log into your dashboard and visit the store > settings page. If you are using the old shipping model, you will see an alert message at the top of your screen that looks like this:

Migrating to the new model

If you do not see this message, you are using the new model and you can stop reading this page.

How Do I Migrate to the New Model?

Click on the link migrate to the new Combined Shipping model from your store settings page. You will be taken to a confirmation screen. Click on Migrate to start the automatic migration process. It should take only a minute or two to complete the migration. You will not lose any data when you migrate to the new model.

When the migration has completed, you will be taken to the new shipping profiles screen.

What Does Automatic Migration Do?

The migration creates new shipping profiles with the same rates and automatically assigns each of your products to the correct profile. 

What Does Automatic Migration Do Exactly?

In the old model, you specified shipping rates by country. Each country had a base rate (a rate that was charged for each order) and a default per-product rate (applied to each product in the order). The automatic migration will create a new shipping profile, Standard, with the same rates for the same set of countries.

Imagine, for example, that your shipping rule for Mexico was a base rate of $5 and a per-product rate of $2. The migration process will create a new rule for Mexico, with a By Itself cost of $7 and a With Another cost of $2. The results for both models are the same:

  • One product shipped to Mexico costs $7
  • Two products shipped to Mexico costs $9
  • Three products shipped to Mexico costs $11

Then, a new shipping profile is set up for every per-product override you have in the old model, and the products are automatically configured to use that new shipping profile. 

For example, imagine that in addition to the defaults described above, you have three products that have per-product overrides of $0.50. In this case the migration process will create a new shipping profile called $0.50 Products. Shipping to Mexico for this profile will have a By Itself cost of $5.50 and a With Another cost of $0.50. The results for both models are the same:

  • One product shipped to Mexico costs $5.50
  • Two products shipped to Mexico costs $6.00
  • Three products shipped to Mexico costs $6.50

After the migration is complete, you may wish to edit the shipping profiles that were created, or perhaps even delete existing shipping profiles to merge them with others. Use the existing editing screens to do this.

What If I Still Need Help?

Just open a support ticket with your specific questions and we will try to help you.

 

The Legacy Shipping Model: Base Rates and Product Rates

IMPORTANT: This page describes an older shipping model, now out of date. This page will remain in the handbook until all customers have migrated to the new model.

Your IndieMade store automatically calculates shipping costs, and collects those costs from your customers, based on the settings you provide.

Understanding Shipping

Every order placed through your IndieMade store has a shipping charge composed of two separate components:

  1. The base rate, which is applied to the entire order, regardless of how many products are purchased. (Some people call this a handling charge.)
  2. The product rates for the products in the order. Each separate product contributes its product rate to the total.

You can set your own base rate and default product rate for every country you ship to, in the store > settings section of your dashboard. If you need to charge a different product rate for a specific product, you can set that in the product edit form.

Let's take an example: a store that sells bowling balls, t-shirts, and paper clips. The base rate for this store is set at $2.00, and the default per-product rate is $2.00. Bowling balls are heavy, so they have a special product rate of $10.00 each. Paper clips are light, so they cost just a penny each to ship. In this case:

  • A t-shirt costs $3.00 to ship ($2.00 for the base rate, plus $1.00 for the default product rate)
  • Two bowling balls cost $22.00 to ship ($2.00 for the base rate, plus $10 each for the bowling balls)
  • A bowling ball and 10 paper clips cost $12.10 to ship ($2.00 for the base rate, $10 for the bowling ball, and a penny for each of the paper clips)
  • Five paper clips cost $2.05 to ship ($2.00 for the base rate, plus a nickel for the five paper clips)

You can also set the product rate to 0 if your base rate covers your entire shipping cost and you don't want customers to incur additional shipping charges with each item they add to their orders. This works especially well if the products you sell are lightweight so that additional items do not raise your shipping expenses.

Modifying Shipping Costs

You can set up different base rates and default product rates for each country that you ship to.

Log into your dashboard and navigate to store > settings. A bit down the page is the shipping section, which includes a list of the most common destinations for your site:

  

In this list you'll find the United States and Canada -- plus the country that your store is based in and some popular destinations for orders that you've already shipped. The active base rate, and the default product rates, are shown. To make changes, simply click on the edit link and make the changes you want.

Shipping to Different Countries

By default your IndieMade site is set up only for the United States and Canada. If you ship to other countries, it's easy to set up your IndieMade store to properly calculate shipping. A bit further down the page is a list of the seven continents.

  

Click on the edit link to get a list of all the countries in that continent. For example, if you can ship to South America, click on the edit link to get a list of all the countries in South America and their current settings:

    

To turn on shipping for more than one country at a time, check the appopriate boxes and push the blue button reading Edit selected countries. (You can select all the countries in that continent at once by clicking on the top checkbox, in the table header.) Or, just click the edit  link in the rightmost column to work on one country at a time.

In either case, the shipping screen is similar. For example, let's enable shipping to Paraguay and set the base rate to be $32.00, and the default product rate to be $4.00:

    

Country Selection at Checkout

When your customers are ready to checkout, the country pulldown in the destination address section will automatically be populated with the countries that you've enabled. When the user changes the destination country, the choices in the state/province pulldown will automatically populate with selections that are correct for that country, and the shipping charges will automatically be updated.

  

Working with Taxes

Configure your store's taxes from the store > taxes portion of the dashboard.

An important note: of course, IndieMade can't give tax advice. IndieMade provides a means for you to collect taxes, but it is entirely up to you, as a site owner, to research and properly apply the local laws regarding the collecting of tax that apply to you and your goods or services. If you don't know what to do, it's probably best to consult an accountant or other tax specialist.

You can set up as many tax rules as you need. Each tax rule consists of a name (which will be shown to your customers), a country, a state or province, and a rate. For U.S. states, you can also provide a zip code or range of zip codes. You can also specify whether tax should be applied to shipping costs (by default, they are not).

All existing tax rates are displayed in a table.

A list of active tax rates

The delivery address given by your customer affects which tax rules apply. In this example, if a customer was having her order shipped to an address in Quebec, then two separate tax lines would appear on her invoice: one for QST at 9.975% and a second for GST at 5%. Any shipping costs the customer may have incurred will not affect the tax collected.

Add a New Tax Rate

To add a new tax rate, click on Add a New Tax Rate. You will be shown a form to fill in like the following.

Adding a Tax Rate 

If there is a single tax rate for the entire country, choose All of country for the state/province pulldown. For the United States, you may assign a single rate to the entire state, or you can further specify it by a zip code or range of zip codes.

 

Importing Tax Rules in Bulk

If you live in a jurisdiction with lots of different tax rules, it can be a challenge to keep your site properly configured. To make keeping up to date easier, you can upload multiple tax rates in bulk with a CSV file.

An important note: of course, IndieMade can't give tax advice. IndieMade provides a means for you to collect taxes, but it is entirely up to you, as a site owner, to research and properly apply the local laws regarding the collecting of tax that apply to you and your goods or services. If you don't know what to do, it's probably best to consult an accountant or other tax specialist.

Log into your dashboard, then visit store > taxes. Click on the link Import Tax Rates from CSV. On the next screen, browse for your CSV file, and specify whether taxes apply to shipping or not. 

Import tax rates from a CSV file

When you click on Import Rates, the file will be uploaded and a new tax rule added for each of the rows of the spreadsheet. 

The first row of the spreadsheet should include the column headers, as follows:

  • Country (two-character code)
  • State (abbreviation)
  • ZIP Code (if applicable)
  • Name (of the rate, to be shown to customers)
  • Rate (as a percentage)

Attached to this page, purely as an example of the format, is a spreadsheet with Canadian tax rates for 2014.

Importing from TaxRates.com

IndieMade supports the tax file format used by TaxRates.com, a site from which customers in the United States can download files containing tax rules for every zip code in their state. 

To do this, visit the Download Sales Tax Page and select your state.

Select a State to Download

After you've downloaded the file for your state, just upload it using the method described above.

You can re-upload rates as often as the tax rules themselves change: existing rates for the jurisdictions of the spreadsheet will be replaced.

AttachmentSize
File Example file for tax rate upload324 bytes

Product Attributes and Options

If you have a Pro or Plus account, you have access to IndieMade's attributes and options feature. An attribute is a characteristic of some of your store's products, like Color or Material. Each attribute has one or more options, like Red and Blue for color, or Wool, Silk, and Cotton for material.

This five minute video can help explain how attributes and options work. More detail is below.

 

From your Dashboard, go to "Store" and click on "Attributes." Click on the "Add a New Attribute" link. Type in the name and description and choose the way you'd like to display your attribute options.

Under "Display type," you can choose the way customers interact with your product options. Use a text field to allow customers to type in a custom message; a select box to create a drop-down menu; radio buttons for choosing only one option; or checkboxes that can turn options on or off – whatever works best for you and your products! You'll set the different options for each attribute in the next step.

You can also require the customer to pick an option by clicking the "Make this attribute required" checkbox (if you don't check this box, your customer will not be obligated to choose an option).

Create attribute

 

When you are finished, click the "Submit" button. Your changes will be saved and you'll be taken back to the main "Attributes" page. You will see your new attribute listed, with several links under it. Click on the "Options" link, then click the "Add a New Option" link. Type in the name of the option you will give your customer. You can also add more to the base price of the product if this particular option is going to cost more.

Add option to attribute

When you are finished, click the "Submit" button. Your changes will be saved and you will be able to enter more options for your attribute. You can change the order in which the options appear by dragging the cross symbol in the left-hand column and dropping the options where you want them.

options list management

To attach attributes and options to a product, go to "Store" and "Products." Edit or create a new product and scroll down to "Product Information." Click on "Attributes," and the section will expand. You can now select the attributes that apply to your product.

Add attribute to product

Click the "Save" button, then go to your store and view the product. You will see that your customers are now able to choose the options that you set.

   Product Options   

Good to know: Attributes do not affect the inventory system; it does not track stock for specific combinations of attributes. In other words, there's no way to say that you have 6 vanilla, 2 chocolate, and 1 coffee flavor in Cup of Happiness. The inventory system only tracks that you have 9 Cups of Happiness available.

Using Coupons

Offer discounts on your products using Coupons. Coupons can be specific dollar amounts ($10) or percentages (5%) off of the total, or can cover shipping charges. You can specify under what conditions they can be used, to encourage larger orders. Only sites on the Standard, Pro, and Plus plans can use coupons.

Navigate to store > coupons to manage your coupons.

Coupon main page

 

This page shows all of your coupons, including the code (what the customer enters to use the coupon), a description, and a summary of the details of the coupon. Click on View to see details on the coupon, and which customers have used it to purchase; click on Delete to delete a coupon. Click Edit to modify the terms of a coupon, or to swtich between active and inactive settings.

Creating and Editing Coupons

Adding a new coupon, and editing the terms of an existing coupon, both use the same screen, shown below.

Add a coupon

 There are three types of coupons you can use:

  • An Amount Off coupon, which decreases the cost of the goods purchased by a specific amount (like "$10 off"). 
  • A Percentage Off coupon, which decreases the price of products in the cart by a percentage (like "25% off")
  • A Free Shipping coupon, which allows all products in the cart to be shipped to the customer for free

Simply choose the type of coupon with the radio button.

Advanced Settings

Under the advanced tab are several optional settings that affect the conditions under which your coupons can be used.

Advanced coupon settings

Set a Minimum Order Total if you want to limit coupon redemptions to carts of a certain total. If a customer tries to apply the coupon to an amount less than the amount you specify here, he or she will be politely refused checkout.

To limit coupon usage to customers who buy a specific number of items -- for example, to offer 5% off when you buy ten items -- use the Minimum order quantity setting.

To limit the number of coupons you will have to honor, set the Minimum number of redemptions field appropriately. Using this setting you can, for example, offer $15 off for only the first ten customers who use the coupon.

Finally, to limit the categories that can be applied to the coupon, select the category or categories you want to be discounted. You can use the Command or CTRL key to select multiple categories on the list.

You can use any combination of these settings. For example, to offer $15 off to the first twenty people who buy at least $100 of merchandise, create a coupon for $100 off, with a minimum order total of $100 and a maximum number of redepemtions of 20.

Editing Coupons in bulk

You may also edit coupons in bulk, which makes handling a large amount at once easier. Select the coupons you wish to edit, and then select "Edit selected coupons in bulk". You have the option to delete, activate, or deactivate the select coupons.

 

How Customers Use Coupons

If you have at least one active coupon in your store, the cart page will automatically include a field to enter the coupon code.

customer coupon view

Coupons appear in the cart, and on invoices, as a separate line item.

Selling Downloadable Files

You can sell electronic goods such as patterns, eBooks, or instruction manuals by using IndieMade's downloads feature. Downloads can be attached to any number of your products. When a customer buys a product with a download attached to it, he or she can download it directly from your IndieMade site. Only sites on the Standard and Plus plans can use downloads.

Navigate to store > downloads to manage your store's downloads.

Adding download-able files main

 

This page shows all of the files you've made available for download by adding them to your store. Upload new files by clicking on Add a New Download and selecting the file from your computer.

 

Each download can be no larger than 20MB in size.

 

Attaching a Download to a Product

After you've uploaded the files you want to sell, you need to attach them to specific products. This is done from the standard product entry screen. Navigate to store > products, find the product you want, and click on edit. At the bottom of the screen is a collapsible section labeled Downloads (this section will not appear if you have not yet uploaded any files!). Click to open it, and select the file or files you want to attach to the product.

Add a download to product

  Each file can be attached to any number of products (for example, here the Care of Vintage Goods document has been attached to three vintage products), and a product can have as many downloads attached to it as you need.

 

How it Looks to Your Customers

When a customer purchases a product or products that includes a download, note of this fact is included in the invoice she's mailed. The relevant section looks like this:

 The emailed invoice showing available downloads 

When the user logs in to his or her password-protected account page, she has a tab reading Files from which she can initiate the download. Each file can be downloaded up to five times.

 File downloads section 

Shipping and Downloads

If a product consists only of the electronic files -- for example, if you're selling a pattern alone -- then obviously your customers shouldn't be charged shipping for that product. To indicate that a product consists entirely of eGoods, uncheck the box Item is shipped to purchaser in the product edit screen. If an order consists entirely of downloadable products, with no physical goods of any kind, then no shipping charges are applied at all for that order.

Check sales tax

Some states and countries require tax on digital downloads. If so, in your dashboard navigate to Store > Advanced Settings and check "Check sales tax on digital downloads". You may also set an explanation that tells your customer why you need to collect their billing address information.

After you have this option is enabled, navigate back to Store > Products and edit your digital products. You must check "item is shipped to purchaser" in your product's shipping settings.

 

Advanced Store Settings

Additional settings for your Store can be found under Store > Advanced Settings. Regular settings may be found under Store > settings!

 

Display stock on hand displays how much stock is left when you are tracking stock for a product. There are also settings whether to still display a product in the store when it is sold out.

Quantity box allows customers to enter the quantity on a product page when adding it to their cart, so they have an easy way of adding multiple to their cart.

The "Require e-mail confirmation" option makes sure your customers do not mistype their email by requiring it to be entered twice on checkout. This helps prevent orders with incorrect emails.

Advanced settings also has an option to enable sales tax on digital downloads. Some states and countries may require a sales tax on digital goods, check the requirements for your location to see if you need this option.

"Show shipping profiles on product admin list" provides some extra data on the product dashboard, so you may see what shipping profile a product has.

The 2 following options are for the look of your store sections sidebar. The first causes your sections to be sorted alphabetically in the sidebar, and the second removes your store name from the store sections sidebar. For example, if your shop name is "Shiny Turtles", then without this option checked the store section will display as "Shiny Turtles Sections".

"Enable free shipping by minimum" is very useful for those who wish to provide free shipping for orders over a certain amount. To use it, enter the minimum order amount required for free shipping and select the countries that this applies to.

 

The final option, "Disable mouse click right click" is to protect your site from basic users attempting to steal your content.With this option enabled it prevents them from right clicking to steal your images. This does not apply if you are logged in as the store owner. Keep in mind technologically advanced customers may find ways around this.

Communicating with your customers once an order has been placed

When an order is placed on your site a copy of the order is automatically emailed to your customer. The order confirmation emails are the same regardless of the payment method.

When updating the status of the order you can also choose to "Send e-mail notification on update."

At that time you can also "Add an Order Comment" to the notification email

To send a notification to your customer.

  1. Click on the Store tab on your dashboard. 
  2. Click on Orders in the left column
  3. View the order by clicking on “view order icon” 
  4. Scroll down till you see “Add an order comment”
  5. Add your comment.
  6. At the bottom of the order click “Send e-mail notification on update.”
  7. Click the “Update” button.

Your customer will be notified.

To send a notification that your order has shipped.

When an item has shipped it is good practice to change the status from “Payment Received” to “Completed” at this time you can put in an additional comment. 

  1. Click on the Store tab on your dashboard.
  2. Click on Orders in the left column
  3. View the order by clicking on “view order icon” 
  4. Scroll down till you see “Add an order comment”
  5. Add your comment
  6. At the bottom of the page on order status click “Send e-mail notification on update”
  7. Change the dropdown status to “Completed” and click the Update button

Your orders page

The "Add an order comment" section on your order details

Creating a category landing page

To create a Category Landing Page, navigate to Design > Navigation

At the bottom, under the store page section, select the option “Display all categories with photos.”

Click the “Save Configuration” button, and you are now ready to add pictures to your categories. Navigate to Store > Categories

Click “Edit” on the category you wish to add a picture to.

 

Under the Category Image section, click “Choose File”. Once your file has been uploaded, hit the “Save” button. 

After uploading pictures for all your categories, your category landing page will be complete.

IndieMade Product Reviews

Product Reviews are currently in beta testing feel free to try out reviews and report any problems to support.

Product reviews allow your existing customers to post a review to any product. A customer must be logged in to their user account before posting a review. The review form will appear at the bottom of each product. As a store owner you can also post a review on behalf of a customer even if they purchased the product elsewhere. And unlike many sites since you own your store you have full moderation over your reviews.

To Enable Product Reviews

In your Dashboard go to Website > Settings at the bottom of the page check "Enable Product Reviews"

You should now see the "Reviews' link in your Store Dashboard. Go to Store > Reviews.

To Disable Product Reviews.

Once you install the reviews functionality above you can always disable reviews by going Dashboard > Store > Reviews and click on the Settings tab.

To moderate or manually add a product review for a customer.

Go to your Dashboard > Store > Reviews (on the left hand column).

Click the Add Review Button.

Enter a rating, feedback, the reviewer and choose a product.

Please note that you can choose an actual customer from your site or you can optionally put in 'Other Reviewer'

All reviews page

You now have the option of having a page dedicated to showcasing all the reviews your customers have given. To create an all reviews page, visit Design > Navigation, and enter a title for "All Reviews".

Anonymous Reviews

The Anonymous reviews option allows anyone to leave a review of your product. This makes it easy for customers who may have bought your product somewhere else, or are not logged in to leave a review. You can find this option under Website > Settings.

Of course, if anyone can leave a review, they can leave a spam reviews. There is a captcha to prevent the use of bots to spam reviews, but actual people can say anything they like. To combat this, anonymous reviews come in as unpublished. You may monitor and publish the legitimate reviews under Store > Reviews. Use the buttons on the "Visible" column to toggle a reviews visibility.

 

Managing Orders

Managing your orders on IndieMade is designed to be a simple experience, so you can easily find an order, edit orders, and update an order's status in a few clicks. To keep track of your orders, go to your dashboard and select Store > Orders.

Sorting Your Orders

You can search for orders by customer name, number or by order status, as well as search by sorting the columns. A star next to a customers name means they are a repeat customer.

Your default order page will show the most recent order at the top. You can sort the list by date, order ID, total, and order status. To do that, click on the column’s title to sort the list by that column, and the list will rearrange the order list automatically.

Order Page Column Sorting

You can also reverse the order from descending to ascending by clicking on the arrow next to the corresponding column.

Order Sorting Arrow

Viewing Your Orders and Invoices

To view a specific order, click on the “View Order” icon on the left side of the order’s row.
View Order Icon

The order page will show you the details of the order, shipping address, and display the status details and system generated comments. 

You can use order comments to communicate with your customer, and you can add your own comments to the order directly from the order page.

Order Comments

You can also update your order’s status in the comments area after it’s been shipped and completed.

Admin Comments

Your order’s invoice is also accessible from the order page. Just click on the invoice tab, and you can view, print, and email your invoice.

Invoice Options

Editing Your Orders

When you need to make a change to an order, you can simply select Edit Order from the main orders page or just click on the Edit tab when viewing the order.

The edits you can make include: customer’s shipping and billing address, remove and add products, payment method, shipping total, and tax total.

edit order

If a customer wants to add another product to their order, click on the Add Product button and a select list of your product titles should appear. You can also search by name or SKU. Click on Select after you've finished adding the product.

add product

You can also apply a coupon to the order. Beneath the “Add a line item:” option, select Coupon Discount and click Add Line. 

add discount line

When you add the discount amount, be sure to not use a currency sign.

Discount Line Item Amount

If you need to add an amount to the order that isn’t related to shipping or tax, you can enter an Empty line item and give it any label you want. Again, when you enter the amount, please do not use a currency sign.

Checking Payment Logs & Viewing the Order Log

You should receive an email soon after payment is received, but if you want to see an order’s payment, you can go to the order's Payments tab.

Payments Tab

Similarly, you can go to the Log tab to see the timeline of the order, and when updates were made to the order, including payments and status changes.
Order Log

Sold Galleries

Sold Galleries allows you to have a page dedicated to your past-sold products. If enabled, sold out products will be moved here instead. First, navigate to Design > Navigation. Under Link Labels, give "Sold" the name of your choice.

Next, navigate to Store > Settings. Under General Settings in the When sold out section choose "Move to sold section". You can also hide prices on sold out items. This is a good idea for products that may be gifts.

Now your sold out products will be in the sold gallery! By default, it is added to the top of your list of pages. Like any other page, you can change the order in Content > Pages.

Using Discounts

Using Discounts, you can create deals on products of your choice. You are able to specify the timeframe in which the discount will start and expire for limited time deals.

Navigate to Store > Discounts to manage your discounts.

 

This page shows all of your discounts, including the description and a summary of the discount's details. Click on edit to modify the discount, click on delete to delete the discount.

Creating and Editing Discounts

Adding a new discount, and editing discounts both use the screen pictured below:

 

The first section is where you can set the discounts name, description, and activation time frame.

If you do not wish for the discount to be active until a certain point, check the "Discount activates" box. You will now be able to set the date and time at which the product activates. If you wish for the the discount to expire after a certain point, check the "Discount expires" box and enter the date and time. 

Otherwise, you may simply check "Is active" if you wish to have your discount permanantly active. If an activation and/or expiration date is set, "Is active" will not apply the discount if it is before the activation date, or after an expiration date.

Discount Conditions

Discount conditions allow you to set under what conditions the discount applies.

There are two condition types to choose from:

  • Minimum Price, which means the order needs to be over a certain price for the discount to apply(e.g. 20% off on orders of $100)
  • Minimum Quantity, which means the order needs over the given amount of products for the discount to apply(e.g. buy 1 get 1 free)

When using minimum quantity, you will want to include the amount of free products received in the minimum amount. For example, if your deal is buy 2 get 1 free, you will want the minimum amount of products to be 3.

Discount Application

Under the Discount Application tab is where you set the type and amount of the discount, as well as which item(s) it affects.

There are 5 different discount types:

  • A Percentage off Discount, which decreases the price of the qualifying items by a percentage (e.g. "0.25% off", which is equivalent to 25%)
  • A Percentage off per qualifying item Discount, which decreases the total cost of the purchase by a percentage for each qualifying item(e.g. "0.25% off", which is equivalent to 25%)
  • A Fixed Amount off Discount, which decreases the price of the qualifying items by a percentage (e.g. "$10 off")
  • A Fixed Amount off per qualifying item Discount, which decreases the total cost of the purchase by a amount for each qualifying item(e.g. "$10 off")
  • A Free Item Discount, which makes each qualifying item free.

Below that, you can choose which products are discounted. There are 2 filter types:

  • Filter by Products, which allows you to pick specific products to discount
  • Filter by Categories, which allows you to pick categories that recieve the discount

You can hold ctrl(command on Mac) to select multiple products or categories. Once you are done creating your discount, hit the Submit button

 

Using image rollover for products

This new toggle image feature enables photos to switch when the mouse is hovered over a product image in the store. This aesthetic design lets customers see more of the product withuout actually clicking on it. An example is shown below.

 View from product page:

 

View with mouse hovering over product:

To enable this feature, go to dashboard>design>basics. Scroll down to "[theme] settings". 

Mark the checkbox that says "add rollovers to my Store products".

 

From here on out the second photo in product images will appear when mouse is hovered over products.

As always, do not forget to click "save configuration" in bottom right-hand corner.

You have now enabled image rollover for products!

 

 

Vacation Mode and Sitewide Message

Vacation mode prevents people from purchasing products, while still being able to browse your store!

You can enable Vaction Mode in Website > Settings under the "Sitewide Messaging and Vacation Mode" section.

Sitewide Message

Directly below vacation mode, you can enbable a sitewide message. This goes very well with vacation mode, as you can make it clear that your site is on vacation mode, as well as let your customers know how long you will be on vacation. 

Vacation mode is not required to have a sitewide message, you may enable the sitewide message at any time and have it contain whatever you like!