Configure
Taxes, shipping, warehouses, the merchandise catalog, coupons, stores, and settings.
31 articles shown
- Configure Shipping Products
Create the products your shipping charges post to, choose the account-wide default, and control which products stay available to choose.
- Configure Shipping Zones
Divide the places you ship to into zones by state, country, or postal code, set the address your packages ship from, and manage the zone list.
- Configure a Store's Checkout Settings
Set which accounts a store's sales belong to, which payment options buyers see at checkout, and how the store's orders are invoiced.
- Override a Store's Order Emails
Replace the order and shipment confirmation emails a store sends with your own wording, or turn one of them off for that store.
- Storefront Presentation: Publishing, Selling Dates, Featured, and Sort Order
Control whether and when a merchandise item appears in your store, feature it, mark it as new, and preview it before you publish.
- Tax Classes
Create the categories of goods you tax at different rates, and understand what happens to your tax setup when you deactivate, rename, or delete one.
- Tax Products
Set up the products your tax charges post to, choose the account-wide default, and understand why a tax product still in use can't be removed.
- Tax Zones and Rates
Define where you charge tax, by state, country, or postal code, and give each zone one or more rates with a percentage for every tax class.
- Set Up a Custom Orders & Inventory Dashboard
Build your own analytics dashboard to replace the standard Orders & Inventory overview every staff member sees when they open the Console.
- Variant Options and Variants
Let buyers choose among versions of an item, such as size or colour, generate every combination as a variant, and give a variant its own price, weight, or image.
- Cancellation and Return Confirmation Emails
Rhythm can email a customer automatically when their order is cancelled or a return is processed; here is who receives it, when it is skipped, and its store-override limits.
- Code Generation Processes
Build the template and confirmation email Rhythm uses to hand out coupon codes automatically when a product is bought, and preview the email before customers see it.
- Inventory Tracking Settings for Merchandise
Turn on stock tracking for a merchandise item, choose whether stock is counted for the whole item or by SKU, set a reorder point, and allow or refuse back orders.
- Sell Membership, Certification, and Event Products in Your Store
Turn on the sale of membership packages, certification courses and exams, and event registration packages inside a store, alongside its merchandise, and restrict each to chosen types or items.
- Merchandise Categories and Shared Options
Set up the categories your stores use to organize their catalogs, and define version or personalization questions once so many items can reuse them.
- Orders & Inventory Settings
Set your account's default store, whether checkout must show your policy links, who besides your own staff can manage organizations' coupon codes, and other account-wide Orders & Inventory choices.
- Coupons
Define what a coupon's discount does, how much it gives, what it applies to, and the restrictions that limit it, then generate the codes customers use to redeem it.
- Discount Products
Create the product a whole-order coupon posts its discount to, so the discount has somewhere to land in your financial records.
- Entitlement Types
Define the kinds of rights your products can grant and other applications can check, rename or retire a type, and turn on the entitlement screens for your account.
- Merchandise Items: Create, Edit, and Find
Add a merchandise item to your catalog, keep its name, prices, images, description, shipping, and categories current, and find, copy, or delete an item you already have.
- Preview an Order Confirmation Email
Send yourself a test copy of an order confirmation email, built from a real order, before customers start receiving it.
- Personalization: Modifier Options and Price or Weight Rules
Collect engraving text, a gift-wrap choice, or another answer from buyers when they choose an item, and set rules that change the price or weight when they pick certain values.
- Add Orders & Inventory Pages to Your Portal
Switch on the Online Store, Coupon Codes, and Order Management Portal features to add Orders & Inventory pages to your account's Portal.
- Portal Member Rules
Let Portal members apply a coupon to an order they already placed, and decide which contact roles of an organization may manage that organization's coupon codes on the Portal.
- Product Confirmation Emails
Create, edit, and preview the product-specific emails buyers receive after purchasing particular products, and see what happens to a product that still uses one you remove.
- Control Who Can Run, Download, and Schedule Each Query Type
Set separate permissions for running, downloading, and scheduling each Orders & Inventory query type, so different roles can see different levels of your order and inventory data.
- Set Up an Online Store
Create a store, choose which merchandise categories it shows, its default sort order and image, and set your account's default store; list, edit, and safely delete stores.
- Set Up Warehouses and Bins
Create, rename, and retire the warehouses your stock is held in, turn on bins for a warehouse, and set the order shipments draw stock from.
- Orders & Inventory Setup Overview and Navigation
Find every Orders & Inventory setup screen from one checklist page or from the setup side menu, and see which permission each one needs.
- Preview the Shipment Confirmation Email
Send yourself a test copy of the shipment confirmation email, filled in with a real shipment's data, before customers see it.
- Configure Shipping Methods and Their Pricing
Add free, flat-rate, weight or total-based, live UPS, and in-store pickup shipping methods to a shipping zone, price each one, and choose which shipping product its charges post to.